Features that empower your business

Route Optimization
PREMIUM FEATURE

• Minimize travel and response times
• Optimize/Schedule a day in a single click
• Review and optimize existing schedules

Customer Field Service CRM

• Customer details
• Customer sites
• Customer site equipment inventory
• Job requirements and details
• Opportunities & Tasks
• Notes
• Timeline events
• Custom fields & Tags
• Customer portal (jobs, quotes, invoices)
• Online booking form

Job management

• Customizable job types
• Customizable job templates (shared blocks, repeatable blocks)
• Jobs and activity planning
• Planning in provisional mode
• Automation of recurring Jobs
• Conflict detection
• Allocation and dispatch
• Contract and incident management
• Contracts (Recurring Jobs)
• Multi-technician interventions
• Projects (multi-job function)
• Mapping (planning and monitoring of schedules)
• Live location tracking
• Attachments

Job scheduling optimization

• Automatic scheduling
• Skills management
• Management of scheduling preferences (group, technician, date, day and time)
• Management of work schedule
• Client location & technician availability

Invoicing

• Creating quotes and invoices and credit notes
• Converting estimates to jobs
• Status (draft, created, sent, paid, overdue and cancelled)
• Customised numbering
• Export invoices in standard or detailed format in .csv or .xls format
• Export invoices in Sage format
• Free Sage connector
• Free Xero connector
• Free Quickbooks Online connector
• Mobile and Back Office Cashiering Module

Resource management

• Equipment & materials
• Products, parts and standard services catalog
• Service staff roster(s)
• Customisable dashboards

Mobile apps

• Mobile offline client (iOS, Android)
• Mapping and destination addresses
• Real-time technician location
• Job notification
• Signature capture
• Adding and annotating photos to the job
• Adding reservations to a report
• Scanning barcodes
• Create, Suspend, Reschedule or Deny a field intervention
• Access to the basket of interventions
• Stock management and tracking of serialised parts
• Mobile invoicing and collection
• Activity and route management
• Incident resolution
• Message reception

Administration and configuration

• User management
• Group management
• Skills and work schedule
• Availability management
• Import data export (Interventions, activities, clients, catalogue, users)
• Customisable fields
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• Customisable reports
• Customisable PDFs of reports, quotes, invoices, credit notes
• Customizable data exports
• Photo gallery
• Integration with Stripe payment solution
• 2-factor authentication
• Single Sign On (SSO) authentication
• Settable expiration of authentication on mobile

API access

• REST API for creating a custom integration
• Recovering information via API: Interventions, clients, invoices...
• Creation of clients and interventions
• Zapier.com integration

Storage

• Unlimited

Real-time client notifications

• Inform your customers by SMS and/or email
• Appointment confirmation, reminders
• Schedule your notifications to be sent
• Webhook notification