Although built for the arboriculture industry, this job management software is perfect for any trade where compliance and efficiency is key.
Each user has a different set of permissions and access. For staff in the field – life is made easier as this solution acts like a mobile control room. Using a phone or tablet, it provides an extremely clear picture of the jobs to do, tasks to complete and processes to follow.
Because the field staff are following a structured process, there is no need for a large administrative staff in the office. There is zero room for human error with regards to compliance, staff qualifications, tools, annual leave, invoicing and more.
In a world that is increasingly focused on both quality and compliance, this job management software is the perfect tool for customers also. Customers can conduct their own desktop audit from their office. Because customers have their own unique logins, it empowers them to have full confidence in the job while also removing the need for back and forward emails.
This job management software has been constantly improved and optimised since its initial build. It integrates all job system to create a one stop control room for a business with multiple members of staff in the field.
Easily add and schedule jobs across any number of fields. Assign staff with the right skills and qualifications.
Until a job is marked as compliant, it will be ‘on hold’ and can not start. This dramatically reduces the chance of mistakes and ensure staff follow all procedures correctly.
The administrator can easily create a new quote or make appointments for clients. You can also see a clear history of any existing work with the client to ensure continuity and clear communication.
Tracking this history allows for extreme compliance and record keeping but also allows you to give a more contextualised response to any new job requests from the customer.
The customer can request staff with certain certification or tools to ensure the job is completed compliantly. While this is always important, it is especially useful for any business who works often with councils.
One of the great features of this job management software is the job scheduling tool. Because the management systems are integrated, the workflow is smart, simple and efficient.
Before allocating a staff member to a job, the system can tell you various details including who is qualified to take the job, who has first aid certification and which staff are absent.
Each staff member is linked to their auto-populated job sheets. It is colour coordinated to clearly identify different members of staff (i.e supervisor, first aid-certified, etc). The person allocated is linked to the necessary vehicle to save further administrative time.
You can also lock jobs and crews from the administrator side so mistakes aren’t made by other members of staff making unauthorised changes.
Field staff can create a quote on the go via phone or iPad and send it as a PDF to the client for immediate action. Because all quoting and job management can be done on the go, field staff rarely have to come in to the office. Even truck drivers can take their vehicles home saving petrol, time and space.
Reduce risk of legal issues by asking staff to take photos of job sites before work begins in case of any prior damage. This is stored in the system along with notes.
Permission documentation is shown to field staff before a job where they are prompted to enter their personal pin code. This ensures the right staff member is completing the right job compliantly.
Admin can also use the system as a private noticeboard sending push notifications to field staff such as safety alerts or changes that need to be read before the job can proceed.
There is a mandatory compliance checklist for every member of staff in the field to complete before starting a job. This can be seen by office staff, colleagues and the customer for full transparency and compliance.
Each member of staff has their own unique 4 digit pin which proves that they have read any essential information and taken the necessary steps to complete. Staff members can be asked to confirm via the system that they are not in any way incapacitated or unfit to complete the job.
This job management software also has comprehensive incident report functionality. It retains a history of all incidents, showing a summary and a copy of the insurance certificates.
Filter the reporting in numerous ways including pending jobs, completed jobs, incomplete jobs and invoice reports. Easily download all of the information you need in a click to provide an accurate and clear picture.
Data entry time saving
WHS & Quality Assurance solutions
Specific client work management reporting
Overall business work management reporting
Complete staff management
Staff and Training Management
Quote and Job Scheduling
Mobile Control Room
WHS and Environmental Compliance
Arboriculture / Tree Management
Larger trade companies (plumbing, electrical etc.)
Multi-trade provider management (insurance, real estates etc.)
“As the business grew, we were spending too much time and resources on admin. There was no software existing that did everything we needed it to do. This is a complete package to facilitate the management of all clients, staff, quotes, jobs, vehicles, training & reporting. It is user friendly with restricted access to clients and a mobile feature for field staff.”
100+ daily users at any one time but built to scale