Arrive and start
Record the time and optional device-provided geolocation.
Capture visit start and finish times, optional location evidence, service notes and secured job photographs.
Record the time and optional device-provided geolocation.
Attach service notes and private photographic evidence.
Record completion and control customer visibility.
Support stronger quality assurance and dispute resolution.
Start a workspace →Keep every job organised from intake to completion. Track customer details, service history, assigned teams, status and billable work.
Discover feature →Put your week in focus. Coordinate visits, assign technicians and adjust upcoming appointments from one shared calendar.
Discover feature →Schedule repeat work weekly, biweekly or monthly. Generate the upcoming visits reliably without rebuilding the same work order.
Discover feature →A connected workflow is only useful when the people, data and configuration around it are reliable.
Keep client details, job scope, dates and document figures accurate. Resolve conflicting information before sending customer communications.
Provide staff the least access needed. Confirm client visibility, private documents and work assignments with at least two user roles in staging.
Test the actual business workflow, cron and communications on your hosting environment. Never assume a styled screen means integration is complete.
Existing workspace users can move from this guide to the relevant secure screen. Sign-in and business-role permissions apply to all account actions.
Capture visit start and finish times, optional location evidence, service notes and secured job photographs.
This workflow is included in the current web platform; configuration, provider integrations and deployment validation may be needed for parts of the feature.
No. Location evidence is optional and collected around authorised visit interactions, subject to consent and browser permissions.
No. Uploaded photographs are stored privately and served after tenant and role authorization.
Managers can control customer-facing visibility of evidence.
Keep your people, customers and work moving on one platform.