Jobs are scheduled by phone and reports arrive by text message
Starting point
One person in the office keeps the schedule and calls each technician to confirm or move a visit.
After the job, the report arrives as a text message or a photo of a paper form. Something is often missing, and the invoice cannot go out until the report is complete.
The solution we can build
A field application linked to a shared schedule. Technicians see their jobs, fill in a job sheet on their phone, add photos and the customer’s signature, and the report is available at the office as soon as the visit ends.
Essential features
- Schedule shared between the office and technicians
- Job sheets adapted to your types of visits
- Photos, notes and customer signature on site
- Reports generated from the job sheets
- Tracking of jobs ready to invoice
- Offline-friendly use in low-coverage areas, if needed
Expected benefits
- An up-to-date schedule for everyone
- Complete reports as soon as the job ends
- Fewer calls and messages to coordinate
- Invoicing that no longer waits for reports
Indicators to track
These measures let us check with you whether the solution has the intended effect.
- Administrative time
- Time spent coordinating and transcribing reports.
- Incomplete reports
- Jobs whose report has to be completed afterwards.
- Time to invoice
- Time between the end of a job and the invoice being sent.
Does this look like your situation?
Describe your context. The first conversation is about understanding your situation and finding a suitable next step.