ELIMINATE PAPERWORK + CONNECT YOUR FIELDWORKERS AND OFFICE STAFF

KEY FEATURES:

• Job Management Create and manage jobs from the point of order to job completion
• Job Scheduling Schedule jobs out to your Fieldworkers with the click of a button
• Recurring Jobs Create daily, weekly monthly, yearly or custom recurring job sequences that will automaticlly create jobs for you
• Job Templates Cut admin and create re-usable job templates for work that you carry out regularly
• Job Report Print, download or email a full job report containing job details, notes and images
• Custom Job and Quote Statuses Make PASSPORT365 your own by creating custom Job and Quote statuses to match your current worflows
• Customer Management Create residential and commercial customers, add multiple site locations, store files, notes and images
• Fieldworker Apps Fieldworkers can download native Apps on iOS and Android where they can access jobs, update statuses, capture image, notes, files, customer signatures and upload documents. Both Apps also work offline if there is no active internet connection
• Fieldworker Location Tracking Track the location of your fieldworkers on the map. Your fieldworkers location will change when they have a significant location change of more than 500 metres. This is great if you need to update a customer with estimated arrival times or if you need to slot in an emergency job
• Quotes & Invoices Easily create, manage and send professionally crafted Quotes and Invoices. Your Quotes can be converted into jobs, then jobs converted into invoices for streamlined workflow

KEY FEATURES:

• EVERYTHING IN THE CORE PLAN PLUS:
• Web & Mobile Custom Data Capture important data by creating text fields, dropdowns and date selectors that can be populated in office or by the fieldworker out on site
• Fieldworker Teams & Categories Categorise your Fieldworkers by the services they provide or the locations they cover which will make it easier to filter and find the right Fieldworker for the job at the point of scheduling
• Reminders Reminders give you a handy way of keeping track of tasks to be done both internally and for customers. Examples include ordering parts or reminding a customer about an annual service due
• PDF E-Forms Attached PDF E-Forms to jobs for your fieldworkers to fill in. Your fiedlworkers will also need to download a free copy of the Adobe reader App
• Stock Management Manage stock items, levels of stock and set replenishment alerts when you're low on things you use all the time
• Contractor Management Manage and allocate works to external contractors by sending them a job sheet and adding works to the contractor timeline
• Project Jobs Create project based sub jobs within a job for project works that can have their own phases, invoices and job reports
• Customer Portal Give customers access to an online account where they can view jobs, accept quotes, pay invoices, request new works and communicate with you via chat about ongoing works
• Schedule Quotes Create quotes and schedule them for a site visit with your fieldworkers and/or estimators.

KEY FEATURES:

• Job Management Create and manage jobs from the point of order to job completion
• Job Scheduling Schedule jobs out to your Fieldworkers with the click of a button
• Recurring Jobs Create daily, weekly monthly, yearly or custom recurring job sequences that will automatically create jobs for you
• Job Templates Cut admin and create re-usable job templates for work that you carry out regularly
• Job Report Print, download or email a full job report containing job details, notes and images
• Custom Job Statuses Make PASSPORT365 your own by creating custom job statuses to match your current worflows
• Customer Management Create residential and commercial customers, add multiple site locations, store files, notes and images
• Fieldworker Apps Fieldworkers can download native Apps on iOS and Android where they can access jobs, update statuses, capture image, notes, files, customer signatures and upload documents. Both Apps also work offline if there is no active internet connection
• Fieldworker Location Tracking Track the location of your fieldworkers on the map. Your fieldworkers location will change when they have a significant location change of more than 500 metres. This is great if you need to update a customer with estimated arrival times or if you need to slot in an emergency job
• Quotes & Invoices Easily create, manage and send professionally crafted Quotes and Invoices. Your Quotes can be converted into jobs, then jobs converted into invoices for streamlined workflow

KEY FEATURES:

• EVERYTHING IN THE CORE PLAN PLUS:
• Web & Mobile Custom Data Capture important data by creating text fields, dropdowns and date selectors that can be populated in office or by the fieldworker out on site
• Fieldworker Teams & Categories Categorise your Fieldworkers by the services they provide or the locations they cover which will make it easier to filter and find the right Fieldworker for the job at the point of scheduling
• Reminders Reminders give you a handy way of keeping track of tasks to be done both internally and for customers. Examples include ordering parts or reminding a customer about an annual service due
• PDF E-Forms Attached PDF E-Forms to jobs for your fieldworkers to fill in. Your fiedlworkers will also need to download a free copy of the Adobe reader App
• Stock Management Manage stock items, levels of stock and set replenishment alerts when you're low on things you use all the time
• Contractor Management Manage and allocate works to external contractors by sending them a job sheet and adding works to the contractor timeline
• Project Jobs Create project based sub jobs within a job for project works that can have their own phases, invoices and job reports
• Customer Portal Give customers access to an online account where they can view jobs, accept quotes, pay invoices, request new works and communicate with you via chat about ongoing works
• Schedule Quotes Create quotes and schedule them for a site visit with your fieldworkers and/or estimators.