Service Management

Create new appointments or assign resources to scheduled appointments. View your resource schedules by day, by week, or by month, and filter calendars based on appointment requirements.

Update technician schedules from the office. Technicians can start and end appointments in the field providing instant status updates to users in the application. Manage single or multi-day appointments and pause appointments for travel or break times.

Schedule technicians based on workload, location, or by skill or certification. Ensure technicians have the right equipment and inventory to complete the job.

Generate invoices based on estimations or actuals, and group invoices by service order, time frame, or customer purchase order. Define different billing rules by the customer and by service order type.

Visualize estimated route and route statistics for each technician. View actual route history and real-time GPS location to keep track of resources.

Update appointments on the road or at customer locations using the mobile application available for Android and iOS. Access customer history, take payments, enter expense receipts, and capture signatures directly from your mobile device.

Support multiple languages, date formats, and number formats. Define a default language by user, for the web, and on the mobile app.

Establish warranty offers for your customers, specifying which parts are under warranty to avoid confusion, mischarges, and objections. Multidimensional contracts (different warranty periods for different components of the system) help to track warranties from sales to repair in the field, specifying what is covered and what is not. This helps ensure billing accuracy and improve customer satisfaction.

Simplify cost tracking by linking accounts payable bills to field service appointments for holistic expense management and financial analysis by appointment.

Manage contracts for sale and service, maintenance repair, and recurring maintenance scenarios. Define billing procedures and
generate service orders with flexible frequencies. Simplified service contract renewals optimize and streamline business workflows.

Convert CRM opportunities into service orders and appointments. Allocate stock items to service orders and create purchase orders from the field. Create appointments for a project and manage budgets and profitability across and project. Capture time for employee timecards used for payroll. Manage inventory with integrated purchasing, requisitions, and powerful inventory replenishment logic.