1
👥
Customers & Sites
Keep contact info, addresses, and site notes current.
Your Daily Workflow
Daily Use & Best Practices
Use Bandit Office every day to keep your customers, work orders, inspections, billing, and reports moving.
This page is the normal operating rhythm for your office and field teams.
Daily Workflow
2
📦
Assets
Keep equipment details, photos, condition, and history accurate.
3
🧾
Work Orders
Create, assign, schedule, update, and close work.
4
🛡
Inspections
Capture line results, notes, photos, and deficiencies.
5
📈
Billing & Reporting
Review completed work, invoices, and reports.
What Your Team Does
🛡
Admin
Maintains tenant settings, users, roles, and system configuration.
🏢
Office
Creates work orders, schedules, invoices, reports, and customer communication.
💼
Service Manager
Assigns work, monitors progress, reviews schedule, and keeps jobs moving.
🔧
Inspector / Tech
Completes assigned work, inspection items, notes, photos, and field updates.
Best Practices
Use clear job statuses.
Statuses help dispatch, billing, and office follow-up stay aligned.
Statuses help dispatch, billing, and office follow-up stay aligned.
Review open items daily.
Look for overdue jobs, pending approvals, reports, and follow-ups.
Look for overdue jobs, pending approvals, reports, and follow-ups.
Keep records updated.
Clean customer, site, and asset data makes every report better.
Clean customer, site, and asset data makes every report better.
Keep permissions role-based.
Give users the access they need, not more than they need.
Give users the access they need, not more than they need.
Attach photos and notes.
Photos and notes protect service history and reduce confusion later.
Photos and notes protect service history and reduce confusion later.
Use the dashboard every morning.
Start each day by reviewing open work, overdue items, reports, and billing follow-up.