Clear and Fast
All-in-one
- All the tools you need are gathered in a single app. No need
to switch from one app to another at each step of your workflow.
User-Driven Development
- The app displays only the data you need and helps you keep
your focus on what truly matters: providing top-notch services to your
customers.
Mobile
- Manage everything easily on the move, from a single app,
everywhere.
Modern User Interface
- A fast user interface designed for modern project
management. Get all the information you need wherever you need it.
Reduce data entry
- Field Service is connected to many other apps and makes your
data entry easier and faster. Automate more, save time.
Tasks
Multi-project
- Create as many projects as you want to organize your tasks,
define specific settings for each project, and get separate reports. This
feature is particularly useful to manage multiple teams or locations.
Time Tracking
- Track your working time directly from the task's menu with
the integrated timer, and invoice it automatically.
Tasks from SO
- Tasks generated from Sales Orders (SO) directly refer to the
delivery address of the customer.
Kanban View
- The default Kanban view helps you stay organized by giving
you a clear overview of your tasks, grouped however you want them to be.
Map view
- View your next appointments on a map, get more information
by clicking on a task, and directly find the itinerary.
Planning
- Organize all the tasks and make sure the employees' shifts
are correctly planned.
Unassigned tasks
- Manage unassigned tasks easily and assign them with a simple
drag-and-drop.
Day, week, month view
- Display your schedule in Gantt and Calendar views by day,
week, or month.
Avoid conflicts
- You get a warning if multiple tasks are scheduled at the
same time for an employee.
Sales & Inventory
Fast quotations
- Create a polished quote in seconds. Use predefined products,
price lists, payment terms, and quotation templates.
Customizable worksheets
- Design your worksheet templates with all the fields that you
need to provide your customers with detailed reports.
Sign
- Your customer can sign the reports directly from the mobile
app.
Add products
- Add salable products with a single tap.
Instant Invoices
- Create draft invoices directly from the task's form,
prefilled automatically with the tracked working time and all the products.
Customer Portal
- View and manage, tasks, quotations, and invoices through the
customer portal.
Link with Inventory
- Define a default warehouse per employee and add tracked
products by lot or serial numbers to tasks.
Reporting
Tasks Analysis
- Create all kinds of reports for your tasks, based on the
measures, filters, and time ranges that you want.
Worksheets Analysis
- Get reports based on the worksheet templates used in the
reports.
Graphs
- Use beautiful bar charts, line charts, or pie charts to
display your reports.
Pivot Table Analysis
- Create advanced pivot tables and export the data in .xls
files to open it in other programs.
