ERP for installation and service companies
In installation and service work the day is spent on the road and at the customer's premises. Recording has to happen where you are, or it does not happen at all.
The work is logged at the customer's site
The fitter logs the hours against the site, notes the materials used and writes a short report of what was done. All of it happens in a phone browser before the van leaves for the next site.
Trips and mileage captured
The mileage between sites goes into the mileage log, and the daily allowances arising from longer jobs are calculated from the duration of the trip. Both go into the same approval queue as the hours.
An installation report for the customer
The report with its photos tells what was installed and what condition the site was in. It is both the justification for the invoice and a document for warranty matters.
Invoicing from the same information
Approved hours and materials are gathered into an invoice. Work that has been recorded also gets invoiced.
FAQ
How are many small jobs handled?
Either a site is created for each job, or a recurring customer gets one site that the visits are logged against. Both ways work.
Can the fitter see their own week?
Yes. An employee sees their own entries and where they stand in approval.
Related modules
Time logging
The employee logs hours on a phone against a site and a work type, and the supervisor approves them. Overtime, breaks and billability are handled separately. Try it free for 30 days.
Daily allowances and mileage
Full and partial daily allowances, the meal allowance and mileage allowances with trailer and passenger supplements, according to the Tax Administration's current values.
Vehicles and the mileage log
Inspection and insurance dates with reminders, a mileage log with the kilometres, and the separation of business and private driving for the tax authority.
Expenses and receipts
The receipt is photographed with the phone camera and the expense is allocated to the right job. VAT is calculated automatically according to the expense type.
Work reports
A diary of what was done at the site: work phase, conditions, materials, observations and photos before, during and after.
Invoicing
An invoice assembled from approved hours, expenses and trips, a printable A4 and a Finvoice file for e-invoicing.
You can set it up yourself in a few minutes. No credit card is asked for.