Jobs
Jobs
Create and schedule both planned and reactive jobs directly to your field workers device.
- Jobs are linked directly to your digitized job sheets
- Customer information synced directly to the device
- Capture all information including photographs and signatures
- Jobs can be completed offline
Scheduling
Scheduling
Scheduling allows jobs to be managed and timed effectively by using the timeline and calendar feature to show any coinciding or overlapping jobs.
- Jobs can be created on mobile device and on the CRM
- Receive real time job updates for on route, in progress and job completed
- Manage planned / reactive jobs
Customers
Customers
Our Customer Relationship Manager allows you to keep track of all your customer details including all relevant documentation (notes, files, jobs etc) attached to a specific customer.
- Customers details (notes, files, jobs, etc) are stored in the system
- Set "callback" date/times
- Complete history of customers job reports & invoices
- Attach files to your customer, which can be sent automatically to your field workers
Customer Portal
Customer Portal
The customer portal is a gateway for your customer to view all relevant jobs and documents relating to them. This includes job reports, invoices and contracts.
- Access to a calendar view of planned jobs
- View completed job reports and invoices
- Complete history of all jobs relating to customer
Assets
Assets
Keep track of all assets which require planned and reactive maintenance. Manage all service records, providing you with an up-to-date history.
- Assign assets to locations
- Track all maintenance and service history
- Manage all warranty records
- QR and barcoding
Stock
Stock
Inventory system allowing the allocation of stock items against completed jobs.
- Create and manage stock items
- Allocate stock to user/vehicle/location
- Record all stock items used
- Set up low inventory warnings
Invoicing
Invoicing
Once a job has been completed, the office can generate an invoice automatically which can be sent directly to your customer.
- Costs are created automatically
- Invoice generated within moments of job completion
- Invoices are converted to PDFs, using your own invoice templates
- Integrate with Xero, Quickbooks and Sage.
Reports
Reports
Customize your own built in reports providing you with relevant information, allowing you to make better managerial decisions.
- Access to financial data
- In depth analysis of job reports
- Utilize detailed asset management reports
- View reports in Fieldmotion or export to Excel
Tech Specs
- Cloud-based
- PC / Tablet / Mobile compatible
- Android & iOS field App
- Admin controlled multi level user access
- Scalable database architectures to provide for unlimited capacity
- Offline working
Pricing
Setup Fee
The set-up fee is determined by the
number of users and includes the following:
*this may be subject to change*
number of users and includes the following:
*this may be subject to change*
- System set-up & full training
- 5 of your personal job sheets uploaded
- Asset data uploaded
- Customer data uploaded
- On-going support