A complete solution for Office Staff + Field Technician
Innovative Solutions for Field Service Business
Office Staff
Field Technician
ServiceFolder - Cloud Software
ServiceFolder frees businesses from paperwork to run a productive professional operation
Smart Scheduling
Easy Client Communication
Invoice & Quotes
Lead Management
Job Notes & Photos
Track Jobs & Work Orders
- Technician assignment
- Track Products sold/services for the job
- Team Calendar at a glance
- Advanced reports
Customer Equipment
- Track the customer equipment
- Track the equipment servicing schedule
- Complete history of the equipment servicing
Google Maps
- Track technician's locations
- Ready customer address on Google Map
Improve your Service Business with Field Service Management Software
After Sales Process
After sales process is crucial and every business should have a effective job tracking and job scheduling software. Field Service Management Software enables for job scheduling, job tracking, service agreement management, invoicing, quotations in your organization. Increase the customer's loyalty with our ServiceFolder online and mobile application
QuickBooks Online Integrations
Invoicing and Accounting should be quick and error free. With our online job tracking software integrated with QuickBooks, you save time by avoiding the double entry and reduce errors. Customers and Items should be synced in and out of any Field Service Management along Inventory updates in multi-locations
Field Inventory Management
Inventory accuracy is higher when you use a software that handles Field Service inventory. Choose a software that handles multi-location inventory with detail reports at every location like inward stock, remaining balance.The Field Service Inventory management software enables inventory adjustments at every location whether it is due to expiry or leakage etc.
Effective entry of data
Job tracking mobile app records the latitude and longitude of every activity performed in the field by the field service operations teams. The job history and the customer history is readily seen on the browser by the office staff for next step like invoicing and receiving payments from the customer
High Customer Retention
By using a Service Management software like ServiceFloder, the customer retention will rise because of effectively tracking maintenance work orders and built in invoicing on the browser along with a job tracking mobile app for updating notes and uploading pictures and drawings int the field
Field Technician Mobile App - Job Tracking Mobile App
Update the Jobs status in the field
Realtime information sharing to backoffice managers
Show field persons appointments
Create Job in the field
The field Service Mobile app gives the flexibility to the field Service Engineer to create jobs. The engineer can also add customers and book new business to the company. The Field Service Mobile can also
Location Tracking in the field
The location tracking of the Field Service engineers provides distinct benefit for the office staff for scheduling the next work order. The office staff get a glimpse of the locations of the technicians along with there current address
Improve Performance
The field Service Mobile app gives the flexibility to the field Service Engineer to create jobs. The engineer can also add customers and book new business to the company. The Field Service Mobile can also records
ServiceFolder’s service inventory software help busy service organizations closely track warehouse and van truck parts inventory. ServiceFolder provides the critical information for office staff, technicians, managers and customers at the right time.
ServiceFolder’s streamlines the business operations from the client’s call through assigning, scheduling, guiding the field person to reach the client’s place on time and along with invoicing and completed job report
How ServiceFolder Works ?
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Step 1
Customer calls the agency and books the complaint. The back office registers the complaints in ServiceFolder -
Step 2
The back office assigns the job to the field service technician based on the availability and his proximity to the clients locations -
Step 3
The field service technician receives an email or sms on the smart phone. ServiceFolder’s mobile app gives the complete details of the clients location and critical information about the job on the phone. -
Step 4
Field engineer visits the clients location. The field engineer adds notes and upload pictures and files of the job. The field engineer also records the parts and materials used for the completion of the job. Finally, he updates the status of the job to ‘Completed’
