Please note: Centix Work Order is part of the Workflow Management module in combination with the Planning module. It is therefore an extension of the Centix Online Basis configuration. The Centix apps are available to download free of charge from the Google Play Store and the iOS App Store.
Centix Work Order
In the digital work order app, service engineers are guided directly via the planning board. Using a mobile device, they can register their work offline. Once synchronised with the office, the work orders scheduled for that day are immediately visible. Upon synchronisation, planners can monitor the progress of service engineers. If synchronisation takes place at the moment the engineer arrives on site, working hours are logged automatically.
In addition to work orders, you can also view your planning and warehouse stock and configure a dashboard to suit your own requirements. Travel time, mileage and material consumption can also be recorded easily.
Using Centix Work Order
View and navigate through the app.
Dashboard
The dashboard provides insight into the most important data and a quick navigation to the pending work order. Via the settings in the app you can choose with which page the app should start. Most customers opt for the dashboard, but it can also be adjusted to the planning or work orders.
Planning
A calendar view with a day or week planning can be shown in the app. Keep an overview of the week or day and see which work orders are planned. Simply open the work orders from the schedule to view the details.
Work orders
Here you see an overview of the work orders that have been planned on your name. You can sort them by date, ID or zip code. You can also put a filter on it. The most important information such as the number of workflow items, fixed time appointment, etc. is shown in the overview. Has the planning been adjusted by the planner? After synchronising the app shows the changes automatically.
Active work order
There is only one work order ‘open’ at the same time, which is shown by the unlocked lock at the top right side of the screen. The navigation and telephone can easily be operated via the clickable address and telephone number. The green buttons display additional functions such as the signature and packing slips. For each workflow item there is a line in the bottom area which can be opened and edited.
Activities
Many of our customers have recurring activities that they want to be able to register easily with a few steps as possible! Tanks to the functionalities of Centix, lists with frequently occurring activities are available for each workflow item. Completely set up according to your own wishes of course!
Time registration
User-friendliness in optimal form! The app itself keeps track of the time until which the technican has registered his hours. If a technican has multiple hour types at his disposal, he can choose from an hour type list. Does the mechanic have an assistant mechanic with him? Then the mechanic can also register his hours for the other mechanic
Materials registration
It is possible to register the used materials (products) in the app. In this case, stock from the mechanic’s warehouse, for example his service van, as well as from another warehouse can be used. Depending on the settings, the materials used are booked or invoiced on a project.
Maintenance and inspections
Carry out inspections with our app Centix Work Order, the inspections are arranged in such a way that they can be carried out quickly and easily. Standard answers have been formulated so that the user does not have to type much. Deviation during the inspection? Pictures can be taken in a simple way and provided with arrows, circles. Add a note and on the next one!
Loading and unloading
With the loading and unloading option you can see which goods need to be picked up. Remains of ‘jobs’ can also be unloaded to the return (via the Logistics App) to a central warehouse.
Messages
Messaging allows you to send emails to predefined email addresses. For example, you can send a message to the planning, techinical consultation, or the lead. This function is often used to communicatie with colleagues outside the work order. The big advantage is that the data about the work order, the workflow item or the relevant object are automatically send along.
View more workflow management options in Centix
“In Centix, I can easily see which work orders exist, what is still in progress, and which quotations are outstanding. With just a few clicks, we can quickly send overviews to customers and handle other tasks. It is simply a very pleasant way of working.”
“The CRM follow-up, the daily tasks, the work orders, and also the contracts. EVERYTHING is included! That is the absolute added value of Centix.”
Also check out the other Centix Apps
Centix OnSite App
With Centix OnSite, you can manage everything related to your equipment, tools, machines, and installations — from maintenance and inspections to moving assets. You can also easily access the history of any asset. It’s the ideal solution for both your organisation and your customers!
Centix Logistics
Centix Logistics is part of the order modules and is used by warehouse, yard and transport employees. The App supports order creation, order picking, return of equipment, inspection and registration of repair or cleaning actions.
Download Centix Work Order
The app is available for Android and iOS.
Discover what Centix could do for your organisation
Have you become interested and would like to learn more? We would be delighted to take you through the possibilities Centix has to offer in a product demonstration. Depending on your needs, we will show you in about an hour to an hour and a half what our software can do for your organisation. This way, you’ll gain a clear and complete understanding of our solution.
