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Customised Electronic Documentation
Although the work sheet and some industry forms are available free on the ezServiceApp.
Customised forms for your field workers which are unique to your company can be designed cost effectively.
These can be automatically pre-populated with Job and Client details for faster completion.
Please talk to our team and let them know your requirements.
Preconfigured integrations with Xero, QuickBooks, SAGE, Big Red Books and Stripe for payments.
SMS’s can be used to let customers know what time the fieldworker is attending a Job and also when the Job is completed.
Complete history of Invoices, Account Payments, Credit Notes, Credit & Debit Adjustments which can be exported to your Accounting Package* if required and Stripe* can be used for payments.
Invoice directly from the ezServiceHUB pulling the information on time, parts and labour used on Job. Miscellaneous and other items can be added and modified if required.
Create Bespoke Pricing Schemes to cover parts and labour overheads and apply these to individual customer or customer types. Tracks projects with multiple invoices for the same customer/job.
Manage stock levels within the vans on the road: assign stock to each and receive a MOQ (minimum order quantity) stock alert when low to ensure efficient stock levels. The office will receive an email every morning of current stock levels.
Key performance data and reporting capabilities (KPI’s) on Jobs to plan and manage your business. The dashboard will provide a graphical snapshot providing valuable Job insights in Real-time which can be exported into Excel for reporting.
Create and complete Job specific checklists within the software for worksheets – where all job tasks are listed on the App to be signed off by the client.
Track and record time spent by each member of staff at each Job, making pay-roll simpler.
Store all maintenance contracts in one place, where future Jobs are automatically scheduled – never miss an appointment again. Plan for renewals and if required bulk invoice contracts* easily.
*Available on ezPro
GPS & Job Map
Full view of where all Jobs are located, type/stage of Job in Real-time, as well as a view of your team’s location as they move from job to job each day.
Keep on top of Customer and Site tasks with the help of reminder email and SMS notifications.
Use the task boards for public and private team or individual task management.
Jobs can be created on the software or the ezService App. Get real time updates of Jobs on route, WIP (work in progress/ in progress) declined, reassigned and completed. Manage reactive or planned Jobs. Jobs can also be split between field workers.
Drag & drop Scheduler. View field worker’s scheduler by day, week or month. No more double booking. Clear calendar overview of job scheduled, dispatched, WIP and completed including- unassigned future jobs and annual leave. Easy one click Job dispatch feature.
All Client details stored in one secure location including all Service history generated from ezService App as well as notes and Accounts*.
*Available on ezPro