With the At your service app you can:
PLAN YOUR ORDERS FOR CUSTOMERS
- quickly preview of orders to be performed for today,
- view orders' calendar and list your orders using filtering, sorting and grouping,
- check the location of orders on the map,
- pick the next free slot on a given day, also including the private calendar,
- attach documents, photos and links to the order,
- generate documents from ready-to-use templates - Cost Estimate, Service Report and Invoice,
- define your own services,
- assign costs to the services and the order,
- calculate service costs based on different valuation elements,
- assign devices to the order,
- define custom attributes for devices, installations,
- flag if the order has already been done, invoiced, paid,
- save information about the invoice issued,
- create reminders about the order,
- save notes about the order,
- use one-off customers in orders,
KNOWLEDGE BASE ABOUT YOUR CUSTOMERS
- add your customer as a person or a company / organization,
- create custom groups of your customers,
- add a new customer from contacts in your phone,
- save contact data, assign multiple phone numbers and email addresses to the customer,
- create message templates,
- send messages to Customers using the templates,
- make calls, send text messages (Android only), emails from the app,
- navigate to the customer's address / location,
- save notes about the customer,
- preview the history and analyze orders for the Customer,
- check sent messages to the Customer,
- register customer's devices,
- add custom fields to describe devices,
- use barcode or QR code scanner to populate fields,
- import Customers from CSV file.
STOCK MANAGEMENT
- run simple stock inventory e.g. of devices,
- import data to inventory from CSV file.
TEAMWORK
- Ability to assign orders to specific employees
- Sharing all data within the team
- Different levels of access to data and app functions depending on the user's role
ACCESS ON MULTIPLE DEVICES
- Secure cloud data storage
- Data synchronization across multiple devices
- Offline mode with automatic data synchronization when connected to the internet
The app is particularly suitable for people who perform one-off or recurring short- or medium-term services, eg. in such professions as: electrician, physiotherapist, plumber, beautician, masseur, fitter, tile worker, tax counselor, legal counsel, service technician, locksmith, translator and many others.
Decide for yourself if app fits your needs.
