Service Portal
Job done to packet in the office the same day — not the following week. Invoices go out while the visit is still fresh.
Details
The paper service packet, on the tech's phone. Customer sheet, timesheet, service report and expenses are dictated on site; photos and receipts ride along; overtime, per diem and mileage are figured automatically; the customer and management PDFs are emailed on submit.
Management sees every open job on one screen, colour-coded by how long it's been sitting, approves or sends back with a note, and the portal chases late packets by itself every week.