Work Management
Work orders, reminders, calendar and exceptions.
6 guides
- 01 Work Orders Plan and track non-routine work: repairs, extra jobs and follow-ups, assigned to a customer, technician and date.
- 02 Reminders Lightweight follow-ups tied to a customer, route, technician and date, with optional photos and notes.
- 03 Calendar A calendar view of work and visits across the month, week or day to keep scheduling clear.
- 04 Skipped Services A controlled flow for visits that could not be completed, with reasons and an approval step so skips are accountable.
- 05 Filter Tracking Track filter cleanings and media replacement so maintenance happens on schedule and is never overdue.
- 06 Issues Center A central place to manage operational problems, raised manually or detected automatically from visit data, until they are resolved.
