For the office
Run the service book from one screen.
Plan the week, price the work, approve certificates and get it invoiced, with every job carrying its contract’s answer to who pays.
How the business is running, at a glance
Pick a period from this week to the last year. Every figure is set against the period before.
- Work done: visits by type, time on site, instruments calibrated.
- Quality: passed as found, adjusted, failed, and calibrations missed.
- Response: call-out response time in working hours, and fixed first time.
- Your board: add, remove, resize and reorder tiles. Money tiles, like the value of work done, show only to people with accounts access.
Previous 12 months: 1,190
Previous 12 months: 4,530, 4% failed
Previous 12 months: £391,480.00
Working hours, across 188 call-outs.
Previous 12 months: 4h 25m
26 needed a second visit.
Previous 12 months: 141 of 170
14 more raised than completed.
Previous 12 months: 187 raised
At 2 customers.
Previous 12 months: 11
Book the week by drag and drop
Swipe the board across
Kirkgate Bakery picked up from the tray. Illustrative: engineers and customers are made up.
Due work waits in a tray beside the week. One drag sets the day and the engineer.
- Distances: each free day shows how far it is from that engineer’s nearest job.
- Drafts: a booking stays a draft until the customer agrees, then goes to the tablet.
- Next week: carry a job over without cancelling it.
- Work due: book a whole site’s due work in one go.
The rest of the job, in the same place
Contracts that say who pays
Included, capped, agreed price or rate card, scale by scale. The answer shows while you’re still on the phone.
Renewals
Contracts due in 30, 60 and 90 days, with a log of every call and when to ring back.
Workshop and quotes
A repair queue from diagnosis to return, a parts-to-order list, and quotes from your price list with the margin shown.
Approvals
The certificate beside the queue. Issue, issue as failed, hold for repair or send back to the engineer.
Reference equipment
Every weight set, who has it, its lab certificate, and a warning before it expires.
Ready to invoice
Finished work priced from the contract or rate card. Adjust or waive, then export for your accounts package.