Create customized checklists that cater to the unique specifications of your equipment, reducing the chances of error.
Capture the Details
Document all the details of the issues that require attention during the repair to enable technicians to have a clear understanding of the task at hand.
Eliminate Manual Creation
Streamline the capturing process by integrating to your CRM or ERP, to eliminate the manual process of order creation.
Organize technicians based on their skillset, location, and availability to ensure they have a well-balanced workload and are dispatched to the appropriate jobs when needed.
Get an overview of technician allocation through the overall calendar view helps identify instances of under-utilization or overbooking of field agents.
Smart Task Assigning
Assign the most appropriate technicians - and the relevant equipment, materials, and tools - to each job order to ensure the availability of essential resources at the right time and place.
Implement installation templates to guarantee technicians diligently adhere to all necessary protocols. Templates can include checklists and forms for inspections and testing, to record results and bring immediate attention to any issues.
Work Order Review
Take the time to review the work order or job details to ensure that technicians have a comprehensive understanding of the customer's requirements and the specific tasks to be performed.
Work Hours Tracking
Leverage check-in and checkout features to effectively manage your team's time and streamline installations.
Capture the customer's digital signature or acknowledgment of job completion.
Customize your dashboards with the information that matters the most to your role and responsibilities.
Better Resource Allocation
Visualize technician locations, job sites, and optimized routes on interactive maps to better allocate resources and plan efficient routes.
Visual Data Discovery
Transform complex data into easy-to-understand graphs, charts, and visual widgets that empower you to make informed decisions with confidence.
Use filters to narrow down data by specific timeframes, regions, or job types, to focus on the insights that are most relevant to your needs.
Give your customers a user-friendly customer portal, to easily schedule appointments and stay updated with important maintenance information.
Live Service Updates
Keep your customers updated with the progress of your service job in real-time using FieldEx's intuitive job tracking page for every step of the process.
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