Breakdown repair
- Ticket logged
- Technician assigned
- Checked in at the site
- Before photo and checklist
- Gas reading and after photo
- Customer signs
- Completed with outcome
Solutions for field, professional and operations teams
The same simple platform, set up around the work your team already does.
Field‑service teams
Technicians visit customer sites to install, repair or maintain equipment. Every visit should end with proof the work was done.
Industries we set up today
- AC service and maintenance
- Electrical, plumbing and facility maintenance
- Fire and safety equipment
- Pest control
- Home appliances and water purifiers
- Solar installation and maintenance
- CCTV and security systems
Maintenance contract visit
- Visit created from the contract schedule
- Checklist per unit
- Photos per unit
- Quotation requested
- Follow-up to send it
Professional‑service teams
Desk and client work on files or cases, with deadlines that cannot slip. Proof means filed documents, orders and acknowledgements.
Industries we set up today
- Advocates and law firms
- Chartered accountants and tax consultants
- Insurance claims and surveyors
Court hearing
- Hearing task for the date
- Checklist: case file, brief the client
- Outcome recorded
- Next hearing date as a follow-up
Monthly GST return
- Return task per client, every month
- Documents received
- Partner approves
- Acknowledgement uploaded
- Next due date tracked
Small-business operations teams
Checks, audits and requests inside a business or across sites. An issue becomes a job, and a manager confirms it is fixed.
Industries we set up today
- Facility and housekeeping audits
- Property management
- Construction snag lists and fit-out
- Quality and vendor audits
Daily area audit
- Audit task per shift
- Checklist with photos per zone
- Issue creates a corrective job
- Supervisor verifies the fix
Snag list to handover
- One job per snag with a photo
- Contractor fixes and adds an after photo
- Engineer approves
- Unit handed over
Your industry is not listed?
If your team assigns work, records what happened and needs proof, Credentra Task can usually be set up for it. Tell us how your work runs.
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