Industry Packs - Forklift & Heavy Lifting Machinery

Introduction

The Forklift & Heavy Lifting Machinery Industry Pack is a robust solution designed to meet the unique needs of businesses specialising in forklifts and heavy lifting machinery. Packed with advanced dashboards, essential reports, and crucial forms, this pack ensures compliance, streamlines your operations, and optimises performance across all aspects of your business.

This industry pack provides:

• Four Dashboards: Gain real-time insights into financial performance, maintenance schedules, work-in-progress, and sales pipelines to support strategic decision-making and operational efficiency.
• Six Crucial Forms: Ensure compliance with industry standards such as LOLER, PUWER, IPAF, and Irish safety regulations with tools like the Report of Thorough Examination (CFTSTE) and MEWP-specific forms. These forms update a real-time CFTS dashboard to help you maintain safety, protect your workforce, and excel operationally.
• Two Risk Assessment Forms: The Dynamic Risk Assessment (TDRA) and Short Duration Work On-Site Risk Assessment help identify and mitigate hazards proactively, enhancing safety in your operations.
• Fifteen Key Reports: Monitor operational performance, track financial metrics, and manage customer insights with reports designed to enhance satisfaction and profitability.

This user guide provides an overview of the reports, forms, and dashboards available to you, along with instructions on where to access them.

Subscribing to the Industry Pack app

You'll firstly need to subscribe to the app. If you need help subscribing to your chosen Industry Pack app, please click here.

Once this has been set up, you'll have access to your industry specific Reports, Forms and Dashboards. Read on below to find out more.

Reports

Your reports can be found via Reports > Dynamic Dashboards

Use the filters to search for a specific report, if required

You’ll have access to the following reports:

• Job Tracker
• Invoice Log
• Job & Visit Details
• Monthly Timesheet Report
• Quote Tracking & Analysis
• Purchase Invoice Analysis
• Vehicle Safety Inspection
• Customer Profile & Receivables
• Site Insights & Receivables
• PPM Contract Tracker
• Job Performance KPI
• Job Performance & Cost Analysis
• Purchase Order Details
• Asset Inventory & Financials
• PPM Quote Details

Want to learn more about Dynamic Reports? Click here to find out how to export and schedule them effortlessly!

Forms

To access your forms, navigate to Settings > Electronic Forms

The following forms will be visible:

• Report of Thorough Examination (CFTSTE)
• Report of Thorough Examination of Attachments (CFTSRTEA)
• Report of Thorough Examination for MEWP (CFTSRTEMEWP)
• ROI Report of Thorough Examination (ROICFTSTE)
• ROI Report of Thorough Examination of Attachments (CFTSRTEAROI)
• ROI Report of Thorough Examination for MEWP (CFTSROTEROI)
• Dynamic Risk Assessment (TDRA)
• Short Duration Work On-Site Risk Assessment and Risk Assessment

Click here to read more about your Electronic Forms and how to deploy them to your engineer's mobile apps, or click here to to find out how to complete mobile forms within the app.

Dashboards

Your Dashboards can be found under the Dashboard menu item

You’ll be able to utilise the following Dashboards:

• Finance Dashboard
• PPM Dashboard
• WIP Dashboard
• Quotes Dashboard

The primary user must publish the dashboards to make them available to others.

Navigate to Reports > Dynamic Reports and click on the Dynamic Dashboards tab.

Toggle the Publish icon to activate the dashboards as needed.

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions.