The employee has the information they need for the job.
What makes the work difficult today
The request is in an email, photos are in messages and the due date is in a spreadsheet. Before visiting the customer, the technician calls the office to gather the details.
How this helps the employee
The employee prepares for the job using one record. The office can answer the customer using the recorded outcome.
The first version could include requests, assignments, attachments and a record of completed work. Stock management, invoicing and route planning are agreed separately.
Describe how you manage jobsFrom the initial request to a record of the work
The office records the request
The task, visit address, due date and attachments are kept in one job record.
The employee opens their job
They have the instructions and documents needed for the work. They can record a problem or add a photo.
The office sees the outcome
The completed work and the employee’s notes are available in the same job record.