Tools to automate workflow and turn your data entry
employees into analystsThe agreement module allows you to manage the scope of work defined by you and your client on a per site basis, across multiple sites for all the services you offer. The service frequency is defined in the agreement which auto-generates and dispatches work orders to subcontractors associated to those client sites. The agreements allow you to associate different employees and subcontractors you approved to perform those services at the different subcontractor rates.
Maintain a constant line of direct communication to your clients
Managing your service delivery through a work order management platform is integral to function seamlessly. Both scheduled and non-scheduled services for all your client sites are managed more efficiently to ensure SLA's are being met, subcontractor are performing services as required, and administrative tasks are greatly reduced. The work order management platform will be able to create, schedule, dispatch, and manage work orders for your subcontractor and internal field crew.
Your field crew will have the same mobile application as the subcontractors. Just like the subcontractor mobile application it's designed to be user friendly and intuitive to eliminate any unnecessary field training. Your field crew will be able view all the work orders dispatched to them, the work order details, check in/out via GPS, capture their field activities such as; service tasks provided, photos, and notes. Your mobile application will live in the Apple App and Google Play stores for easy distribution.
Financial and operational decisions will be much easier with our real-time Sisense reporting integration. The Sisense data and analytics platform dramatically accelerates the time it takes to build, embed, and deploy intelligent analytic apps that unleash user creativity and engagement. Whether it’s interactive dashboards, self-service analytics, or white-labeled BI apps, Sisense delivers the industry’s lowest TCO at scale, all on a hybrid-cloud platform designed to leverage all of your data together — no matter where it is.
Create and manage purchase orders for subcontractors to bill against per service or work order.
Create and manage all invoices for each of your clients per site or per agreement. Manage, review, and edit subcontractor-generated invoices to then pass onto your clients for payment. Manage variable labor rates per client, per site, and/or client regions.
Create and manage all proposals and estimates for each of your clients per site. Manage and edit subcontractor-generated proposals to quickly review then pass onto your clients for approval. Manage variable labor rates per client, per site, and/or client regions.
You can manage your subcontractor from your portal. You have the ability to invite them to the platform for self on-boarding through a 90 second process with video support. Core Advanced Analytics provides you with insights on your Subcontractor Network. Out of the box dashboards and widgets will provide immediate value to your day to day subcontractor management operation.
Give them effecient tool to solve problems faster
Tradesmen profiles can hold any information required such as licenses, specialties, trades and equipment expertise. Automation such as background checks and payrol can be also accomplished.
The mobile software application is designed to capture the true time/attendance and field activities from your subcontractor network. We designed the mobile application to be user friendly and intuitive to eliminate any unnecessary field training. Your subcontractors will be able view all the work orders dispatched to their company, view the work order details, check in/out via GPS, capture their field activities such as: service tasks provided, photos, and notes. Your mobile application will live in the Apple App and Google Play stores for easy distribution to your subs.Some additional mobile applications features include;
Direct message with your crew in the field to provide updates on work order, client and site information or provide support on a job.
Give them effecient tool to solve problems faster
Maintain a constant line of direct communication to your clients
Clients will be notified with easy to approve and reject proposals that are sent out and updated in real time.
Clients will be notified on invoices and given access to an easy to use, secure payment processor.
Clients have access to an agreement profile containing a description with the scope of the agreement as well as all their past and scheduled work orders, and an invoice list.
Reports that will explain what is wrong with their sites and assets that are actionable that will help generate your company new work.
Clients can view a list of all their sites then drill down to each site to view work order history, site instructions, and any equipment inventory that was captured from the field. Site and equipment filtering make it easy for clients to query the data they need for specific reporting purposes. Any equipment captured from the field will contain all necessary equipment attributes, photos, and inspections for clients to make better capital decisions without being onsite
NFC tags connect mechanical equipment to the digital world to deliver equipment-specific data, supportive content, expertise and training (Equipment Intelligence) to the field service workforce optimizing inspection, testing, maintenance & repair services.
Give them effecient tool to solve problems faster
Subcontractors can manage their own company profile, service areas, documents and information that are required by your team. Compliance monitoring informs the subcontractor when documents and information such as; COI's, W9's, Licenses, Certifications, Service areas that are required and missing and/or expired.
Can view detailed work order information, explore locations on a map view to drill in further to the work order status and field captured activity all in real-time. View all the work order details, site level instructions, NTE’s, work order status, and field captured activity in real-time.
A customizable geofence is built arround the check in site for GPS enabled check IN. Readily available tools such as photos notes and tasks can be used to record proof of job completion.
Subcontractors can submit invoices upon work completion for approval. If the invoice is rejected there is a remediation period. Additionally, proposals can be submited for approval helping generaterate new work from the field.
Once invoices are accepted pay subcontractors with a check or online payment via ACH/ Wire Transfer.
For clients and subcontractors
GPS Check-InObtain real-time notifications up check in from your crew using the FTC mobile app to confirm work is being completed on time. |
Background CheckCOI’s, W-9’s, background checks on your employees all at the tip of your fingers through the UtilizeCore |
Service VerificationVerify that the service is completed in a sufficient manner by reviewing site photos once the work is completed. |
Inventory management
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On-site proposal capabilitiesWhile on site, your crew will have the ability to send proposals minimizing the number of trips & expediting the job completion process. |
Work order logsView all of your work orders in the Work Order list or Calendar view allowing you to see the big picture. |
UtilizeCore’s features provide electricians with the tools to communicate easily with the Client’s head office. The robust notification system will send job notficiations in realtime fostering better client relationship & service delivery.
Electricians in the field will use the Core mobile application to fill out inspection, testing, and maintenance forms leading to better report generation and management. Field Electricians will also have the ability to log the data captured on site from repairs in a paperless fashion. Through electrical compliance management, ensure that all of your electricians are qualified with the right documentation to perform work for your business.
To the platforms that you, your clients and your subcontractors already use.
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