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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
  • .
  • 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
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