SAAS – Field Service management software
Time of completion: 6 months to 12 months
Main Featured needed for the business using this software:
• Scheduling
• Job tracking
• Billing
• Professional custom quotes/invoices
• Customer portal
• Contract Management
• Call Center Management
• Electronic payments
• Inventory Control
• Keep logs/ Service History Tracking
• Completely customizable
• QuickBooks, Xero and sage integration
• Mobile phone access (Apps: iOS, Android)
• Offline Access
• GPS Check-ins
• CRM
• Create form and inspection report (e.g add-on for the gas, electrical and Property inventory for UK only, could be add-on option, UK business can choose ) -turn them into professional PDF reports.
• Mapping feature- Routing, Showing Jobs etc
• Job optimizations
• Customized reporting
• Customer text and e-mail reminder
• Real-time data capture
• Daily, Weekly and Monthly Calendars
• Customer list importing
• Multi-locational support
• Powerful search tool
• File upload
• Engineer management (Time, availability etc.)
• Assign engineer/staff for the jobs
• API
• Website integration
• Online Lead Capture
• Signature Management (Taking customer signatures, staff signatures etc)
• Note Reminders to jobs and to-dos
• To do lists and assign staff to handle the work
SAAS user (Business using this software):
Administrative (Admin use can grant other user activities)
Manager
Staff
Engineer
Main access for the software:
Full control to run the software as a provider.