Services
Dispatch
Raise the ticket, and the job exists
- Work orderA numbered, prioritized job ticket with sign-off.
- Service call reportReported, found, done, fitted — signed at the customer's door.
- Technician route sheetA day's stops, in your order, on one page they can carry.
- On-call rota sheetWho is on call when, and how to reach them — on one printed page.
What dispatch covers in Services
Raise the ticket, and the job exists. That is the job Dispatch does inside CompliMaint Services, and it holds 4 tools for it — programs to plan, problems to see through and things to log. Each opens at its own address, free, with no account and nothing to install. The app around them is for customers, the schedule, estimates and invoices — the whole of a service business.
The questions this section answers
- Dispatch a job — Work Order Generator
- Write up a service call — Service Call Report
- Give the driver the day — Technician Route Sheet
- Set the on-call rota — On-Call Rota Sheet
2 programs to plan: decided ahead of what will be done, and when. 1 problem to see through: raised, owned and closed out. 1 thing to log: written down on the day it happened.
Connected CompliMaint apps
- CompliMaint Facilities — Know what is required, do it on the day, keep the record that proves it. 2 tools in dispatch are work Facilities does too, at the same address.
- CompliMaint HR — The operational side of employing people — per person, with an owner and a date. 1 tool in dispatch is work HR does too, at the same address.
Where to go next
- Quote — Price it, and send something that wins the job — 5 tools
- On the job — What was done, with photos, written down while it is fresh — 9 tools
- Get paid — Chase it, and see what the job made — 1 tool
- The van and the fleet — What the vehicle needs, and what is on board — 5 tools
- Servicing & testing — What was tested, started up, sampled or repaired — 10 tools
- After the visit — Accepted, warrantied, answered on time — and whose equipment it was — 4 tools
- Money and follow-ups — What you are owed, what nobody has answered, and which jobs are still running
- Customers — Everyone you invoice, quote and visit — filled in once, reused everywhere
- What you sell — Your services and prices, set once and filled in on every estimate, invoice and booking
- Get paid — Estimates out, invoices sent, payments in, and who still owes you
- Recurring billing — Bill a monthly or weekly agreement on a schedule you set once
- Documents — Every estimate, invoice and report this device has made