Walkabout

This module provides expert-level inventory management, centralizing part numbers and stock across multiple warehouse locations, including technician trucks. Users efficiently implement cycle counting and track part usage by period, ensuring optimal stock levels are maintained. The barcode system supports rapid physical counts.

Maintenance plans can be custom-created and scheduled directly for specific assets within the facility. The system automates reminder notifications when equipment is due for its scheduled maintenance, ensuring high compliance rates. This systematic approach extends asset lifecycles and consistently improves overall operational efficiency.

The dedicated ‘My Walkabout App’ acts as an essential field companion, offering complete offline capability for remote locations. Technicians use the app to create purchase orders, manage customer details, document assets with unlimited photos, and process payments instantly. This greatly enhances resource accountability.

The scheduler uses a live, interactive map view of the service area to visualize workloads and dispatch teams effectively. It allows for calculation of estimated drive time and provides color coding to logically organize complex service calls. Managers can easily optimize resource allocation and hold time slots for required asset downtimes.

The robust reporting functions provide managers with over 50 analytical and operational report options covering core business metrics. Users generate crucial month end reports, including sales tax summaries, payroll data, profit and loss statements, and detailed inventory costs.