A closer look

Follow one job
from start to finish.

Kendra's Sea Ray comes in for a 300-hour service. Here's every step in Halo Maintain.

01 / Intake

Client, asset,
job — in one form.

Search a client or add one with +, pick their asset (brand, model, year), and you're straight back in the job form.

  • Searchable client & asset boxes with quick-add
  • Priority: Low · High · Emergency
  • Staff estimates go to a manager for approval
  • Internal workshop work tracked as non-billable
+ New job
02 / The board

Four queues.
Tap to open.

Planned, Assigned, In progress and Sign-off — each opens a compact list with quick employee assignment.

  • Live timer badges on active jobs
  • Updates quietly in the background
  • Filter work orders by status; sort by number or date
See how the day runs
● Interactive preview
HALO MAINTAIN · SAMPLE DATA
Halo
Maintain
Dashboard
Clients
Assets
Work orders
Part Sales
Petty Cash
Fuel
Arrival Checklist
Your work space
Yellow Sun Marine
4Planned
3Assigned
5In progress
2Sign-off
WO-1042 · 300-hour engine serviceCoastal Runner · Sea Ray SPX 210 2021 · J. Ramos
● 1h 24m running
WO-1047 · Jet pump impellerYamaha VX Cruiser 2022 · Turks Watersports
Assistance required
WO-1049 · Trailer bearingsLoad Rite tandem 2019 · ProWeld (contractor)
In progress
WO-1051 · Golf cart battery swapClub Car Onward 2023 · Grace Bay Villas
Awaiting parts

↑ Switch tabs: the manager's board, the technician's phone, the back office.

03 / Technician

Status first.
Then the work.

Everything a tech needs on one screen — designed for a phone, in the sun, with dirty hands.

  • Tap the status beside the job name
  • Timestamped notes with linked photos
  • Voice-to-text for notes and captions
  • Tools check only when marking finished
  • Unsaved notes survive a refresh
See how the day runs
● Interactive preview
HALO MAINTAIN · SAMPLE DATA
Halo
Maintain
My jobs
Current job
Notes
Photos
Stock used
WO-1042 · 300-hour engine service In progress ▾Coastal Runner · Sea Ray SPX 210 2021 · Client: K. Forbes
TimerToday 08:12 → running · Total 3h 05m
■ Stop
Private workshop notes
Replaced raw-water impeller, housing scored — recommend replacing next service… 🎤 📷
30 Oct 2026 · 10:41 — linked photo: impeller housing (Before)
Stock & parts usedOil filter × 2 · 12.50 | Impeller kit × 1 · 45.00 — scanned from receipt

↑ Switch tabs: the manager's board, the technician's phone, the back office.

04 / Parts

Snap the receipt.
The lines fill in.

Stock used and parts purchased are scanned into the job's Stock & parts section — review, edit, save.

  • Name, quantity and price read from the photo
  • Unknown values stay blank, never guessed
  • Supplier PDFs scan the same way
Stock & parts used
+ Photo Scan+ Manually add item
Oil filter2 × 12.50
Impeller kit1 × 45.00
Fuel/water separator1 × price?
05 / Sign-off

Signed by the tech.
Closed by the manager.

Marking Completed asks the technician to sign. Managers are notified, review, sign and invoice.

  • Assistance Required alerts managers
  • Separate technician & manager signatures
  • Invoice number required to mark Invoiced
Completion sign-off
Technician
J. Ramos
Manager
D. Binedell
06 / Operations

The rest of
the workshop.

Counter sales, cash, fuel and deliveries live next to the jobs — same team, same sign-in.

  • Part Sales with Quick checkout & running total
  • Petty Cash with staff, deposits and balance
  • Fuel tracking for gas or diesel
  • Arrival Checklist from a PDF or photo
See how the day runs
● Interactive preview
HALO MAINTAIN · SAMPLE DATA
Halo
Maintain
Arrival Checklist
Part Sales
Petty Cash
Fuel
Settings
Arrival Checklist · Nautique Invoice 626111Invoice_-_626111.pdf · Checklist ready
Ballast pump w/ Deutsch connectorQty 2 · arrived 2/2
Checked
Put away in inventoryShelf B3 · M. Lewis
Pending
Petty cash balanceIssued 100 to J. Ramos · change due 20
USD 170.00
Diesel tankLast fill 30 Oct · 212 L remaining
42%

↑ Switch tabs: the manager's board, the technician's phone, the back office.

07 / Phone & offline

Hold the icon.
Jump straight in.

Add it to the home screen. Hold the icon for shortcuts; it opens instantly, even with no signal.

  • + New job · + Deficiency · + Reminder/Note
  • Add a note or photo to the current job
  • Petty Cash and Fuel shortcuts
  • Saved work sends in order when back online
Halo Maintain
+ Add to current job
+ Photo to current job
+ New job
+ Deficiency
+ Reminder / Note
Petty Cash
Fuel

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