A management app set up for your trade

What takes time

• Yearly servicing is tracked in a notebook or a spreadsheet, and due dates go by with no reminder.
• Quotes are written in the evening, and the ones left unanswered are not chased.
• Between breakdowns and installations, the schedule is redone several times a day.
• At the end of the month, you have to work out what was done in order to invoice it.

What the app does

• Every contract has its due date. The customer is told, the appointment goes into the schedule, and the next date is worked out after the visit.
• A quote is built from your price list and sent by email. The ones waiting for a week are flagged.
• The engineer sees the day on a phone and follows the checklist for the job.
• Finished jobs join the to-invoice list, with the detail.

Optional modules

• Service certificate as a PDF
• Customer signature on the phone
• “Engineer on the way” text
• Online booking
• Before and after photos
• Van stock
• Route order
• Customer area
• Export to invoicing

What takes time

• An urgent call-out comes in, and the job planned for that day has to be moved.
• Quotes are written in the evening, and the ones left unanswered are not chased.
• Maintenance visits for business customers are tracked from memory or in a spreadsheet.
• At the end of the month, you have to work out what was done in order to invoice it.

What the app does

• The schedule shows each electrician's week and can be read on a phone.
• A quote is built from your price list and sent by email. The ones waiting for a week are flagged.
• Every maintenance contract has its due date. The customer is told, the visit goes into the schedule, and the next date is worked out.
• Every job keeps the existing installation, the findings and the equipment fitted, then joins the to-invoice list.

Optional modules

• Job report as a PDF
• Tracking of French compliance certificates (Consuel)
• Customer signature on the phone
• Before and after photos
• Materials list per job
• Van stock
• “Electrician on the way” text
• Online booking
• Export to invoicing

What takes time

• After high winds, emergency calls come in the middle of the jobs in progress.
• Every quote is priced again per square metre and per metre, in a different spreadsheet each time.
• The yearly maintenance promised to a customer is forgotten, for lack of a reminder.
• The customer does not go up on the roof and does not know what was done.

What the app does

• The schedule shows each team's week.
• Quotes use your prices per square metre, per metre or as a flat rate.
• Every roof under maintenance has its due date. The customer is told and the visit goes into the schedule.
• What was found on the roof is kept in the job and included in the message prepared for the customer.

Optional modules

• Bad weather rescheduling
• Before and after photos
• Maintenance report as a PDF
• Waiting list after a storm
• Scaffolding tracking
• Materials order
• Time spent per job
• Quote signed online
• Export to invoicing

What takes time

• Several weeks go by between the survey, the order and the delivery, and nobody knows where each job stands.
• Measurements are written in a notebook and have to be found again on the day of the order.
• The gates and garage doors that were fitted are not tracked for maintenance.
• Quotes that were sent are not chased.

What the app does

• Every job keeps its measurements, its manufacturer order and its delivery date.
• The checklist follows the fitting, from the checked measurements to the handover with the customer.
• Every maintenance contract has its due date. The reminder is prepared and the appointment goes into the schedule.
• Quotes waiting for a week are flagged.

Optional modules

• Manufacturer order tracking
• Survey sheet on the phone
• Handover signed on the phone
• Snags and after-sales
• Before and after photos
• Time spent per job
• Online survey booking
• Quote signed online
• Export to invoicing

What takes time

• Hundreds of flues to sweep, each on its own date, tracked in a notebook.
• Customers call back because nobody told them it was due.
• Installation quotes are written in the evening, between two rounds.
• At the end of the month, you have to work out what was done in order to invoice it.

What the app does

• Every flue has its due date. The customer is told, the appointment goes into the schedule, and the next date is worked out after the visit.
• An installation quote is built from your price list and sent by email.
• The technician follows the sweeping checklist on a phone.
• What was found in the flue is kept in the job.

Optional modules

• Sweeping certificate as a PDF
• Rounds by area
• Online booking
• Flue photos
• Customer signature on the phone
• “Technician on the way” text
• Warranties of fitted appliances
• Quote signed online
• Export to invoicing

What takes time

• An urgent call-out at a shop disrupts the maintenance visits that were planned.
• Maintenance contracts are tracked from memory.
• The quantities of refrigerant handled are written on paper.
• At the end of the month, you have to work out what was done in order to invoice it.

What the app does

• Every maintenance contract has its due date. The customer is told and the visit goes into the schedule.
• Every job keeps the equipment, the refrigerant handled, the findings and the parts replaced.
• A quote for supplied and fitted equipment is built from your price list.
• The technician sees the day on a phone and follows the checklist.

