Keep site jobs on record with photos, and let the office see their status
The site crew starts a job, photographs the progress and finishes it. In the office, a manager sees the stage of every job on the kanban board and decides on jobs awaiting approval.
What a job looks like
The job below is an example of how a job in this sector would look in Ekiplio. It is not a real customer or entry.
Block wall job handover
The block wall work on one floor of a site is completed. The progress is photographed, and a team lead or manager reviews and approves.
Checklist
- Photograph the area before starting
- Tick off the measurement and drawing check
- Photograph the finished walls from different angles
- Write the spots that need correction as a comment
- Photograph the overall view of the area at the end
Suggested job type setting for this job
A job type decides which proof a job asks for in the field. A reasonable starting setting for this job:
Why this setting. On a site, progress is proven with images. Three photos are required and no customer signature. The job moves to awaiting approval; a team lead or manager reviews the entry and approves, or sends it back with a written reason.
- Require a location stamp when starting and finishing
- OnOne-time location when starting and finishing the job
- Minimum proof photos
- 3 photosProof photos needed to finish the job
- Require a customer signature
- Not requiredCollected together with a name
- Require lead approval before completion
- RequiredA manager or team lead decides
- Email the report to the customer when completed
- OffPDF report, once the job is completed
These are examples; each business defines its own job types. A manager can change job types at any time; open jobs carry on with the setting they were created with.
What appears in the PDF report
A progress PDF report
The PDF report of a completed job keeps photos and stamps together. The office sees what was done on site from the job's own entry.
- A job number and date-time watermark is stamped onto photos on the device; location is added if permission was granted
- Start and finish stamps show when the job was done
- The PDF report is shared or downloaded from the app and is readable on paper
The PDF report is generated in the app when the job finishes; what changes from sector to sector is the job type settings.
Sample PDF report (demo data). Content varies by sector.
How the team works
The job is assigned
A manager or team lead creates the job and enters the assignee and due date. The assignee is notified.
Proof is collected on site
The assignee starts the job, takes photos, collects a signature if required and finishes the job. Location is taken only at these moments, once each time.
The PDF report is ready
When the job completes, a PDF report is generated. A manager follows the team's work on the reports screen.
Frequently asked questions
What if the connection is weak on site?
Start, finish, photo and signature actions are queued and sent in order once a connection returns. Every entry keeps both the device time and the server time.
Who does the approval step?
When approval is on for the job type, the job moves to awaiting approval. A manager or the lead of the team approves. A lead cannot approve a job they are assigned to; a manager approves it.
What happens to a rejected job?
The reviewer rejects it with a written reason. The job goes back to in progress and the assignee fixes it and submits it again.
How does the office see the situation on site?
Jobs sit in to do, in progress, awaiting approval and done columns on a kanban board per team. The web panel also has a list and a reports screen.
Is the crew's location tracked?
No. Location is taken only when starting a job, finishing it, taking a photo or collecting a signature, with a permission granted while the app is open, and only once each time. There is no background location tracking.
Other sectors
- HVAC and boiler serviceService and repair jobs close with a customer signature.
- Elevator maintenanceRoutine maintenance visits are logged with photos and stamps.
- CleaningWhich area was cleaned, and when, is clear from the photo.
- Facility managementJobs across buildings are tracked in one list, each with an owner.
- Appliance repairA repair done at the customer's home ends with a PDF report.
Try it with your own work
Explore the live demo without signing up; when you are ready, open your business for free on the web.