Total control and overview
In Assist you can gather all the jobs and services your business carries out in one and the same system, which gives you:
A full picture of every job in progress at any time, both visually and in table form
The best possible overview and use of staff and resources
A way to check that you are being paid what you are owed
The ability to search every historical job, whoever you drove for
Access to useful overviews you can use as a basis for adjustments and for effective measures to improve earnings
Please note: Some players in the industry currently require the job to be run on their own solution or platform as well before they will pay. Even so, Assist recommends registering every job in Assist so that you have the definitive record and can check back in one place.
Some customers approach these players to agree direct invoicing, which makes day-to-day work simpler. It can turn out to be well worth it.
How to register all your jobs quickly
Assist offers many ways to register and receive jobs, from manual entry and direct booking to AI - the Job Interpreter, which we recommend for registering jobs quickly and easily.
Here are examples of the ways you can receive and create jobs today:
1. Create a job with the Job Interpreter
You have received a booking by email
Paste it into the Job Interpreter - generate a suggestion, adjust it if you want, create the job - add the reference and so on, then assign a driver.
You have received a booking by text message
Paste it into the Job Interpreter - generate a suggestion, adjust it if you want, create the job - add the reference and so on, then assign a driver.
The booking came in through another operator
Take a screenshot and paste it into the Job Interpreter - generate a suggestion, adjust it if you want, create the job - add the reference and so on, then assign a driver.
A direct booking over the phone
Dictate or type it into the Job Interpreter - generate a suggestion, adjust it if you want, create the job - add the reference and so on, then assign a driver.
2. Receive a request and accept it via a booking form
3. Receive a request and accept it through the Assist network
4. Run the jobs as normal in Assist, and in any other systems where that is required.
5. Create the order with the correct order lines, and remember to include every detail you should be paid for.
Recommendations for handling and sorting all your jobs in Assist
Add a named agreement under Stakeholders - Agreement info on the job - this makes it far easier to sort and find jobs again. Some people also use a Tag (Job details)
Tip 1: Enter the prices you are paid for each Agreement, and they will then feed correctly into the order
It is worth entering the reference number you were given for the job under Stakeholders - Agreement info - Reference, so it is easy to find again
Tip 2: On the order itself, also enter the reference number in the Internal comment
Double-check the following for jobs run on solutions other than Assist
Is the mileage calculated the same way as in Assist (we have seen big discrepancies here)
Are you being paid for every service (we have seen order lines removed)
Invoicing and tidying up orders
6. Jobs that have been journalled through Assist to your finance system can now be signed off and completed. Those orders are finished, and can be found again in the archive.
7. Jobs that were run and invoiced in other systems will still have an order sitting in Assist, and you will get a message about it if you try to complete the order. The way to tidy these up is to journal them to So01.
Sort them so they are cleared out of Accounts - Invoice - Ready for posting. They can then be found again in the archive. It is worth setting a filter to make them easier to find.
