Overview
Intuitive interface
Modern task management. Get all the information you need, wherever you need it.
Mobile app
Manage your work quickly and efficiently, even when you're on the move.
Kanban view
Get a clear overview of your team's tasks, visually grouped by dates or custom stages.
Map view
Plan and view your itinerary on the map, making it easier to organize your day.
Gantt view
Manage your team's tasks with a simple drag and drop: plan dates, change assignees, and set up dependencies. Avoid double booking or unassigned tasks, and schedule tasks in batches.
Calendar view
Plan your agenda by day, week, or hour using a simple calendar view.
List view
Perform mass actions: send messages, emails, and reports, or simply archive and delete tasks on the fly.
Activity view
Easily tackle pending activities, plan new ones, and identify any existing roadblocks.
Task management
Chatter
Centralize all activities in a single log: calls, emails, meetings, reminders, and work notes are all tracked in the task. Tag colleagues, message clients, and add media files and reactions.
Automated task creation
Tasks can be generated automatically via an email alias or a web form, as well as from a sales order or a helpdesk ticket.
Email alias
Emails sent to an alias of your choice will trigger the creation of a new task in your pipeline.
Web form
Allow your customers to create tasks by filling in a web form. Customize the details to ensure that the correct information is always captured.
Sales order
Create tasks automatically when a sale of a certain product or service is made.
Helpdesk tickets
Support agents can create field service tasks from their tickets, allowing for smooth collaboration.
Timesheets
Use the integrated timer to track your working time directly from the task menu, and view time logs directly in the task chatter.
Customizable worksheets
Design your worksheet templates, configuring all the fields needed to give your customers detailed reports. Create multiple templates for different intervention types, or other needs.
Recurring tasks
Automate the creation of recurring tasks, for example, maintenance or meetings.
Customer portal
A dedicated portal where your customers can view and manage tasks, quotations, invoices, and reports.
Customer reports
Customer reports are generated at the end of each task and include details of the products used, timesheets, and the worksheet.
Sign
Allow your customers to sign the report directly from the mobile app.
Sales and invoicing
Product catalog
Add salable products with a single tap.
Extra quotations
Create and send quotations while on the job. Use predefined products, price lists, payment terms, and quotation templates.
Instant invoices
Create draft invoices directly from the task form. Tracked working time and sold products are captured automatically.
Accurate inventory
Define a default warehouse per team member and add tracked products by lot or serial numbers to tasks, keeping inventory up to date with zero effort.
Reporting
Pivot tables
Create pivot tables to analyze your team's tasks, export them to .xls format, and include them in spreadsheets.
Graphs
Build reports using bar, pie, and line charts. Remove or add data in one click.
Tasks analysis
Create all kinds of reports for your tasks, based on the measures, filters, and time ranges that you want.
Worksheets analysis
Get statistics based on the worksheet templates used in the customer reports. Track custom measures (e.g. intervention types, equipment used), and gain insight to improve onsite work.
Customer ratings
Gather feedback and measure customer satisfaction.
Project profitability
Measure how successful the Field Service project is in generating profits or returns on investment.
