Real-time on delivery and fleet services now possible with FieldEZ
Multiple service request forms, service report cards, invoices are some of the challenges that organizations working in the field service industry often face while serving their customers. A smart work order management software helps to streamline order processing by eliminating manual errors, displaying the next available field personnel, GPS tracking of the field staff, or the status of work orders assigned. This ensures timely invoicing, payment and updating work order activity in real time. FieldEZ’s order and delivery management capabilities integrate sales, finance and fulfilment teams to facilitate improved operation management and customer satisfaction.
Handling different delivery & installation activities
Quick and accurate lead updates
Real-time info on the delivery staff location, as well as the current deliveries executed. Supervisor can accordingly assign ad-hoc pick-ups during the trip. Use maps to get precise driving directions to customer location and optimize travel time.
Combine pickups / returns with drop-offs to optimize delivery time and enable proper resource utilization. Configure and customize different business processes including installation, set-up etc.
Utilize free time during travel and customer waiting time to update leads from mobile.With the Auto-scheduling & assignment feature, field executives areas get automatically assigned based on their availability, priority, specialization and work-load.
For Field Technician
Update lead information instantly and from anywhere, even when offline.
Easy-to-use customizable fields with validations prevents data entry errors.
All relevant information to help in lead conversion available in one place.
Auto generation of reports saves time as they do not require manual intervention.
For Field Manager
Track attendance, Leave & Expense Management on mobile/tablet, thus saving time and money.
Quicker lead response and appointment management.
Real-time info on staff availability, jobs, and efficiency through single Dashboard.
Reduced staff travel time and improved utilization leads to huge costs savings.
Analytics and Insights through automated data usage can lead to huge business process improvements.
Excite customers with mobile based automated solution that also simplifies field executives’ work.
Improved savings through better resource utilization.
Pioneers in field force automation for sales and customer Management
Flexible Pricing model
One stop shop solution for Field Service, Field Sales, Order Management & Location / Profile Tracking
Support iOS, Android and Windows
Flexible Hosting options
(Public /Private Cloud/On – premise)
Plug and Play modal
(East to configure and go live)
Customer calls Service Centre
Ticket is quickly logged in as customer details are immediately pulled up and updated – no need to capture duplicate customer info.
Service Centre Dispatcher assigns to Engineer
Automatically assign based on Location Skils, Availabilty and Work-load, Auto-as signment can even be customized to meet the company’s requirements.
Service Technician received Job alert
Extensive details provided on mobile, customer location, driving directions , best route, contact details, past ticket history & resolution, Spare parts required, etc.
Technician visit customer and updates the Job
Any job info can be updated and sync-ed to HQ including spare part request, chat with our technician on resolution, checklist verification and photo capture.
Technician fixes the issue and closes the ticket
Ticket is quickly logged in as customer details are immediately pulled up and updated- no need to capture duplicate customer info.