Web-based, customisable field service & workforce management software.
Store all the information you need to run your operation, including customers, sites, equipment/assets, products, pricing policies, agreements, service levels, rosters, skills, qualifications, responsibilities and your work item process definitions.
Timeline, 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.
Send jobs to mobile operatives complete with workflow definitions, service level, information fields & any attached documents. Mobile apps operate online and offline and work on all device types, including iOS™, Android™ and Windows™.
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.
Sync job status & activities from mobile.
Record parts/materials user or required, add notes and use your camera for photos. Use custom forms to capture information about routine tasks or processes. capture signatures both before work starts and/or at the end. Custom forms can also be submitted anytime on an ad-hoc basis.
Track parts, notes, photos, signatures & forms.
Billing is calculated from your own rules and generated automatically for completed jobs or recurring fees from service agreements. This billing data can be posted to other cloud services or exported to cloud applications.
Automated generation of bills using pricing policies.
When work is at key workflow stages, you can configure email or SMS messages to be sent automatically. The format of these messages can be customised using the in-built designer.
Automatically send emails or SMS at key moments.
In real-time, you can optionally post data to Microsoft® Power BI to create dashboards & reports that you can see on desktop, tablets or your smartphone (additional Power BI subscription is required). Otherwise, all data collected is stored in the cloud and accessible via the web portal with views that you can configure.
If you can export your existing data to text files, you can import your data using the in-built data import utilities that read files and assist with mapping to the correct fields. You can import your static data as well as new work.
Import tool for every type of data.
Built upon Zappforms™ 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.
Make it your own with in-built designer tools.
Connect to several major cloud services using built-in connectors. Microsoft® OneDrive™ & Microsoft® Power BI is built-in, together with generic web connector.
If you are a developer, take full programmatic control* with the REST-based application programming interface. Build real-time integrations to your other cloud applications.