Client Request
Clients directly dial in to initiate their job card, enhancing customer service and workflow management. With caller ID, every conversation is personal and efficient. Plus, all the calls are recorded and transcribed, providing a complete record along with each job for top-notch quality assurance.
Job Allocation
The software offers an automated job allocation system that takes the guesswork out of assigning tasks. The software uses pre-defined rules to match jobs with the perfect technician. Skill-based matching ensures the right expertise is assigned to each job, while availability-based assignment guarantees projects are completed promptly by assigning them to the first free technician within the timeframe. Finally, location-based optimization prioritizes efficiency by assigning jobs to technicians closest to the site, minimizing travel time and maximizing productivity.
Store Evidence
The software simplifies record-keeping by letting you store all your proof of work in one place. Technicians can upload photos directly from the job site, documenting everything from the initial condition to the final completion. Additionally, they can record detailed notes and transcripts within the job record, capturing important details and client interactions. This creates a clear and comprehensive record of the work performed, streamlining your record-keeping and providing valuable evidence for future reference.
Quote & Invoice
Create professional quotes in seconds, then convert them to invoices with a single click. Choose your preferred delivery method – print, email, SMS, or mail – and get paid faster. Take payments anywhere directly through the app, and even allow your customers to pay online.
Client Signature
The software allows clients to easily sign quotes and invoices electronically, providing a fast and secure way to confirm their approval.