Software for jobs and team workflows
From enquiry to completed job
A customer makes an enquiry, someone prepares a quote, a time is agreed, work is assigned and completion is recorded. When every stage sits in a different tool, it is difficult to see the complete state of the job. A bespoke system can connect the agreed workflow in one place.
The information needed to do the work
Customer and job
Contact details, scope, status and the information required by the person responsible for the next action.
Team planning
Dates, assignments and clarity over who owns the next step. Not every service business needs a traditional booking calendar, so the planning view is matched to the way the team works.
Documents and confirmation
Photos, forms, reports, quotations or other documents can stay with the relevant job instead of being spread across messages and folders.
Customer communication
The system can retain the history of agreed actions and make it clearer when another contact or decision is needed.
Work in the field and in the office
Someone working at a customer site may need a short mobile or tablet view. A coordinator in the office may need the complete schedule and status of every job. Access and information are matched to each role.
You do not have to replace everything
If your CRM, calendar, accounting software or another tool is still useful, it can stay. Integrations are agreed after the available technical interfaces have been checked.
Other business system areas
See the electrical contractor invoicing workflow, or return to business systems.