Smarter Service.
Every Service.
One Platform.

What you can do

1. Choose an available application language for supported screens and workflows.
2. Use language assistance when preparing service requests and technician communication.
3. Review translated operational details before sending them to customers or technicians.

How it helps: Make service coordination easier for multilingual teams without relying on English-only navigation.

Language coverage varies by screen and language; complete translation of all operational content is being expanded.

What you can do

1. Review technician location updates when the technician has enabled device location permissions and a recent position is available.
2. Use staff location and dispatch tools to coordinate assignments and navigation to customer sites.
3. Keep technician location sharing tied to sign-in and device permissions; unavailable GPS does not prevent work-order entry.

How it helps: Give dispatchers more context about field operations while respecting device permissions and connectivity.

What you can do

1. Continue preparing work-order notes and field details when network service is limited.
2. Capture job photos with timestamps and available location information.
3. Where location cannot be determined, let technicians enter a location description for the record.

How it helps: Keep field documentation practical in remote service areas.

Offline synchronization and photo metadata behavior depend on the device and supported workflow; confirm synchronization before relying on offline records.

What you can do

1. Configure the QuickBooks connection in the application settings.
2. Review invoice and customer data before synchronizing supported accounting records.
3. Use service records and invoice totals to support accounting reconciliation.

How it helps: Reduce duplicate entry between service operations and bookkeeping.

Integration availability and supported sync operations depend on successful QuickBooks authorization and configuration.

What you can do

1. Record technician work time and labour activity against jobs.
2. Review labour, travel, parts, and invoice amounts for financial visibility.
3. Use available reporting views to review business performance.

How it helps: Keep operational and financial information connected to the work performed.

Full payroll processing and comprehensive country-specific tax and statutory reporting are not yet verified as available.

What you can do

1. Review the saved invoice breakdown: labour, travel, parts, subtotal, tax, and final sales total.
2. Follow invoice payment status to identify paid jobs and invoices that still need attention.
3. Keep the invoice linked to its work order and service report so the charges can be checked against the work recorded.

How it helps: See what was billed and where the charges came from, with the service records available for review.

Planned expansion: complete job-cost, sales, and profit reporting with reporting periods you control: monthly, quarterly, annually, or a custom date range. These reports are not yet available.

What you can do

1. Save company details, contact information, billing addresses, payment terms, and purchase-order requirements.
2. Link customers to their equipment and service records so your team can find the right context for a job.
3. Use the customer record when preparing work orders, quotes, and invoices.

How it helps: Spend less time re-entering details and keep everyone working from the same customer information.

What you can do

1. Record the customer complaint and link the job to the customer and equipment.
2. Capture technician findings, diagnosis, work performed, labour, travel, and parts used.
3. Review the technician report, request corrections when needed, and approve completed work before billing.

How it helps: Follow the job from the reported problem to a reviewed service record.

What you can do

1. Assign a work order to a technician and set the planned schedule and dispatch notes.
2. Follow progress through assigned, en route, on site, working, and completed statuses.
3. Keep the assignment connected to the work order so office staff can follow the same job.

How it helps: See who is handling each job and which stage the work has reached.

What you can do

1. Prepare a quote for a customer and equipment, with service details and itemized pricing.
2. Set the quote validity date and share a professional PDF with the customer by email.
3. Record approval and the customer purchase-order reference as the job moves toward authorization.

How it helps: Give customers a clear scope and price before work proceeds.

What you can do

1. Create an invoice linked to the customer and work order, with itemized charges and tax.
2. Include the customer purchase-order number and prepare a professional invoice PDF.
3. Send the invoice by email and track its billing status, including issued, partially paid, paid, or overdue.

How it helps: Keep billing connected to the service work and see which invoices still need attention.

What you can do

1. Paste the customer's service message for analysis instead of retyping it into separate fields.
2. Review the suggested customer, equipment, reported issue, and missing information, with facts and inferences shown separately.
3. Confirm or correct the details before saving a service request for your team to handle.

How it helps: Turn incoming messages into a clearer starting point while keeping you in control of the saved record.