Inside the Tool: 5 Steps to success
1. Set Up Your Users
Create accounts for employees or contractors you’re ready to go. You control what they see and when they work.
2. Build your site
Easily upload customer info from your accounting system. Use unlimited cloud storage to add information in your secure document library - anything from company rules to installation instructions. Create custom checklists to make sure they do it the right way, every time.
3. Put each job on a schedule
Be more efficient and learn who on your team is meeting deadlines. Time stamp your work tickets to set expectations and balance multiple jobs. Build on-time performance into your culture.
4. Assign a Job and attach checklists
An alert is sent to your tech and an assignment is made. Monitor job status in real time and use the in-app communicator to track comments and questions. When the work is done and the customer satisfaction checklist is complete, your techs can include a confirmation picture and close the ticket.
5. Focus on the customers you don’t have
Receive alerts on every open job. See when they’ve been completed or require re-assignment. Look at all your open and completed jobs by job, by employee or by contractor. On your laptop or on your phone, you can manage your workflow from anywhere while focusing on growing your business.
MYSERVICEPAK – REMOTE WORKFLOW MANAGEMENT
A unique, powerful tool engineered to give you the visibility you need
Run your business from anywhere
Quick and easy to assign and track work
Set expected start and finish times
See all jobs in real time
Add custom checklists to work tickets
Confirm photo for every job
Easily upload customer lists
Compliments existing proposal and accounting software
“I have the tools to answer customer calls, quote and invoice my customers. Where I struggled was giving clear direction to my team about each job. How do I assign the job to the right person, track the job, collect and store critical information about the job and then know when a job is closed? How can I make sure the jobs are done to our standards and how can I see my overall workflow by employee and for my whole company? I’ll tell you how I used to do it – texts, calls and paperwork. Now I do all my work tickets in MyServicePak and my life is a whole lot less complicated."