Cortizo
Product: CSG-360
Sector: Industry and manufacturing
The work report is closed at the customer site and the office sees it instantly
Digital work reports with forms built to your needs, a mobile app for technicians, on-screen customer signature and invoicing with no waiting.
What it includes
- Field Workers Mobile App
- Project Calendar
- Events
- Issues
- Work Areas
- Workshop Services
- Work Reports
- Machinery
Digital work reports for field technicians, with forms you configure yourself: each type of service has its own questions, and you can take them down to the level of each area of the site or each machine being worked on. The technician carries the day's work on their phone (service map, geolocation and all the customer and equipment information to hand), records what was done, the materials used and any faults found, takes photos and captures the customer's signature on screen.
They close the report at the customer's premises and the office sees it instantly, ready to invoice. Planning happens on a visual calendar where you drag services around and assign technicians and vehicles, so handling an emergency does not mean rebuilding the whole week.
And because every visit feeds the machine's history (running hours, spare parts fitted, open faults and maintenance carried out), the system warns you when a unit is due for service and you end up knowing what each machine really costs to maintain. No more illegible paperwork, lost reports or weeks between the work being done and being invoiced. Ideal for maintenance, installations, pest control and after-sales service, with workshop management included for when the equipment comes in for repair.
The work order
The work order asks what needs asking on each type of job
A generic work order is useless: what you must check on an air conditioning service looks nothing like what you record on a pest control treatment or a machine commissioning. That is why forms are configured per service type.
Each type carries its own questions, in the right format (text, number, date, yes/no, option list, photo, signature) with the mandatory ones marked as such, so the order cannot be closed half done. An answer can also trigger an action: opening an incident, alerting the office or requiring a photo.
Down to whatever level of detail you need
Questions drill down as far as necessary: to the whole service, to each area of the site (a floor, a washroom, a green space, a route) or to each machine being worked on. That is what lets you document a cleaning contract room by room or a maintenance contract unit by unit, with evidence from every visit.
The technician on site
The order is closed at the customer and the office sees it instantly
The field workers mobile app carries the technician's day: the day's jobs on a map, the route, and all the customer and equipment information before ringing the bell. How many calls to the office that saves in a day is easy to measure; how many arguments with customers, too.
- Materials used, deducted from the technician's own stock (because a van is a warehouse too) and carried into the order ready to invoice.
- Before and after photos, worth more than any description written at seven in the evening.
- Issues spotted, logged and followed up instead of dying in a verbal remark.
- Customer signature on screen, with their name and the time, kept alongside the order.
- Time logged per job, feeding into labour cost.
When the technician closes the order, the office has it. That is the whole change: the weeks between work done and work invoiced disappear.
Scheduling
The field team's week fits on one screen
Jobs are scheduled on a calendar showing each technician's and each vehicle's workload. Drag to reschedule, catch clashes before they happen and absorb an urgent call without wrecking the rest of the day.
Recurring maintenance is generated automatically from the frequency agreed in the contract, so the quarterly visit does not depend on somebody remembering. And with fleet geolocation in view, assigning an urgent call to the nearest technician stops being a blind phone call.
What it includes
Field service and after-sales
8 modules
Field Workers Mobile App
Technicians carry their working day on their phone: the day's jobs on a map, the customer and machine information before ringing the bell, and the work report closed on the spot.
Project Calendar
A visual calendar with the milestones, phases and scheduled work of every project at once.
Events
Visual scheduling of jobs on a calendar, with technician and vehicle assignment and each person's workload in view.
Issues
Issues the technician spots during a job are logged and followed through until they are fixed.
Work Areas
Split the customer's site into areas with their own questions and checks: a floor, a washroom, a green space, a route, a building or a playground.
Workshop Services
Complete management of workshop repairs: equipment intake, diagnosis, quote to the customer, repair and handover, with time logged and spare parts recorded.
Show the remaining 2 modules
Work Reports
Digital work reports with forms you configure yourself: each service type has its own questions, with the mandatory ones flagged so a report cannot be closed half done.
Machinery
An inventory of machines and equipment, yours or your customers', with location, serial number, warranty, running hours and full service history.
Success stories
Companies already using it
Salgado Limpiezas
Product: CSG-360
Sector: Cleaning and facility services
Cosferla
Product: CSG-360
Sector: Industry and manufacturing
Limpiezas Cíes
Product: CSG-360
Sector: Cleaning and facility services
Clearing things up
Frequently asked questions
Answers to what we get asked most.
How long does a work report take to reach the office?
As long as it takes the technician to close it. As soon as the customer signs, the report is at the office with its materials, hours and photos, ready to review and invoice.
Do the forms adapt to our type of work?
Yes. Each service type defines its own questions, which can vary by area of the site or by machine, with text fields, lists, checks, numeric readings or photos.
Can I know what each maintenance contract costs me?
Yes. The hours logged, materials used and travel for each service accumulate against the contract or project, so the margin you see is the real one, not an estimate.
Can the customer sign the work report on the technician's phone?
Yes, the signature is captured on screen when the job is finished, with the signer's name and the time, and is kept alongside the report and its photos. It is the evidence that prevents arguments about what was done and what was authorised.
Are recurring maintenance visits generated automatically?
Yes, based on the frequency agreed in the contract, so the quarterly visit does not depend on somebody remembering. Jobs are scheduled on a calendar showing each technician's and each vehicle's workload, and rescheduled by dragging.
Does it keep the history of each customer machine?
Yes. Each machine has its record with its location, serial number, warranty and everything done to it: maintenance, issues, spare parts fitted and who attended. The history writes itself with every closed work order, so it can tell you whether repairing beats replacing.