Set 04 · Office · 7 modules
Office
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.
module · Pay
Payroll
Points-based pay: every completed job carries its own points.
1.1
Set a points value per job type; the rate card is yours.
1.2
A completed job credits the technician by itself, with no separate timesheet.
1.3
At month end the table is ready: technician, points, amount.
module · Time
Workday
Time tracking: the start of the day, the end, and what happened in between.
- 2.1The technician marks the start and the end of the day on a phone.
- 2.2Working time links to the jobs done, so an hour never hangs unattached.
- 2.3The month’s hours are counted by the time the month ends.
module · Stock
Warehouse
Parts under control, including the ones riding in the technician’s van.
3.1
The office shelf, the stock left on site and each technician’s van are separate locations.
3.2
A part recorded on an act writes itself off the stock.
3.3
Minimum levels warn you before a part hits zero.
module · Fleet
Vehicles
The firm’s vehicles in one list: who has which, inspection, servicing.
- 4.1Every vehicle carries its user, its mileage and its next due dates.
- 4.2Inspection and servicing are visible ahead of time, not remembered afterwards.
module · Agreement
Contracts
Client contracts with their deadlines and the agreed scope of service in one place.
5.1
A contract links to the site, so the agreed scope is in front of you while the work happens.
5.2
Terms and renewals are visible in the list before a contract quietly runs out.
5.3
Every contract carries its client and its sites, so a search starts from the list and not from someone’s memory.
module · Queue
Requests
Requests from residents, clients and technicians to the firm’s admin, in one queue.
- 6.1A request arrives as a form rather than a call, and it gets an owner.
- 6.2The resident, the client and the technician can see what state their request is in.
- 6.3An unanswered request is visible in the list, not buried in someone’s inbox.
module · Overview
Dashboard
One overview: what is open, what is overdue, what closed today.
- 7.1Open jobs, missed deadlines and today’s closures on one screen.
- 7.2The view is assembled from the modules you actually have.
- 7.3The morning overview, without having to ask anyone.