Job Creation and Assignment
Jobs arrive from multiple sources and land in the same queue: phone, web form, quote conversion, or recurring schedule, ready to assign in seconds.
Keep every job organised from creation to completion with real-time scheduling, live updates, and complete visibility for your office and field teams.
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Create a job from a call, email, form, or quote approval, with all details carried through.
A traffic-light system gives every manager a live view of what's open, in progress, overdue, and complete.
Labour time, parts used, mileage, and expenses are logged against each job as work happens.
Automated reminders, follow-up triggers, and recurring job schedules mean no job gets forgotten.
WHAT’S INCLUDED
Think of it as an inbox-outbox for your team. Jobs come in, get assigned, get completed with a full cost record attached, and move off your list. Nothing sits around, nothing falls through.
Jobs arrive from multiple sources and land in the same queue: phone, web form, quote conversion, or recurring schedule, ready to assign in seconds.
A colour-coded status view shows every manager where each job stands without calling engineers or chasing.
Every job closes with a complete cost record covering labour, stock, mileage, and extras, ready for invoicing.
THE PROCESS
Specialised tools for every trade. Customisable workflows that adapt to how you work, not the other way around.
ROI SNAPSHOT
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Based on 230 working days
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SOFTWARE INTEGRATIONS
CLIENT RESULTS
Operations Director, Just Energy Solutions
admin reduction
faster invoicing
on-time arrival
Yes. Jobs can be created manually by office staff, by engineers through the mobile app, automatically from recurring schedules, from approved quotes, or from incoming job requests through the Customer Portal. Whatever the source, every job goes through the same workflow and lands in the same queue.
Labour time is captured through engineer clock-in and clock-out from the mobile app and attributed to the job automatically. Parts used are logged and deducted from stock with their cost applied. Mileage and additional expenses can be added by the engineer on-site. When the job closes, a full cost breakdown is ready for invoicing and profitability analysis.
Yes. Jobs are linked to the customer, site, and relevant asset during creation. Every visit then adds to the asset's service history automatically, producing a full record over time.
Yes. Multiple engineers can be assigned to a single job, with individual time and cost records tracked per engineer. This suits larger installation or survey jobs where a team attends and individual labour costs need to be captured separately.
Yes. Office staff can edit job records after an engineer marks the job complete, adjusting logged hours, updating parts used, or correcting form entries before the job is invoiced. Engineers can also be given edit permissions if that suits your workflow. All changes are time-stamped so there's always a clear record of what was amended and when.
Reclaim your time and boost profitability with the platform built for modern field service. Download our brochure instantly.