Onsite Pro Job Sheet App
A significant number of hours are taken in organising staff and producing the necessary paperwork to function as a service or repair business. Onsite Pro job sheet app and your own fully secure, cloud-based business management system prevents this wasted time with easy to create quotations, trackable worksheet processing, invoicing with stock control.
Push jobs to engineers, who complete the tasks recording completed works and parts used, before handing their mobile device to the customer to sign off.
Installation, service, and maintenance tasks are easily completed via any iPad or iPhone, or Android device and the details of which, can be instantly viewed following the instant completed jobs alert.
Mobile Work and Job Sheets
Job sheets have always been the core of Onsite Pro (formerly iManage) features. When the original Application was created back in 2011, completing a signed, tracked, mobile job sheet and having it immediately accessible from anywhere in the world was unheard of.
Having an Onsite Pro powered business ensures work sheets are accessible 24/7 via your secure web portal. This prevents them from being lost, allows on-site signature capture for instant job confirmation, and enables location tracking; giving you real-time information on where your engineers are so you can allocate jobs much more efficiently.
Historical data means that you can also trace your engineers’ movements from previous weeks – you have full control.
Push jobs out to staff or contractors
Instant remote two way sync of new and completed job sheets, drawings and photos
Attach files, plans, drawings
Attach Maps. blueprints, plans, pictures and risk assessments to jobs
Track Engineers live, and historic location
Onsite Pro lets you know where an engineer is, or was last Thursday.
Track your jobs and financial progress
Live track new and in progress quotes, Jobs and invoices via online dashboard
The Onsite Pro Dashboard
The fully secure dashboard is where you go after login, giving you an immediate overview of your business - all the features are just a click away, and the critical information is visible on one screen. With activity feed, you can see recent jobs, quotes and invoices, and view statistics.
Along the top of the Dashboard, you'll see an overview from the four core areas of iManage beginning from the first of each month. These include total jobs completed, total hours completed, the total value of all issued quotes and the total amount of all invoices issued.
Onsite Pro does everything your service business needs.
Hover over the boxes below to read a brief description of each feature.
Mobile Work Sheets
Create and send jobs via your dashboard (or on the device directly) to individual staff or groups, who can then complete job sheets, record and track time, add notes, attach pictures and drawings, detail stock supplied and get it all approved and signed off, via customer signature capture.
Quotes and Invoicing
Create personalised quotes, jobs, invoices, purchase orders and credit notes to send via the Onsite Pro messaging system. Onsite Pro records every open of documents - which enables you to weed out clients who tell you they haven't seen the invoice or job sheet as a way of delaying payments!
You can add and remove engineers and set up their devices without the need for them to come into the office. You can live-push jobs out to individuals and you can also create groups of workers - ie first fix, second fix, builders, plumbers, support etc, and assign jobs to the group. This way - the job will appear on all that member's devices until an engineer claims it as its own, at which point it removes itself from all other members.
Once a job is complete and all labour time and materials supplied have been added, your engineer hands their iPad or phone to the client to obtain a physical signature of acceptance. The jobsheet is also geo-stamped with time and location to avoid fraudulent entries.
Notes and Pictures
A picture speaks a thousand words, so why not 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 and referred to privately or by all parties involved in the job.
Often, onsite work requires the supplying of replacement parts, goods or consumables. Onsite Pro comes with it's own integral and simple to use stock/ product management feature - so you can ensure your clients are charged for all parts used on the job.
Although the dashboard is complete with everything at a glance, we have included an 'Activity feed' under each customer sections, and business-wide. Both of which are live running data loggers 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!
Improved Cash Flow
We have proven testimonials, from multiple clients that using Onsite Pro has improved their cash flow. The combination of trackable documents, instant delivery, live job and engineer management give you instant improvement in all areas of your business, which ultimately gets you paid faster.
Onsite Pro users include: Electricians, IT Support Companies, Plumbers, Mechanics, Kitchen Fitters, Gas Fitters, Air Con Installers, Facilities Management, Care Homes, and more.