CRM: Field Service Management

Our comprehensive work order management module has everything you need to effortlessly take control of your work orders and makes work order tracking easy. With just a few clicks, create work orders from service requests, dispatch the right technician, track job execution, and wrap everything up with detailed debriefs. That's not all; your field technicians can add job notes, attach files and images, and even chat with the back-office team in-app for seamless collaboration and improve first-time fix rates.

The field service scheduling software enables service-oriented enterprises to efficiently manage job assignments and appointments for their field technicians. It guarantees precise allocation of personnel to customer sites according to schedule requirements. Dispatchers gain immediate access to technicians' schedules, leave statuses, and ongoing job whereabouts.

The advanced dispatching capability streamlines field service operations by autonomously matching the most suitable technician to each job, considering factors like expertise, availability, and proximity to the site. This AI-driven feature leverages up-to-the-minute data to ensure optimal technician selection, eliminating scheduling conflicts and service delays for a seamless dispatching process.

The advanced location services enable field service enterprises to track their mobile workforce in real-time while respecting their privacy. Through GPS technology, accurate location updates of technicians are captured and displayed seamlessly. This allows businesses to effectively oversee their workforce and ensure timely arrival at job sites. Additionally, with geo-fencing features, businesses can automate ETA notifications to customers, providing a live tracking link when technicians enter predefined locations, thus enhancing customer satisfaction.

Our services include an estimate module that empowers service businesses to easily produce and deliver professional proposals to clients. Featuring customizable templates and a comprehensive price book, our platform enables businesses to create precise quotes that showcase their services and pricing structure effectively. This streamlined process expedites approvals and boosts deal closure rates, ultimately minimizing the time and energy required for estimate management.

Our services offer an invoicing module that swiftly generates invoices based on approved job estimates. This feature automates the invoicing workflow, simplifying invoice management and facilitating payment collections for service businesses. With digital invoicing, online payment capabilities, and financing alternatives, our platform accelerates the payment cycle, enabling businesses to receive payments more quickly.