Core Desk Session #1

90 minutes

Core Desk Session #2

90 minutes

Core Desk Session #3

90 minutes

Core App Session

90 minutes

Elective Topics Session

90 minutes

Enablement Session

90 minutes

Academy Courses

Agenda/topics covered

Academy Courses

Agenda/topics covered

Academy Courses

Agenda/topics covered

Academy Courses

Agenda/topics covered

App Basics learning paths:

iOS or Android

App Advanced learning paths:

iOS or Android

Getting started IOS/Android

Topic

Related academy courses

Related article

Accreditations
Manage accreditation expiry dates and receive warnings when unaccredited personnel are assigned to tasks.
E.g. Police Checks

N/A

Actions

Set up pre-task and post-task checklists and electronic forms to streamline workflows, reduce paperwork, and centralize documents.

Annual Certifications / ESMs
Manage Essential Safety Measures separately from assets and include them in certification reports during servicing or audits.

N/A

bSecure

Add a QR sticker to access asset details, service history, and maintenance information anytime.

N/A

Contractors / Contractor Portal

Assign contractors to tasks, allowing them to add remarks, upload documents, and service assets, with updates tracked in real-time to reduce processing time.

Customer Portal

Provide your clients with up-to-date property information, including quotes, invoices, asset compliance, with high visibility and ease of navigation.

N/A

Classic Logbooks

Organize and update logbook information digitally, with photos and entries, making it accessible in reports and through the Customer Portal.

N/A

Non-contracted Servicing (Major Servicing)

Enables servicing schedules based on an asset's base or last service date, allowing for individualized testing and simplified split testing.

Prompts

Service with accuracy by providing your techs with legislative prompt questions, designed specifically for the industry.

N/A

Purchase Orders / Suppliers

Handle materials, equipment hires, and contractor POs, ensuring accurate costs incurred on a task

Remarks

Add common reasons for defects and their recommended resolutions for your technicians to select from, saving time out in the field and speeding up the defect quoting process.

Timesheets

Technicians submit and adjust work hours through timesheets, which auto-populate with task sessions, allowing for tracking of billable hours, leave, and other activities.

N/A

Topic

Related academy courses

Related article

Branches

Group and organise parts of your business, by separate offices and/or business types.

N/A

Cost Centres

Set specific categories that will feed into profitability calculations, allowing you to have a more precise overview of your business running costs.

N/A

Custom Fields

Add new fields to properties, assets, tasks, and other elements to enhance report details and collect more information.

N/A

Document and Email Templates, Joyfill Forms

Uptick default templates and Joyfill Forms such as reports and Take 5's.

N/A

Documents, Files and Folders

Management of documents, files and folders and setup of default folder structure.

Floorplans

Digitally placing assets on a site floorplan speeds up asset location and enhances customer visualization with a geospatial map.

N/A

Insights and Reporting

Inbuilt business reporting provides instant data on properties, assets, staff, clients, contractors, and tenancies at the click of a button.

N/A

Keys and Equipment

Manage the loaning and returning of keys and equipment, track access, and audit usage for improved security and accountability.

N/A

Knowledge Base

Store internal information to be accessed by all staff via app and web.

N/A

Margin Review

Review a task’s incurred costs and expected profit margins all in one place.

N/A

Pricing Tiers

Create and apply a customized price book for special clients, promotions, or regional customers, which will get passed down to the relevant job.

N/A

Profitability

Leverage your data to calculate profits effortlessly.

N/A

Projects

Manage multi-task projects, track costs against budget, and handle progress claim invoicing with ease.

N/A

Rectifications

Clients can submit rectification reports, including photos and receipts, through the Customer Portal, improving transparency and reducing lost information.

N/A

Rounds

Use rounds for task oversight and management beyond standard filtering and favourites.

N/A

Standards Creation

Learn how to create custom standards.

N/A

Stock and Warehouses

Manage stock with the ability to create warehouses, set restock levels, import stock data, transfer stock, and track usage.

N/A

Zones

Create zones on a geospatial map to automatically zone your properties. Your technicians and contractors can be allocated to these zones, and these restrictions will flow through to the scheduler to ensure you’re allocating the right resources as quickly as possible.

N/A