Optional modules

• Job sheet as a PDF
• Refrigerant log
• Temperature readings
• Equipment list per site
• Customer signature on the phone
• Urgent calls
• Van stock
• Customer area
• Export to invoicing

What takes time

• Dozens of sites to check every year, each on its own date.
• Customers are called one by one, when someone thinks of it.
• Faults found on site are written on paper, then copied out.
• At the end of the month, you have to find the checks that were done in order to invoice them.

What the app does

• Every site has its yearly due date. The customer is told, the visit goes into the schedule, and the next date is worked out.
• Every job keeps the equipment on site, the faults found and the equipment replaced.
• Quotes for equipment and training are built from your price list.
• Finished jobs join the to-invoice list, with the detail.

Optional modules

• Extinguisher list per site
• Check report as a PDF
• Units to replace
• Quote built from the faults
• Customer signature on the phone
• Van stock
• Route order
• Customer area
• Export to invoicing

What takes time

• Contracts do not all have the same frequency, and the next visit for each one is worked out from memory.
• Visit reports are written in the evening.
• The products used and the findings are written on paper.
• Quotes that were sent are not chased.

What the app does

• Every contract has its frequency. The app gives the date of the next visit and prepares the message to the customer.
• The technician follows the visit checklist on a phone.
• Every job keeps the pest treated, the products used, the findings and the recommendations.
• The findings and recommendations are included in the report prepared for the customer.

Optional modules

• Visit report as a PDF
• Bait station plan
• Log of products used
• Second visit scheduled
• Customer signature on the phone
• Photos of findings
• Route order
• Customer area
• Export to invoicing

What takes time

• A grease trap every three months, a septic tank every four years: frequencies that are hard to keep in your head.
• The truck schedule is redone with every emergency.
• The volumes pumped are written on paper.
• Quotes that were sent are not chased.

What the app does

• Every installation has its frequency. The app gives the date of the next visit and prepares the message to the customer.
• The schedule shows each truck's week.
• Quotes are priced as a flat rate, per hour or per cubic metre.
• Every job keeps the installation, the truck access and the volume pumped.

Optional modules

• Waste tracking slip as a PDF
• Disposal log
• Yearly volume summary
• Customer signature on the phone
• Inspection photos and videos
• Urgent requests
• Route order
• Customer area
• Export to invoicing

What takes time

• A licence, an antivirus or a domain name comes up for renewal, and nobody told the customer.
• Remote jobs are not written down, so they are not invoiced.
• Hardware quotes that were sent are not chased.
• What was done for a customer is scattered across emails.

What the app does

• Every renewal has its date. The customer is told beforehand, and the renewal goes into the schedule.
• Every job, on site or remote, keeps the customer's request and what was done.
• A quote for hardware, licences and hours is built from your price list.
• Finished jobs join the to-invoice list.

Optional modules

• IT inventory per customer
• Requests by email or form
• Prepaid hours
• Visit report as a PDF
• Warranty end dates
• Stock and serial numbers
• Quote signed online
• Customer area
• Export to invoicing

What takes time

• Contracts do not all have the same frequency, and the next visit for each one is worked out from memory.
• Teams leave in the morning with a schedule that changes during the day.
• Landscaping quotes are priced per metre and per square metre, in a different spreadsheet every time.
• At the end of the month, you have to count the visits made for each customer.

What the app does

• Every contract has its frequency. The app gives the date of the next visit and prepares the message to the customer.
• Each team's week fits on one screen and can be read on a phone.
• Quotes use your prices per metre, per square metre or per hour.
• Finished visits and jobs join the to-invoice list.

Optional modules

• Yearly tax certificates (French home services scheme)
• Visit photos
• Rain rescheduling
• Time spent per job
• Equipment tracking
• Plant list per customer
• Route order
• Customer area
• Export to invoicing

What takes time

• Someone is off sick in the morning, and you have to find who takes over the day's sites.
• Each cleaner's hours are counted again by hand at the end of the month.
• A site's instructions (keys, codes, products) are in the head of the usual cleaner.
• Quality checks happen when there is time left.

What the app does

• The schedule shows each cleaner's week. A visit with nobody assigned is flagged and can be reassigned from its record.
• Each cleaner's total hours are shown on the schedule.
• Every visit has its instructions and checklist, readable on a phone.
• Every site has a quality check due date, scheduled like a visit.

Optional modules

• Clocking in on the phone
• Scored quality check with photos
• Customer area
• Schedule roll-over
• Suggested replacements
• Hours per cleaner for payroll
• Product stock per site
• Keys and badges
• Export to invoicing

What takes time

• On the same day, departures and arrivals in several properties.
• A member of staff is unavailable, and the job has to be given to someone else.
• The owner asks what was done in the property.
• At the end of the month, each owner's jobs have to be counted again.

