Video Tutorials

Custom Form Builder

Pieter van Oudtshoorn2024-09-13T10:13:57+01:00

The Power of Custom Forms in Task Management

Custom Form Builder

Custom digital forms are more than just a way to collect data—they are integral tools that help businesses optimise their workflow, boost accuracy, and increase overall productivity. By tailoring forms to specific field tasks, companies ensure that the correct data is captured at precisely the right moment. This customisation is essential in industries where accuracy and timely information are vital for success. Standardising Data Entry for Consistency and Accuracy Bespoke forms offer a significant advantage in ensuring consistent and accurate data collection. By including only the essential fields and eliminating irrelevant information, businesses can reduce the likelihood of errors during data entry. This not only speeds up the process but also makes it easier for teams to collaborate, as everyone is working with standardised, accurate data. Consistency across all departments allows for smoother communication and more efficient workflows. Enhancing Task-Specific Data Collection Another key benefit of custom forms is their ability to capture task-specific data. Different projects have unique requirements, and off-the-shelf forms often need more flexibility to gather specialised information. For example, a construction company may need fields related to safety checks or material use. At the same time, a pest control service might require information on types of pests, areas treated, and follow-up schedules. Companies can capture these crucial details with custom forms, leading to more in-depth analysis and better decision-making. Tracking Performance and Optimising Workflow Custom forms are also invaluable for monitoring and evaluating project performance. The data gathered through these forms can be analysed to uncover trends, track completion rates, and identify areas of inefficiency. This insight allows managers to make data-driven decisions that optimise resources and improve project outcomes. Whether...

Collecting Signatures

Pieter van Oudtshoorn2023-05-19T15:07:21+01:00

A Comprehensive Tutorial.

Collecting Signatures

The ability to get a client to sign off on a task via a signature pad brings numerous benefits and streamlines the approval process. Let's explore this feature in more detail: Convenience: The use of a signature pad eliminates the need for physical paperwork, making the signing process more convenient for both clients and service providers. It eliminates the hassle of printing, scanning, or faxing documents, saving time and resources. Efficiency: With a signature pad, clients can easily and quickly sign off on tasks electronically. This speeds up the approval process, allowing projects to move forward promptly. It eliminates delays caused by manual signing methods or physical document transportation. Accuracy: Signature pads provide a high level of accuracy in capturing client signatures. The electronic nature of the process ensures that the signature is captured as it is, without any distortions or alterations. This eliminates any ambiguity or disputes that can arise from illegible or tampered signatures. Transparency: The use of a signature pad creates a transparent record of client approvals. Each signed task is digitally stored and can be easily accessed for reference. This transparency enhances accountability and provides a clear audit trail for future verification. Security: Signature pads often come with built-in security measures to protect the integrity of the signatures. These measures may include encryption, password protection, or biometric authentication. Such security features ensure that the signed tasks are tamper-proof and provide peace of mind for both clients and service providers. Client Satisfaction: The ability to sign off tasks via a signature pad offers a modern and professional experience for clients. It demonstrates that the service provider is adopting efficient and advanced technology solutions. This can contribute to increased client satisfaction and...

Save Pictures and Links

Pieter van Oudtshoorn2023-07-06T12:27:10+01:00

A Comprehensive Tutorial.

     

Save Pictures and Links

  With Pipe App, you can take pictures directly or upload photos and files you saved on your device. You can upload files to the media folder. Share large files and folders via the Link section. Sharing information ensures that both the technicians in the field and the back office staff are on the same page. When technicians and back office staff share information, it improves productivity and efficiency. With the Pipe App, you have the convenience of capturing pictures directly or uploading saved photos and files from your device. This versatile feature allows you to seamlessly add files to the media folder. Additionally, the app provides a convenient Link section where you can easily share large files and folders with others. Sharing information through the Pipe App brings about numerous benefits. Ensuring that both technicians in the field and back office staff have access to the same information, it promotes a synchronized workflow. This alignment of information greatly contributes to improved productivity and efficiency within the organization. With the Pipe App, you can add visuals to your projects. You can take pictures directly or conveniently upload photos and files saved on your device. The app allows you to upload files to the media folder effortlessly, ensuring easy access and organization. Furthermore, the Pipe App offers a dedicated Link section, which enables hassle-free sharing of large files and folders with others. This seamless information-sharing between technicians in the field and back office staff promotes effective communication and collaboration. As a result, the team remains on the same page, leading to enhanced productivity and improved overall efficiency.   If you require additional information or are unsure about any of the steps, please watch our videos, where we cover most questions asked. Also, see Features for more information. In the event you are...

Clock In and Out

Pieter van Oudtshoorn2023-05-19T12:34:49+01:00

A Comprehensive Tutorial.

Clock In and Out of a Task

Welcome to our informative video tutorial

This step-by-step guide walks you through efficiently clocking in and out of a task.

Clock in and Out has never been simpler. With a simple click, you can start the timer when you begin a task and stop it when done.Gone are the days of manual time tracking and guesswork. The feature provides accurate and reliable time tracking, allowing you to stay on top of your tasks and manage your productivity more effectively. No more underestimating or overestimating the time spent on each task – our feature ensures precision and transparency.Because it gives you a comprehensive overview of your work patterns and task durations the data empowers you to evaluate your progress, identify areas of improvement, and optimize your workflow. Whether you're a freelancer, a team leader, or a project manager, having this insight into your time management is invaluable.

