Recent Updates
Asset Manager in the Manager App and Resource App
Assets can now be managed in the Manager App and the Resource App. So assets can be filtered and viewed. New assets can be created. Jobs can be created from assets and assets can be attached to existing jobs. See more on asset management software here.
Dashboard for Contractors, Engineeers and Users
Two new dashboards added for to the dashboard library: Dashboard for Contractors and Engineers, and the Dashboard for users.
Both show charts and grids summarising how contractors, engineers and users are performing over period of time. Can set the data range and look at specific teams.
Form Library – in the Manager App and Resource App
The Form Library is now available in both the Manager App and Resource App.
When you design forms (eg inspections, audit forms, meter readings) you can make them available for immediate entry from the Form Library, as well as by issuing them with a reactive or planned job. So now in the apps you can select a form from the form library and complete it there and then. Very quick and dead handy!
Manager App – Assign jobs to other users
From the Manager App, the manager or supervisor can choose to assign the job to another user. This user will then receive email notification and see the job in their own manager app.
Job Requests – Create job request without needing a user login from a secure web page
Users can raise issues and create requests from a secure web page without needing to log in the main application. Great for organisations with many users. Complements the ability to send a request by email. And of course coming soon… ..the requestor app
Teams of users and engineers
Teams. You can now set up multiple teams, and then assign each user and engineer and contractor to one or more teams.
Jobs can be driven to a particular team based on the type of job. Then users can be restricted to see only their relevant team jobs.
Manager App – Instruct Engineers from App
From the Manager App, you can now choose an engineer or contractor and then instruct each job to them. The engineer will then receive the job straight away on their Resource App plus email notification.
Forms in the Manager App and Resource App
Forms designed in the main application for inspections, checklists, risk assessments, meter readings, surveys, risk assessments, permits to work can now be sent down to the Manager App and Resource App.
Allows questions of up to 12 question types to be answered including Pass/Fail, Dropdowns, Photos, Signatures…..
Easy to use and fast. Works offline.
Manager App – Relaunch
The Manager App has been relaunched using PWA (progressive web application technology) and so is now on the same platform as the Resource App for engineers and contractors. The app is web based BUT embeds on your phone or tablet like a traditional app. Quick and works offline!
The Manager App is intended for use by managers and supervisors. Very easy to use with some great features including:
- See all jobs and job details.
- Add photos, notes and documents to a job.
- Can complete forms sent down with a job or from the form library.
- Can create new jobs.
- Can assign jobs to another user or engineer to contractor.
- Can view assets, create assets, assign jobs to an asset.
Permit to Work
Permits to work – using either forms or documents a full permit to work workflow is now available on jobs involving contractors and other stakeholders
Risk Assessments
Risk Assessments – A thorough risk assessment workflow introduced for risk assessments designed in the form designer and sent to a contractor with an instructed job.
Expenses
Expenses – Engineers and contractors can now submit expenses with a photo from the resource app, which can be approved in the main application
Reports – Report Manager Introduced
Reports – Report Manager introduced with some reports. Reports can be scheduled to be sent out to one or more users for any frequency
Stock – on the app
Stock – engineers can now record stock used on a job using the resource app
Planned Maintenance – Future schedules can be viewed on calendar and timeline report
Planned Maintenance – by default the next planned job is created as soon as the last one is created. Now, the next planned job can be delayed to days before it is actually due. Avoids confusion for the maintenance team
Timesheets – Timesheets for engineers on the resource app
Timesheet: Engineers can now complete weekly timesheets on the resource app for engineers and contractors
Contractor Compliance – Forms for contractor compliance
Contractor Compliance – forms can now be designed for completion by contractors related to their compliance, health and safety, inductions etc
Engineer / Contractor App Live
Engineer / Contractor App: The app for engineers and contractors is now live and working great for engineers and contractors to view and manage their instructed jobs. Works offline. Fast and very easy using latest Progressive Web Technology.
Forms: Asset Selector
Forms: A new fields question type for forms “Asset Selector”. A user can now select multiple assets on a form either by selecting from the existing list of assets in the site, or scanning the QR code, or can even create new assets on the fly. Great for inspection checks, surveys and even asset gathering
Custom Fields For Jobs and Requests
You can now create a custom set of fields / questions linked to a job type. So when creating a new job or request the user can be asked additional information linked to that type of request. Useful for many things including parking permit requests, catering requests, questions linked to type of asset etc.
Rate Cards For Contractors and Engineers
You now create hourly rate cards for engineers and contractors. So when they complete jobs on the contractor portal or the app, then costs are generated from the hours they have worked. Takes into account their travel time as well as time on site, out of office hours and call-out rates.
