Field Service

Book appointments for your customers that can be rescheduled or cancelled when needed. Define the availability of your services, assign the right people when an appointment is made, and provide the job sheets needed to mark the job as complete.

Give customers the comfort of accessing their details. With a dedicated customer portal, your clients can check upcoming appointments, book new ones, and even refer notes from their previous bookings. You, on the other hand, will get a comprehensive database of your regular clients and their case history.

Jobs can be assigned to one or more team members. Notifications are automatically sent to them, alerting them of their newly assigned job. Customized job sheets can guide your teams to record necessary information before they mark their service as completed.  

Automation of work order management helps streamline incoming service requests and eliminate redundant manual work. What this means for your business is that you have the ability to assign work to the right technician based on skill and location and expedite handling of commonly requested services. You can also efficiently manage invoices, quotes and all back office operations

The Field Service Mobile App for technicians help them to keep track of their appointment details, create service reports, raise invoice and receive payment. The app also aids in engaging with the customer, procuring the required parts needed for the service, and navigating to the service location. The work can be assigned to the nearest technician thereby decreasing delay in reaching the customer's place.

Our solutions offer a multi-user environment by supporting different profiles - Administrator, Customer Service Agent, Dispatcher, and Field Technician.  Additionally, you can manage service teams through Crews. You can manage multiple service areas like geography, departments, commerce, etc using Territory management. Above all, Skills help segregate and manage technicians.