CRM INTAKE

• Log client details and site information
• Identify service type (inspection, refill, install, emergency)
• Assign priority level
• Capture equipment type and quantity
• Record compliance deadlines

QUOTE AND APPROVAL

Create detailed estimates for the service. Clients can approve estimates digitally with a single click.

• Generate itemised quote
• Send estimate to client for approval
• Convert approved estimate to work order
• Include labour, parts, and travel costs
• Client approves with one-click digital signature

JOB PLANNING

Turn the approved estimate into a structured work order. Split services into smaller, manageable service tasks.

• Create work order from approved estimate
• Assign required skills and certifications
• Set estimated completion time
• Split services into individual service tasks
• Attach relevant SANS standards documentation

TEAM ASSIGNMENTS

Schedule the job using Gantt charts. Dispatch the ideal team by filtering agents by skill, territory, and availability.

• Drag-and-drop scheduling on Gantt chart
• Locate field agents using Maps
• Send job notification to assigned technicians
• Filter field agents by Skill and Territory
• Dispatch the ideal team
• Confirm travel time and ETA with client

FIELD EXECUTION

Technicians work on-site using mobile app to log timesheets, upload photos, and track service progress in real-time.

• Arrive on-site and check in via mobile app
• Upload photos of equipment before and after
• Use Trips feature to log travel time
• Log timesheets for each service task
• Record serial numbers and asset details
• Mark individual tasks as complete

DOCUMENTATION

Generate comprehensive service reports on the go. Include photos, compliance certificates, and detailed findings.

• Generate service report on the go
• Record compliance status per asset
• Flag items requiring follow-up
• Attach before/after photos
• Issue certificates of compliance
• Digital report delivered to client

Turn work orders into invoices. Collect payments online or offline. Full payment tracking and reconciliation.

• Turn work order into invoice automatically
• Collect payments online or offline
• Send payment confirmation receipt
• Raise and send invoice to client
• Record payments and reconcile

QUALITY ASSURANCE

Get customer feedback and digital sign-off. Close the service loop and ensure complete client satisfaction.

• Request customer feedback and rating
• Archive completed job with all documentation
• Schedule next service reminder
• Obtain digital sign-off from client
• Update asset register with service date