Daily Field Reports

THE ISSUE

Hours, materials, PO requests, daily desriptions of work - for some companies, all this information needs to be entered multiple times into different spreadsheets, timesheets, ERPs and payroll systems. Manually bouncing back-and-forth between spreadsheets and an invoicing system is time-consuming.

Some companies still require that technician’s store these documents on their local drive then later upload their spreadsheets to Dropbox where clerks would manually match hours with vendor POs. This make it increasingly inefficient for a clerk to determine what has been invoiced and what hasn’t. When that happens - a company is almost always vulnerable to more unbilled time errors, incorrect part numbers, PO numbers, and job numbers.

THE SOLUTION

Technicians shouldn’t spend more time managing disconnected technologies than performing actual billable work. Instant updates within Salesforce offer large teams a more efficient field report process, faster feedback loops, and fewer errors.

Our browser-based solutions mean that spreadsheet juggling is a thing of the past. You can instantly and easily understand the percentage of work completed that day by capturing the key inputs that matter to your business. A customized central nervous system for everything related to daily field reports offers meaningful insight into every metric that matters (i.e. job profitability). It also means that PO requests can be turned around in minutes.

HOW WE HELP

-More throughput with less headcount

-PO requests and materials arrive to techs hours/days earlier

-Instantly and easily see job profitability

Reach out, Let's Talk

CONTACT

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