Features: In Depth
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| Work Orders & Scheduling |
| Shuffle Schedules Quickly |
Scheduling (or rescheduling) work orders couldn’t be easier. Field Service Management ES gives dispatchers a dashboard-full of information, including each technician’s work orders, location and status. Reassignment and reschedules are fast. When a tech runs late, simply drag and drop the work order to assign a new one. |
| Bird’s Eye View |
With Field Service Management ES, you know what each technician is working on, the work status, job duration, arrival time, travel time and hours clocked. Clicking a work order title opens up all job details. You can even edit them. |
| Equipment Service Data Improves First-Time Fix Rate |
Store all the customers, contacts and equipment information you need to do the job right the first time. Before a job in the field starts, your technicians know the equipment service history. Information at their fingertips means their first-time fix rates are better and customers are happier. |
| Wireless Work Orders Cut Paper Hassles |
Break through the paper bottleneck. With Field Service Management ES, you can trade in your clipboards for cell phones and PDAs — so you control processes and information better. That means immediate information on work orders and technician schedules as well as fast rescheduling. And, your technicians clock more job time and less travel time. |
| Schedule Efficiently with GPS and Mapping |
Integration with Google Maps allows you to track your workers and locate customer sites easily. The ability to easily shuffle work orders allows you to minimize travel time and get more done each day. |
| Billing & Mobile Payments |
| Accurate Parts and Pricing for Efficient, Fast Invoicing |
Make your parts catalog and price list available to your field technicians with Field Service Management ES. Then as they close a work order, they can find and add parts to the invoice. Because your parts list syncs with QuickBooks Enterprise Solutions, your technicians will always have up-to-date pricing. |
| Mobile Payments Get You Paid on the Spot |
Using mobile payments, your technicians get “cash on delivery” and you bank your money instantly. There’s no waiting, no double entries and no smudged credit card numbers. Increase your cash flow and reduce the effort it takes to get paid. Cut out invoicing steps in your office, because Field Service Management ES, QuickBooks Enterprise Solutions and QuickBooks Merchant Services all talk to one another. Together they record payments as they happen and match work orders with invoices. |
| Get Paid Faster and Eliminate Double Data Entry |
Field Service Management ES talks directly to QuickBooks Enterprise Solutions, so you can generate invoices the instant your tech closes a work order — without shuffling paper. Never leave money at the job site again. When your technicians capture time and parts at the worksite, your billing is more accurate. |
| Reports & Templates |
| Powerful Reports Help You Manage Better |
Know how your business is doing with built-in reporting tools and dashboards. Check staff productivity, revenue, work orders per technician and more. Use built-in reports or easily create custom reports on your own. |
| Industry Templates to Match Your Processes |
Get productive quickly using industry templates that match the lingo of your business. The pre-configured workflows, field labels and language used in the application will make sense for your office and field technicians right from the start. |
| Add-On Modules: Time Cards & Service Agreements |
| Time cards save time and ensure accurate payroll |
Easy-to-use time cards on each field technician’s mobile phone eliminate time card errors and validate the technician’s location at clock-in and clock-out.
Never wait for time cards to come in again, because they’re already in your system. Field Service Management ES creates GPS-stamped "when" and "where" for each time card, so you spend less time reviewing and approving them.
Use QuickBooks Enterprise Solutions and Field Service Management ES together to reduce manual data entry and manual time cards. Capture your staff’s hours directly from the field, and cut your payroll processing time and work when timesheets are uploaded into QuickBooks Enterprise Solutions. |
| Service agreements help you schedule PMs efficiently |
Create contracts with customers who need periodic service over a length of time. Track contract terms, equipment, schedules and pricing to ensure your contracts are easily fulfilled.
Plus, your preventive maintenance work orders are auto-created and easy to schedule right alongside your reactive work orders. |
