ServiceSight Work Order Management

Create call-out & planned work and allow your customers to request work via a simple online portal. Easily plan, track and manage work orders, teams, materials, resources and time. Access all the essential information you need about the work required, the customer history and payment details anytime and anywhere it is needed.

  • Log work orders by customer & site address
  • Categorize your work with user-definable job types
  • Automatically record labor hours & work reports
  • Automatically record materials used
  • Attach images, documents or maps
  • See work order customer history
  • See current open work orders for customer
  • Link checklists & certificates to work orders
  • Work order priced up automatically
  • Work sheets emailed to customer
  • Raise sales invoices with the click of a button
  • Email invoices to customers
  • Collect payments on site via the mobile app

 

Key Benefits

Schedule field technicians efficiently

  • See the whole service picture easily
  • Create efficient work schedules
  • Schedule unlimited technician visits to a work order
  • Prioritize jobs and maximize efficiency
  • Improve coordination & performance with response time & first time fix KPI statistics

Minimize downtime with intelligent early warning systems

  • See customers on credit hold or approaching their credit limits
  • Get notifications of planned maintenance visits coming due
  • Track equipment warranty
  • Flag customers as ‘order number required’ to prevent raising of invoices when not appropriate

Understand your revenue streams

  • Get instant access to built-in KPI charts enabling your key business decisions

Effective, smarter & faster resource planning

  • Define your own inspections and checklists
  • Provide technicians on call with full information about the customer & history
  • Have the ability to schedule multiple technicians to the same job
  • See your resources on a planner board or map

Keep on top of job pricing

  • Save time by automating the calculation of job charges, based on job type & agreed rates with individual customers
  • Set up permission based user roles to give managers the authorisation they need to override sales prices

Payments

  • Allow your technicians to raise invoices & collect payments on site to improve cash flow
  • Allow your customers to easily pay invoices online via the web portal
  • Save time by linking to Quickbooks and have your invoices & payments updated automatically in both systems