Easy and Simple - Clock in and Out

Say goodbye to the headache of manually tracking tasks on spreadsheets or through clunky time-tracking software. Our seamless solution eliminates the need for complicated setup or tedious data entry. This feature is integrated directly into our platform, making it intuitive and effortless.Stay organized and keep a detailed record of your work by easily reviewing the durations of your completed tasks. The clear and concise breakdown allows you to analyse time allocation and identify potential bottlenecks or areas where you can optimize efficiency. With this knowledge, you can make informed decisions about task prioritisation and resource allocation.Data sharing for accurate billing, project evaluation, and fair workload distribution. Our user-friendly feature promotes accountability and transparency in collaborative environments. Each member can...

Drag-and-Drop Scheduler

Pieter van Oudtshoorn2023-11-21T21:53:40+00:00

Drag-and-Drop Scheduler: A Comprehensive Tutorial

The drag-and-drop scheduler is a powerful tool that allows users to manage their tasks and appointments effortlessly by dragging and dropping them into desired time slots. This intuitive feature simplifies the scheduling process, making it more efficient and user-friendly. One of the key benefits of a drag-and-drop scheduler is its ability to manipulate events and tasks visually. With a calendar interface, users can easily rearrange appointments, meetings, or tasks by dragging and dropping them. This eliminates the need for complex manual adjustments, saving time and reducing the chance of errors. The user-friendly experience provided by a drag-and-drop scheduler is another advantage. It requires minimal training or technical expertise, as users can create, modify, and delete events with a simple mouse drag. The intuitive interface enhances efficiency and ensures users can quickly navigate and manage their schedules.

Collaborate:

Collaboration and coordination among team members are greatly improved with a drag-and-drop scheduler. By sharing the same visual interface, team members can easily view and update schedules, facilitating effective communication and preventing scheduling conflicts. This feature promotes a collaborative work environment and ensures everyone is on the same page. Flexibility is a significant advantage of the drag-and-drop scheduler. It allows users to easily adapt to changing circumstances by adjusting timelines and deadlines. If unexpected changes or new priorities arise, events can be dragged to new dates or time slots, ensuring optimal resource allocation and adaptability. The drag-and-drop scheduler streamlines scheduling processes, boosts productivity, fosters collaboration, and enhances flexibility. It is a valuable tool for individuals and teams who need efficient and user-friendly scheduling capabilities. We recommend watching our informative tutorial videos for additional information or if you have any doubts about the steps involved. These videos cover frequently asked questions and provide detailed explanations of various features. You can also refer...

Setting Up Your Business

Pieter van Oudtshoorn2023-05-16T17:12:41+01:00

A Comprehensive Tutorial.

Setting up your Business

Welcome to our informative video tutorial

This step-by-step guide efficiently creates a profile, uploads your business details, and adds a second user.

1: We will show you how to create a profile, set your business preferences and add a second user.2: Set your business operating hours, preferred currency and tax rate.3: Upload your logo displayed on the work orders, quotations and emails sent via Pipe App. 4: We will create a user type and add a new user. 5: This tutorial shows you how to get the basic settings done to benefit from all of the features Pipe App offers. 6: You will soon discover how easy it is to navigate Pipe App, book tasks, assign teams, and add new clients quicker than ever. It has never been easier to add and edit business details. You can access the details from any connected device in less than 3 minutes. The next tutorial will address adding team members, products, task types and user roles.. If you require additional information or are unsure about any of the steps, please watch our videos, which cover most questions. Also, see Features for more information. In the event you are still unclear about anything, please get in touch with us via [email protected]

Adding a new client

Pieter van Oudtshoorn2023-05-16T17:10:59+01:00

A Comprehensive Tutorial.

Adding a New Client

Welcome to our informative video tutorial

This step-by-step guide walks you through efficiently incorporating new clients into your workflow.

1: We will show you how to select the correct flow to add a new client.2: You may add only the basic required details to expedite the task creation and return later to add additional information.3: Also add notes that are related to the client. The notes remain on file with the client the next time you create a new job for a specific client.4: The client's billing details are copied as the billing details by default. You have the option to change and add alternative information.5: Adding the client's address is a breeze, as the address autocompletes via our navigation section. If the address is not in the navigation database, you can manually add the address in the custom name field.6: Name the address in the custom field or add additional details.7: Both the billing and property fields have notes sections where you can add specific notes related to this section. 8: Save the details, and you are ready to create jobs and assign tasks to technicians. 9: Searching for a client is done via the global or client search bar. Enter the client's or part of the name, and the results will show. It has never been easier to add and edit client details. You can access the details from any connected device in less than 3 minutes. The next tutorial will address adding several properties to a client and property contact details for a specific property. If you require additional information or are unsure about any of the steps, please watch our videos where we...

Differences Between Jobs & Tasks

admin2023-05-16T17:09:46+01:00 What is the difference between a job and a task when using the Pipe App Job Scheduler. A job describes the entire scope of work, whilst a task refers to a specific portion of the job. A simple job such as replacing a tap washer may only require a single visit, therefor a job with only one task is created. Larger jobs, such as a loft conversion may require multiple site visits their for the  job will contain several tasks. Big Commercial  Projects can contain several jobs each with one or many tasks.  The task contains the details of the specific visit. The Job acts as the filing cabinet for all the tasks, the client’s details and the property details.