Modules

The act is what a maintenance firm actually sells: the invoice rests on it and the inspection asks about it. This set covers the whole path of an act, from the template builder to the signed PDF in the archive.

1. 01ActsAct forms, filling in on site and the client’s signature through a link, as one life cycle.

The site’s memory, and the part of it the client sees for themselves. Logbook keeps the chronology of the work done, Client portal gives the client their own view, and Rental tracks the equipment that has gone out.

1. 01LogbookA maintenance logbook per site: what was done, when and by whom.
2. 02Client portalThe client’s own view of their sites, acts and logbook. · Requires the Logbook module.
3. 03RentalEquipment out on loan, under control: who has it, since when, and when it comes back. · Requires the Logbook module.

Work arrives as a call, an email or an alarm, and it has to reach a specific person with a deadline. This set covers taking the ticket, emergency callouts, planning the day and seeing the sites on a map.

1. 01TicketsWork orders that have an owner, a deadline and an end.
2. 02CalloutsEmergency callouts, including the ones a resident raises themselves.
3. 03BoardThe day’s and the week’s jobs on one board, by technician.
4. 04MapSites and work in progress on a map. · Requires the Tickets module.

Everything that surrounds the field work: pay, working time, parts, vehicles, contracts, requests and one overview of it all. Seven modules, and you can take them one at a time.

1. 01PayrollPoints-based pay: every completed job carries its own points.
2. 02WorkdayTime tracking: the start of the day, the end, and what happened in between.
3. 03WarehouseParts under control, including the ones riding in the technician’s van.
4. 04VehiclesThe firm’s vehicles in one list: who has which, inspection, servicing.
5. 05ContractsClient contracts with their deadlines and the agreed scope of service in one place.
6. 06RequestsRequests from residents, clients and technicians to the firm’s admin, in one queue.
7. 07DashboardOne overview: what is open, what is overdue, what closed today.