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Service Management

New Planning and Accounting System for Service Companies

Administer and control order statuses with a few clicks. Your employees work in a simple system: in the office or at job sites

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You work with service contracts, keep track of performed work, control additional costs and generate invoices in one single system

You keep control over the work process with every client. The cloud system safely stores all the information about projects

CloudOffice® Service: We Help Streamline Processes in Your Service Company

Our clients already use CloudOffice® to automate inventory accounting

Cleaning companies

You track supplies in the warehouse. The program shows available employees and pending orders

Equipment repair and maintenance

You set the amount of work and the warranty period for each item covered by a service contract. The program analyses your margin for each service contract

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Security systems
installation

Automatically generate bill of materials. Employees know what items they need to pick at the warehouse to complete the project

Plumber and electrician services

Track the location of all your workers. Only employees onsite can change the status of tasks to “completed”

Solar panels installation and maintenance

Generate work orders containing all task information. Employees add progress updates and designate completed tasks in the mobile application

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Construction and renovation crews

Update order details online. The program easily amends orders in case of additional costs or new tasks

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Service Subsystem – a Part of the CloudOffice® Company Management System

We have combined different kinds of administration and accounting into one single program.
You do not need to work in different programs and thereby avoid potential integration
problems.

Plan Your Company's Work with a Few Clicks

You can view all the working processes in one single program: from the clients’ orders to operational plans

Register orders from clients

Plan your employee visits to the job site

Write off items removed from the warehouse for work purposes

Report when work has begun in the mobile application

Add work progress and register additional costs in the program

Generate invoices for the work carried out, including all expenses

Send invoices to clients automatically

Generate project reports automatically

Track workers that are available for upcoming tasks

Plan personnel work time for weeks ahead

Mobile access to the CloudOffice® system

  • Workers report completed tasks

  • You see the status of the work progress online

  • The system registers calls from customers and suppliers

Automated documents creation

  • The system generates an invoice automatically after a worker closes the orde

  • The program saves work time data in Fortnox or in the CloudOffice® internal module

  • Application calculates employees’ salary based on hours worked

Planning
and analytics

  • The program analyses current tasks and the company’s order list

  • The program tracks progress for each task online

  • The system saves statistics for each order

Achieve More with the CloudOffice® Client

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We Will Integrate CloudOffice® with Your Accounting Systems

If you already use a cloud system, we will extend it the with CloudOffice® Service via
integration. Data is exchanged between the systems with 100% accuracy

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