From Enquiry To The Diary

Capture the job once and get it onto the right person before anyone leaves the yard.

  1. Step 1

    Job Comes In

    Capture the enquiry once, with the right customer and site details attached from the start.

    • Quick Job Or Full Job Choose Quick Job for speed or Full Job when you need complete details before the visit.
    • Customer And Site Create a new customer or select an existing one, pick the site address, and keep billing linked to the main account when needed.
    • Account Customers Work can happen at multiple sites while invoicing still goes back to the main Account Customer.
  2. Step 2

    Schedule And Allocate

    Put the work on the diary, then get it onto the right person without ringing around.

    • Diary And Calendar Choose date and time, view day, week or month, and filter jobs by status so the workload stays clear. See Scheduling Guide
    • Own Engineer Assign the job. The engineer gets a push notification and the job appears on their device automatically.
    • Subcontractor Cover Send one job request to multiple subcontractors by text or email. When someone accepts, the office sees it straight away. Trade Partners

Work On Site And Clear Down

Do the job from the phone, then finish once so the office has everything ready.

  1. Step 3

    Work On Site

    Everything the engineer needs lives on the job. No digging through other apps.

    • Open The Job See assigned work, customer details, address, notes, forms and the job description in one place.
    • Navigate Tap navigation and open Google Maps or Waze. Finish one job, then map straight to the next.
    • Start Job And Timer Press Start Job and the timer begins. Actual time on site is recorded and visible to the office.
    • Contact The Customer Call, text or email from the job itself. No searching contacts elsewhere.
    • Forms On The Job Create digital forms, upload company forms, attach them to jobs and complete them on phone or tablet. AI Form Builder
    • Diagnostics And Find Parts Check possible causes, help videos, and local suppliers with stock and prices from the engineer’s location.
    • Parts And Photos Record materials used and upload up to eight photos for before and after evidence the office can see too.
    • Offline Mode Keep working with no signal. When connection returns, the job syncs and customer messages can go out.
    • Receipt Capture Photograph fuel or materials receipts on the phone. They land under Receipt Capture on the dashboard.
  2. Step 4

    Complete And Clear Down

    Finish once in the field and the office has everything ready for the next step.

    • Complete The Job Enter the final description, parts, photos and forms, then press Complete Job. Finish time and total job time are captured automatically. Completing A Job
    • Office Sees The Update Clear down details, photos, forms, parts used and time spent are available without chasing the engineer.

Invoice, Pay And Review

Build from the job, send it, take payment, and ask for the review before you leave.

  1. Step 5

    Invoice Pay And Review

    Turn the finished job into money in, then ask for the review while the work is still fresh.

    • Create The Invoice Build from the job and clear down so you retype less. Invoice from site or leave it for the office. Stripe Payments
    • Send By Text Or Email Send the invoice straight from the job. The office can send or resend later if needed.
    • Record Payment Mark the payment, update the paid invoice, and keep the money trail connected to the original job.
    • Proof Of Payment And Photos Send a paid invoice or receipt, and email job photos for before and after proof of work.
    • Ask For A Review Send a review link or QR code, or show the QR on screen while you are still with the customer. Review Requests
    • Next Job Open the next assigned job, navigate with Maps or Waze, and start the workflow again.
Back At Base

Office And Field Stay Connected

Clear downs, invoices and chasing land in one dashboard while vans keep moving. Keep the office in control and fit the same system to sole traders or bigger teams.

  1. Step 6

    Office Stays In Control

    While jobs move in the field, the office runs the business from one dashboard.

    • Dashboard See jobs clearly, open one beside the dashboard, and act without constantly changing screens.
    • Action Centre Outstanding invoices, jobs needing clear down, quotes to chase, subcontractor acceptances and more, in one list. Action Centre
    • Job And Payment Status Filter Pending, In Progress, On Hold, Completed and Cancelled. See invoices as Pending, Part Paid, Paid, Overdue and more.
    • Quotes To Jobs Email quotes, let customers accept and pick a date, chase outstanding quotes, then convert accepted work into jobs. Quote Approval
    • Customers, Suppliers And Purchase Orders Keep history, contacts, photos and forms together. Raise purchase orders and send them to suppliers. Job Costs And Purchase Orders
    • Staff, Timesheets And Xero Manage engineers and workloads, build timesheets, and push invoices into Xero without retyping. Timesheets
    • Service Reminders After a service, set an annual reminder so you can rebook and turn past customers into recurring work.
    • Archive And Search Archive finished jobs off the active dashboard, keep the full history, and filter the day back to what matters.
  2. Step 7

    Fits How You Work

    Same platform whether you run everything yourself or split field and office.

    • Sole Trader Run virtually everything from your phone. Jobs, invoices, payments and reviews in one place.
    • Small Team Engineers manage their jobs while the office keeps control of the diary, clear downs and chasing.
    • Larger Company Engineers can stop at clear down. The office takes over invoicing, payments, customer communication and admin.