Appointment and resource scheduling
Billing and contracts
AI-embedded customer insights
Enterprise-wide integration
Appointment and resource scheduling
Appointment and resource scheduling
Identify technicians, equipment, and materials required for each service order. Use the drag-and-drop calendar features to schedule appointments based on severity, technician skill level, and availability. Give technicians access from any mobile device to enable clear lines of communication.
Billing and contracts
Billing and contracts
Benefit from flexible billing options and create invoices based on estimates or actuals. Oversee contracts and renewals through automated workflows. Schedule contract billing with various timeframes to meet your specific needs.
AI-embedded customer insights
AI-embedded customer insights
Improve the customer experience and journey with AI that captures and uses customer data. Provide access to service and sales history, support cases, and related activities.
Enterprise-wide integration
Enterprise-wide integration
Convert CRM opportunities into service orders and create appointments from these opportunities. Allocate stock items to service orders and purchase orders from the field.