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Finance | base: service reports on the go
Work orders in the shift plan, reports with hours, spare parts and flat rates, customer signature, report PDF, all the way to the collective invoice.
Finance | base is the ERP for everyone who works at the customer's site: from the work order in the shift plan to the signed report and on to the invoice, without paper or retyping.
Plan work orders
The office creates work orders, with customer or project, date (also over several days), site address, contact person and description. From the order list it schedules them per day and person. Assigned orders appear in the employees' shift plan, also in the app. The plan flags conflicts with absences and other commitments. Under "My orders" employees update the status themselves: in progress, done. They create spontaneous orders themselves on the web or in the app, and the office checks them before invoicing.
Report on order, project or customer
A report is linked to an order, a project or a customer. Your company decides which link is mandatory, whether a signature is required, whether material is deducted from stock and how travel time and kilometres are billed.
- Working time per activity: the order's working time is already suggested, you only adjust it.
- Travel time and kilometres.
- Spare parts and material from the item master or as free text, directly from the vehicle or storage location, with serial number or batch for tracked items.
- Flat rates as a separate block, with fixed prices from the item master.
- Work description, internal note and photos.
- In the app, recording also works without a network connection, and the report is sent afterwards.
Signature, PDF and approval
The customer signs on the device, with a finger, stylus or mouse. This produces the report PDF, archived so it cannot be altered and, if required, sent by email straight away. If you switch on the four-eyes principle, every report is approved before invoicing: in the office or directly by the supervisor, one by one or in bulk. A report can also be rejected with a reason, and every later correction appears in the log with a reason.
Invoice in one go
Reports become an invoice: hours at the right rate, travel time, kilometres, material and flat rates. You combine several reports for the same customer into a collective invoice, and the report PDFs are attached to the document.
Take a look
Try KMU | base in the demo account: seven days, with sample data, no credit card.