A management app set up for your trade

What takes time

• Yearly servicing is tracked in a notebook or a spreadsheet, and due dates go by with no reminder.
• Quotes are written in the evening, and the ones left unanswered are not chased.
• Between breakdowns and installations, the schedule is redone several times a day.
• At the end of the month, you have to work out what was done in order to invoice it.

What the app does

• Every contract has its due date. The customer is told, the appointment goes into the schedule, and the next date is worked out after the visit.
• A quote is built from your price list and sent by email. The ones waiting for more than a week are flagged.
• The engineer sees the day on a phone and follows the checklist for the job.
• Finished jobs join the to-invoice list, with the detail.

Optional modules

• Service certificate as a PDF
• Customer signature on the phone
• “Engineer on the way” text
• Online booking
• Before and after photos
• Van stock
• Route order
• Customer area
• Export to invoicing

What takes time

• Contracts do not all have the same frequency, and the next visit for each one is worked out from memory.
• Teams leave in the morning with a schedule that changes during the day.
• Landscaping quotes are priced per metre and per square metre, in a different spreadsheet every time.
• At the end of the month, you have to count the visits made for each customer.

What the app does

• Every contract has its frequency. The app gives the date of the next visit and prepares the message to the customer.
• Each team's week fits on one screen and can be read on a phone.
• Quotes use your prices per metre, per square metre or per hour.
• Finished visits and jobs join the to-invoice list.

Optional modules

• Yearly tax certificates (French home services scheme)
• Visit photos
• Rain rescheduling
• Time spent per job
• Equipment tracking
• Plant list per customer
• Route order
• Customer area
• Export to invoicing

What takes time

• The customer calls to ask whether the car is ready.
• Nobody tracks roadworthiness test dates, and the customer books elsewhere.
• The bay schedule lives in a paper diary.
• Quotes that were sent are not chased.

What the app does

• When the vehicle moves to “ready”, a message is prepared for the customer.
• The app keeps the inspection and service due date of every vehicle, and prepares the reminder.
• The schedule shows the week per bay or per mechanic.
• Every repair order keeps the vehicle, the mileage, the customer's request and the checklist.

Optional modules

• Quote approval by text
• Photos at drop-off
• Courtesy car
• Tyre storage
• Parts orders
• Time spent per mechanic
• Online booking
• Online service record
• Export to invoicing

What takes time

• Orders come in by phone, email and text, and are copied into a notebook.
• Every week, orders have to be added up to know what to produce, and on which day.
• An allergy reported by a customer has to reach the kitchen.
• Regular customers are only contacted again if someone thinks of it.

What the app does

• All orders are in one place, from the request to the delivery.
• The production plan adds up confirmed orders, day by day.
• The allergens of each preparation and the reported allergies are shown on the plan.
• Recurring orders (weekly lunch trays, yearly dinner) have their date, and the customer is contacted beforehand.

Optional modules

• Online order form
• Allergen sheet per order
• Labels
• Cost per recipe
• Weekly shopping list
• Delivery run sheet
• Loaned equipment
• Quote signed online
• Export to invoicing

What takes time

• Someone is off sick in the morning, and you have to find who takes over the day's sites.
• Each cleaner's hours are counted again by hand at the end of the month.
• A site's instructions (keys, codes, products) are in the head of the usual cleaner.
• Quality checks happen when there is time left.

What the app does

• The schedule shows each cleaner's week. A visit with nobody assigned is flagged and can be reassigned from its record.
• Each cleaner's total hours are shown on the schedule.
• Every visit has its instructions and checklist, readable on a phone.
• Every site has a quality check due date, scheduled like a visit.

Optional modules

• Clocking in on the phone
• Scored quality check with photos
• Customer area
• Schedule roll-over
• Suggested replacements
• Hours per cleaner for payroll
• Product stock per site
• Keys and badges
• Export to invoicing