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

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. Job 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

Offering customers access to view completed work and any planned tasks is a fantastic way to enhance transparency and build trust. Creating a secure, user friendly, online portal or platform where customers can log in and instantly access your uploaded, unique, documents and reports will transform your customer connectivity and guarantee satisfaction!

• Activate & Allocate : Bespoke URLs and tailored permissions protect customer data.
• Build & Maintain Relationships : Show your customer that you value their input and commitment to your on-going partnership.
• Store & Share : Full trail of quotes, work, invoices for both parties with real-time view of work progress and status updates.