Every job in one place, from the first request to the next maintenance visit
When requests arrive by phone, email and sticky note, work sheets wait in the glove compartment and someone keeps the maintenance schedule in their head, something always gets lost along the way.
In RDO, every step of a job is in one place, so nothing needs collecting afterwards, the invoice can go out the next day, and the next maintenance visit isn't missed.
From the first request to maintenance, in eight steps
Record the job, plan the route and agree the appointment with the customer. Once the work is done, keep the service log, prepare the invoice and track the next maintenance visit in the same place.
↻The work cycleA completed job starts the next maintenance visit.
00Incoming request
Record the customer details
Whether a request arrives by phone, email or a web form, enter it in the system with contact details, available time windows, a description of the fault and its urgency.
What you gain: Not a single request is left on a sticky note or in the call log.
Customer details and incoming requests
01Adding jobs
Turn the request into a job
Give the job a title and enter its expected duration and the customer's available time windows. Then all the important details are already attached when you create the schedule.
What you gain: No need to call the customer back about a missing detail.
A job's service duration and time windows
02Job list
See all the work that needs doing in one place
Review the status and due date of each task, including new customers and recurring maintenance. For a new job, the system shows who can fit it in with the smallest detour and where it belongs in the day’s sequence.
What you gain: See at a glance what is urgent and what can wait.
The job list with customer details and task statuses
03Planning the schedule
Schedule jobs so there is time for travel, too
RDO takes technicians' working hours, travel, job durations and skills into account and coordinates them. Based on these, it plans the route and suggests appointments that fit the customer's time window.
What you gain: Realistic days: there is time for travel, and no technician gets an overplanned day.
A customer needs another appointment, or a technician becomes unavailable? Find the next suitable time, assign the job to another colleague and rearrange the work. The dispatcher still decides which changes to make.
What you gain: An unexpected call does not throw the whole week off.
Finding another appointment in the schedule
05Completing the job
Record the completed work and the next task, too
After the service, the technician marks the job as done and updates the equipment's service details. Documentation and the invoice can also be prepared here, and the service log and configured maintenance intervals help organize the next job.
What you gain: No evening typing and no lost work sheets: the invoice can go out the next day.
Closing the job and recording service details
06Job evaluation
See what the job earned and how the plan worked out
For a completed job, the system compares planned and actual revenue, direct costs and profit. For each technician, you also see how planned and actual travel and on-site time compared, and the system flags any missing data.
What you gain: You don't find out at the end of the year which job lost you money.
Keep equipment, previous services and maintenance frequency on the customer's record. Once recurring tasks are configured, maintenance jobs appear in the task list by themselves.
What you gain: Maintenance is not missed, and it can fill the quiet periods.
Customer equipment and upcoming maintenance
1 / 8
Office: intake and planning
Field: doing and completing the work
Afterwards: evaluation and the next round
Dispatcher and technician
A full overview for the dispatcher, just the essential information for the technician
RDO is useful for the office and saves technicians time and energy, too. Everyone works in the same system, but everyone sees what their own work needs.
What the dispatcher sees
all customer and job details: histories, equipment and upcoming maintenance,
all open jobs with priority, status, assignee and deadline, including what is waiting for parts and where a return visit is needed,
service requests and appointment change requests arriving online,
who is working where today, how much capacity they have left, and jobs on the map by area,
how the planned day worked out and what completed jobs earned.
In other words: everything needed to organize the day efficiently. Dispatchers can also notify technicians of changes through the interface.
a digital work sheet that does not need filling out by hand or handing in at the end of the day.
In other words: only what the job needs. Anyone can quickly learn the simple interface.
The technician view in RDOA personalized notification of the day’s jobs for the technician
What do you gain?
Less chasing, more time for the work
When all the data is in one place, nobody has to gather it at the end of the day or from drawers. It shows in money, too: faster invoicing, fewer wasted visits and quicker onboarding.
Less administration
The work sheet is completed on site and the data is in the system immediately. Nobody has to type it up in the evening.
No information gets lost
All data is linked to the customer: equipment, previous faults, warranty. The technician arrives with the right part the first time.
Knowledge stays in the company
A new colleague settles into the routine in days, because job histories and processes are in the system.
