Create work
The 9pm call doesn’t have
to wait for the office
A new dispatch, a new customer, a new building — built as a sentence your lead tech fills in. Real work, with real ESC numbers, raised from a truck at the curb.
Fill in the sentence
Nobody wants to fill in a form on a phone. Everybody can finish a sentence.
Instead of twenty labeled boxes, the screen reads like a sentence with blanks in it: create a dispatch for this customer at this building for this kind of work, send this tech on this day. Tap a blank, pick the answer, move on.
- You always see the whole thing you’re making, not field 7 of 20.
- Nothing is mandatory-but-hidden. If a blank still needs filling, it’s visibly blank.
- It reads back as plain English before anything is written — a proper “is this right?” moment.
- Same shape for a dispatch, a customer, a building or a purchase order. Learn it once.
Tap a blank. Pick the answer.
One door, four things.
What’s still missing is still visibly missing.
The 9pm call
Here’s how that call usually goes without this.
A property manager rings the on-call tech about a flooded restroom. The tech goes, fixes it, and writes the details on the back of a receipt. Next morning somebody in the office reconstructs it from a voicemail and a text. Half the time the job gets created a day late, with the wrong building, and the hours are a guess.
With ServiceProof, the tech raises the dispatch on the way there. It exists in ESC before they arrive. They clock onto it, bill the parts, photograph the damage and write the note — and the office opens Monday to a finished job instead of a mystery.
- After-hours work stops being invisible until somebody remembers it.
- The hours are real, because they were tapped as they happened.
- The customer gets invoiced this week instead of next month.
Raised from the curb, at 9pm.
New customers and buildings
Sometimes the call is from somebody who isn’t in ESC yet. A new customer and their first building can both be created from the field.
- Proper ESC numbers, allocated the way ESC allocates them — so the record looks like every other record, because it is one.
- A new building under an existing customer inherits their tax setup, which is the detail that usually gets fumbled and found at month end.
- Search before you create — type part of a name or an address and existing customers come up first, so you don’t make a second copy of one you already have.
- When a customer has twenty buildings, the search you used to find them carries into the building list, so you land on the right one instead of scrolling past nineteen.
Duplicate customers are one of the hardest messes to clean up in any system. The app works hard to show you the one that already exists.
Create it, or send somebody to it.
Send it to somebody
- Assign a tech to an existing job — which in ESC means adding a visit, so the original work stays intact and the new trip is its own record.
- Assign several at once when a job needs a crew.
- Reschedule when the customer moves the date.
- Take a visit back when the plan changes.
- Park it on the board for the office to allocate in the morning, if nobody should go yet.
The job list you assign from sorts soonest-first with a line dividing what’s owed now from what’s still ahead — because when you’re deciding who goes where, overdue work is the only thing that matters first.
Who’s allowed
Creating work writes into your live system. That should not be something every phone can do.
- You give us the list of people allowed to create work. Everybody else gets the app without those buttons.
- Typically that’s your leads, your foremen and your on-call crew — the people who’d have phoned the office anyway.
- Every attempt is logged, allowed or refused, naming who asked. A create in a live system should always have a name on it.
- Change the list any time. It takes effect immediately.