Field Service Management Software Tour

Dashboard

Dashboard gives overall jobs satus like unassigned and overdue. Displays monthwise sales for a selected date range.

Customers

Select the customer from the list to see the full details and navigate to jobs, invoice estimate, contracts.

Products, Pricebooks

Products and price books helps in serving the customer better. Assign a price book and it will be automatically used in the Invoice, Quotes and Jobs.

Tax Setup

Setup and configure a variety of tax types like rounding methods, combine taxes into one group tax, setup dependent taxes.

Jobs

Create jobs at the clients site and add materials and services performed. Users can also add expenses and track the customer equipment against the job.

Contracts & AMC

Create a contract with a clear scope of work and based on a end date or based on the number of visits. Assign a preferred technician for the jobs.

Dispatch Calendar

See the schedule of all of your users in one screen. Drag the appointment from one user into another user. View the schedule by day, week and month.

Timesheets

Your team can clock in and out. Your team can clock in and out with in the job screen for a particular job. Admin can view the clocked hours by technician.

Invoices

Create invoices from scratch or generate them from a completed job. You can additional charges and discounts. A invoice can also be created by selecting the pricebook.

Estimates

Create estimates and add additional charges and discounts. You can also create custom fields. Customize the print and show off with your customers.