Your jobs at clients’ sites, from booking to signed report.
You schedule the job, the employee finds it on their phone with the address, takes before and after photos, ticks the checklist and gets the client to sign on site. The PDF job report is ready straight away.
Job
Corporate drinks reception
Bureau Lumen SA
Rue du Lac 12, Neuchâtel
Thu 10 Sept · 17:00 – 20:00
- Equipment loaded
- Buffet set up
- Room tidied
A client book
Each client keeps their address and the history of every job done for them.
Scheduled with the team
A scheduled job appears in the team schedule. Novteam warns you if the person already has a shift, a job or leave at that time.
Photos, checklist, signature
On site, the employee adds before and after photos, ticks the checklist and gets the client to sign on their phone.
The PDF job report
As soon as it’s signed, the job report is ready, with the fields specific to your trade: area, vehicle or policy number…
Questions
Can an employee create a job themselves?
Yes, if you give them the right. The job is created straight away and you approve it afterwards.
Can we add information specific to our trade?
Yes. You define your fields once (area, vehicle number…): they’re asked for on every job and printed on the job report.
What happens to an archived client’s history?
It’s kept: every job done for them stays available.
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