Passport 365 Features

Create, manage and schedule jobs, tasks and bookings all in one place. Custom fields and templates allow you to add the information that matters to your business. With real-time reporting, your entire team can stay up-to-date. 

• Jobs and tasks for everything from maintenance to bookings
• Schedule and track progress of bookings, jobs and tasks
• Assign team members, sites and contacts
• Use customisable forms to supercharge jobs and tasks
• Mobile app access allows you to work on the go
• Dynamic scheduling & job management

Complete surveys and data capture on the app with instant professional reporting. With custom forms and reports, easily capture the information you need to keep your venue running. Perfect for condition surveys, legislation or warranty documents, health and safety logs or incident reports with slick, fully customisable PDF reporting outputs. 

• Quick and easy to use
• Customisable fields for data capture
• Exportable to Excel or PDF file formats
• Upload and attach documents and images
• Fully Brandable Custom PDF reports

Never miss any important deadlines again. Stay on top of everything with automatic reminders and notifications. Set reminders against individual tasks or recurring events. Perfect for day to day actions as well as annual contract renewals or maintenance reminders. 

• Create and manage reminders
• Receive notifications by email or SMS
• Send automatic reminders to customers
• Automate regular maintenance reviews and tasks
• Filter by type, date, status and customer

Store all your contact information in one secure place that can be shared with the team both in the central portal and the mobile app. Keep a log of all the information you require and customise the fields as you need. Log names, numbers and addresses through to billing information, emails and more.

• Automatically link contact information to jobs
• Save valuable time when creating tasks and form filling
• Keep a recorded log of all customer communication
• Store files and notes against contacts and sites
• View a complete history of jobs against contacts and sites

Streamline logistics and view all workers, jobs and timings with an easy to use, innovative, drag and drop planning tool. Jobs changes can be made instantly with instructions automatically sent directly to the operative or worker through the mobile app. 

• Intuitive drag and drop interface 
• Auto-update reminders and alerts when rescheduling
• Easily manage, assign or reassign jobs to team members
• View all jobs and tasks in day, week or monthly views
• See where the team are via interactive real-time maps

Keep track of hours logged by staff and save time with simple and easy to use timesheets. All team members, office and field-based, can quickly and easily fill in their time on the mobile app or on the web. Expenses and receipts can also be uploaded directly into the system.

• Track time against jobs or free form entry
• Management approval for timesheets
• Track and record expenses
• Access and update through Mobile App.
• Customised to suit your organisation

Store important documents in a central location which are accessible whenever you need them. From health and safety certificates to team member HR reports. Expiration date tracking alerts relevant managers when documents need reviewing.

• Centrally store important company documents
• Expiration tracking alerts for compliance documents
• Add descriptions and notes against files
• Import and export documents
• Export a full list of documents with relevant details

Keep a central log of all assets from machinery to small items. Prevent double-booking of assets by assigning them to customers, sites or jobs. A complete history of the asset logs which jobs it has been used on and when service is due.

• Track current use and the history company assets such as machinery, equipment and venues
• Prevent double-booking of assets
• Assign assets to customers, jobs or team members
• Automatically create recurring jobs with assigned assets
• Manage long-term contracts with recurring events

Optimise operations and strategy with PassportBI. Aggregate and analyse the data collected through Passport365 and make data-driven business decisions. Discover if jobs can be more efficient, or if you could charge more for your facilities.

• Make data-driven strategic decisions
• Oversight on all business performance
• Dynamic reporting using Microsoft’s PowerBI engine
• View data in interactive visuals like never before
• Combine data from Passport365 with other datasets