.png)
.png)
Prepare the invoice
Keep completed work and supporting documentation in the invoicing workflow.
PRODUCTS / SERVICE MANAGEMENT
From the first task
to the final invoice.
Keep work moving.
Connect your office and engineers with task planning, site records and field paperwork. A clearer view of what is booked, what is done and what needs attention.
✓ Tasks & scheduling✓ Field paperwork
PLANNING WITH CONTEXT
See the diary.
See the sites.
Use engineer calendars and map-based planning to organise service work. Keep pending plans separate from confirmed tasks and the notifications that follow.
Engineer calendars
Review bookings and assignments across the working week.
Map-based planning
Review site locations alongside the task schedule.
Confirm when ready
Use pending and confirmed task states as part of your planning process.
THE ENGINEER WORKFLOW
The task details.
In the engineer's hand.
Open the assigned task on mobile, review the site and record the visit. Keep the status and supporting notes available to the office.
Calendar to task
Move from the mobile schedule into the job details.
Record the outcome
Use completed, incomplete or part-complete states to keep the next action clear.
Engineer calendar and assigned task - original V1 app screens.
PAPERWORK THAT STAYS WITH THE WORK
Complete the visit.
Keep a useful record.
Use job sheets, inspection documents and configurable checklists. Record the information the office needs to review the work and prepare the next step.
Documents for the job
Prepare relevant certificates, inspection records and job sheets.
Notes and signatures
Collect supporting information within the available forms.
Office review
Keep paperwork available for review before the next workflow step.
From a visit
to a record.
An actual V1 certificate, not a recreated interface.
Certificate screenshot - original product output.
CONNECTED ADMINISTRATION
Bring the work through to invoicing.
Review completed work, add costs and prepare invoices with the relevant paperwork.
Connect supported accounts
Use the supported QuickBooks and Xero integration workflows, with configuration checked for your account.
Keep follow-up visible
Review unfinished work and create an appropriate follow-up task where needed.
A MORE CONNECTED WORKDAY
See the workflow.
Not just the features.
A site records an issue
A check or call-out captures what needs attention.
The office plans the work
Review the details and assign the appropriate task.
The engineer completes the visit
Record the outcome, notes, photographs and paperwork.
The team follows up
Review outstanding work and prepare invoicing.
LET'S PUT IT INTO PRACTICE
Less chasing. A clearer working day.
Explore the office and engineer workflows in a personalised NowLogit demonstration.