Jobs: plan the crews, close the job on the phone, bill from the hours
Convergence ERP Services is for companies whose work happens at the customer's place: landscaping, snow removal, repairs, installation. It puts the work orders, the crews, the calendar and the invoice on the same screens, so what the crew does in the field is what you bill.
What you get
- Work orders built from orders, billed from hours and parts
- Crews with a changing roster, time off and a crew calendar
- Jobs on the phone with timer and photos
- Online booking and a customer portal
- Contracts with monthly invoicing and seasons
- Property pins and shortest drive order
Work orders from the order
An order for services becomes a work order in one click: its lines turn into parts and services after discounts, and the order is no longer invoiced, shipped or reserved on its own, so nothing is charged twice. A work order records materials, labour and finished goods. The invoice is built from the hours, the parts and the services recorded, not from what somebody remembers.
Crews and the calendar
A crew has a roster that changes over time: a person is on one crew at a time, and a change starts from a given day. Time off shows crossed out on the calendar and flags the jobs already planned on that day. The crew calendar has one column per crew, by day or by week, with the hours booked against the people present. Moving a job sets its day, its hours and its people, and the screen warns about overlaps and very long days. Finished jobs stay where they are.
The job on the phone
The technician opens My jobs and sees the day as cards. Each one has Navigate, Call and "I'm on my way", then the timer, before and after photos, and the button to close the job. The property pin can be found on a map from the address, or saved by a crew member standing at the property, and Navigate goes straight to it. For a day of stops, the shortest drive order is previewed before you apply it.
Customers book and follow online
On your booking page a customer asks for a visit without an account. The request becomes a work order marked as an online request on the crew calendar, and giving it a crew confirms it; the customer is emailed once. In the portal they sign in with a link sent to their email and see coming visits, finished jobs with photos, invoices and messages. A message goes to the crew whose vehicle is nearest the property.
Contracts and seasons
A contract repeats the work over a period, with visits made ahead for the crew and the time, moved on the day plan when needed, and invoiced once a month. Divide the year into seasons, with a plan for each: visits on a calendar in the warm seasons and on demand when it storms, and a rain day moves the visits of a day that have not started to another day.
Questions
Does it work for snow removal and landscaping?
Yes. Contracts, seasons, jobs on demand when it storms, crews and a rain day were made for those trades, and a landscaping company starts from a website and setup made for it.
Do my technicians need an account?
They sign in like any other user, with the access you give them, and see their own jobs on the phone. Nothing needs to be installed: it works in the phone's browser.
Can a customer book online?
Yes. The booking page needs no account. The request lands on your crew calendar as an online request and is confirmed when you give it a crew.
How is a job invoiced?
From what was recorded on it: the hours, the parts and the services. For contracts, the visits are invoiced once a month.
What does the customer see?
In the portal: coming visits, finished jobs with their photos, invoices and messages, and only their own.
The other modules
Try it with your own data
Free for 14 days, no credit card.