Avanbox Aura · Field teams

Field team management software: what happens out in the field, in the office right away.

If your company has technicians, installers or crews working out in the field, you know the routine: the schedule lives in a spreadsheet, and you only find out what really happened at the end of the day, when the paper delivery notes come in.

Delivery notes written in a hurry, sometimes unreadable, that then have to be explained to the supervisor in person to piece the day back together. With Avanbox Aura, the information from every job reaches the office in real time.

Before and after Avanbox Aura On the left, paper delivery notes, a spreadsheet and a phone, all scattered. In the center, Avanbox Aura. On the right, a tidy calendar with each technician's jobs and the information in real time. BEFORE AFTER Avanbox AURA In real time
The solution

Avanbox Aura, with Nova and Core

Aura is the ERP in Avanbox, Documelia's application, and field team management is one of its functions. It works alongside two other parts of Avanbox:

How Avanbox Aura works for field teams The office plans the calendar, bookings and tasks in Aura. Aura and Nova talk both ways: the technician gets the day's jobs on their phone and replies through the chat. Photos, text and audio go to Core, which keeps a file for every job. From there the job is invoiced, with Aura and VeriFactu or by sending the data to your ERP. The office Calendar, bookings and tasks jobs chat The technician Today's jobs, on their phone photos, text and audio The job file One per job, kept in order Invoicing With Aura and VeriFactu, or by sending the data to your ERP How Avanbox Aura works for field teams The office plans the calendar, bookings and tasks in Aura. Aura and Nova talk both ways: the technician gets the day's jobs on their phone and replies through the chat. Photos, text and audio go to Core, which keeps a file for every job. From there the job is invoiced, with Aura and VeriFactu or by sending the data to your ERP. The office Calendar, bookings and tasks jobs chat The technician Today's jobs, on their phone photos, text and audio The job file One per job, kept in order Invoicing With Aura and VeriFactu, or by sending the data to your ERP
Aura · Calendar

Plan every job on one calendar

Aura's calendar brings together all your technicians' jobs. Each job can carry its bookings, its materials and whatever else it needs.

  • Reassign by dragging: the administrator moves and reassigns jobs by dragging them with the mouse.
  • Pending tasks, like order tickets: tasks waiting to be assigned pile up in a list, like order tickets, and get assigned as you drag them onto the calendar.
Avanbox Aura calendar (interface in Spanish): on the left, the legend of task types and the pending tasks panel; on the right, a two-day schedule with one column per technician and each one's jobs laid out by the hour
Aura's calendar: one column per technician, with their jobs by the hour. Demo data; interface shown in Spanish.
Routes

Routes: Aura suggests, the office adjusts

With the day's jobs on the calendar, Aura suggests a route for each technician.

The office reviews it and adjusts it whenever needed: you always have the final say.

A technician's route for the day Schematic map with a technician's route: it starts at the base and goes through five numbered stops. Aura suggests the route and the office adjusts it. 1 2 3 4 5 Aura suggests · the office adjusts
Rentals and maintenance

Rentals, deliveries, pick-ups and maintenance

If you rent out equipment, Aura handles the rentals with their deliveries and pick-ups: for example, construction machinery or portable toilets for a festival.

Recurring maintenance

Maintenance jobs that repeat—for example, cleaning and disinfection twice a week—are generated automatically on the calendar, if you choose.

Bookings with their own management

Bookings are managed in their own right and distinguish two kinds of items:

  • Tracked individually, with a serial number: for example, a machine, with its workshop record, usage history and parts.
  • Tracked by quantity: items with no identity of their own: for example, rental chairs for a parade.
Items with a serial number An item tracked individually by serial number, for example a machine, with its usage history, workshop record and parts. WITH A SERIAL NUMBER Serial no. 0127 Usage history Workshop Parts For example: a machine Items tracked by quantity Items that are not tracked individually, for example rental chairs, managed by the quantity available on each date. TRACKED BY QUANTITY Available by date Oct 10160 Oct 1180 Oct 12200 For example: chairs for a parade
Booking management in Avanbox Aura (interface in Spanish): a list of bookings with the customer, the booking number, the start and end dates, the length in days, the type and the status (scheduled or confirmed)
Booking management in Aura: dates, length and status of each booking. Demo data; interface shown in Spanish.
Nova

The technician, with Nova on their phone

Nova is the technician's app: the same Nova that accounting firms' clients use, here in the hands of your team.

  • A mobile-friendly web app: it opens in the phone's browser, with nothing to install from the app stores.
  • The day's jobs: Nova shows the technician the jobs assigned to them.
Nova on the technician's phone (interface in Spanish): today's "My tasks" screen with three assigned jobs, two deliveries and one pick-up, each with its customer and location
Nova on the technician's phone: today's tasks. Demo data; interface shown in Spanish.
Nova · Core

A chat for every job, and everything goes to the file

Every job has a direct chat between the technician and the office:

  • Photos: of the situation they find or of the finished work.
  • Text: for anything that needs to be put in writing.
  • Voice notes: which are transcribed, so you can read them without having to listen.

Everything is saved in the job file, which is organized automatically in Avanbox Core.

The office has it all at hand, from the calendar or from the file in Core.

Chat for a job The chat for a job between the technician and the office: one bubble with a photo, one with text and one with a voice note and its transcript underneath. Everything goes into the job file folder in Avanbox Core. Job chat Got it, thanks. 0:12 TRANSCRIPT "I've left the machine at the entrance." Job file one per job
Invoicing

Invoicing: with Aura or with your ERP

Completed work can be invoiced in two ways:

  • With Aura: which invoices with VeriFactu, Spain's verifiable invoicing system.
  • With your ERP: Aura sends it the data so you can invoice from your own software.

Connects with:

Who it is for

For companies with teams out in the field

Technicians, installers, loss adjusters, construction, rental or maintenance crews:

Companies such as Reveal Maquinaria and Evealia already use it, among others.

Avanbox Aura

Want to see it in action?

We'll show you Aura, Nova and Core in a demo for your company.

Request a demo → Download the brochure (PDF, Spanish)