Vista general
Intuitive interface
Modern task management. Get all the information you need, wherever you need it.
Mobile app
Gestione tu trabajo con rapidez y eficacia, incluso cuando no estés en tu mesa.
Vista de Kanban
Get a clear overview of your team's tasks, visually grouped by dates or custom stages.
Vista de mapa
Plan and view your itinerary on the map, making it easier to organize your day.
Vista de Gantt
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.
Vista de calendario
Plan your agenda by day, week, or hour using a simple calendar view.
Vista de lista
Perform mass actions: send messages, emails, and reports, or simply archive and delete tasks on the fly.
Vista de actividad
Easily tackle pending activities, plan new ones, and identify any existing roadblocks.
Gestión de tareas
Charla
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.
Formulario en la web
Allow your customers to create tasks by filling in a web form. Customize the details to ensure that the correct information is always captured.
Orden de venta
Crea tareas automáticamente cuando se venda un producto o un servicio.
Helpdesk tickets
Support agents can create field service tasks from their tickets, allowing for smooth collaboration.
Hojas de horas
Usa el temporizador integrado para rastrear tu tiempo laboral desde el menú de tareas. También podrás ver el registro del tiempo directamente desde el chatter de tareas.
Hojas de horas personalizables
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.
Tareas recurrentes
Automate the creation of recurring tasks, for example, maintenance or meetings.
Portal de cliente
Un portal específico en el que tus clientes podrán ver y gestionar tareas, presupuestos, facturas y informes.
Customer reports
Customer reports are generated at the end of each task and include details of the products used, timesheets, and the worksheet.
Firma
Allow your customers to sign the report directly from the mobile app.
Ventas y facturación
Catálogo de productos
Agrega productos vendibles con un solo toque.
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.
Inventario preciso
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.
Reportes
Pivot tables
Create pivot tables to analyze your team's tasks, export them to .xls format, and include them in spreadsheets.
Gráficos
Build reports using bar, pie, and line charts. Remove or add data in one click.
Análisis de tareas
Crea todo tipo de reportes para tus tareas, en función de las medidas, los filtros y los intervalos de tiempo que desees.
Worksheets analysis
Get statistics based on the worksheet templates used in the customer reports. Track custom measures (eg. intervention types, equipment used), and gain insight to improve onsite work.
Customer ratings
Gather feedback and measure customer satisfaction.
Rentabilidad del proyecto
Measure how successful the Field Service project is in generating profits or returns on investment.
