Field Service Management

About Field Service Management

“Field Service Management” is a mobile app aimed to allow you to manage the work flow related to technical assistances, business trips to your customers, etc…
The app is completely translated into 6 languages (Italian, English, German, French, Spanish, Portuguese).

The app features a company and customers database, fully integrated with your mobile device (e.g phone calling, emailing).
You can manage several technicians, set services and travel expenses (cost per mile, call-out fee, miles range, etc), manage materials and vehicles.
You can manage multiple VAT rates, have discounts on materials and services, set your terms of supply and consult the history of your tasks.
Task reports (in PDF format) are automatically generated and can be sent via e-mail.

* Free version
*** The free version of the app, albeit being full-featured, has a maximum limit of 3 customers and just 1 technician.
* Full version
*** Upgrading to the full version of the app deletes the limit on the number of technicians and customers (unlimited) and makes it possible to assign your service requests to technicians or teams, setting travel expenses, etc; the complete connection with Dropbox allows you to perform any kind of import/export operation and backup your data.

MAIN FEATURES:
COMPANY
• Management of your company's data and contacts
• Management of internal technicians; you can set notes and associate a signature for every technician
• Advanced management of services
• Advanced management of travel expenses (costs per mile, call-out fees, customer-specific debit slots)
• Multiple VAT rate management
• Management of company vehicles
• Set your general terms of supply (automatically placed in the reports that are sent to your customers)
CUSTOMERS
• Manage links between "son" customers (assisted customers) and "father" customers (billed customers)
• Perform advanced researches on customers
• Manage a complete set of information about your customers and contacts with advanced features (automated phone calling, automatic emailing, assisted navigation to your destination)
MATERIALS
• Perform advanced researches on materials and their codes
• For every material you can define a category, sub-category, unit of measure, applied tax code, price list, discount on merchandise
SUPPORT REQUESTS (service calls)
• Creation of service calls where you can specify:
••• Subject
••• Description
••• Starting date/time
••• Expiration date/time
••• Priority
••• Customer's contact who has requested assistance
Management of service calls sorted by day/week/month; for each of them you can set:
••• Multiple performances referred to the assigned technicians, select if the intervention has to be invoiced or not, set the timing and edit notes
••• Closing date and travel expenses (costs per mile, call-out fees, customer-specific debit slots)
••• Select the amount of materials, set whether under warranty or not, edit notes
••• Enter customer references, notes and signature
••• Select a different email recipient to send the completed and signed voucher (default: customer email)
• Assign a service call to one technician or to a team
* Service call history
VEHICLES
• Management of company vehicles
SUPPORT REQUEST ASSIGNMENT
• Assign a support request to multiple technicians
• Assign a company vehicle
IMPORT/EXPORT
• Import master data from .csv files (company, technicians, customers and materials)
• Automatic generation of sample files (format: .csv) into your Dropbox account
BACKUP
• Create and load backups