PORTAL FEATURES

Detailed, GDPR Compliant CRM System

Multi-Engineer Diary Management

Quoting, Invoicing & Payments

Finance Reporting & Management

Parts, Services & SOR Upload

Detailed & Diverse Reporting Suite

Internal Messaging System

Skill-Based Job Allocation

Dynamic Service and Job Management

Engineer Timesheets

Detailed Engineer & Admin Audit Trailing

Customised Reports Available on Request*

Full Integration with 3rd Party Accountancy & CRM Software*

MOT Style Servicing

MOST POPULAR

ADDITIONAL FEATURES

Provide Read-Only Access for Corporate Clients

Bulk Job Scheduler and Editor

Contractor Portals

Engineer Performance Reporting

First-Time Fix Rate Reporting

Detailed Timesheet & Productivity Reporting

Track Job Costs, Profit & Loss

Task Management System with Auto Task Creation

Contract Management (Service Plans)

Dedicated Account Manager

API’s & Integrations*

Unlimited Storage

MOST POPULAR

MOST POPULAR

All prices are exclusive of VAT and, where applicable, VAT will be applied at the standard rate as per UK current tax regulation.

Available add-ons

Management Reporting Pack

 

– Unlimited Licences for corporate clients

– Up to 3 contractor portals

– Bulk Job Scheduler

– Engineer performance reporting

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KPI & compliance dashboards

 

– Real-time contract performance

– 24/7 Compliance visibility

– Monitor 1st time fix rates

– Monitor engineer performance

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Integrations

 

– Real-time integrations

– Xero

– Sage

– Easy to use

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Every plan includes

*Incurs additional fee.

**SMS messages charged at 8p, charged the following month.