Managing service jobs

The service jobs module is the command center for your service business. It enables you to take on more jobs and improve time to resolution for service tickets with:

• Flexible scheduling & dispatching
• Real-time activity tracking
• Streamlined invoicing and payment
• Professional customer communication

Flexible scheduling & dispatching

Our powerful scheduling views show you everything that is scheduled so you can quickly find and fill open slots. We automatically highlight jobs that still need to be dispatched to a tech and show you a schedule queue with all the jobs that have not yet been scheduled, so you can make sure every job gets scheduled and completed on time.

When you get a new job request, Knowify makes it easy to create a service job that captures all the details you need to get the work done, including the visits your team needs to make, the equipment that requires service, and any important details your team needs to know about the job location.

For recurring services, you can create a maintenance agreement. Additionally, you can associate service jobs to service assets and build your service asset history over time.

Real-time activity tracking

The Knowify smartphone app gives service techs everything they need—log time, mark tasks as complete, leave comments, and upload photos—to execute jobs on time while automatically syncing their work back to the office and stay connected to their managers.

As your team works, they can log billable time and expenses from the field. These expenses are automatically associated with the correct job and synced back to the office in real-time, making it easy to bill your clients based on time and materials or a standard fixed price.

Invoicing and collecting payment

Getting paid faster is a matter of streamlining your invoicing and payment process. At any point in time, you can generate an invoice; Knowify automatically pulls in all the billable time, materials, and expenses associated with the job, which you can review and adjust before sending the invoice to your client via email.

Knowify includes built-in payment processing, so you can add a payment link to your invoices and allow your clients to pay online via credit card or ACH.

Professional customer communication

Keeping your customers informed with professional communication increases customer satisfaction and can give you an edge over the competition. For each service job, you will be able to send job confirmations, appointment reminders, status updates, and payment reminders to your clients via text or email.

You can also share the details of each job via the customer portal, where your clients can view project summaries, invoices, documents, and photos from each job. Simply create a link and choose which details you would like to share.