From task assignments to invoicing, our service management platform puts you in control of your business.
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Manage all your service jobs in one place, keeping your team on track and your clients satisfied.
Features
View, manage, and track all jobs from a single interface.
Easily assign tasks to team members and monitor their progress.
Track the status of each job in real-time to ensure timely completion.
Improve communication and coordination among team members.
Access past jobs and records for future reference and audits.
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Simplify your financial operations with quick and professional invoicing, integrated with your favourite accounting tools.
Features
Create and send invoices in just a few clicks.
Generate and send polished quotes directly to clients.
Seamless integration with QuickBooks and Xero for easy financial management.
Monitor the payment status of invoices in real-time.
Set up reminders for overdue payments, ensuring you get paid on time.
Part Payments and Recurring invoices.
Keep your team organised and responsive with real-time task assignments and updates
Features
Team members receive immediate alerts when tasks are assigned or updated.
Sync tasks with team calendars for seamless scheduling.
Assign priorities to tasks to ensure the most critical jobs are completed first.
Monitor the completion status of tasks in real-time.
Daily, weekly, monthly, or yearly.
Request call outs through the app or dashboard, with instant company notifications.
Call outs, further actions and quotes can all be converted into tasks.
Ensure every job is completed to perfection with custom checklists tailored to your business needs.
Features
Easily generate certifications tailored for fire and security requirements.
Ensure all forms and processes meet industry-standard third-party accreditation requirements.
Securely obtain digital signatures directly in-dashboard for fast approvals and documentation.
Capture and store proof of work images for safety and compliance, ensuring critical documents are accessible to all stakeholders when needed.
Customise forms with your company’s branding for a professional and consistent appearance.
Ensure every job is completed to perfection with custom checklists tailored to your business needs.
Features
Create checklists that align with specific job requirements.
Access pre-built checklist templates or design your own.
Team members can check off tasks as they complete them, ensuring nothing is missed.
Access and complete checklists from any device, anywhere.
Keep a detailed log of completed checklists for quality control and audits.
Never miss a service appointment with scheduled reminders that keep your team and clients in sync.
Features
Set as many service reminders as your business requires.
Automatically sync reminders with engineers’ calendars for seamless scheduling.
Keep clients informed with automatic service reminders.
Add specific instructions or details to reminders for precise servicing.
Track when services are completed and confirmed by clients.
Stay informed and in control with detailed reports that provide insights into your business performance.
Features
Streamline your billing process with automated invoicing, reducing manual tasks and ensuring timely payments.
Monitor your financial health with reports on invoices, payments, and outstanding balances.
Create reports tailored to your specific business needs.
Track key performance indicators (KPIs) to assess team productivity.
Export reports in various formats for easy sharing and analysis.