This feature has been developed completely with user in mind, A database of information is only useful if it captures the right information such as addresses and telephone numbers. That’s why we have included the features of Postcode Checking and mobile verification. Whether your customer is an Individual, Managing Agent, Landlord, Business, tenant or owner we have it all covered. Link Job Address to Customers and book job by using our enhanced Previous jobs address feature. A few simple clicks whether you are using IOS, Android or Computer and a job is created. Input the information once and you will not have to do it again for any Forms, agreement, Invoice or template letters, Saving time and money.

Once the job is booked, you can see when and for what engineer the job can be attended too. A clever diary view on mobile app and a complex Digital T card feature that allows you to quickly allocate time slots and move around on the screen which automatically updates the date and time of the booking once a slot is found. This is all designed to be done whilst on the phone to the customer in a quick and efficient way. Automatic SMS confirmation will be sent to the customers phone to confirm the appointment date and time and the problem reported which prevents wasted visits and miscommunications on booking times. It also allows you to charge for Wasted Visits as proof of confirmation can be relied upon to prove the appointment time. You can also send email Confirmation on professionally designed PDF templates. Just a click on the email icon will send the email already laid out without needing to do anything else. Very clever and simple.

Fed up with reading details of a job to an engineer who is driving, or countless calls to engineers who do not answer there phone ? only for the details to be taken down wrong and the engineer turning up at the wrong address. This feature allows you to invite multiple engineers, only being able to select the engineers with the right skill sets to complete the job, narrowing down the chance of mis allocation and wasting customer and engineers times by sending engineers who can not do the job. Letting the Engineer see key information about the job, without giving all the details to prevent the job being stolen. Set time limits for them to decline or accept the invitation. This invitation will be sent via the Apps or website and see live who has accepted or declined. Assign the job to the chosen engineer. All notification will be sent and the engineer phone will sound just like receiving a sms message. This prevents engineers missing out on a notification. Once an engineer is assigned they will receive access to all details of the job and will them to see on our internal mapping system how far the job is from there current location, and can send internal messages to the office. The engineer can also update on travel status, which will update on a mapping system to show the engineers location to both customer and control Centre which allows for accurate arrival times and seamless updating to customer.

Select the information you wish the engineer to see, don’t need to show telephone numbers or emails addresses and certain notes created. Manager access can see everything. Engineer can see notes and documents relating to the job via the app. Get updated information from the engineer live or notes and pictures of the job. Engineer can get Consumer cancellation rights documentation signed via the app ensuring at all times the latest legislations are adhered to. Capture dates and times of signatures and do not worry if customer is not present as customer not present can be signed if pre authorization is given. Edit information if it changes and once saved all details across all platforms are updated. Take materials on account or update self-purchased materials selecting order numbers and uploading pictures of receipts. Generate an Invoice with all the information already inputted and the correct notes inputted to formulate professional looking, information packed invoice. Take payment on the job with our Card payment gateway to ensure you get paid quickly and before you leave the house. The invoice is sent immediately to the customer and is saved on your drop box account for future reference. At any time you can access all the forms, Invoice, notes and Pictures leaving a full audit trail of every step of the job. No need to store boxes of invoices and paperwork or no need to sort through paperwork to find what you are looking for, Search a customer and find the details in under 10 seconds. WOW.

Engineer, customer and Office can see financial details and what is needed to be paid to clear the invoice. Customer has access to the notes that have been selected for the customer to see as well as pictures of the completed job and compliance forms, agreements and Invoices. Jobs that require further work or parts needed to be ordered can be flagged for attention and allocated to the right admin team so important things that need attention never get missed. Once the job is paid there are several programmed steps the job passes through, seamlessly competing the admin task needed, without you thinking about them. See how much is outstanding at a glance and see who owes what, so you can plan for cash flow. Upload all the required information onto an accountancy package such as Kash Flow or QuickBooks scheduled daily or weekly providing all information needed for your accountant to complete your dreaded returns.

Engineers don’t like to be left waiting to be paid. Endless calculations inputting data onto an excel sheet and sorting through piles of receipts to get a figure that the engineer is due is a task no company enjoys. Sometimes taking up the time of 2 admin staff of which then needs to be signed of by management as no company wants to over or under pay engineers. Believe it or not – you can avoid all this !! Our Self Billing Feature takes care of this all. Simply select an engineer and see a list of all jobs that have not been paid to the engineer, of which have all got a zero balance so payment has been received. Select by ticking a tick box the jobs you wish you pay the engineer and submit. Every calculation is taken care of in second, an option to add or deduct further pay, before finalizing the process. Those jobs selected to be paid to the engineer will not be presented to be paid again so avoid double paying on a job and losing profits. The engineer is notified automatically of payment via the app, email or SMS, can see what has been paid and how much and can print off the self Billing Invoice to pass to their accountant. That process has taken 2 minutes instead of 3 hours. Even the added feature of Vat registered Engineers has been thought about meaning the financial table to produce such accurate important figures is such a complex development but reduces the risk of error and thus ensuring no wasted money in over payment or upset engineers in under payment. A system you can really trust and rely upon.

Having access to all information on a particular job is very important. When customers have a query they expect you to know all details regarding their job as if it is the only job you have ever done. Our search feature allows this. Search by choosing from a choice or several filters to easily find any job. Once selected the job has every audit trail needed. You can see every action, click and email or sms sent with the name of the person performing the action, the time and date. This feature is no different to storing all the forms, invoices and notes of the job in paper format within files and folders. You then have to find the folder with the correct information in and try and make sense of the notes and writing on the invoice and notes. This Feature presents all the information in a logical user friendly format with a few scrolls and clicks you have the full details available. Blow your customers away with making them feel special by having all details of their job at hand as if they are in the back of your mind !