All topics
Jobs and planning
Plan work, get work orders signed, log hours and invoice the job.
- Creating and scheduling a jobHow to create a job, put it in an engineer's diary and let the customer know when you are coming.
- Getting the work order signed by the customerHow to record on site what you did and have the customer sign for approval.
- Logging hours on a jobHow to keep track of your time with the timer or enter hours by hand, so that they end up on the invoice.
- Invoicing a jobHow to turn a finished job into an invoice, with the hours, the materials and the call-out charge that are on it.
- Creating forms and checklists and filling them in on the jobBuild your own handover checklist or inspection form and let the technician fill it in on the phone, even without coverage.
- Recording devices and installations with a QR stickerRecord each customer's devices, stick a QR sticker on the installation and open the maintenance history with one scan.
- Smart planning: the dispatch panel and the weekly boardHow the board suggests who should do a job, and why you always assign it yourself.
- Tools with inspection dates and blocking devices remotelyKeep a tool register with inspection dates, record issue and return, and block a lost phone.