Onsite Pro Business Management System and Job Sheet App
With your Onsite Pro mobile timesheet app and web based service online business management software you can manage customers, quotations, orders, schedule jobs and send to your workforce via your onsite pro app.
Field-staff pick up their jobs via their app, and fill out a digital job sheet, adding all tasks completed, time, parts used, photos, drawings, then customer signs the job off. You both get an instant copy of the fully detailed and signed off digital job sheet, with photos (if you've chosen to include them). and with a single click, you turn another job done well, into an invoice.
Or you can just use your dashboard and job sheet app for work and staff management only, and continue to quote and invoice elsewhere.
Either way, business efficiency increases as your workload decreases, as you manage customers and site staff with ease. Schedule jobs to all field staff, or a specific group or to a preferential single engineer. View your engineers live and historic work progress and locations as they complete jobs you've set for them.
Created and supported in Lichfield, Staffordshire. UK.
Tablet and Mobile Service Job Sheet App
Assign jobs to your field-based workforces diary
Instant two way sync of new and completed job sheets, drawings and photos
Attach photos, files, plans, drawings, access codes
Attach Maps. blueprints, plans, pictures and risk assessments to jobs
Track job progress and engineers live and historic location
Onsite Pro lets you know where an engineer is, or was last Thursday.
Instant glance of your work and financial progress
Track new and in progress quotes, jobs and invoices via online dashboard
Digital Job sheets have always been the core of Onsite Pro. When the original job sheet app was created back in 2012 (iManage), completing a mobile job sheet via an purpose built personal job tracker app on an iPad then getting job signed off, and having it immediately accessible from anywhere in the world within seconds was unheard of. Now everyone's at it, but Onsite Pro is still the original onsite job sheet app. (we now support android phones and tablets)
The Onsite Pro Dashboard
The fully secure dashboard is where you business management users arrive after login, giving you a live overview of your business - all the features are just a simple click away and with your new service business software, all your critical information is visible on one screen.
With activity feed, you can see recent quotes, job and invoices, and view statistics. and with our clever coding, when a quote, job sheet or invoice is opened by a customer, it lets you know how many times and when...Noice 😉
At the top of the Dashboard, you'll see an overview from the four core areas of Onsite Pro, These include running monthly totals of the timesheets completed, hours completed, the total value of all issued quotes and finally the amount invoiced.
Onsite Pro does everything your service business needs...
Quote and Invoice
Create simple, easy, personalised quotes, jobs, orders, invoices, purchase orders and credit notes.
Onsite Pro records every open of documents - which enables you to weed out those naughty clients who tell you they haven't seen the invoice or job sheet as a way of delaying payment!
Set up all your staffs devices without the need for them to come into the office. Then live-push jobs out to individuals or groups of workers - ie first fix, second fix, builders, plumbers, support etc, and assign jobs to the group. Live track progress and locations of your engineers.
Mobile Timesheet App
Create and send jobs (or create on a mobile directly) to individual engineers or groups of staff, who then complete set tasks, record and track time, add notes, attach pictures, stock supplied and when done hand to customer for approval and physical sign off.
Once a job is complete and all labour time and materials supplied have been added, your engineer hands their iPad, iPhone or Android devices to the client to obtain a physical signature of acceptance.
The job sheet is also geo-stamped with time and location to avoid fraudulent entries.
Notes and Pictures
Take a picture of your recently completed job, then highlight it via drawing directly on to the image.
Or want to point out a future issue? - then issue a job or site note that can be viewed privately or by all involved in the job.
Include Parts Used
Often, on-site work requires the supplying of replacement parts, goods or consumables. Onsite Pro comes with it's own integral and simple to use stock management feature - so you can ensure your clients are charged for all parts used on the job.
Activity feed is a live running data logger of everything that's happening with your clients or within your business.
This ensures nothing gets done (or not done) without you knowing about it!
The combination of trackable documents, instant delivery, live job and engineer management give you instant improvement in all areas of your business meand you get paid faster.
Your trial details are on the way!Be sure to check your junk email folder
Become an Onsite Pro in 45 seconds...
Enter your company name and how many mobile (field staff) users you need to push jobs to. Then tell us how many admin staff you need.
We'll send your trial access details here.
Mobile users are usually engineers or field operatives.
It includes the Mobile Job functionality, customer sign off and picture notes.
Office users are also known as admin users. You need at least one admin user for iManage. Admin users can setup customers, create jobs for mobile workers, raise quotes, invoices, tickets and more.