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Product tour

A walk through the workspace.

One screen at a time: how the office plans, runs and closes engineer work. Every screen uses example data.

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01 Dispatch

Schedule and dispatch

See every engineer's day, travel and project work, and pick up unscheduled jobs from the same view.

Schedule · Tuesday 14 May

3 unscheduled1 on site1 exception
Engineer
08:0009:0010:0011:0012:0013:0014:0015:0016:00

Priya Shah

On site

Firewall replacement

Northgate Dental Group

J-10482

Wi-Fi survey

Overlaps travel window

Conflict

Tom Ellis

Travelling

Travel

To Brightwater

Laptop rollout

Brightwater Legal

J-10487

Server rack install

Site access refused

Exception

Marcus Reid

Assigned

Office network refresh

Fenwick & Cole Architects

J-10471

Cutover sign-off

Awaiting customer

Pending

Hannah Cole

Available

Switch RMA collection

Kestrel Logistics

J-10479

Training

Blocked time

Printer fault

Brightwater Legal · Unscheduled

Pending

New starter setup

Northgate Dental Group · Unscheduled

Ready

UPS battery collection

Ashby Veterinary · Unscheduled

Overdue
  • Scheduled
  • Travelling
  • Project · assigned
  • On site · completed
  • Pending · conflict
  • RMA · collection · overdue
  • Critical exception
Product illustration · Example dataDispatch schedule with travel, project, pending and exception states

02 Jobs

Job detail and workflow

Every job carries its customer, site, engineer, workflow stage and full status history.

J-10482 · Firewall replacement

On site
  1. Booked
  2. Assigned
  3. Travelling
  4. On site
  5. Operations review
  6. To invoice
Customer
Northgate Dental Group
Site
Riverside Clinic, Unit 4
Job type
Hardware replacement
Engineer
Priya Shah
Booked
Tue 14 May, 08:00 to 11:00
Contact
Practice manager

Engineer notes

Old unit powered down and removed. New firewall racked; config restored from backup, testing VPN tunnels.

Status history

  • Arrived on site

    08:12

  • Travelling

    07:40

  • Assigned to Priya Shah

    Mon 16:05

  • Booked by dispatch

    Mon 15:52

Product illustration · Example dataJob detail with workflow stage and history

03 Customers

Customers, sites and contacts

One customer record linked directly to the work you do for them.

Northgate Dental Group

3 sites · 5 contacts

Sites

Riverside Clinic, Unit 4

2 contacts

High Street Practice

1 contact

Head office

1 contact

Jobs at this customer

J-10482Firewall replacement
On site
J-10496New starter setup
Scheduled
J-10455Backup appliance check
Completed
J-10431Reception PC swap
To invoice
Product illustration · Example dataCustomer directory with sites and contacts

04 Billing handover

Review, then hand to billing

Completed work is checked by the office and lands in one list, ready for your billing team.

To invoice

2 ready1 pending
JobCustomerEngineerStatus
J-10431Northgate Dental GroupHannah ColeTo invoice
J-10466Brightwater LegalTom EllisTo invoice
J-10468Kestrel LogisticsPriya ShahPending
J-10470Ashby VeterinaryMarcus ReidOverdue

Reviewed work is listed for your billing team. Invoices are raised in your existing tools.

Product illustration · Example dataOperations review and to-invoice list

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