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

Designed With Simplicity In Mind

  • Create an intuitive workspace for each technician 
  • At a glance, see all work orders assigned to yourself 
  • See company, asset, technicians assigned to the same work order, and dates of creation 
  • One scrollable page for all work orders
  • Technician sees only what they are assigned

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

Proper Job Details Means Doing Your Job Right Every time

  • Never enter a job site with incorrect information again 
  • Grants access to credible knowledge, so your techs are never in the dark
  • Allows tech to see door codes, addresses, phone numbers, scope of work, and parts that are required
  • Save valuable time with a guided arrival tab 
  • See specific instructions for parts and services that are defined by the office that you can trust
  • Review the work before you begin your job
  • No more calling into the office or waiting to see job data 
  • Simple step-by-step tabs for a simple workflow process

Time Tracking

Simple, Yet Powerful

Tracking That Promotes Transparency While At Work

  • Support for custom work time types (driving, riding, working, inventory, surveying, break, lunch, etc) 
  • Extensive reporting from work order specific time to technician utilization 
  • Run payroll based upon approved time – Technician timesheet approvals 
  • Crew management to allow foreman to log time on behalf of entire crew
  • GPS tracking while on the clock (coming soon)

Foreman Time Logging

  • Foreman can log time for entire crew for efficiency, supervision, and better control 
  • Log on duty time with support for per diem reporting  
  • Individual work order time to show progress on tasks throughout the day
  • Leaves notes on time logs for added time details
  • Individual timesheets for each technician 

Site Survey

Collect. Prepare. Perform.

Build Accurate Estimates. Bring Consistency To Each Job. 

  • Surveys designed to collect needed information so your crew can arrive on site prepared and informed 
  • Fully configurable templates with support for text, numbers, lists, and images
  • Efficiently build out quotes from site survey data 
  • Find estimated time to perform the service 
  • Save resources, time, and money by surveying before the service so there isn’t multiple trips 

Establish Proper Pre Job Site Knowledge 

  • Easily collect site information for the service to be performed 
  • Take photos with business specific information and see relevancy of photos taken on site
  • Access site information prior to arrival based upon past site survey 
  • See all site data from the survey at the beginning of each work order

Inspection Lists

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 

Record Job Data With Ease 

  • Allows for identifying future work on site without it being a burden
  • Attach notes and images to an inspection question to create better work history
  • Record product, VIN, or serial numbers related to a question 
  • Fill out simple questions related to work performed 
  • Follow simple guided inspections before completing the job

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

Hand Pick Part’s & Service’s

  • Have a broad selection of inventory parts to choose from
  • Add or change services and parts with ease if the scope of work changes while at the job
  • Search for the part or service that you are looking for
  • Pair the parts used with the service performed so the office doesn’t ask later

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 

Connect Tech’s With Customer Needs

  • Provide customer details to the technician so customer relationships can be built stronger
  • See each customer and their contact information on every work arrival page, so when necessary your technicians can easily reach them
  • Spend less time scrambling for customer information

User Management

Permission and Access Management For Your Team

Allot Levels of Access

  • Permissions allows certain selected users 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