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YOUR DAY, YOUR WAY, WITH THE UK’S FAVOURITE
JOB MANAGEMENT SYSTEM

07:00

CHECK ON NEW CUSTOMER ENQUIRIES

07:00

and grab a coffee to go

MOBILE CRM

MOBILE CRM

08:00

Schedule today’s new jobs

08:00

JOB SCHEDULING

JOB SCHEDULING

09:00

CHECK THE LIVE VEHICLE TRACKING

09:00

whilst I grab a quick breakfast

LIVE TRACKING

LIVE TRACKING

10:00

ADD A NEW ENGINEER TO THE SYSTEM WITH EASE

10:00

so they’re setup for success

RESOURCE MANAGEMENT

RESOURCE MANAGEMENT

11:00

CHECK THE STATUS OF OUR SALES OPPORTUNITIES

11:00

it’s gonna be a record month

BUSINESS INTELLIGENCE

BUSINESS INTELLIGENCE

12:00

Take the office dog for a walk

12:00

12:30

Phone alert to say a driver has been speeding.

12:30

Ping a warning message straight to their tablet

DRIVER BEHAVIOUR

DRIVER BEHAVIOUR

13:00

QUICKLY FIND THE NEAREST ENGINEER TO A LOCATION

13:00

after an urgent repair job comes in

FIND NEAREST RESOURCE

FIND NEAREST RESOURCE

14:00

INVOICES SENT OUT AS SOON AS WORK IS COMPLETED

14:00

a real boost to our cashflow

DIGITAL QUOTES & INVOICES

DIGITAL QUOTES & INVOICES

15:00

CHECKED JOB PERFORMANCE

15:00

and had a cheeky biscuit (or 2!)

PERFORMANCE TRACKING

PERFORMANCE TRACKING

16:00

END THE DAY WITH A QUICK LOOK AT REPORTS

16:00

and schedule a WIP report for tomorrow’s meeting

REPORTS

REPORTS

17:00

SYNC WITH SAGE OR XERO

17:00

ACCOUNTING INTEGRATION

ACCOUNTING INTEGRATION

17:30

GYM AND NETFLIX

17:30

08:00

start my timesheet

08:00

and grab a cuppa!

TIMESHEETS

TIMESHEETS

08:10

Take a look at today’s jobs

08:10

before completing a vehicle check

JOB MANAGEMENT

JOB MANAGEMENT

09:42

LOVE THE INTEGRATED SAT-NAV

09:42

SAT NAV

SAT NAV

11:15

Office SENT through an emergency call out.

11:15

11:30

Good thing I checked the job history.

11:30

Stop at supplier to pick up a specialist part needed and add it to the job.

MOBILE CRM

MOBILE CRM

11:30

Arrive on site and complete a risk assessment

11:30

view the site plan sent by the customer in the file library

RISK ASSESSMENTS

RISK ASSESSMENTS

12:00

worksheets manage my work step by step

12:00

Takes me through the job step-by-step, so easy to complete.

WORKSHEETS & WORKFLOWS

WORKSHEETS & WORKFLOWS

12:50

took a photo to complete the job

12:50

Customer signs off the job and is relieved that the machine’s back up and running.

PHOTO & SIGNATURE CAPTURE

PHOTO & SIGNATURE CAPTURE

12:50

Definitely ready for lunch

12:50

It seems a long time since breakfast

13:15

Next job isn’t on the map yet, so navigate using what3words

13:15

Gives every 3 metre² location a unique 3-word combination that gets me to every job.

15:30

Carry out an interim maintenance job

15:30

See that machine’s due its full service next month so assign myself the job and do it now. Saves coming back another day and customer delighted.

17:30

time to sign off after a busy day

17:30

ready for a night out with mates!

TIMESHEETS

TIMESHEETS

09:20

REPORTED A MAJOR PROBLEM WITH ONE OF OUR MACHINES

09:20

Call through an urgent repair as we have to meet our customer’s SLA.

CALL HANDLING & CRM

CALL HANDLING & CRM

09:30

INSTANTLY RECEIVED A BOOKING CONFIRMATION BY EMAIL

09:30

Great to know someone’s on their way

JOB CONFIRMATIONS

JOB CONFIRMATIONS

09:45

RECEIVED AN SMS MESSAGE TELLING ME WHEN THE ENGINEER WILL ARRIVE

09:45

what a relief!

ETA ALERTS

ETA ALERTS

11:20

THE ENGINEER TOOK PHOTOS AND MY SIGNATURE TO COMPLETE JOB

11:20

I check the details and add my signature, then send it back. It looks as though we only had 3 hours downtime – bad enough but it could have been a lot worse!

PHOTO & SIGNATURE CAPTURE

PHOTO & SIGNATURE CAPTURE

12:00

THE JOBCARD AND CERTIFICATE WERE WAITING FOR ME IN THE CUSTOMER PORTAL

12:00

So I can review it to see what caused the problem

JOB CARDS & CERTIFICATES

JOB CARDS & CERTIFICATES

15:30

RECEIVED INVOICE AND LEFT A REVIEW

15:30

Left a 5* review and would definitely use them again

DIGITAL QUOTES & INVOICES

DIGITAL QUOTES & INVOICES

17:30

HEAD HOME

17:30

It’s been a long day.

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