COMPLIANCE & DOCUMENTATION
Attach compliance checklists to any job type and technicians complete them in the field before the work order can close. An if a technician flags a problem mid-checklist, FieldEx automatically raises a follow-up work order, assigns it to the right person, and logs the trigger. Nothing identified on site gets quietly forgotten.
The moment a job is done, the technician generates a branded PDF from the mobile app, populated with job details, parts used, photos, time on site, and a digital signature captured from whoever is on location. It goes to the customer before the van leaves the car park.
A completion certificate needs different information than an invoice or a compliance record. Each document type in FieldEx is configured to show exactly what's relevant. For example, signature and site photos for one, parts and pricing for another. All this under your company's branding, not a generic system template.
Every task checked off, every checklist completed, every document generated, and it's all timestamped and tied to the work order. When a customer disputes a job, or an auditor asks for service records, the evidence is already organised. You're not assembling it from emails and spreadsheets under pressure.
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