Status and Update Logging
Keep a pulse on activities around the business with automatic update logs. Field agents can quickly update job status, attach photos, and log written updates to the job record from their mobile device. All changes are automatically captured in a chronological activity feed to give managers real-time insight into the job.
Team members can quickly update the status a job with a single click to mark that the job is in progress, pending action, completed, or canceled. Status updates are automatically logged to the activity feed with a timestamp and a geotag of the user’s location, allowing you to confirm that team members reached the job site on time.
Log comments and attach photos to show progress of the job back to management. Files are automatically attached to both the job record and the customer for traceability.
All update activities performed around the team are merged back into the Update Feed of the manager for a chronological snapshot of the activity around the business. Easily see when jobs are started, comments are logged, files are attached, invoices are created, payments are made, and jobs are completed in one convenient update feed.
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“Couldn’t be happier with the way it streamlines invoicing, estimates, customer linking to QuickBooks. I’m able to do everything from my smart phone in the field.” -
“I am really enjoying this program. My service tech used it for the first time today, and he enjoyed how he had all the information right in one spot. All the job info!” -
“Hey there, just wanted to say great job on the new invoicing system. Totally makes QuickBooks invoices obsolete for us.”
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