Key Features

• Work Order Management: Create work orders with automated field entries for customer location, contact information and service requests, associated tasks and checklists, required assets and equipment, service history, photos and manuals. 
• Customer Management: Manage a central database of all customers with details including address, phone numbers, email ID, service history, payment history, communication history and more to improve customer satisfaction. 
• Scheduling and Dispatch: Schedule one-time and recurring work orders in a color-coded drag-and-drop calendar. Use search and filter options to view and segregate tasks by their status, location and assigned field technician. Assign and dispatch technicians to job locations based on their skills, availability and location. 
• Asset/Equipment Management: Accurately track key metrics like products, equipment counts, usage, returns to vendors and returns from customers. Check, update and adjust asset and equipment stock levels in real time with GPS tracking. 
• Billing and Invoicing: Create and share customizable individual or group invoices using pre-built templates. Track sent invoices for timely payments and follow-up on past due invoices. 
• Contract Management: Create and maintain contracts and agreements with customers and vendors to establish deliverables and terms of service while ensuring smooth service delivery. 
• Customer Portal: Enable customers to submit work order requests, view open jobs, access invoices and pay bills through a branded self-service portal. 
• Mobile Field Service: Enable field and back-office staff to communicate and exchange information while working smoothly from a remote location with fully-featured Android and iOS apps. 
• Reporting and Dashboard: Access business-critical operational and financial reports with a drag-and-drop widget-based dashboard to monitor key performance indicators. 

Limitations

•  Field payment collection is not available. 
•  Limited customer and worker customization. 
•  Lack of drag-and-drop feature. 
•  Project management capabilities are missing. 

Suite Support