01Track orders and jobs
Tracking jobs, deadlines, and project budgets
A problem on a job usually isn’t discovered when it starts, but only when it’s too late. A system that watches over your jobs alerts you while there is still time to fix it.
02What it looks like today
Today
- 1Visibility depends on one personOne person tracks job status in a spreadsheet. Only what they have managed to write down is up to date.
- 2The customer reminds you of the deadlineYou only find out a deadline is slipping when the customer calls. Nobody in the company notices earlier.
- 3Chasing documents at the last minuteWhen a job is missing documents—such as a contract, drawing, or handover report—people scramble to chase them by email at the last minute.
- 4Overruns discovered only at final billingYou only learn that a job went over budget at final billing. By then, it is too late to fix it.
And how it works with Draivix
With Draivix
- 1
Every job in one place
Tasks, deadlines, documents, costs, and revenue are all attached to the job—not scattered across five different files.
- 2
Deadline monitoring
The system tracks milestones and tasks and alerts the person responsible when a deadline is approaching or slipping.
- 3
Missing documents
When a job is missing a contract, drawing, handover report, or approval, the system prompts for it.
- 4
Budgets under control
Costs, logged hours, and invoices are posted to the job continuously. If the budget is exceeded, an alert is sent immediately.
- 5
Clarity without status meetings
Management can see which jobs are in trouble without calling a meeting or waiting for a report.
03Less routine, more value
The system handles the routine. People focus on where they are needed.
Your people lead the job
Your people manage the job and deal with the customer. The system watches deadlines and required documents, leaving management and relationships to them.
People make the decisions
The system flags the problem, but people decide what to do about it. Alerts arrive while there is still time to put things right.
Time for skilled work
Your team focuses on the skilled work a system cannot do for them. Manual entry is limited to what only a person knows.
What makes up the solution
- Projects and jobsTasks, deadlines, documents, costs, and revenue are kept together on the job.
- Tasks in a Gantt chartThe system tracks milestones and tasks and alerts you when a deadline is approaching or slipping.
- Costs, revenue, and timesheetsCosts, logged hours, and invoices are posted to the job continuously.
- Automation with alertsYou get an immediate alert if a budget is exceeded, and the system prompts for any missing documents.
04Frequently asked questions
Have questions? Here are the answers.
Do people have to enter everything manually for it to work?
That’s the last thing we want. Costs from invoices, hours from timesheets, and status updates from tasks flow into the job automatically. We limit manual entry to what only a person actually knows.
Is it suitable for smaller jobs too?
Yes. We configure the monitoring rules to match what your jobs look like—from single service callouts to multi-month projects.
05What else Draivix can take over
- Process an inquiryRead the email, extract the details, create the customer record, and prepare the next step.
- Prepare a quoteUse your prices, products, customer history, and company rules.
- Process documentsThe system can automatically read and process invoices, orders, contracts, delivery notes, and other documents.
- Manage inventoryConnect orders, inventory, field service, purchasing, and invoicing into a single process.
- Reply to customersAI can work with your live company data to draft or handle everyday customer communication.
- Generate reportsInstead of waiting for a monthly spreadsheet, just ask the system.
Typically helps in industries: Manufacturing, Field service and installations, Project-driven companies
Let’s start together
Tell us how your business works.
We will show you what a system that takes over part of that work could look like.
Book a consultation