If you install, maintain or repair equipment, your technicians are your business in front of the customer. Too often their work is recorded on paper job cards that arrive days later, get lost, or never mention the spare part that was used.
What paper costs you
- Parts and labour that never make it onto an invoice.
- No proof of what was done, when, or whether the customer was happy.
- Managers who cannot see which jobs are open, late or waiting for parts.
Every job on the technician's phone
The cBiZ FieldOps app gives each technician their assigned jobs: installation, commissioning, training, maintenance or repair. They check in on site, work through the checklist, add photos, and the job follows a clear timeline until it is approved and closed. Managers assign and approve jobs from the Service hub in the Employee app.
Workshop repairs, too
Service job sheets record each machine, fault, status, parts used and labour, send the customer an SMS as the status changes, and end with an invoice. Breakdown calls come in as support tickets, so nothing falls through the cracks.
Where to start
- Write one checklist for your most common job.
- Put your technicians on the app for those jobs first.
- Review open and closed jobs every week, then add the next job type.
Ready to see it in your business? Start a 30-day free trial of cBiZ, with no credit card and nothing to install, or talk to our team: call 0751 650 020, WhatsApp +254 751 650 020 or email sales@cybcorp.tech.
