Excavators
COMPANY STRUCTURE
Companies / Sub Companies
Fully scalable system that can grow in any direction.
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Type 1: Subordinate / Vertical
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Type 2 - Equal / Horizontal
Type 1 is multi-level based
Where “Office 1-3” are sub companies to “Head Office” and Equal to each other.
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This functionality allows company’s to mange multiple offices in different locations/Jurisdictions, where different arrangements are met.
Example: Dedicated locators Zones.
This structure also allows sub contractors to be managed, where the higher you stay the more you see and the lower you are the less you see.
Type 2 gives equal rights to the friend companies.
Combinations of the 2 can also be done.
Users
Users are also defined with separate roles. Roles are created within the system and separate rules can be added to each role.
Major current rolls:
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Company admin/operations
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Company admin/financials
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Supervisors
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Worker
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Client
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Other (Custom)
Teаms
Users can be combined into teams, where term can be either 1 or N count. This functionality is used widely when payroll is calculated. System automatically split earnings from completed task if done by more than 1 worker.
Tasks can only be assigned to teams not users. When assigned system split earnings equally in between workers.
Multi-factor user authentication.
ONE CALL / TICKETS
Set up receiving email in settings.
Create the tickets in LCS
System will parse the information from the received email and will create the tickets in Locate Call Suite (LCS)
Ticket is created and posted on
ticket dashboard.
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Ticket progress bar shows number of utilities in selected area and complete status either on ALA or Real Locates.
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​Ticket status is marked as completed when all utilities in area are cleared.
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Notification email is sent with locate sheets, pictures and closing sheet attached.
TASKS
System Information
Assign Locate Tasks
Admin / Dispatch now can assign the locate task to selected DL Tech.
System use the information from the received email and together with ticket creates locate tasks, base on the number of full locates that are required.
Allow Locating Equipment
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Bluetooth connection allow locating equipment to send data to mobile app for more accurate locate data and further analytics if required.
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Mobile view of dashboard helps techs navigate through work orders on mobile device/tablet.
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Active button, when is used can collect GPS way points and create digital locate and place it on map. This information later can be available for excavator. In App bluetooth connection allows the app to connect with locate equipment
Built-in-Drawing Tools
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Built-in-Drawing tools compatible with mobile, tablet or laptop allows the user to finish all locates on site in real time.
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Ones the drawings are completed PDF is created and added to closing sheet.
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Built in “Task Code System” can allow to create a billing sheet for the completed locate task and record it in account receivable dashboard.
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Built in “Warehouse and Materials module” can allow materials to be added to the task.
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(Example will be the flags used to mark the utilities, paint)
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PROJECTS
Tasks to Projects
Tasks can be combined into a project where large area is located and private locates are required, where more than one or few visits are required.
Project Page
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Project page can display the holders with its progress and status. It gets auto update when the assignment tasks gets completed.
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Project page can be shared with client (limited access).
ASSETS (FLEETS)
Fleet Module
Fleet module is designed to keep track of vehicles assigned to Dedicated Locators, without the extra cost of additional GPS devices attached.
Map of Vehicle Location
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Map of vehicle location, can show real time vehicle location by tracking the driver’s cell phone. No additional GPS equipment is required.
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History of vehicle events show all related activities: Route start, gas fill up, odometer changes, repairs, location, leaving set boundaries and other.
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Build in notifications can assist fleet manager with vehicle location, maintanace, condition, other
Track On-Site Expenses
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Expenses made by drivers can be registered under the assigned to that driver vehicle. This may include gas, oil change, maintenance or repairs.
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Crews reporting for vehicle:
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day start / day end.
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CVOR Managed vehicles can report in system with preconfigured inspection sheet and cant start the day if not completed
CVOR Management
​CVOR Managed vehicles can report in system with preconfigured inspection sheet and cant start the day if not completed
WAREHOUSE
Warehouse Management
Managing materials and equipment used on assigned task.
Placing Orders
(Equipment or Materials)
​​Field techs can place orders trough system for materials and equipment. Order is registered and sent to warehouse. Materials are prepared and transferred to tech possession when received.
Orders Dashboard
Orders Dashboard - gives ability to admin to track , approve, disapprove, or modify requested materials or equipment.
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Worker now can add materials on the go for every completed task and those can be counted when creating the client invoice.
FINANCES
Finances Menu
Reports, Account receivables, Account payables, Expenses, task codes
Account receivable page
Data is collected for all completed billable task. Invoice is created either as per individual completion or as a bulk completions where one invoice is issued per client for the number of task closed for that day.
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Different statuses are available for invoice tracking. ( New, Waiting on Approval, Approved, Rejected, On Hold, Paid, Partially paid )
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Account payable dashboard primarily used under utility owner portal to record invoices submitted for billing by DL tasks. (Automated)
Purchase Orders page
Add, modify, track, delete PO, managed by different statuses. Notifications added.
PAYROLL
Expenses
Every user can add expenses under different categories. They can be customized according company preferences.
Payroll
System can create payroll for individual user where calculating taxes and creates paystubs.
Task Core Structure
Allows every task closing sheet to be converted to invoice.
Reports
System can create daily or weekly reports and send them through a
Different reports types:
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Expenses
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Wages
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Wages combined
REPORTS & NOTIFCATION
Real time reports.
Stay updated instantly with live data on ticket & task progress, and GPS tracking, ensuring accurate and timely decisions.
Daily reports.
Receive detailed summaries of daily activities, including user sessions, task statuses, and logs, to monitor performance and ensure accountability.
Weekly reports.
Get comprehensive overviews of weekly operations, highlighting trends, productivity insights, and completed tasks for strategic planning.
Custom time scheduled reports.
Schedule tailored reports for specific timeframes to align with your business needs, providing relevant data when you need it most.
Report Types
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Task summary
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Status report
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Expenses report
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Wages report (Type 2) Comp structure
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Wages combined (Type 1) comp structure
Export and import in CSV
Export and import data from excel or CSV file for external further data management.
Request a change and we will make it happen where possible.
Note
Not all features and functionality is listed in this booklet.