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