What the app does

• The schedule shows each person's week. A job with nobody assigned is flagged.
• Every job keeps the stay concerned, the keys and codes, the linen and the staff remark.
• A report is prepared for the owner when the job is done.
• Every unoccupied property has its check due date.

Optional modules

• Booking platform calendars
• Inventory check with photos
• Monthly statement per owner
• Linen tracking
• Inventory per property
• Keys and key boxes
• Clocking in on the phone
• Owner area
• Export to invoicing

What takes time

• Contracts do not all have the same frequency, and the next visit for each one is worked out from memory.
• The water test and the products added are written in a notebook.
• A customer who is away does not know whether the visit took place.
• Equipment quotes that were sent are not chased.

What the app does

• Every contract has its frequency. The app gives the date of the next visit and prepares the message to the customer.
• Every visit keeps the water test, the products added and the findings.
• The test and the products are included in the report prepared for the customer.
• A quote for supplied and fitted equipment is built from your price list.

Optional modules

• Pool maintenance log
• Visit report as a PDF
• Visit photos
• Winterising and reopening
• Product stock in the van
• Warranties of fitted equipment
• Route order
• Customer area
• Export to invoicing

What takes time

• Each client company's refreshers fall on different dates, tracked in a spreadsheet.
• The trainers' schedule is in a calendar, the sessions in a spreadsheet.
• Invitations, attendance sheet, certificates: every session has its list of things not to forget.
• Quotes that were sent are not chased.

What the app does

• Every refresher has its date. The company is told beforehand, and the session goes into the schedule.
• The schedule shows each trainer's week.
• Every session keeps its trainees, its venue, its checklist and its summary.
• A quote is built from your prices per session and sent by email.

Optional modules

• Trainees and validity dates
• Invitations by email
• Attendance signed on a tablet
• Certificates as PDFs
• Session file
• End-of-session questionnaire
• Online registration
• Training equipment
• Export to invoicing

What takes time

• The customer calls to ask whether the car is ready.
• Nobody tracks roadworthiness test dates, and the customer books elsewhere.
• The bay schedule lives in a paper diary.
• Quotes that were sent are not chased.

What the app does

• When the vehicle moves to “ready”, a message is prepared for the customer.
• The app keeps the inspection and service due date of every vehicle, and prepares the reminder.
• The schedule shows the week per bay or per mechanic.
• Every repair order keeps the vehicle, the mileage, the customer's request and the checklist.

Optional modules

• Quote approval by text
• Photos at drop-off
• Courtesy car
• Tyre storage
• Parts orders
• Time spent per mechanic
• Online booking
• Online service record
• Export to invoicing

What takes time

• The customer calls to ask whether the bike is ready.
• Nobody reminds customers about the yearly service.
• The bikes of a company fleet are tracked in a spreadsheet.
• Quotes that were sent are not chased.

What the app does

• When the bike moves to “ready”, a message is prepared for the customer.
• The app keeps the service due date of every bike and every fleet, and prepares the reminder.
• The schedule shows the week per workstand or per mechanic.
• Every repair order keeps the bike, the frame number, the customer's request and the checklist.

Optional modules

• Company fleets
• Quote approval by text
• Photos at drop-off
• Parts orders
• Loan bike
• Bikes not collected
• Online booking
• Online service record
• Export to invoicing

What takes time

• Orders come in by phone, email and text, and are copied into a notebook.
• Every week, orders have to be added up to know what to produce, and on which day.
• An allergy reported by a customer has to reach the kitchen.
• Regular customers are only contacted again if someone thinks of it.

What the app does

• All orders are in one place, from the request to the delivery.
• The production plan adds up confirmed orders, day by day.
• The allergens of each preparation and the reported allergies are shown on the plan.
• Recurring orders (weekly lunch trays, yearly dinner) have their date, and the customer is contacted beforehand.

Optional modules

• Online order form
• Allergen sheet per order
• Labels
• Cost per recipe
• Weekly shopping list
• Delivery run sheet
• Loaned equipment
• Quote signed online
• Export to invoicing

What takes time

• Orders come in by phone, by email and at the counter, and are written in a notebook.
• Every subscription has its delivery day, which must not be forgotten.
• For a wedding, the colours, the venue and the loaned vases are scattered across messages.
• Event quotes that were sent are not chased.

What the app does

• All orders are in one place, from the request to the delivery.
• Every subscription has its frequency and its next date. The customer is told beforehand.
• Every order keeps the venue, the colours, the card text and the loaned vases.
• The schedule separates deliveries from shop collections.

