CRM
TIME
JOBS
TICKETS
Your go-to work platform
Your Challenge
- Manual Allocation of Jobs
- Losing Track of Field Technicians
- Time spent calling your team to locate & schedule
- Losing track of ‘Boot Stock’
- Delays between Delivery and Invoicing
- Inaccurate calculations and Invoicing
- Manual/Paper Job Cards
- Manual Capture on Multiple Systems
Our Solution
- Paperless Job Cards
- 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
Scheduling
- Plan and schedule jobs for your whole team
- View and schedule jobs in a shared calendar
- Setup automatically recurring jobs
