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.