Everything about the job lives in a single view: status, team, tasks, photos, hours worked.
No more scraps of paper left in the truck.
Visible work pipeline
En route, in progress, completed, invoiced, it's all there!
Customer information at your fingertips
The job address is also clearly indicated, although different from the invoice.
Internal notes from a technician
Easily share notes with your team
Photos and attachments
Take photos and easily attach them to the file.
Punch & time entries
Employees complete their timesheets as they go.
JOB LIFECYCLE
Six statuses, no blind spots
From job creation to invoicing, you know exactly where each service call stands.
Open
TO PLAN
The job is created, either from a signed submission, a request, or manually. No schedule yet.
Assigned
ON TIME
You assign one (or more) technician(s) to do the job. They receive confirmation by SMS or email.
En route
TECH ON THE WAY
The technician sets off and starts his time clock. Sercom sends a message to the customer that the technician is on his way.
In progress
ON SITE
The technician arrives. Tasks, photos, details and signatures are gathered before leaving.
Completed
WORK COMPLETED
Punch-out. The hours, materials, and signatures are recorded. The job is ready to be invoiced.
Convert
KACHING
The invoice can already be sent to the client, or to the administration for approval.
PLANNER
SIMPLIFIED DISPATCH
A calendar view to simplify your task
View by week, day or timeline. Drag and drop a job from one technician to another and add service calls as needed, quickly and efficiently.
CLIENT & TEAM COMMUNICATIONS
Everyone knows about everything
Sercom sends the right information to the right people at the right time, without anyone having to think about it. Your customers stop calling to find out where you are. Your employees don't ask you where to go after every job.
Automatic confirmation to employees
They receive information about new assignments via SMS or email.
Jobs of the day
Morning reminder via SMS of the day's jobs, for your techs, not too tech!
Customizable customer reminders
Decide when to send reminders to your customers.
Confirmation "On the way" to the customer
To ensure that the customer did not go out to the convenience store.
ESTIMATED & ACTUAL PROFITABILITY
You may be less profitable than you think
Hours and materials are all calculated in real time and compared to the quoted price. You know if the job will be profitable before you even leave your home.
Discover the other steps
See all features →
02
Submissions
The origin of several jobs; a signed submission is converted in 1 click.
See the module →
04
Timesheets
The hours punched on jobs are compiled as the day progresses.
See the module →
05
Invoices
The price of the job and the details can be added to the invoice with 1 click.
See the module →
—FREE TRIAL, NO CARD REQUIRED
Ready to plan more while working less?
14 days to test it on your real jobs. Our onboarding team prepares your models, imports your clients and trains you, all in French.
