Any business that has service teams that provide the services at home or offices. Services can range from AirCon servicing, AMC’s, Fitouts etc. Works wonderfully for any skilled job worker services. It’s easy to use interface ensures that your business is well organised & you donot over book or under book your field service staff’s appointments. Designed to make service oriented businesses HASSLE FREE..
Manage all your projects using some amazing tools. Create tasks in projects and assign your team members on the tasks. Create milestone to estimate the time frame. Upload files by dragging and dropping in projects and discuss with your team. Let your team members to comment on tasks and get notifications for important events. See activity logs for projects.
You’ll get the detail information about contacts, projects, invoices, payments, estimates, tickets and notes of each client. You can allow your clients to use the client portal. Each client will get the separate dashboard to see their projects. Let your clients to create tasks for the projects and get feedback instantly.
Assign tasks to your team members and monitor the status easily. You can set different permissions on their access.
Send invoices to your clients by email with a PDF copy of the invoice. And get paid online via ENETS or Paypal.
Create some estimate request forms according to your needs and let your client to request for estimates. Review the estimate requests and submit your estimates to the clients.
Let your clients to create support tickets and get notification by web and emails. Assign team members to tickets and track the status.
Track all your expenses and get information about your project cost easily.
Create your personal events list and share events with team members.
Send private messages to team members and clients
Store your private notes and access easily
Publish announcements/notice to your team members and clients.
Share ideas and documents easily with your team members
Log time cards of your team members. You can set IP restrictions for time cards access.
Manage your team members leave applications.
The notifications are fully customize-able. Admin can control each notification.
Enable/disable the modules according to your needs. Customize your email templates and set your locale settings.
Take enquires, assign your field teams, record feedback post field-team’s visit, maintain corporate accounts lists & record services, Maintain AMC’s & complaints, maintain a full fledged calendar for assigning jobs to your field teams & a host of other features to ensure that your business runs smoothly.