The UK’s Best Electrical Service Management Software
Collabit provides a complete and tailored solution for electrical service and compliance businesses. Our solution holds all the relevant compliance and testing documents and certificates as they relate to British standards, including BS 7671.
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Electrical Safety and Compliance Software that works the way you do.
Collabit understands the challenges you face in ensuring electrical safety and compliance. Our Electrical Safety and Compliance Software is a customisable and easy-to-use solution designed to improve efficiency, visibility, and customer service for your electrical business.
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Library of forms
Collabit boasts a comprehensive library of industry-specific forms. These forms have been meticulously crafted through extensive collaboration with electrical professionals, ensuring they address the core requirements of the trade. Furthermore, Collabit empowers users with complete customisation capabilities, allowing them to tailor each form to their unique workflows and client needs.
- Comes with all of the commonly used job forms including Electrical Installation Certificates and Electrical Installation Condition Reports.
- Allows you to use these forms and make edits and tweaks to make them unique to you and your business;
- Your Collabit customer success representative will be happy to help you manage the process of making these forms suit the way you work.
Resource Planning
Collabit unifies your planning process by integrating both scheduled jobs (derived from closed sales) and unforeseen remedial work identified during existing projects. This unified platform ensures a comprehensive overview of all your upcoming tasks.
- Plan jobs in a calendar view or a map planner view;
- Filter jobs to plan based on tags, engineers skills, jobs types etc;
- Automatically groups all jobs that are due over the planning period into site locations to be completed in one visit;
- Uses Google Drivetime and time taken to complete works to plan the perfect work day for an engineer;
- Report on jobs that are overdue, planned, completed and invoiced.
Non-Conformance Management
Collabit empowers efficient compliance management. By automatically identifying data that falls outside established parameters, the system flags potential non-conformances. For identified issues, Collabit suggests corrective action should be taken, furthermore, the system automates stakeholder notifications, ensuring all relevant parties are kept informed of compliance concerns and subsequent actions.
- Non-Conformances are easy to create from jobs by setting rules within the job forms;
- Different levels of non-conformance can be set to show customers the severity of the jobs with ease;
- Workflows can be attached to the non conformances so that they create support tickets, or recommendations on job reports or just be viewable on the customer portal. You set the rules for each type of issue;
- Filter and show all the non-conformances for a customer, site or by type.
Accounting Tools
Capturing and translating financial data into accounting journal entries can be challenging, but with Collabit you can link your accounting software of choice to our system and eliminate the need to transfer data manually between multiple financial platforms. Seamlessly link your chosen accounting software to our platform, ensuring a cohesive financial ecosystem.
- Push customer information, supplier data, product lists and transaction data from your accounting software to Collabit and vice versa.
- Enhances the ability to monitor project finances, budgets, and expenditures with up-to-the-minute accuracy.
- Strengthens financial control by ensuring that accounting and project management data are synchronised.
- Seamlessly integrates invoicing and billing processes, accelerating the invoicing cycle and ensuring that financial transactions are accurately reflected in both systems.
- Currently compatible with Sage, Exchequer, QuickBooks and Xero.
More Features In This Solution
Resource Planning
Contract tracking and renewals
Onsite works and reports
Asset and location management
Manage customer queries and issues
Finding the information you need when you need it
Remedial work tracking
Non-Conformance Management
Customer portal
Form Designer
The Collabit Library of forms
Equipment tracking
Employee Skills, training and Certification tracking
Dashboards and Management Reports
For more information on the issues and challenges we solve and how we have helped other companies in your industry; please check out our video and article sections.
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