Record defects, propose an appointment, prove the fix.
A defect is recorded on the order, with a photo. The customer receives a proposed appointment, confirms it online and sees the status in their customer portal.
From photo to fix
- Record the defectTake a photo on site with your smartphone and record it on the order.
- Propose an appointmentThe customer receives proposed appointments by email and confirms their preferred one with a single click.
- Fix itThe appointment is linked to the order. You record time and materials in the timesheet, as for any job.
- Follow up on the statusThe defect stays visible on the order and in the customer portal until it is fixed.
Everywhere the defect shows up
One entry that shows the same status everywhere.
- On the orderPhotos, plans and PDFs are attached to the order.
- In the customer portalThe customer sees their orders, invoices and defects via their encrypted link.
- In the calendarThe repair appointment appears in the employee's calendar, including in Outlook or on an iPhone.
Related
Keep proper track of defects?
Try the WorkOrderAgent free for 20 days, or let us show you defect management on a sample order.
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