概覽
Intuitive interface
現代化任務管理，隨時隨地獲取你需要的所有資訊。
Mobile app
Manage your work quickly and efficiently, even when you're on the move.
看板檢視模式
Get a clear overview of your team's tasks, visually grouped by dates or custom stages.
地圖檢視模式
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.
日曆檢視畫面
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
聊天工具
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
可透過電子郵件別名或網頁表單，以及銷售訂單或技術支援請求，自動產生任務。
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.
工時記錄表
Use the integrated timer to track your working time directly from the task menu, and view time logs directly in the task chatter.
可客製的工作表
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.
客戶入口網頁
設專用門戶網站，讓你的客戶可在其中查看及管理任務、報價、發票及報表。
Customer reports
Customer reports are generated at the end of each task and include details of the products used, timesheets, and the worksheet.
電子簽名
Allow your customers to sign the report directly from the mobile app.
Sales and invoicing
Product catalog
輕鬆點擊即可添加可銷售的產品。
Extra quotations
在進行工作期間，建立及發送報價。使用預先定義的產品、價目表、付款條件及報價範本。
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.
報告
Pivot tables
Create pivot tables to analyze your team's tasks, export them to .xls format, and include them in spreadsheets.
圖表
Build reports using bar, pie, and line charts. Remove or add data in one click.
Tasks analysis
根據您需要的測量標準、篩選器和時間範圍，為您的工作建立各種報表。
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.
Project profitability
Measure how successful the Field Service project is in generating profits or returns on investment.