Optional modules

• Flower buying list
• Delivery run sheet
• Cards and ribbons
• Loaned vases and containers
• Photos of the work
• Customer birthdays and occasions
• Online order form
• Quote signed online
• Export to invoicing

What takes time

• Bookings come in by phone and by email, and are written in a notebook.
• Between deliveries and collections, the truck schedule changes every day.
• On return, you have to count what is missing and what is broken.
• Customers who hire every year at the same time are only contacted again if someone thinks of it.

What the app does

• Every hire keeps the event, the equipment sent out, the collection date and the condition of the equipment on return.
• The schedule shows each truck's week, with depot collections on a separate line.
• The checklist follows the equipment, from the count on the way out to the check on return.
• Events that come back every year have their date, and the customer is contacted beforehand.

Optional modules

• Equipment availability by date
• Delivery note signed on the phone
• Breakages and missing items
• Delivery run sheet
• Deposit tracking
• Equipment upkeep
• Online quote request
• Quote signed online
• Export to invoicing

What takes time

• Several jobs at once, each with its own work packages and its own people.
• A subcontractor runs late, and every package after it has to be moved.
• Site meetings are set at the last minute, and the minutes go out when there is time left.
• Snags to fix are written in a notebook.

What the app does

• Every work package has its contractor, its dates and its checklist.
• The schedule shows the week of your teams and your subcontractors.
• Every job has its site meeting at a fixed frequency. The date to set is flagged, the customer is told, and the meeting goes into the schedule.
• The progress and the snags of each package are kept and included in the message prepared for the customer.

Optional modules

• Gantt chart per job
• Subcontractor access
• Meeting minutes as a PDF
• Snags with photos
• Progress per package in percent
• Subcontractor certificates
• Materials orders
• Customer area
• Export to invoicing

What takes time

• Between the town hall, the grid connection and the compliance certificate, every project is waiting for several answers at once.
• Nobody knows which file is stuck, or since when.
• The systems that were installed are not tracked for servicing.
• Quotes that were sent are not chased.

What the app does

• Every job keeps its planning declaration, its grid connection request and its compliance certificate.
• The checklist follows the project, from the site survey to commissioning.
• Every system has its yearly service due date. The customer is told and the visit goes into the schedule.
• A quote is built from your price list and sent by email. The ones waiting for a week are flagged.

Optional modules

• Paperwork tracking
• Handover file as a PDF
• Site photos
• Service report as a PDF
• Warranties and serial numbers
• Equipment order
• Quote signed online
• Customer area
• Export to invoicing

What takes time

• Every move has its constraints: floor, lift, parking, heavy items.
• Trucks and crews are assigned on a whiteboard.
• Quotes written after a survey are not chased.
• A storage contract comes to its end date, and nobody told the customer.

What the app does

• Every move keeps the volume, the access at both ends, and the heavy or fragile items.
• The schedule shows each truck's week.
• The checklist follows the move, from the parking permit to the delivery.
• Every storage contract has its end date. The customer is told beforehand, to extend it or set the collection.

Optional modules

• Inventory on the phone
• Truck load plan
• Consignment note as a PDF
• Customer signature on the phone
• Parking permits
• Photos of fragile items
• Online declaration of value
• Online quote request
• Export to invoicing

What takes time

• Every event depends on several suppliers, to be confirmed one by one.
• Several events are prepared at the same time, each at a different stage.
• Decisions made with the customer are scattered across messages.
• Progress reviews are booked when someone thinks of it.

What the app does

• Every event keeps its venue, its number of guests, its suppliers and the decisions to make.
• The checklist follows the preparation, from the booked venue to coordination on the day.
• Every customer has a regular progress review. The date to set is flagged, and the meeting goes into the schedule.
• Decisions noted during a review are included in the report prepared for the customer.

Optional modules

• Timeline per event
• Supplier directory
• Event budget
• Running order as a PDF
• Seating plan
• Guests and replies online
• Customer area
• Quote signed online
• Export to invoicing

What takes time

• Requests for a delivery, a swap or a collection come in by phone all day.
• The truck schedule is redone with every call.
• Regular customers do not all have the same swap frequency.
• Weights are written on tickets, to be found again when invoicing.

What the app does

• Every job keeps the skip, the type of waste, the location, the road permit and the weight.
• The schedule shows each truck's week.
• Every regular customer has a frequency. The app gives the date of the next swap and prepares the message to the customer.
• Finished jobs join the to-invoice list, with the detail.

Optional modules

• Skips on site
• Hire days worked out
• Weighbridge tickets
• Road permits
• Waste register
• Route order
• Online skip request
• Customer area
• Export to invoicing