Several visits, scattered details
The survey, first fix and return Visit all belong to the same Project. When the diary, notes and photos sit apart, the next person attending has to piece together what happened.
Keep every project running smoothly
Manage your team, visits, costs and changes in one place. Stay on top of progress, keep everyone informed and see what's left to do or invoice.
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Why keeping projects on track gets complicated
Changes that do not reach everyone
The customer agrees an extra or changes the finish while work is underway. If the decision stays in one conversation, the office and crew can carry on with different instructions.
Costs creeping beyond the plan
Another Visit, extra materials or more labour can use up the margin you expected. Late time records and missing receipts make it harder to spot the difference while work is still underway.
Plan every job from start
Set up the customer, site and work details, assign your team and schedule visits so everyone knows what needs doing and when.
Keep every job running smoothly
Track visits, time, materials and costs in one place. Keep everyone up to date and manage changes as the work progresses.
Finish the job and get paid
Record completed work, arrange customer sign-off and send the final invoice, with payments tracked against the project.