Improve performance in the office and field
Fully integrated with Service Management, MyAssistant automates many of the processes in your service business and identifies issues before they grow into problems, helping your better manage the field, purchasing, agreements, and preventative maintenance.
MyAssistant service examples
Click here to view a list of more than 25 ways Timberline can improve your service business.
- Work orders completed and not billed
- Send work orders to each technician’s phone
- Parts required for upcoming preventative maintenance
- Send each customer their invoices
- Expiring agreements or quotes
- Cancelled work orders with open purchase orders
- Unassigned work orders
- Work orders open for X days or unassigned
- Vehicles due for an oil change
- Parts below their reorder threshold or negative
- Notify technicians if their customer is COD so they can collect at the site
- More than X work orders for the same location in X days
- Overdue work order parts
- Duplicate jobs or service locations
- Work orders without a required job or purchase order number
Customer success
Alan Fletcher, President of Oilfield Electric, implemented MyAssistant in 2009. “Without MyAssistant you’re dependent on your memory or organizational skills to know that you need to evaluate certain data, but with MyAssistant you don’t have to be concerned about that—it will automatically send you an email.”
Read more...
Product overview
Click
here for MyAssistant screenshots and software details.
Click the following links to view the hundreds of
construction and
real estate prebuilt rules that ship with MyAssistant, allowing you to receive alerts the day it's installed.