Assets, field visits and a weekly team plan
Register equipment and vehicles with a service schedule and insurance dates, plan visits at the customer's place for a technician who reports from the phone, and see in one weekly grid who is doing what and when.
Product update 2 min read
What changed
Assets
A register of equipment and vehicles with a code, location, holder and project. Each asset has a service schedule, and the next service appears as a task on the task board. "Serviced today" moves the next date forward. Costs are filed as expenses, and insurance and inspection expiry dates bring reminders.
Field visits
Plan a visit with the customer's address, a time, a technician and an hourly rate. The technician has a "My visits" phone view: press "I am on site", record parts used and a report, press "Finish the visit", and get the customer's signature on the spot. Then one invoice covers the hours and parts.
Team planning
A weekly grid of each person's dated tasks, visits, appointments and approved time off.
How to use it
- Under "Operations", open Assets, press "Add an asset", and enter the kind (equipment or vehicle), service interval and insurance and inspection dates.
- After each service, press "Serviced today".
- In Field visits, press "Plan a visit" and choose the customer, address, time and technician. When it is done, press "Invoice it".
- Technicians see their own work under My visits.
- In Team planning, move between weeks with "Previous week", "This week" and "Next week".
Good to know
- Team planning is read-only; it draws on tasks, visits, appointments and time off.
- The customer's signature goes through the contracts and e-sign section (NabuSign).
- All three are add-ons.