Manage your Jobs, Stock and Invoicing in one system
Job Cards with Photos and Checklists
Electronic Sign-off by customers
Technician Geo-Location Tracking
Stock Location Management
Automated Invoicing
Efficient Scheduling of Work and Resources
Planning
• Quoting integrated with Job Cards • Job scheduling and planning • Job Calendar with drag & drop functionality • Integrated stock and job expenses • Create invoices from jobs
Jobs Cards
Paperless job cards with web interface and tablet app
Capture time spent & stock or parts used on jobs
Capture and manage asset info
Live job status & status log
Job card checklists
Job card photos taken on tablet app
Link documents to a job
Customer signature
Reporting
Geo-location tracking of your teams
Live dashboards and reporting
Stock reporting
Travel and location tracking of your team
Daily activity reporting
Integrates with Fusion Software ERP and with numerous other accounting and ERP software
Field Services Features
Mobile App
Mobile App with geo tracking
No need to print job cards or invoices
View all job and customer info
Edit, add and complete jobs on your tablet
Customer signature
Tracking
Track your team with geolocation tracking
Monitor job check-in with job tracker
Photos
Easily customisable pipelines
Create your own sales process flow
Streamlined view of your sales
Focus on the right things at the right time
Checklist
Setup customised checklists for each job type
Checklists are completed and saved on every job
Customer Signature
Customers can sign off each job on the tablet
Digital signature stored as part of the job history