DirectDrive — SDMC

DirectDrive

SDMC · Field Service Management

DirectDrive v2 · San Diego Manufacturing Company LLC

SDMC

Profit & Loss Report

P&L Breakdown

By Category

Monthly Income

PO Status Breakdown

Year-End Summary

SDMC

Expense Log

IRS Mileage Log

Expense Categories

Add Category

Name

Group

SDMC

SDMC

Purchase Orders

Log New PO

Upload Original PDF (optional)

Drop PO PDF here or click to browse

Supports PDF, JPG, PNG — stored with this PO record

PO Details

PO Number

PO Date

Service Date

Status

Client

Client Name

Ship-To / Site

Terms

Notes

Line Items

ItemDescription QtyRateAmount

PO Total $0.00

SDMC

Invoices

Client

Parent Client

Sub-Client (optional)

Job Details

Invoice #

Service Date

PO Reference #

Job Type

Client Name

Site / Location

Time on Site

Link Field Report (pulls hours)

Arrival Time

Departure Time

Date

Calculated Hours

— hrs

Mileage Calculator

Miles (one way)

Round Trip Miles

IRS Rate ($/mi)

Mileage Total

Adds round-trip mileage as a line item at IRS rate

Service Presets

Line Items

☰ drag to reorder

ItemDescription QtyRateAmount

Invoice Total $0.00

Notes

Rates

IRS Mileage Rate ($/mi)

Travel Fee ($)

Travel Fee Description

Service Presets

SDMC

Field Reports Overview

SDMC

Field Reports

Report Details

Report #

Date

Type

Technician

Result

Report Status

Client & Site

Parent Client

Sub-Client / Site

Site Address

Site Contact

Time Tracking

Log arrival and departure for each day on site. For multi-day jobs click + Add Day.

Total Time

0h 00m

Decimal Hours

0.00 hrs

Days on Site

0

Machine Specifications

Machine Model

Controller Type

Serial #

Number of Axes

Number of Spindles

Table Type

Table Length

Table Width

Travel Units

Axis Travel

Work Performed

Work Summary

Parts Used

Additional Notes

Photos

Click Add Photo or drag & drop images below. Click any photo to label it.

+Add Photo

Or drag & drop images here

Linked Documents

Linked PO

Linked Invoice

DirectDrive auto-suggests PO links based on sub-client site and service date match.

Internal Notes

SDMC

Parent Clients

Sub-Clients

Select a parent client
to view sub-clients

Client Information

Company Name

Status

Industry

Contact Name

Phone

Email

Address & Account

Street Address

City, State, ZIP

Terms

Account #

Rate Type

Internal Notes

Sub-Client Information

Sub-Client Name

Parent Client

Industry / Type

Contact

Phone

Email

Location

Street Address

City, State, ZIP

Machines on Site

Internal Notes

Document Root Path

Root Directory

Folder Naming

Client Folder Structure