Automates work for the office workers

A great Cloud-based field service software solution will have many features to help office workers collate information and store customer detail on every single customer and site.

Quotations, Planned preventative maintenance, Job scheduling and dispatch, and Job pricing and Invoicing, should be automated and accessible from anywhere.

Invoice smarter and faster

All businesses exist to make money, so getting income in faster makes a considerable difference to the growth of any service management business. Job pricing should be automated from quote right through to invoice stage, so as soon as the technician presses “Job Complete” on their mobile app, the office should be able to invoice immediately and email it directly to the customer. Nowadays, with Stripe, the customer can pay the invoice immediately, making the process quick and seamless & all payments per customer are recorded on the software automatically.

Connect office with field workers with a mobile App

A great field service mobile App will make it easy for technical engineers to quickly access all the information about their jobs, including the client’s service history and account details. It will also save time by automating and registering asset details, recording travel and labour hours worked, and knowing what stock is available in the van. In addition, the engineer will have access to a suite of industry forms and work reports, where signatures and images can be added and synced backed to the office immediately or emailed directly to the customer.

A great App will also be able to function offline.

Integration with Accounts Packages

A great field service management software solution should integrate with leading accountancy packages such as QuickBooks, Xero, Sage Cloud, Sage 50, Sage Intacct, and BigRedCloud