HOW IT WORKS
One job.
A continuous thread.
From a new customer to the next service, keep the details moving with the work.
The first call
Start with the customer.
Create the customer record with their property and the appliances in it. Their previous jobs and service history are there before you call back.
The booking
Put the work in place.
Plan the appointment in the calendar and send the customer a booking confirmation from your phone. The evening before, Tickzu reminds you of tomorrow’s visits.
The visit
Write it up on site.
Fill in the service record for each appliance, with readings and last year’s values alongside. The customer signs on your phone and gets a branded PDF. Quotes are built around your own professional assessment.
The follow-through
Get paid, then plan the next one.
Turn an accepted quote into an invoice PDF with your payment link and QR code, record how it was paid and send it to FreeAgent. Next year’s service shows up in To do when it comes due.
This workflow is built in the current development application. Product access is not open yet. Professional judgement remains with the engineer; a service record is not a Gas Safety Record (CP12).
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