Q Test was able to use Lightship for a completely contained workflow. They’ve standardized the way they do reporting, onboarding, and admin work. All the documents and forms required—such as time management, technical reports, dispatch, and task assignments—are handled through Lightship. Technicians can also access policy information and manuals on reports from the platform.
Now, when a job comes in:
Once details on job type and client are saved in a form, a new job is created. Lightship determines the job type, qualifications of technicians, and equipment needed. It will also assign a Project Manager.
Technicians with appropriate qualifications will receive a task and a dispatch summary.
Once the technician completes the job, they submit a report within Lightship. Automatically, the report is sent to the Project Manager, and it won’t get sent to the client until the PM signs off on it.
When the job is finished, it’s automatically archived in the cloud. This ensures the project list only contains active jobs. The cloud-based archive is easily searchable for future reference and audits.