Integrate with other software, CRM and ERP systems to enable smooth data transfer across different departments and systems.
Multi-Channel Work Orders
Submit work orders through various channels such as phone calls, emails, online forms, or a customer portal.
Automated Ticket Generation
Automatically generate tickets from incoming emails or messages from customers, technicians, and other stakeholders.
Optimized Task Scheduling
Create efficient and optimised schedules that consider factors like travel time, technician availability, and the urgency of the task.
Remote Support Tools
Equip field service reps with tools that allow for remote support and troubleshooting. This can help them resolve issues faster and reduce the need for on-site visits.
Service Contract SLAs
Ensure field service reps are aware of service contracts and SLAs with customers. Make sure they understand the response times, service windows, and deliverables expected.
Implement checklists and forms for inspections and testing to facilitate the recording of results and immediate attention to 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 time and streamline installations.
Capture the customer's digital signature or acknowledgment of job completion.
Customize your reports by including the most pertinent information tailored to your unique role and responsibilities.
Better Resource Allocation
Get a quick overview of upcoming job locations and prioritize overdue jobs, enhancing your ability to allocate resources efficiently and plan optimized routes.
Visual Data Discovery
Simplify intricate data by transforming it into user-friendly graphs, charts, and visual widgets. Gain the confidence to make well-informed decisions effortlessly.
Use filters to narrow down data by specific timeframes, regions, or job types to empower you to focus on insights that directly address your specific needs.
Enhance your customers' experience by providing them with a user-friendly customer portal that allows them to effortlessly schedule appointments and stay informed with important updates and notifications.
Live Service Updates
Ensure your customers are always informed about their upcoming maintenance in real-time with timely updates and notifications regarding their appointments.
Customer Survey Forms
Simplify your feedback process by automating customer surveys for maintenance job completions, enabling instant input from your clients.
Give FieldEx a spin
Join the ever growing list of companies already growing with FieldEx.