How it works
Dingo Desk streamlines your entire field service workflow. Here’s how it works from start to finish.
The Complete Workflow
Section titled “The Complete Workflow”1. Set Up Your Organisation
Section titled “1. Set Up Your Organisation”Start by creating your organisation and inviting your team members.
- Create organisation: Add your business name, logo, and branding
- Invite team members: Send email invitations with role-based permissions
- Configure settings: Set up notification preferences and report templates
- Define job types: Create custom checklists and inspection templates
📸
Organisation setup screen Coming soon
2. Create and Assign Jobs
Section titled “2. Create and Assign Jobs”Add jobs with all the details your team needs to succeed.
- Job details: Client name, location, description, and special instructions
- Due dates: Set deadlines and schedule recurring jobs
- Team assignment: Assign specific team members or let them claim jobs
- Checklists: Attach inspection templates and task lists
- Attachments: Include reference photos, documents, or site plans
Key Features:
- Recurring jobs for regular clients
- Bulk job creation for efficiency
- Custom fields for industry-specific needs
- Priority levels and tags for organization
📸
Job creation screen Coming soon
3. Complete Work On-Site
Section titled “3. Complete Work On-Site”Your field team uses the mobile app to complete jobs efficiently.
- View schedule: See all assigned jobs with locations and due dates
- Navigate: One-tap directions to job sites
- Follow checklists: Step-by-step inspection guides
- Capture evidence: Take photos, add notes, record measurements
- Real-time sync: Changes sync instantly across all devices
Mobile-First Design:
- Works offline with automatic sync when connected
- Large touch targets for easy use with gloves
- Camera integration for quick photo capture
- Voice notes for hands-free documentation
📸
Mobile app job completion Coming soon
4. Generate and Share Reports
Section titled “4. Generate and Share Reports”Create professional reports instantly and share them with customers.
- Automatic generation: All job data flows into a branded PDF
- Professional formatting: Your logo, colors, and contact information
- Photo documentation: Before/after photos with timestamps
- Instant delivery: Email reports directly to customers
- Report history: Access all past reports anytime
Report Features:
- Customizable templates
- Digital signatures for approval
- Export to multiple formats
- Automated follow-up reminders
📸
Generated PDF report Coming soon
The Result
Section titled “The Result”For Your Business
Section titled “For Your Business”- ✅ Reduced admin time: No more manual report compilation
- ✅ Faster invoicing: Reports lead directly to payment
- ✅ Better documentation: Complete history of every job
- ✅ Professional image: Branded reports that impress
For Your Team
Section titled “For Your Team”- ✅ Clear expectations: Know exactly what needs to be done
- ✅ Less paperwork: Everything is digital and automatic
- ✅ Mobile convenience: Work from anywhere
- ✅ Real-time updates: Always have the latest information
For Your Customers
Section titled “For Your Customers”- ✅ Transparency: See exactly what was done
- ✅ Quick turnaround: Reports arrive immediately
- ✅ Professional service: Branded, detailed documentation
- ✅ Easy communication: Automated updates keep them informed
Continuous Improvement
Section titled “Continuous Improvement”Every job you complete makes the next one easier:
- Template refinement: Improve checklists based on real usage
- Performance insights: See which jobs take longest and why
- Customer feedback: Track satisfaction and identify issues early
- Team efficiency: Identify best practices and share them