Drag and Drop to create single or recurring jobs in seconds with real-time dashboard
Save time, improve efficiencies and use smart automation to reduce your manual processes.
Jobs can be set up as one off or recurring. Automated job notifications advise users that a new job has been assigned to them.
Fully integrated, paperless Safety First solutions ranging from simple safety checklists through to complete Safe Work Method Statements and Risk Assessments customised to suit you .
Powerful, drag and drop scheduler to manage one off and recurring jobs. Smart notifications, reminders and status updates help keep you and your clients always up to date
Creates Quotes in seconds and convert to Job or Invoice. Automated Assistants will chase Quotes and Overdue Invoices for you, Card Payment and awesome integration with Xero and Quickbooks.
Job forms attached to a job can be completely customised using the form builder to collect exactly the information your business needs.
Maximise every sales lead or enquiry with automated follow up and integrated pipeline. Create and assign tasks manually or by automated workflows.
Create single or recurring jobs from the desktop or app. Assign to one or more users and monitor the job status in real time as it moves through job stages. Save time with Job Type templates and customise the colours and layout to suit your business.
Enable mobile users to Accept, Reject or Re-schedule the job to another time. Queue feature also available to make the job available to multiple users on a first accept basis – perfect for emergency or subcontractor allocation.
Automated route guidance from current location to job location. Track travel time, travel breaks and arrival times automatically. Job History provides a full record of all events throughout the job.
In “On Route” mode, if the field user is running late for an appointment, one click to send a Late Notification by call or SMS keeping the client fully updated.
Your clients will love the new level of communication you provide and it’s all completely automated.As the job moves through different stages automated SMS, Emails and Notifications trigger keeping everyone updated. Fully customisable and very powerful.
You have the option to prevent field users accessing the job until the Safety First forms have been completed. So safety forms can be viewed back in the office before the job even starts. Customisable Safety First forms for all job types can be automatically attached to jobs.
Use the drag and drop form builder to customise the job forms you use to perfectly suit your business. Unlimited Job forms for different job types or services from simple checklists to complex reports.
Integrated Quotes and Invoices can be attached to Jobs. Invoices can be created or adjusted from the App with automated mobile card payments. Add photos, signatures and attachments with ease.
Never miss a future appointment again. Automated reminders sent by email, SMS, letter or notification at staged times before the appointment keeps everyone updated. Different messages at different times using different platforms to ensure future appointments are won.
View the real-time status of all jobs in the office from the Jobs Dashboard. View in List, Scheduler or Map view and see the current status of all jobs – both one off and recurring!
Your dedicated Client Success Manager will be there with you throughout your journey.
We can’t wait to chat and discover how we can help you get paperless and improve the way your business works.
You can just use the forms for your business or you can benefit from all the other included business solutions.
All of your customer information in one place. Contact details, Forms, Jobs, Documents, Safety, Tasks, Communications, Quotes and Invoices all securely stored and always with you.
Fully integrated, paperless Safety First solutions ranging from simple safety checklists through to complete Safe Work Method Statements and Risk Assessments customised to suit you .
Powerful, drag and drop scheduler to manage one off and recurring jobs. Smart notifications, reminders and status updates help keep you and your clients always up to date
Creates Quotes in seconds and convert to Job or Invoice. Automated Assistants will chase Quotes and Overdue Invoices for you, Card Payment and awesome integration with Xero and Quickbooks.
Manage all of your documents in one place. The perfect tool for Safety, Licences, Data Sheets and so much more with custom folders and automated expiry notification.
Maximise every sales lead or enquiry with automated follow up and integrated pipeline. Create and assign tasks manually or by automated workflows.