Plan your day ahead, stay connected with your appointments
Everyone can use a personal assistant. You are always on the road servicing the assets, as well as customers. Get a quick snapshot of your day as you start and recommendations on the best routes.
Calendar & Map View of the day’s work with intuitive details & reminders
Get the best route plan with one click
Notifications delivered within your CRM desktop. Never miss an opportunity to interact with the customer again
Increase efficiency through action-oriented, contextual menus
Field operations have traditionally been manual. Increase the efficiency remarkably via personalized, role-based, action-oriented work menus.
Personalized, Role-based Global Dashboard
A consolidated view of your past, present, and future work assignments
Work-specific menus and actions tailored to fast-track the process and complete the tasks
Significantly reduced process time means faster completion and beating SLA targets
Stay ahead of the plan by knowing the asset’s work history
Knowing the service history can help solve half the problems. Access the asset’s service history and associated details.
View past, present, and future work assigned to the asset
Access service logs to check the work details and gain context
Proactively schedule next set of work orders and tasks based on asset’s service history
Turn escalations into customer satisfaction opportunities
Escalations are part of the work life. Know your team’s availability and field location in real-time and have the nearest and best person reach out for help. Turn escalations into customer satisfaction.
Access customer’s historical service information. Make educated recommendations to gain customers’ trust
Never miss your customers again with pinpoint geo-locations
Visual collaboration via built-in video chat helps interact with experts to solve the issues faster
Let the product think the best options for you while you focus on the work
Everyone faces the “what do I do next” situation. Let the contextual actions present you the right options based on nature of work, as well as asset. Save time focusing on work via quick and efficient work completion.
Get presented with the right actions at the right time
Automated work forms
Built-in work forms based on action plans, as well as asset type
Get knowledge recommendations specific to your work. No need to search when you get the best, relevant knowledge pushed to you
Never miss a service appointment (3-way calendar sync)
Satisfied customers are the best advocated. Show up every time, on time. Differentiate on your commitment and service value. Access synchronized calendars from CRM, Outlook, and your smartphone in a single, intuitive view.
Integrate with your personal, as well as work outlook calendar. Access one view of your work tasks, outlook calendar on your smartphone
Proactive calendar notifications
Get notifications and reminders regarding your work throughout the day
Connected with your CRM
Access your CRM calendar at the same time. Synchronize calendars three-way between outlook, CRM, and mobile
Always connected, even without Wifi
Your service team is in the field. Never let them lose sight of the work. Access work information regardless of the location, or network connectivity.
Smart data caching
Intelligent caching of data that is required. Keep it light, and make it fast
Remote data synchronization
Access data locally on your smart devices without needing to connect with your data platform
Access your business-critical information offline. Don’t let the low bandwidth and connectivity issues affect your productivity
Never leave the work unfinished
Compliance and SLAs are key to any successful service businesses, and are often missed during manual processes. Automate work forms based on geo-location, and asset type. Never miss compliance and SLAs.
Geo-fencing based Workflows
Automate work based on geo-fencing. Pop-up work forms, trigger actions, send communication and notifications based on geo-fence monitoring
Native Forms Synchronized with your CRM
Launch work forms designed in your CRM directly on the field technician’s smart device
Signature on Glass
Capture signatures on the glass and submit the work request