Create and schedule both planned and reactive jobs and sync directly to your field worker’s 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 allows jobs to be managed and timed effectively by using the timeline and calendar features 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

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

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

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

• Create and manage stock items
• Allocate stock to user/vehicle/location
• Record all stock items used
• Set up low inventory warnings

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.

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