Full feature list

The Scheduler

• Personalise with your company name and logo
• Different levels of access for your team, including:
  • Company owner
  • Admin team
  • Mobile team
    • Group workers into different categories or teams

Administrate

• Add clients’ details with a logo and upload for easy identification
• Customise your job details to suit your business
• Generate quotes & invoices
  • charge for parts or other resources
  • charge for labour
  • log if a deposit has been taken

Scheduling

• See all jobs assigned to your team that day at-a-glance
• Print the full schedule for a day
• Select workers and print all the important job information for that day, including a route map (ideal for areas with no or inconsistent mobile network coverage).
• Create jobs to assign to your mobile team.
• Create job statuses to match your business & colour code your schedule for at-a-glance management of all jobs
• Filter jobs by status
• Segment jobs into time intervals so you can let your customers know when to expect you
• Job details include:
  • Job number (generated automatically)
  • Job date
  • Assigned workers
    • Set as a two-person job and assign another worker
  • Job type
  • Job status
  • Job duration
  • Travel time
  • Provider / Client name
  • Image upload (ideal for proof of work completed or any supporting documents)
  • Log Proof of purchase details
  • Additional job information
    • Set the type, brand, model and serial number of the equipment
    • Enter the fault reported by the customer and the resolution
    • Log any accessories which have been collected and brought back to base
  • Customer details
    • Full name
    • Job
    • Job address
    • Contact phone numbers
    • Email address
    • Mark the customer as ‘Covid clear’
  • See an audit trail of all changes made to a job
  • Text notifications are sent out to the customer the night before to give them a time slot / ETA.
  • Assign parts or resources to a job and track their status (e.g. ordered, received, fitted)
  • Classify completed jobs so you can see trends in your business
  • See total ‘job time’, ‘drive time’ & ‘total time’ for each worker.
  • Schedule annual leave and other appointments so you can see availability

Routing

• Autoroute journeys based on your customer’s postcodes:
  • Jobs are arranged in the most efficient order
  • Automatically generate travel time between jobs
  • View your routes on Google Maps
  • Use drag and drop to manually arrange your jobs to suit your day
• Split the working day into timed segments
• Search for specific jobs or postcodes

Reporting

• • Generate ‘work in progress’ reports and ‘financial reports’ which can be filtered by:
    • Date
    • Assigned worker
    • Job status
    • Model number
    • Provider / Client
    • Customer type
    • Job type 
    • Job title
  • Bulk mark jobs as paid
  • Export as CSV

Dashboards

• • clear and informative dashboards to give you an immediate overview of your business
    • See the trends of incoming jobs over the last quarter
    • See trends of turn around over the last quarter
    • Tally of jobs that have come in today
    • Work in progress by client and how long since the job was created
    • Outstanding client invoices and how long since they were issued
    • See how many jobs are associated with each job status

Customer database

• Save contact information
• See customers’ locations on google maps