Sales Order Tracking

Contact Database

Customer Segments

Products & Pricing Management

Geofence / Zone Tracking

Contract Management

Loan / Rental Equipment Management

Customer Survey

Custom surveys to receive customer feedback

Job Order Management

Order History

Job Order attachments

Including photos, videos, documents

Spare Part Management

Manage spare parts for job orders and manage their pricing

Digital Signature

Job Summary PDF Generation

In-App Completion Form

Email customers when jobs are completed

Asset & Equipment Management

Asset Bundling

QR & Barcode Generation

Asset Contracts

Preventive Maintenance Management

Auto-Scheduling Preventive Maintenance

Email customers when jobs are completed

Overdue Maintenance Reminders

Asset History

Warehouse, Zones & Bin Management

Asset / Spare Part Stock Count

Inventory and stock update of all assets/spare parts

Inventory Transfers

Automatic stock update when inventory transferred

Understock & Reorder Indication

Stock Availability

Check availability of stock in real time

Transfer Requests

Accepting or declining a transfer request

Agent bin Management

Inventory History

Ticket Tracking & Management

Email to Ticket

Helpdesk Agent Console

Support to Agent Escalation

In-app Email Conversations

Multi-SLA Tracking

Multiple Business Hour Setup

Customer-Based SLA Policies

Multi-Criteria SLA Policies

Custom Emails & Notification Alerts

Alerts for task start, at risk, violation & completion

Web and Mobile In-App Notifications

Preference & Profile-Based Alerts

Custom alerts and reminders based on user profile

Email Updates and Reminders

Custom Dashboards

Custom Labels  (Q3 2024)

Change system labels to match your company preferences

Custom Notifications

Set up notifications to suit your process

Custom Workflows  (Q3 2024)

Set up triggers to match your operations

Multi-language Interface

Available in different languages to suit your personal preference

Leave Application & Management

Google and Microsoft Calendar Integration

User Management

Teams

Data Import/Export

Working Hours

Offline Access  (Q3 2024)

Access and update data without internet

Functional Access

Access to module based on profile and functional  

Hierarchy-Based Data Visualization

Access based picklist

Only allow certain profiles to update certain picklist and their options

Role-Based Workflow

Role-based workflow options, settings and restrictions

Standard / Custom Reports

Real-time standard and custom reports

Protected Reports

Hierarchy and profile-based report viewing and sharing

Dynamic Data Views

Customizable list views

Report Filters

Multi-filter & multi-module based reporting

Report Exporting

Report generation & export as PDF/CSV