Manage your work quickly and efficiently, even when you're on the move.
Get a clear overview of your team's tasks, visually grouped by dates or custom stages.
Plan and view your itinerary on the map, making it easier to organize your day.
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.
Plan your agenda by day, week, or hour using a simple calendar view.
Perform mass actions: send messages, emails, and reports, or simply archive and delete tasks on the fly.
Easily tackle pending activities, plan new ones, and identify any existing roadblocks.
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
Emails sent to an alias of your choice will trigger the creation of a new task in your pipeline.
Allow your customers to create tasks by filling in a web form. Customize the details to ensure that the correct information is always captured.
Create tasks automatically when a sale of a certain product or service is made.
Support agents can create field service tasks from their tickets, allowing for smooth collaboration.
Use the integrated timer to track your working time directly from the task menu, and view time logs directly in the task chatter.
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.
Automate the creation of recurring tasks, for example, maintenance or meetings.
Customer reports are generated at the end of each task and include details of the products used, timesheets, and the worksheet.
Allow your customers to sign the report directly from the mobile app.
Sales and invoicing
Create draft invoices directly from the task form. Tracked working time and sold products are captured automatically.
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.
Create pivot tables to analyze your team's tasks, export them to .xls format, and include them in spreadsheets.
Build reports using bar, pie, and line charts. Remove or add data in one click.
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.
Gather feedback and measure customer satisfaction.
Measure how successful the Field Service project is in generating profits or returns on investment.