Booking Jobs Made Easy

Create customer accounts and book jobs directly to the Workforce Manager Mobile App allowing your site engineers to respond immediately.

Record every site booking and customer interaction within the site record for easy retrieval and comprehensive reporting.

View the Jobs Diary by Day, Week or Month to give an instant overview of all jobs booked for all engineers or filter on individual engineers.

Keep Up To Date With Tasks

Workforce Manager includes a Task Manager allowing you to create and share tasks amongst other employees with file upload capability, recurring tasks and timely reminders both on screen and via email.

Define periods of Holiday or Absence with a Task where each is recorded within the employees company record. Holiday allowance can be tailored to the individual.

On-Call / Night-Call Tasks automatically notify the On-Call rep via the Workforce Manager Mobile App. Tasks allocated to site engineers are listed and highlighted on the Mobile App when due.

Rep Reports

Leverage AI to create a process for automatically supplementing engineer reports with enhanced detail.

To fully satisfy customer expectations, AI will automatically include parts, booking dates, and any required additional work within completion reports.

Improve workflow efficiency with a one-click feature that allows users to seamlessly move spell-checked AI text into completion reports for final edits.

Email

After report completion data is finalized, the job ticket is sent to the customer. AI provides a one-click solution to populate the email with critical data and references from the report, summarizing key findings.

This streamlined process is consistently applied across invoicing, purchasing, and all general customer interactions.

Documentation

AI can assist by reviewing sales quote content, suggesting improvements to sentence structure and paragraph flow for a more professional tone.

This is accomplished by integrating an AI prompt directly within the quote creation process, enabling rapid content refinement.

Stand alone or Integrated

The Workforce Manager App provides a flexible platform capable of operating as a self-sufficient job booking system, offering comprehensive management tools, or integrating seamlessly with the AutoVu central database to facilitate the direct transmission of job assignments to mobile app users.

When functioning in standalone mode, users of the app can build customer site profiles, assign responsible managing agents, and utilize the database to search for and examine other site records, including job histories, with the option to create new job bookings.

In integrated mode, head office directly dispatches job bookings to app users, who then complete and report on the work through the app, providing real-time visibility to the office.

Service Check Lists

The app provides tailored service checklists, based on equipment product type, enabling users to perform highly targeted service checks.

Checklists extend beyond servicing, accommodating any task that necessitates a series of questions, answers, or option selections.

They can be customized for any procedure requiring sequential questions, answers, or option-based choices, including Installation checks, LOLER testing, and Risk assessments.

Allocate a Route to a Rep

All route allocated service jobs can be sent directly to the Engineers Workforce Manager Mobile App.

Receive detail on how far away the job is from their current location, when it was due and a full detailed description.

Easy two click set up to send all service jobs to each engineer for booking directly to the Jobs Diary.

Target Specific Jobs To Specific Reps

Accept a Service Route Job to instantly book the work on to the Workforce Manager Jobs Diary, alerting office staff of each stage from Travelling to site through to Job Completion.

Service Routes can be targeted to specific sites / reps allowing certain reps that cover specific Routes to receive Service Jobs specifically allocated to them.

Eliminate the requirement for office service desk staff having to book / re-book service work each day while also targetting the current location of each engineer. The Workforce Manager Mobile App does this automatically by listing jobs from the nearest through to the furthest away from the reps current location.

Flexible Booking

Job pool is a list of non urgent Jobs that can be completed at a later date and have not yet been assigned a time slot.

The Job Pool system facilitates real-time allocation of tasks to representatives, enabling them to seamlessly integrate bookings into their daily workflow during periods of remaining availability.

The process of claiming a Job Pool job triggers an automated workflow, instantly placing the task onto the representative's schedule within the Diary, while simultaneously confirming their assignment to the task.

Target Specific Jobs To Specific Reps

In situations where a job's requirements dictate a specific representative, the Job Pool allows for targeted distribution, ensuring that the job is only presented to the appropriate individual.

By offering this level of flexibility, we gain the ability to implement an automated job booking process that can be finely tuned to accommodate even the most specific scheduling needs.

Dynamic Route Planning in Minutes

Route planning and job location software is integrated directly in to AutoVu. No copy and pasting in to other applications is required.

By using the address details already stored about your customers, AutoMap will show you every job location colour coded by Job Type or Rep.

For any field service management company that operates vehicles on the road for field services, pick-up, delivery, collections, or any transport related activity.

Directions and Route Optimisation

By utilising your jobs diary and appointment schedule, AutoMap will calculate a route based on the job order shown on your appointment diary.

Optimisation of the route can be switched on and off to instantly show your route before and after optimisation. Automatically include 'Home' as the last destination.

Each map marker is directly linked to your customer job ticket record, allowing you to instantly update your route planning by using the results shown on the map.