FAQs
Find the answer to your ‘How to’ questions here.
What are electronic job sheets?
Last Updated: Friday, July 24th 2020
Traditionally, companies with a field based workforce relied on their engineers completing paper based job sheets or carbon copy books to report back what work they had done on site.
|
Often these would have been dupicate or triplicate carbon pads so that a copy could be left with customers on site. Electronic job sheets, as the name suggests, is an electronic version / equivalent of this traditional field paper work. Rather than engineers writing on paper, the same information is now captured via the Motivity app on a smartphone or tablet. As soon as the engineer has completed their report, that information is transmitted back to your office over the mobile phone network (or wi-fi). It's then automatically processed and converted into an electronic equivalent of your job sheet. With Motivity this can be an exact replica of your original paperwork - but in the form of a PDF document. This PDF can be e-mail direct to your customers too (either automatically or after you've reviewed it in the office first) |
 |
Benefits
- Quicker turnaround on field 'paperwork' - almost instant. Get invoices out as soon as work completed.
- Less 'form filling' for engineers (information like customer address etc. is pre-populated)
- No illegible, mislaid, or delayed 'paperwork'.
- More professional appearance
- No need for engineers to post or drive back to office to drop sheets off
- No more paper pads
- GDPR compliance - less chance of unauthorised people finding sensitive customer information on job sheets left in vans
- Be better informed about job progress and engineer location - handle customer queries more efficiently
- Extra benefits to engineers including real-time information on previous work carried out, customer accounts on hold, hazzard info, RAMS etc.
