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Opscel Jobs Module

Job Management That Actually Makes Sense

Create jobs, assign engineers, track progress, mark complete. Everything in one place, nothing falls through the cracks. No spreadsheets, no whiteboards, no "where's that job sheet?" panic.

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<2 min
Average job creation time with 3-step wizard
6
Default job types, each mapped to a PDF template
Real-time
Work summary visible to office before job completion
Process

How it works

1
Create Job
3-step wizard: Select customer and service address, add job details (type, description, scheduled date) and assign engineers, then set the schedule.
2
Engineers Complete in Field
Check in with GPS, take photos, log parts used, capture customer signature. Work summary visible to office in real-time.
3
Mark Complete
Engineer marks job complete. Triggers certificate generation (if applicable), updates job status, calculates duration, files documents.
4
Invoice & Close
Office creates invoice from job (labour hours + parts). Customer gets certificate and invoice same day. Job closed, revenue tracked.
Benefits

Who it's for

Office Managers
  • 3-step wizard creates jobs in under 2 minutes
  • Quick edit modals for schedule changes—no full reload
  • Multi-site contact selection prevents wrong recipient errors
  • Work summary visible before completion—no status calls
  • Parts tracking shows material costs per job
  • Job types auto-select correct certificate templates
Field Engineers
  • See all job details on mobile—customer, address, notes
  • Multi-visit tracking shows what was done on previous visits
  • Parts catalog on phone—add materials used on-site
  • Work summary dictation—speak notes instead of typing
  • Auto duration calculation from GPS check-in/out
Business Owners
  • Trade-specific fields capture compliance data for electrical, fire safety, and security jobs
  • Multi-engineer assignment tracks team collaboration
  • Actual duration vs. estimated helps quote future jobs accurately
  • Parts tracking shows true job profitability
  • Certificate auto-generation speeds invoicing
From Wizard to Schedule

One Job, Three Views, Zero Re-Entry.

The step-2 wizard, the job card, and the day planner all read the same record — job type, priority, engineers, and time slot flow straight through.

Composite view of the job creation wizard on step 2 of 3 with Job Type and Priority fields, a floating job card for JOB-004821 with an In Progress status, and a day planner strip showing three scheduled, in-progress and completed visits
Jobs & Scheduling

A Job Created in Under Two Minutes.

Customer & site, job details, schedule. Pre-filled from the customer record, so there is nothing to retype.

<2 minAvg. creation time
Three-step job creation wizard: Customer & Site, Job Details, Schedule — with customer, job type, and scheduled time filled in
Multi-Engineer Assignment

Two-Person Jobs, No Coordination Confusion.

Assign as many engineers as the job needs, designate the primary contact, and everyone can see who else is on it.

Job card for fire alarm commissioning showing a primary engineer and a second engineer assigned
Built for Your Industry

Forms That Know Your Trade.

Electrical, fire safety, and security jobs each get the trade-specific fields you need. No generic forms, no workarounds.

Electrical job form next to a Fire Safety job form, each showing its own trade-specific fields
Duration & Documentation

Check Out, and the Paperwork Writes Itself.

Duration rounds to the nearest 15 minutes. Completion triggers the certificate — pre-filled from the job.

Auto duration card showing check-in and check-out times next to an auto-generated EICR certificate with pre-filled fields
Capabilities

What it does

Built for Your Industry
Electrical, fire safety, and security jobs each capture the trade-specific fields you need — the right details, not a generic form.
Multi-Engineer Assignment
Two-person jobs? No problem. Assign multiple engineers, designate primary contact. Everyone sees who else is working the job. No coordination confusion.
3-Step Creation Wizard
Customer & Site → Job Details → Schedule. Clear progress, no missing fields, pre-filled data from customer record. Create jobs in under 2 minutes.
Job Types with Auto-Templates
Six default job types (Emergency, Planned Maintenance, Reactive Repair, Installation, Testing & Inspection, Commissioning). Each auto-selects correct PDF template. Add your own types.
Multi-Site Contact Selection
Customer has 3 sites, each with different contacts. Job wizard shows site-specific contacts. Invoice goes to finance director, completion notice to site manager.
Parts Used Tracking
Add parts from product catalog or custom items. Track quantities, costs, and materials used per job. Auto-populate invoice line items. Know true job profitability.
Auto Duration Calculation
Check-in at 9:15am, check-out at 2:47pm. System calculates 5h 32min, rounds to 5h 30min (15-min increments). Accurate billing, no guesswork.
Work Summary from Field
Engineers dictate or type work summary while on-site. Visible on job detail before completion. Office knows progress without chasing updates.
Quick Edit Modals
Change job schedule? Quick edit modal—no full form reload. Reassign engineers? Quick edit. Update notes? Quick edit. Fast changes, no page refresh.
Multi-Visit System
Job needs 3 visits? System tracks each separately—GPS, photos, notes, duration. Customer sees complete timeline. You see true cost per visit.
Certificate Auto-Generation
Job marked complete? Certificate auto-generates from job data. Customer details, site address, engineer name—all pre-filled. Just add test results and sign.
Google Calendar & Outlook Sync
Engineers see their schedule where they already look. Two-way sync keeps jobs in Google Calendar and Outlook up to date automatically. No switching apps, no double-booking.
Comparison

Opscel vs. the rest

FeatureOpscelOthers
Industry-specific fields (Electrical, Fire Safety)✓No
Multi-engineer assignment with primary designation✓Some
Multi-visit tracking per job✓No
Parts used tracking from product catalog✓Some
Auto duration calculation (rounded to 15 min)✓No
Work summary visible during job progress✓No
Certificate auto-generation on completion✓No
Job types with PDF template mapping✓Some
FAQ

Opscel Jobs Module — common questions

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