What do you usually call the work you schedule for customers?

Choose the term your team commonly uses. We'll use this wording across Upvoit, reports, emails, and the mobile app.

Job

Work Order

Service Call

Ticket

Something else

Do your technicians follow a checklist during jobs?

Checklists help technicians follow step-by-step tasks and ensure work is completed consistently.

Yes, we use checklists for jobs

Technicians will see task lists on their mobile app.

No, we don't need checklists

Jobs will be completed without task lists.

Do your technicians fill reports or inspection forms during jobs?

Upvoit allows technicians to complete forms during a job — such as inspection reports, service reports, safety checks, or customer sign-offs. You can create custom forms from scratch or use AI into Forms module for your industry. Completed forms are automatically saved as PDFs in the job record.

Yes, technicians fill reports or inspection forms

Examples:

• Service reports
• Safety inspections
• Installation checklists
• Customer sign-off forms

No, we don't need checklists

You can enable this later if needed.

Do you collect a customer signature when work is completed?

Signatures provide proof of service and customer approval when a job is finished.

Yes, collect a signature when jobs are completed

Technicians will ask the customer to sign in to the mobile app before finishing the job.

No, signatures are not required

Jobs will be completed without collecting customer signatures.

How should job numbers be created?

Job numbers help identify and track work across the system.

Automatically generate job numbers

Upvoit will create job numbers for you. For Example: JOB-001, JOB-002

We enter job numbers manually

Users will type the job number when creating a job. For Example WO-4589 or CLIENT-AC-2025-01

How do you usually charge customers for work?

This helps Upvoit determine whether technician hours should automatically appear on invoices.

Charge based on hours worked

Technician hours will automatically be included in invoices.

Example: 5 hours × hourly rate.

Charge per job or service

Work hours are tracked internally but not billed to the client unless you choose to.

Example: Fixed price repair or service package.

Hybrid (Fixed + Hourly)

You use a mix of both — a fixed price for the job along with additional charges based on time worked when needed.

Example: $200 base fee + hourly charges for additional work

Do you want to review jobs before they are finalized?

Some businesses prefer an admin to verify work before jobs are fully completed and before labour hours appear in invoices or payroll.

Require review before closing jobs

A supervisor or admin verifies the job after the technician marks it complete.

Technician completion finalizes the job

Once a technician marks the job complete, it is immediately finalized.

How does your team usually track time on jobs?

This helps Upvoit record when work starts and finishes.

Each technician tracks their own time

Best when technicians use the mobile app individually.

One person records time for the whole team

Best when a supervisor or team leader manages the job.

Do you want to track technician locations during jobs?

This helps you see where technicians are while they are working, improving dispatching and arrival time updates. Technicians will need to allow location access in the mobile app.

Yes

This will enable technician location tracking

No

We don't need location tracking