Work order software for fleet, service and rental operations
From the phone call to the invoice: the job, the hours, the parts and the machine in one
database, not four sources that have to be made to talk to each other.
Ask it instead of hunting. “Hey umami — what is waiting on parts?” and the jobs that are, come back. It reads the same rows the screens do.
Work orders
Know what a job was quoted at while it is still running.
Job lines carry quoted against actual, and customer approval is recorded on the line it
belongs to. Nobody argues about it four months from now.
- Write-ups from the field, flagged until somebody reads them
- Parts on order shown on the job, not on a sticky note
- Warranty work kept apart from the work that bills
Timesheets & time clock
A man clocks on to a task, not on to the day.
Hours land on the job and the task they were spent on. That is the only reason a margin
report is worth reading.
- Payroll periods and approvals, in the bay or in the field
- A mechanic sees his own time; a manager sees everyone's
- Field travel is round-trip from the tech's own base, every time
Parts, cores & the counter
The parts counter is a screen, not a notebook.
Catalogue, receiving, lots, cores and serialised units sit behind the counter ticket
and the physical count, so the man selling a part can see what is left and which job it
was bought for.
- A place to put the part nobody has catalogued yet
- Cores tracked out and back
- What a part cost you, and what it went out at
Purchasing & vendor quotes
Know what you asked for, who answered, and what you paid.
Purchase orders, vendor offers and quote comparison together, tied to the job the
parts were bought for.
- Compare offers side by side before you commit
- Receiving updates the job that was waiting on it
- The assistant can read a supplier's invoice into rows for you
Scheduling
One board everybody can see.
Assign the work, set the dates, and escalate the hot job before the customer does it for
you.
- Everyone can see where the work sits; only the people you name can move it
- Emergency escalation shows up everywhere the job appears
- The dates you set are the dates the reports grade you against
Documents
The paperwork comes back from the yard intact.
Work orders, estimates, sales orders and inspection reports come out of one document
engine and are saved onto the record they came from.
- Print it, save it, or feed it to the next form
- Photographs and signatures travel with the document
- It leaves your database in the same backup as everything else
Customers & sites
The customer, his sites, and every machine he owns, in one place.
Contacts, addresses, the units on each site and the work behind them. What a customer
owes you in work is a question with an answer, not a hunt through a filing cabinet.
- The machine list a service manager rings about
- Site addresses the field man can navigate to
- Rates and terms held on the customer, not retyped on every job
Rights
Wages, costs and margins stay with the people they belong to.
You decide what each person can open and what they can change, and it holds wherever
that record turns up: the desk, the tablet and the phone. Payroll is kept off the
shop-floor login in the database as well, not only on the screen.
- Set once, and the same answer on every screen the record appears on
- The shared shop machine and a man's own phone are not the same login
- Mechanics on their own phones, revoked by killing a token