ezmanagement : Field service management

End to end Service Job Management

Manage your entire service job management operation from Quotation to
Invoice with ezPro Cloud

ezPro Features

ezPro includes all the fantastic features of the ezLite version, and provides more of
an end to end solution including bulk PPM contract Invoicing and Job Invoicing
with accurate Job pricing which ensures margins are correct on every job.

All modules are Permissions based.

Make Quotations Easy

Job Quotations

Turn a Quotation automatically into a job once approved.

Create great looking Quotes for your customers
Quote Design and layouts can be created with our unique Report Template System
Popular quotes can be saved as templates for easy access
Job will be created once Quote is approved.
All Quote information carries through for automatic invoicing

Planned Preventative Maintenance Management

You can instantly check how many visits are left to be completed on a service contract

Renew all your service maintenance contracts with a click on a button
No manual input needed
Check which contracts are due for a renewal or invoicing
Follow up Renewal emails can be sent automatically
All future PPM calls automatically scheduled

Renewals + invoicing +
automatic PPM scheduling

Intelligent Job Scheduling
& Dispatch

Schedule & Dispatch Service

Never miss another maintenance visit or a call out ever again.

Quick and easy drag & drop scheduling software
Instantly dispatch & SMS/Email to customers
Integrated field staff holiday/time off planner.

Real-time GPS Job +
Field staff locations

Job Map

Unlimited number of sites associated with one main account

Ideal for dispatching field staff to urgent reactive calls
Live real-time MAP service/reactive jobs and sites on the system
View all service jobs live per site location

Accurate Job Costing
made easy

Job Pricing

All your Jobs can be accurately priced with our unique job pricing system

Set up Job Pricing for Commercial or Domestic customers or Projects
Parts pricing can be automated per customer type
Jobs are automatically priced once completed on-site
Job margins can be checked and adjusted before Invoicing

Job Invoicing

Improve cashflow with rapid automated invoicing

Turn a job into an Invoice immediately, automatically pulling information from site works
Miscellaneous parts can be added and modified
Invoice with job sheets & forms can be emailed directly to customer

Automate Invoicing in
real-time

Use Stripe for instant payments
+ Customer invoicing, statements, reporting

Customer Accounts & Payments

Keep track of all your Invoices & payment per customer

Complete history of Invoices
Account Payments, Credit Notes, Credit & Debits and Customer statements
Adjustments can be used for payments
Customer payments via Stripe

Instant Timesheets from App

Automated Timesheets

No more admin input needed collating timesheets

Engineers’ hours/timesheets automatically created
All travel and job time recorded per engineer or tech

MOQ's - on Van Parts

Van Stock

Fully account for all Van stock and replenish quickly

Manage stock levels for each Fieldworker’s van
Assign stock to each van and receive a MOQ stock alert
Each morning the office will receive an email of current stock levels.

Job Metrics

Keep fully informed on all your service management metrics in real-time

Real-time Key performance data and reporting capabilities
Data can be exported into Excel for for management reporting
Run various Report statements on system eg Sales Book, Debtors List, Sales Receipts, Customer Source etc

Dashboard & Reporting

Customers get real-time access
to their account

Customers' Portal

Each Customer can view all their Service and Maintenance jobs with full Documentation + their Quotes & Invoices.

Customer can view their Accounts & Job Status
Can print invoices & statements
Can make direct payments (Stripe)
Download Job sheets and forms as PDF files

Asset Management made
simple

Track & Maintain Assets on-site with asset log records

Keep track of all assets which require planned and reactive maintenance

Inspect, track & maintain assets for safety & compliance
View Asset history/ forms per site on ServiceJobs App
Complete multiple electronic forms per asset with pre-automated assetdetail for each consecutive service