Features

Create and edit customer information right on a phone call. It takes less than 10 seconds!

Maintaining a customer database is a daunting task. Updating, actualizing, eliminating double data, all these cause nothing but a headache. Consider the customer management feature as your magic pill.

• Keep your records accurately organized
• Eliminate double entries
• Use smart search to quickly access records
• View customers by address, service history, billing and many more

Create accurate estimates on the fly. Quoting customers has never been easier.

Turn the painful and time-consuming estimating process into a highly efficient one.

• Create accurate estimates on the fly
• Receive customer approval alerts
• Access for reporting when needed
• Work on a PC or mobile device
• Customize templates according to your brand identity

Assign tasks in an effortless way. Match the right job with the right tech in one single click.

Managing the field service team is not easy. The lack of details and in-time control can end up damaging your budget and reputation. Stop trying to manage chaos, start scheduling and dispatching technicians smartly and effortlessly:

• Always know who’s available
• Quickly dispatch and schedule technicians
• Track team’s location in real-time to make sure they arrived on site
• Plan routes to save time for travel and delight your customers
• Set priorities and emergency status
• Browse order and customer details
• Eliminate overbooking

Quickly create, edit, and schedule jobs from any device. Get rid of the needless paperwork!

Always stay informed about the jobs, statuses, deadlines, and assigned techs. We’ll keep everything organized so you can finally get rid of the paperwork!

• Quickly create and change orders
• Convert estimates into jobs
• Set priority and emergency status
• Attach photos and technical documentation

Take prepayments, create single and bulk invoicing. Save time and get paid faster.

Create professional-looking invoices in the office or in the field. Wherever you are, you can always generate accurate custom invoice in one click.

• Convert estimates into invoices
• Instantly sync data
• Create single and bulk invoices
• Enable invoice scheduling
• Work from any device

Make your dispatching more efficient by staying in touch with the field service team 24/7.

• Alert on the change orders
• Provide 24/7 employee support
• Use an embedded chatbot to resolve frequent issues faster
• Eliminate miscommunication to speed up the job

Share jobs with contractors and vendors. Turn complex collaboration into a piece of cake!

Wondering how to scale up your business faster? Become a part of a field service network, get more jobs, and multiply your profits.

• Receive alerts on the jobs available
• Collaborate on complex projects
• View customer and job details
• Receive updates on change orders
• Create and maintain invoices neatly organized
• Keep track of what’s been paid and what’s outstanding

Set permissions to control your workflow. Only you decide who can access confidential information.

Every business has its mandatory rules and procedures. With Business rules feature, you can easily control your workflows, measure performance, and protect internal data from frauds.

• Assign roles and permissions
• Create workflow rules
• Restrict customers from viewing internal information
• Protect data from frauds
• Improve business efficiency with customized views

Create easy-to-read, customized reports to see what you desire from your data. Make better decisions faster!

Generate flawless, easy-to-skim reports to make effective strategic decisions.

• Create financial reports to keep an eye on the company’s most critical numbers
• Create team productivity reports to see what holds you back from hitting the established KPIs
• Create customers reports to see the share of regular and one-time customers

Create easy-to-read, customized reports to see what you desire from your data. Make better decisions faster!

Generate flawless, easy-to-skim reports to make effective strategic decisions.

• Create financial reports to keep an eye on the company’s most critical numbers
• Create team productivity reports to see what holds you back from hitting the established KPIs
• Create customers reports to see the share of regular and one-time customers

Quickly create and edit jobs on-the-go. Manage job details and schedule times.

The job management feature will transform a nerve-wracking process of managing jobs into a real takeoff!

• Create jobs on-the-go
• Manage job details, line items, and tasks
• Work from any mobile device
• Organize your calendar
• Eliminate schedule conflicts

Keep up with the team to streamline your work. Discuss job details, receive order updates, and always meet your deadlines.

• Send and receive job updates to keep up with the schedule
• Improve collaboration
• Resolve questions regarding work orders
• Avoid misunderstandings and rework

Collect payments out in the field in a matter of seconds. Simply invoice and collect.

Don't waste time on finalizing invoices in the office. Send out invoices and collect payments on-the-fly with the help of the user-friendly mobile app.

• Quickly create and send out invoices
• Accept payments in-app right in the field
• Instantly sync with the office

View the results of your work displayed in easy-to-skim, personalized reports.

Keep track of your progress with the help of custom in-app reports.

• Measure performance and evaluate productivity
• Improve estimation based on previous work history
• View jobs pending completion