Deliver better service.
Create workflows that exactly match your specific customer or business needs. Operatives are prompted for specific information at key stages.
Field Service Management Software
Store all the information you need to run your operation.
Including customers, sites, equipment/assets, products, inventory info, pricing policies, agreements/contracts, service levels, rosters, skills, qualifications, territories, responsibilities, knowledgebase and your process definitions.
Allocate work to the right person at the right time.
Use calendars that show availability of mobile operatives. Timeline (Gantt-style), monthly, weekly, daily and agenda views allow you to quickly see which mobile operatives are free and drag & drop work items to assign them. Calendars can show other time via rosters, shift patterns and leave/holiday requests.
Transmit work instructions to mobile operatives.
Offline mobile apps for every device type. Send work to mobile operatives complete with workflow definitions, service level, information fields & any attached documents. Mobile apps operate online and offline and work for all device types, including iOS, Android and Windows.
Real-time feedback of progress and workflow stages.
Get real-time feedback of workflow stage, labour & travel time & geographic location. Apps only prompt for information at the correct stages to ensure ease of use. Information entered is clearly displayed in a timeline and instantly in the web portal.
Track parts, notes, photos, complete forms & many more.
Fast & easy input of data and/or forms. Record parts/materials used or required, add notes, or use camera for photos. Use custom forms to capture information about routine tasks or processes. Capture signatures both before work start and/or at the end. Custom forms can also be submitted anytime on an ad-hoc basis.
Automated analysis of costs for instant billing.
Billing is automatically calculated from your own rules and generated automatically for completed work or recurring fees from service agreements. This billing data can be posted, automatically to other cloud services or exported to cloud applications.
Keep stakeholders updated in real-time.
Automatically send emails and SMS at key moments. When work is at key stages in its workflow, you can configure email or SMS (additional product/cost) messages to be sent automatically. Using automated Actions, thousands of third party products can be used to communicate to stakeholders.
Build dashboards with Microsoft® Power BI.
In real-time, post data to Microsoft® Power BI to create dashboards & reports that you can see on desktop, tablets or your smartphone (additional Microsoft® Power BI subscription required). Otherwise, all data collected is stored in the cloud and accessible via the web portal with views that you can configure.
Import tool for every type of data.
Migrate data from your existing software using the in-built data import utilities that read CSV text files and assist with mapping to the correct fields. You can import your static data as well as new work items.
Make it your own with in-built designer tools.
Built upon our innovative Zappflow™ technology, it enables full customisation of fields, entities, workflows, forms, actions, menus, and communications. You can even create your own data storage. These customisations are instantly published to the web portal and mobile apps.
Exchange data with other cloud apps.
Connect to several major cloud services using built-in connectors. Microsoft® OneDrive™ & Microsoft® Power BI is built-in, together with generic web connector allowing connection to Microsoft® Flow or Zapier® and therefore thousands of third-party cloud applications and services.
Modern, developer-friendly API.
If you are a developer, take full programmatic control with the REST-based API (application programming interface). Build real-time integrations to your other cloud applications.
Min 20 users
Everything in Standard plus:
Unlimited users option.
Developer API access.
Data audit facility.
Dedicated success manager.
Power BI connector.