MODULE
Field service: from the dispatcher to the customer’s signature, without paper
The dispatcher assigns jobs on a board, the technician sees the day on the phone, fills in the checklist, takes photos, records the parts used and gets the work sheet signed on site – the customer receives the PDF minutes later.
Builds on: CRM (customers, sales)
See it in action
Screenshots of the base version in the WeKeepOn look. Click a picture to enlarge it.
Dispatch board: drag jobs to a technician and a day
My day: the technician’s jobs on the phone, with map and call Customer signature on site; the PDF work order goes out by e-mail
The data in the screenshots is made up (fictional companies and people).
What the base version does
Drag-and-drop scheduling
A technician × day board: drag the job to the right person and day; the technician sees it right away.
Mobile day list
Today's jobs as cards with the address, an “open in maps” link, a call button and a one-tap timer.
Your own checklists
Text, number, list, checkbox, date, photo, signature; required and conditional fields, per work type.
Sign-off and PDF
The customer signs with a finger on the phone; the work sheet goes out as a PDF by e-mail, with photos and parts.
Parts and time
Parts used are deducted from stock on completion and the timer becomes a timesheet entry (when those modules are enabled).
Works without signal
Input is saved on the device and syncs by itself when the connection comes back.
Examples you can add – at a fixed price
- Yearly inspections scheduled automatically from maintenance contracts
- A work order from a fault report in one click
- A monthly summary per technician of jobs done and average duration
For every request like this you get a fixed price in advance, broken down point by point. Accepted points are covered by the contractual guarantee.
Always included
- Login, users, roles and permissions
- Separate test and live system
- Daily backups, monitoring, bug fixes
- A log of who changed what, and when
The base system (included with every module)
Start with this module?
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