Loc8 Review

Lack of coordination between field and office

Loc8 provides the tools you need to manage your team and jobs with speed and simplicity. Simply create an appointment that suits your customers’ availability and then dispatch to one or more technicians or sub-contractors using custom region and trade based assignment in calendar or quick scheduling modes. Create task based work orders with explicitly defined tasks and sub-tasks on the fly, or store and manage them via a dedicated task library for use again in the future. As good as modern mobile coverage is, unfortunately, we all still need to contend with bad reception. Loc8 mobile will download all the customer, asset, and task data required to complete a job when there’s no reception. Specify whether to charge for tasks, time and travel on each work order and as work progresses, compare against it’s initial estimate or quote and projected values to make sure you will be making money. Loc8 automatically creates detailed work reports at the conclusion of each and every appointment based on time and travel logged, tasks completed, inventory used and of course, customer sign-off.

Disorganized asset management

Create an asset structure in Loc8 that matches the physical location of the assets you maintain in the real world so you can easily find and maintain your assets when you arrive on site. Automatically generate task based work orders for assets based on location and required maintenance frequency. Reacting quickly when a customer calls is one thing, but planning ahead is a game changer. Need to change a status, or update an ID in-field? Need to move an asset from another site? Need to create a new asset that your customer needs maintained? Easy done. Leverage our next-generation customer portal to optionally provide your customers with visibility of their assets, including status, location and maintenance history.

Wrong quotes and invoicing

Use Loc8’s dedicated quoting and invoicing software to centralize your field service operations. Create and send quotes based on estimated on-site time, travel, and inventory usage or alternatively quote based on tasks from the task library or create new ones in-situ. Invoice your customers for any work that’s been completed, be that a single task or all work that was completed at an appointment. Integrate your invoices with Xero via our dedicated and custom integration that supports work order, appointment and line item separation per invoice, as well as one-way customer sync and two-way GL code and status sync. Review the current charge values for completed work on any job and compare against either it’s initial estimated or quoted values and it’s projected values based on full task completion.