Your office records the customer enquiry and assigns it to an employee.
Use cases
Plan assignments and prepare invoicing on the order
If times and records from an assignment currently reach the office as paper slips or phone photos, the team has to match them to the order later.
Your office plans the order, your employees record on site what they have done. Both sides work on the same order: what is recorded out in the field is visible in the office, and the office can give information without calling someone first.
Your employees book their working hours on the go with the schukai Time Tracking app. If further records are to be captured on mobile devices, we first check whether one of our existing apps fits. If not, we can develop an app for your process. Together we clarify which features you need on your devices.
What changes as a result
The team plans the order with tasks and appointments.
Employees record their times on site and, with a suitable app, further records too.
In the office, you find documents and approvals directly on the order.
The confirmed services are ready for invoicing.
The recorded details are on the order without the office first having to collect paper slips.
Office and field team on the same page
Dispatch and project management see what has been done and which queries are open. So the office can give customers information and prepare invoicing.
Next step
Tell us which records your team currently keeps on paper or in the photo album of the work phone.