Job and Project Management

One location Job Scheduler

Administration staff have access to a comprehensive view of all Staff /User on jobs. Admin staff can view what Field Agents are available for taking on a job. Effortlessly scheldule visits with nearyby customers. Schedule client visits in the same areas on behalf of Field Agents.

Job Map View

View all Field Agent locations. Easily assign jobs to the Field Agent in the nearby area.

Field Agent Mobile WebApp

Field Agents have access to a simple view via any device (Mobile, PC/Mac, Tablet). View Jobs for the for the Day or Week or create a Custom View. Fast and easy to use Web App provides the locations of remote staff and field agents. Effortlessly scheldule Field Agents their jobs to nearyby customers in the same areas.

Field Agent Mobile Check List

Quality Control is maintained with a Job check list.
Field Agent effortlessly ensure all tasks have been done on the Job before leaving.

Send out Invoice after Job completed

Admin staff can easily send branded Invoices to the clients immediately after the job has been checked off as completed onsite.

Invoice Designer & Payment Option

Design your own invoice with the Designer. Once the Invoice is sent out, the client has the ability to pay effortlessly online inside the invoice. Payment Received is then married up with the Job & the Invoice and is logged in CreataCRM for future reference.

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