Solutions for Service Providers
Business Tools for Service Providers
- Create Work Tickets and manage them through the lifecycle
- Capture approval signatures and optionally approve using client username/password
- Supports multiple day work tickets
- Email, Print and Download work tickets
- Allow clients to access and approve work tickets through their own dashboard
Hazard Assessments
Create pre-job hazard assessments and capture client approval signature and allow others to sign-on to the assessment.
- Perform pre-work hazard assessments and attach to work tickets
- Create any number of job tasks and risk rate each, as well as document hazards and controls
- Email, Print and Download hazard assessments
- Accept any number of sign-ons from Employees, Clients, and Third Parties
- Allow clients to access assessments through their own dashboard
- Prepare quotes and manage them through their lifecycle
- Create any number of job tasks and price each task independently
- Attach work tickets to the quote to track progess of quoted jobs
- Email, Print and Download quotes
- Allow clients to quotes through their own dashboard once completed
Service Agreements
Record and automatically apply specialty rates for labour and equipment alongside standard rates for labour and equipment.
- Keep track of service agreements with customers
- Assign labour rates or equipment rates
- Specify speciality rates by branch office or company wide
- Automatically apply specialty rates to work tickets
- Create timesheets at custom intervals
- Track Employee hours, rates, and pay
- Track Employee owned equipment, rates and pay
Client Dashboard
Put all information at your customers fingertips. Allow web access to clients with customizable permissions by customer, area, or location.
- Review and approve work tickets
- Review and approve hazard assessments
- Review quotes
- View asset information and calibration reports
- Create a signature and sign documents using email and password if permitted
Pricing
Choose the right tools for your business
Service Provider Tools
$23 CAD
per user / month
- Manage Labour/Equipment/Material Rates
- Create Work Tickets
- Create Hazard Assessments
- Create Quotes
- Employee Timesheets
- Customer Portal
- Email and In App Support
Asset Tools
$29 CAD
per user / month
- Instrumentation Asset Management
- Automation Asset Management
- Calibration Reports
- Work Requests
- Cause and Effect Diagrams
- Email and In App Support
Complete
$45 CAD
per user / month
- Service Provider Tools
- Asset Tools