Clients
Keep customer details and service history connected to work.
FIXNIK OS / NEW ZEALAND
Jobs distributed across one city service area need a clear daily plan and customer details attached to each piece of work. For tiler work, the practical pressure is tracking customer details beside each installation. The operational priority is to change a booking without losing its context.
NEW ZEALAND SERVICE WORK
Tiler businesses commonly manage site measurements, material-led quotes and installation jobs. Their operational pressure is tracking customer details beside each installation, often with an installation crew needing the same customer and job context.
Use Wellington in the Wellington region as the service-market context, then confirm each customer's actual service address. Review existing bookings before agreeing another appointment. A city-wide service offer does not mean every job has the same address, timing or assigned person.
WORKFLOW WORKFLOW
Start with the job and customer details, choose the date and time, and check the assignment and availability where staff scheduling is enabled. If the booking changes, update the schedule so the people doing the work can see the current plan.
Keep customer details and service history connected to work.
Prepare clear quotes before work is booked.
Keep service work and customer context together.
Keep completed work connected to customer invoices.
IMPLEMENTATION
Start with the job and customer details, choose the date and time, and check the assignment and availability where staff scheduling is enabled. If the booking changes, update the schedule so the people doing the work can see the current plan. The selected FixNik OS plan determines which capabilities are enabled.
OUTCOME
The outcome is not a generic list of tools: it is a clearer way to bring customer requests, job details and scheduled work into a clear workflow. for this business, scope and service area.
When handling site measurements, material-led quotes and installation jobs: The customer has previous work on record but asks for a different service this time. Review the history, confirm the new scope, and prepare a separate job with the current details while retaining the customer connection.
A customer requests work in one of the local areas within the wider Wellington service market, such as Karori or Kelburn. Confirm which address the request concerns before selecting the existing customer and preparing the job. Keep local-area visits within the city schedule so repeat work and new enquiries do not become separate operational records for each area.
FAQ
Start with the job and customer details, choose the date and time, and check the assignment and availability where staff scheduling is enabled. If the booking changes, update the schedule so the people doing the work can see the current plan.
No. Confirm the service address, requested work and current schedule before accepting a booking. FixNik OS is business software; a geographic software page does not promise trade services, local staff or appointment availability.
Review the published plan and configured capabilities before starting a trial or subscription.
FIXNIK OS
Start with the available trial and explore the workflow described on this page.