the problem
Four systems.
None of them
talking.
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The schedule lives in a spreadsheet
Rebuilt by hand every morning. Out of date by ten. Invisible to everyone who is not looking at that one file.
in Etaprise → one board, updated as the day moves
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Handoffs happen over text
Site history, access notes, what went wrong last time: all of it in someone's phone rather than attached to the work order.
in Etaprise → history attached to the job itself
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Invoicing waits on paperwork
The job finished Tuesday. It gets billed the following week, once somebody types it up a second time.
in Etaprise → invoice raised from the closed job
One work order. First call to final invoice. Nothing re-typed in between.
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intake
The request comes in
Becomes a work order with the site, the asset and its history already on it.
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assign
AI proposes a technician
Skill, certification, proximity, workload. Dispatch approves or overrides.
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dispatch
The route is re-cut
Across the whole day, not just this one job.
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in field
The technician works
Details, forms and history on any device. Syncs when signal returns.
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close
Invoiced from the job
Completion, parts and time flow into billing on their own.
capabilities · click to expand
Everything a Service Call Touches, on One Work Order.
From the first call to the paid invoice. Click any square to see how it works.
- Must-have and nice-to-have rules decide every match.
- Only technicians with the right skill and a valid licence are offered.
- Days off and public holidays are skipped automatically.
- Less windshield time, with shorter routes between jobs.
- All technician activity on one timeline.
- Spot gaps and overlaps at a glance.
- Move jobs to respond to urgent calls fast.
- Rules set priority automatically, so a gas leak is always marked urgent.
- Answers reach the technician's app, so they bring the right parts.
- Simple issues fixed over the phone avoid an unnecessary truck roll.
- Reschedules, cancellations and return visits (back jobs) tracked.
- Automatic SMS and email, like "your technician is on the way".
- Instant alerts to managers for SLA breaches and low stock.
- Full visit history for every customer.
- The same repair always gets the same price.
- Duration and crew size help the dispatch board find the best slot.
- Required checklists and licences are attached to the job.
- Parts, services and billing stay linked to the work order.
- Every technician collects the same information, every time.
- Field data arrives digitally, with no paper to retype.
- Change a template once and every technician gets the new version.
- One library for manuals, SOPs and troubleshooting guides.
- AI answers based on your own trusted documents.
- Remote experts can help without a second visit.
- A higher first-time fix rate, with fewer repeat visits.
- Licences tracked at three levels: licence, specialization and exact type.
- Alerts before any certificate expires.
- An audit trail you can show clients and regulators.
- Shows skill gaps to guide hiring and training.
- Targets set by contract and priority level.
- Jobs close to their limit are flagged early.
- The clock pauses on public holidays.
- Service level reports to show customers.
- Assets grouped by type, product and classification.
- Warranty and service history kept with each asset.
- Alert rules based on live sensor thresholds.
- Contract renewals are not missed.
- Warranty claims linked to the asset, contractor and warranty type.
- Customers register their warranty through a simple link.
- Approval steps differ for warranty and non-warranty work.
- Part requests from the field are tied to the work order.
- Transfers between sites go through pick, pack and ship.
- Returns are tracked for warranty and supplier claims.
- Approved purchase orders with delivery tracking.
- Quotes show clear labour and material pricing.
- Outstanding balances visible at a glance.
- Invoices sent to your accounting software automatically.
- Customers pay online straight from the invoice.
- Accreditation workflow with a full audit history.
- Bulk upload for existing partners.
- Pricing and dealer categories per partner.
- Rebate claims approved at several levels before payment.
- Shift templates for repeating rotations.
- Clock-in and travel paths shown on a map.
- Leave and expense claims with digital receipts.
- Payroll with tax and statutory settings built in.
- First-time fix rate, mean time to repair (MTTR) and backlog.
- Quote conversion, revenue leakage and customer retention.
- Technician visits per day, idle time and reschedule ratio.
- Work orders and staff needed to hit your revenue target.
What it does
industries
Six sectors. One system, set up differently.
what the ai actually does
The engine plans the day. Your dispatchers own it.
It assigns
Every work order matched against skill, certification, proximity, current workload and what has happened at that site before.
It re-plans
A job overruns at ten and the rest of the day is re-cut in seconds: routes, windows, and everyone downstream of the change.
It remembers
The manual, the last fix and the site notes surfaced at the machine, instead of a call to whoever happens to know that asset.
Every assignment the engine makes can be overridden. Dispatchers approve and adjust: they do not build the day from scratch, and they do not lose control of it either.
How the engine decideswho runs on it
The people it has to work for.
If the technician standing at the machine will not open it, nothing else in the platform matters.
before you ask
What operations leaders raise first.
No. It handles the repetitive matching and re-routing, and surfaces the exceptions that need a human call. Your dispatchers stay in control and can override any assignment.
Every reschedule ripples through the rest of the day. Etaprise recalculates the affected routes and appointment windows in seconds, instead of a dispatcher manually re-shuffling every technician downstream of the change.
Yes. Scheduling, reporting and administration run across every team, region and business unit from one console, with role-based permissions controlling who sees what.
Technician licences and certifications are tracked with their expiry dates, and the scheduling engine only proposes people who are currently qualified for that job type.
Bring us a week of your real jobs.
We will schedule them in front of you: your certifications, your sites, your systems.
Book a demo