You create a job and assign it to technician. The technician gets the job information, update the details and add the job costing. Then easily you convert the job to an invoice and export it to your accounting system. With EZ Follow App, job management never been more easy.
Manage serviceable units
Manage your clients serviceable units. Manage the upcoming service date, save the history notes and track the service history.
Manage Stock and Equipment
Create sites and locations like your yard or technician's van. Add and manage the stock for each location and get alerts on minimum quantities. Have control on equipment that you move between technicians or sites.
Quotes and invoice generator
You can import your clients details from your accounting system so you don't need to duplicate entries. The technician update the job by adding his time and manage the job costing. Then easily you convert the job to an invoice. You can generate a document, print or email it and export it to your accounting system.
Generate forms according to your needs like hazard or maintenance and assign it to the job for the technician to fill it up.
Integrates with your accounting system
EZ Follow App integrates with leading accounting systems and cloud services such as QuickBooks, Xero, MYOB and FreshBooks. If you have a different accounting system, you can integrate with our API or export data in a CSV format.
Job status and type
EZ Follow App allows you to create your own statuses and types. The status dashboard gives you an overview of how your business is running and what needs your attention.
You have the control to define the capabilities your employees have by assigning a uniqe menu to each one of them.
Our unique scheduling dashboard gives you an overview on your staff capacity.
You assign staff to jobs and ensures there are no overlaps and use your staff capacity more evenly and optimally.