Vehicle Management

Many customers utilise vehicles within their business and want to track what Engineers are linked to which vehicle and ensure they provide a vehicle check sheet each day or even each job.

Create Vehicles

Set the details

Assign the Vehicle

Vehicles > Vehicle Assignment

Set the Vehicle and related driver

TIP: There are instances where some customer engineers swap vehicles almost every job. In this case during setup the system can be set for ask an engineer at the start of every job what vehicle they are using and this will automatically update the vehicle assignment on a job by job basis as necessary.

User Management (Create and Manage Users)

Set User roles for system Access

Set Employee parameters (Set contracted hours and PO creation accessibility)

Creating Products

Vehicle Management

Job Settings

Set the Job Types

Creating Suppliers

Set Labour Rates

Create Account

Create a Job

Create a Survey (if required)

Quote Job

Send for quote for Signature

Booking an Engineer (Location Timing)

Reviewing the diary

Managing Job Time Events & Jobsheets

Job Completion and Invoicing

Syncing with the Finance System

Timesheet review

Exporting Payroll

Downloading the Andriod APP

Mobile app login

Vehicle Check

Create a PO via the Andriod App

Job Management

View Reports

Creating reports

Installing GPS Trackers

GPS Vehicle Tracking - Login

Viewing & Tracking Vehicles

Playing Vehicle History

Vehicle Management

Create Vehicles

Assign the Vehicle