LeanPoint® is perfectly fit for installers such as electricians, plumbers and more. LeanPoint® delivers solutions for time and task management, service reporting and worksheets, inspections and checklists as well as other documentation, including documentation for time and goods used for invoicing.
You create new tasks directly in the online calendar, or from your customers list, and delegate it to the relevant employee/employees. This also for recurring tasks.
With color codes, it is easy to see the current status on each task – who is doing what and when. At the same time, all relevant documentation is saved to the task: Worksheets, any photos serving as documentation, agreements made with the customer and so on. When delegating the task to the employee, all documentation is automatically available, and can be shared with other employees who also have been assigned to that task.
Your employees fill in their worksheet on the worksite, and hereby minimize the risk of forgetting something. At the same time, you get all data served here and now, in an electronic and uniform way. Worksheets are kept open in the system when a task is not done, which strengthens the option to follow a task from start to end.
When a task is done, the employee will send documentation for approval and invoicing, and is thereby following the same uniform workflow procedure.
All worksheets sent for approval are shown on a comprehensive list in the system. The same goes for ongoing worksheets.
The number of hours used on a task are saved into a salary report, where they can be corrected if needed before export to salary system
LeanPoint® has a build-in GPS management with a real time map that shows where your vehicles are here and now.
Electronic and uniform service reports
A form design module in LeanPoint® allows tailormade service reports and worksheets, so they fit to the assignment, no matter if it is ad hoc jobs or other. You can make certain fields mandatory to fill in before sending the form for approval. Forms are filled in and saved online, and then sent for approval and invoicing.
With the form design module, you can also create your own checklists, agreements, issue reports and so on.