• Overview
  • Products
  • Dealers
  • Installation
  • Config
Overview
Streamline field service by eliminating paper from workorder process
  1. Setup workorders

  2. Assign to teams

  3. Notify stakeholders via emails, phones

  4. Update and track status

  5. Generate reports

  6. Role based access

Setup 1 or more products against which workorders will be created
  1. Setup dealers

  2. Add 1 or more users for each dealer. Users can have different roles - admin, normal

  3. Setup pricesheet for each dealer. This will be automatically pulled in workorder

  1. Before creating workorders, setup teams and labor rates for each team. Assign a contact for each team

  2. Create workorder. Specify tasks

  3. Schedule workorder. Assign it to a team. Add a list of materials to be used for the workorder

  4. Change status to 'In progress' as work starts

  5. Upon finish, update status, bill of material, labor and material costs, taxes etc

  6. Attach docs to the workorder at any stage

  7. Search workorders based on various criteria

  8. Generate periodic reports

Configure administrator, installation manager and notification options