Job Order Management
Digitize Your Field Operations & Service Teams
For service-based businesses in Malaysia—whether you are in Air-Conditioning, CCTV Installation, Machinery Maintenance, or General Contracting—managing field technicians can be chaotic. TargetCRM's Job Order Management module replaces messy manual job sheets and WhatsApp updates with a centralized digital system. Assign jobs to technicians, track their location and progress in real-time, and ensure every service is billed correctly. From Kuala Lumpur to Kota Kinabalu, empower your mobile workforce to deliver professional, on-time service while giving your office team total visibility over ongoing projects.
Complete Control Over Your Service Operations
Stop losing revenue to unbilled work and lost paperwork. TargetCRM provides a complete workflow from the moment a customer calls for help to the final invoice. Our system is designed for the unique challenges of Malaysian field service SMEs, including recurring maintenance contracts, ad-hoc repairs, and warranty tracking. With mobile-first features, your technicians can update statuses, upload site photos, and collect customer signatures directly from their phones.
Real-Time Field Updates
Know exactly when a job is 'Started', 'In Progress', or 'Completed'. Office staff stop calling technicians for status updates.
Paperless Workflow
Eliminate lost service forms. All job history, photos, and signatures are stored permanently in the cloud.
Faster Invoicing
Convert a completed Job Order into a Tax Invoice instantly. Reduce the time from 'Job Done' to 'Payment Received' from weeks to minutes.
Smart Scheduling & Dispatching
Say goodbye to whiteboard schedules. Our visual drag-and-drop calendar allows you to assign jobs to the nearest or most qualified technician. See at a glance who is available and who is overloaded. Avoid double-booking and ensure that urgent 'breakdown' calls in busy areas like PJ or Penang are attended to immediately by re-routing the closest team member.
Mobile Job Sheets (e-Service Report)
Technicians no longer need to carry carbon-paper booklets. They receive job details on their mobile devices, including Google Maps navigation to the customer site. Upon completion, they can intake 'Before & After' photos, checklist items (e.g., 'Gas Pressure Checked'), and get the customer to sign digitally on the phone screen. This generates an instant PDF Service Report that is emailed to the customer, looking professional and saving trees.
Contract & Warranty Tracking
Never miss a preventative maintenance visit. For businesses with Service Level Agreements (SLAs) or yearly maintenance contracts, TargetCRM automatically generates recurring job orders. It also tracks equipment warranty status by Serial Number, so your technicians know immediately if a repair is billable or covered under warranty, preventing revenue disputes.
Mobile App for Techs
A simple, user-friendly mobile interface for technicians to view schedules, update jobs, and navigate to sites.
Digital Signatures
Capture proof of attendance and customer acceptance on-site. The signature appears on the final PDF report.
Checklist & SOPs
Enforce quality control. Require technicians to tick off mandatory steps (e.g., 'Safety Check') before they can close a job.
Photo Evidence
Require 'Before' and 'After' photos for every job. Great for proving work done to landlords or off-site managers.
Inventory Consumption
Track spare parts used during a service. The system automatically deducts stock and adds the parts to the final invoice.
Recurring Maintenance
Set it and forget it. Automatically create job orders every month, quarter, or year for contract customers.
Google Maps Integration
One-click navigation to the customer's address. Optimize routes to save fuel and travel time.
Technician Performance
Track how many jobs each technician completes, their average time on site, and customer satisfaction ratings.
How It Works: From Call to Cash
Customer Booking
Customer calls or WhatsApps with an issue. Admin creates a Job Order and assigns it to a technician.
On-Site Service
Technician arrives, performs work, uploads photos, and gets digital signature on mobile.
Billing & Report
Office receives instant update. Job is converted to an Invoice and Service Report is emailed to client.
Why Service Businesses Choose TargetCRM
Operations Efficiency
Stop chasing technicians for paperwork. Get 100% visibility over your field operations in real-time.
Professional Image
Impress clients with branded digital reports and SMS updates instead of handwritten carbon papers.
Revenue Protection
Ensure every spare part and labor hour is billed. Prevent leakage from 'off-the-books' jobs.
Ready to scale your Service Business?
Join the leading Malaysian Aircond, CCTV and Engineering companies using TargetCRM.
FAQ
Q:Do technicians need internet access?
Our mobile web app works best with data, but basic details can be viewed. Updates sync once they are back online.
Q:Can I track spare parts used?
Yes! Technicians can add 'Items Used' to the job sheet on-site. This deducts from inventory and adds to the bill automatically.
Q:Is this suitable for Aircond / CCTV companies?
Absolutely. It's built specifically for these industries, handling serialized equipment, warranties, and recurring service dates.
Q:Can I schedule jobs for my whole team?
Yes, the Dispatch Calendar view lets you see everyone's schedule side-by-side and drag-and-drop jobs to balance the workload.
Q:Is there a limit on photos uploaded?
We offer generous storage limits. Taking photos of equipment 'Before' and 'After' servicing is highly encouraged for liability protection.