A digital job sheet that works on a tablet, even offline, for the technicians of a heating, air-conditioning and swimming pool company.
Optimum Solution installs and services heating systems, air conditioning and swimming pools in Wallonia.
Every job ended with a paper job sheet, filled in on site and brought back to the office. Damaged sheets, hard-to-read handwriting, details typed up again by hand… The goal was to go digital without changing the technicians’ habits.
The form follows the exact order of the paper sheet. Technicians feel at home from day one, on the iPad they already carry.
Client signs with a finger
The client signs directly on the tablet at the end of the job.
Automatically numbered PDF
Each job sheet becomes a PDF matching the paper template, with a unique number.
Sent to the client and the office
The PDF is emailed to both at once, with no extra step.
Secure archive
Every job sheet is stored safely, out of public reach.
01
Fields follow the order of the paper job sheet, with short labels and comfortable touch targets on iPad.
02
Checks are ticked with a tap, then the client signs with a finger before sending.
03
The job sheet becomes a numbered PDF matching the paper template, sent to the client and the office.
A field tool has to work everywhere. Several technical choices make sure it does.
With no signal, the job sheet is saved on the tablet. It is sent automatically as soon as the connection is back.
The form saves as you type. A locked tablet or a page closed by mistake loses nothing.
Numbers are assigned by the server, so two offline technicians can never get the same one.
One shared access code. No account to create, no password to remember.
Added to the iPad home screen, the job sheet opens like an app, without going through the browser.
At the office, everything happens in the familiar WordPress admin. Job sheet list, search, PDFs, resending an email and exports in a few clicks.
No more paperwork at the end of a job.
The job sheet is filled in, signed and sent before leaving the client. The office receives every job in real time, and the client keeps a clear record of the work done.
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