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