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Features that empower your business

Customer management

  • Customer details
  • Customer sites
  • Customer site equipment inventory
  • Job requirements and details
  • Custom fields
  • Tags
  • Customer portal

Job management

  • Customizable job types
  • Customizable job templates
  • Scheduling
  • Conflict detection
  • Assignment and dispatch
  • Recurring jobs
  • Multi-technician jobs
  • Projects (multi-job mode)
  • Maps and directions
  • Live location tracking
  • Attachments

Job scheduling optimization

  • Automatic scheduling
  • Skills
  • Working hours
  • Customer location & field worker availability

Invoicing

  • Create quotations and invoices
  • Status management (draft, sent, paid, late)
  • Export invoices in .csv format
  • Export invoices in Sage format
  • Free Quickbooks connector
  • Free Xero connector
  • Free Sage connector

Resource management

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

Mobile apps

  • Offline mobile client (iOS, Android)
  • Destination maps and directions
  • Realtime technician location
  • Job notification
  • Add signatures
  • Add photos
  • Barcode scanning
  • Create, suspend or decline a job in the field

Administration and configuration

  • User management
  • Group management
  • Skills & working hours
  • Availability
  • Data import & export (jobs, customers, catalog, users, etc.)
  • Custom fields
  • Customizable reports
  • Customizable data exports

API access

  • REST API for on-premise integration or software integrators
  • Retrieve information via API: jobs, customers, invoices, etc.
  • Create customers, jobs, etc.

Storage

  • Unlimited

Real-time notifications

  • Back-office
  • Mobile devices
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