Work Order Dashboards

All Work Orders, All In One Place

See Details Without Digging

  • Easily look over and review any work order in any stage
  • See what part of the process the technician is currently on, and view all created work orders in their stages
  • Spot which technicians are assigned to each work order, and when each work order was updated
  • Have all customer details on each job ticket 
  • Monitor information entered by the technician in real time

Scope of Work Management

Fully Guided Work Order Begins With Scope Of Work Management

Delegate Work Order Details Effortlessly  

  • Control what details can be added to each work order
  • Assign the specific tech(s) for each job 
  • Easily add “Scope of Work” details and instructions, – like Part’s & Service’s with their quantities – along with any other needed information 
  • Administration tab for simple work order changes
  • Say goodbye to your techs missing critical work order details 
  • No longer lack the necessary details needed for each job

Inspection Lists & Surveys

Turn Protocols Into Simple Survey Questions

Create Dynamic Lists For Quality Outcomes

  • Create an environment where your office staff and technician crew can work in harmony
  • Create customized dynamic pre and post inspection lists or surveys based on the service that is being performed–without a lengthy paper inspection sheet.
  • Freely add specific questions related to unique job site qualifications
  • Attach inspection lists to the Service of your choosing
  • Break down complex data retrieval requirements into simple manageable points of direction for the technician 

Part & Service Management

Be In Charge Of Your Inventory

Have Clear Records of Technician WO History

  • Never miss individual inventory details
  • Simply import all Parts & Services so you can be up in running in no time
  • Manage and have direct access to all Services & Parts and their inventory
  • Inspections can be built into a service, so you don’t have to worry about missing linked questions

Customer Management

Cultivate Better Customer Relationships

Govern Customer Resources  

  • Foster better customer care by having all details right when you need them
  • Add and edit customer details easily 
  • Manage customer assets and documents; like letters of authorization 
  • See a list of all customers added and all work orders attached to the specific customer you are viewing 

User Management

Permission and Access Management For Your Team

Allot Levels of Access

  • Permissions allows certain staff members with access to manage all work orders
  • A technician only has specific access to assigned work orders, so the tech can stay in their lane
  • Two levels of office staff permissions to pair level of access to the level of responsibility
  • Licensing is per seat, so employees can be replaced if needed