The Complete Field Service Management Solution for BFSI
♣ Various departments of banks like Loans, Credit & Debit cards, Personal, Business & Corporate Banking, Mutual Funds, Insurance, Demat, Agri business etc. all have specific activities undertaken by their field force.
♣ For Eg – Loans, Cards etc.– Field Executives have to check the standing of the individual who is seeking a loan. Forms relating to these can be configured on the mobile which can be filled up and instantly sent to office for approval.
♣ Insurance – Surveyor can take and send photographs of the damaged vehicle along with his comments for instant claim processing.
♣ Agri Business – Most banks today have extended arms to cater to the farmers in remote villages with mobile banking agents who enable cash withdrawal/deposit for the farmers. Their location tracking, cash on hand etc. can be monitored.
Features that matter to your Institution:
FieldEZ mobile business management software simplifies and automates your field process
and gives you more time to focus on your core operations.
Simple Job Scheduling
A simple and easy-to-use interface that allows for immediate crew dispatch, while optimizing for distances and other jobs. Field person can enter the attendance in / out times complete all update directly from the mobile or tablet – saving time, money and paper!
Location & Time Tracking
Track your field teams in real-time, so that any ad-hoc job can be efficiently assigned based on your team’s distance from the customer. It also helps you in rescheduling jobs and optimization of your operations. Track and receive alerts on your field team’s activities directly on your mobile.
Paperless Invoicing & Billing
100% paperless solution that can electronically capture customer signature & feedback. Seamless intergration with accounting tools like QuickBooks & Sage, ensure data is shared between your various systems – giving you more time to focus on your core business.
And more of the features you actually care about:
Reports & Analytics
Access a repository of standard reports, with an option to create custom reports
Field staff can clock-in/ clock-out times and record attendance on their mobiles
Set up business processes quickly and intuitively using FieldEZ’s powerful Configuration Engine
Broadcast announcements to your field staff across group, department, territory and organizational levels
Service Ticket Management
Update service call status on the go and in real-time
Configurable Forms & Customization
Build your own form with your own terminology and data types/ business validations
Instant Customer Feedback
Capture live customer feedback that can be viewed immediately by manager
Alerts, Messages & Notifications
Email and SMS notification options are available at each stage of the business process
The FieldEZ Advantage
FieldEZ’s on-mobile solution for home security helps you effortlessly manage and organize your clients with a simple,
intuitive software design that can be customized to suit any requirement. One can track invoicing and billing, provide a
real-time schedule straight to your employees’ smartphone, and capture valuable customer feedback all using FieldEZ’s
home security software
Easy To Implement
Works on any mobile device & OS Integration possible with QuickBooks, Sage, Excel and more!
Easy To Use
Simple to use workflows
Excellent support and training
Configuration, not customization
Industry specific Templates
Map any business process in minutes