Modern task management. Access all the information you need, whenever you need it.
Handle your work swiftly and effectively, even while on the go.
Gain a clear overview of your team’s tasks, visually organized by dates or custom stages.
Plan and view your itinerary on the map to simplify organizing your day.
Manage your team’s tasks with easy drag and drop: schedule dates, reassign tasks, and establish dependencies. Prevent double booking or unassigned tasks and schedule tasks in batches.
Organize your agenda by day, week, or hour with an intuitive calendar view.
Execute mass actions: send messages, emails, and reports, or quickly archive and delete tasks.
Effortlessly address pending activities, plan new ones, and identify any existing roadblocks.
Consolidate all activities in a single log: track calls, emails, meetings, reminders, and work notes within the task. Tag colleagues, message clients, and attach media files and reactions.
Tasks can be automatically created via an email alias, web form, sales order, or helpdesk ticket.
Emails sent to a designated alias will automatically create a new task in your pipeline.
Enable your customers to create tasks by submitting a web form. Customize the form to ensure accurate and complete information is always collected.
Automatically generate tasks when a sale of a specific product or service occurs.
Support agents can create field service tasks directly from their tickets, facilitating smooth collaboration.
Utilize the integrated timer to track your work hours directly from the task menu, and view time logs within the task chatter.
Create and customize your worksheet templates, configuring all necessary fields to provide detailed reports to your customers. Develop multiple templates for different intervention types or other requirements.
Automate the generation of recurring tasks, such as maintenance or meetings.
A dedicated portal where your customers can view and manage tasks, quotations, invoices, and reports.
Customer reports are created at the end of each task and include details such as the products used, timesheets, and the worksheet.
Enable your customers to sign the report directly from the mobile app.
Add salable products with just one tap.
Generate and send quotations while on the job using predefined products, price lists, payment terms, and quotation templates.
Generate draft invoices directly from the task form, with tracked working time and sold products automatically captured.
Assign a default warehouse to each team member and add tracked products by lot or serial number to tasks, ensuring your inventory stays up-to-date effortlessly..
Generate pivot tables to analyze your team’s tasks, export them in .xls format, and integrate them into spreadsheets.
Create reports with bar, pie, and line charts, and adjust the data with a single click.
Generate various types of reports for your tasks based on your chosen measures, filters, and time ranges.
Obtain statistics based on the worksheet templates used in customer reports. Track custom measures (e.g., intervention types, equipment used) to gain insights and enhance onsite work.
Collect feedback and assess customer satisfaction.
Evaluate the success of the Field Service project in terms of profitability and return on investment.