Field Service Management
Optimize Operations, Elevate Productivity
Create Work Request
Allows CSR to create customer job requests through a secure, customizable web form.
The forms offer easy access to customer data:
- Auto-fetch existing details
- Add new customers instantly
- Schedule requests based on customer availability
Scheduling appointments on an intuitive web-based dispatch board with convenient scheduling software is quick and easy.
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- Managing assigned tasks is just a click away, with changes handled in seconds.
- Tasks are color-coded by its current status.
Optimized employee scheduling and dispatching
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- Client and customer acquisition
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- Process optimization
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- Long-term growth.
From total jobs completed to technician’s performance, the scheduling and dispatching software can display metrics that mean the most to your business.
Let the technicians have a comprehensive view of all the scheduled jobs ahead of time.
The advanced job scheduler has multiple viewing options to choose from.
- Scheduler with Calendar view
- Scheduler with Map View
- Scheduler With List View
Optimal Route to the job site
View jobs for the whole day on map enabling field worker to plan visits based on job location.
The app gives proper driving directions that enable your service technicians to reach the right job at the right time.
- Google Maps
- Apple Maps
- Waze
Generate invoices and process payments
Quick and effortless invoicing by adding predefined or custom services from web or mobile app.
Integrations with multiple payment options to simplify the payment procedure and streamline the cash flow
- Credit Card
- Billing
- Cash
- Check
With push notifications, make sure your technicians never miss any job update or appointment.
Ability to send auto-updates for the most recurring tasks to the technician mobile even if the app is running in the background.
- Incoming SMS notifications
- Auto email alerts
- New job assignment notification
Add attachments
Speed up your service operations by accommodating the need of technicians’ to attach important work-related documents right from the field.
Through paperless technician mobile app, maintain and update field information by:
- Uploading before and after work images
- Attach useful documents in any format
- Access documents for later use