Field Service Management

WE HAVE DONE THIS WITH SAGE IN THE PAST AND IT WAS AWESOME.

Have the actual arrive time the tech clocked into wo show on the work order info via PC like it does on the tech mobile app (pic attached) with the planned arrival time. *Not the mobile app setting to display actual bc then the wo planned time just changes to the arrive/clock in time. So no knowledge of the planned arrival time vs actual arrival/clock in time.

Currently the default contact for a customer and the email there is what is used for all correspondence that goes out of the system. For many Customers an invoice may need to go a lockbox email etc while estimates and or work order info may need to go somewhere else

We'd like to see notes sync for a customer from the customer page to the estimate and work order page and vice versa. When notes are updated on any of these pages, we'd like each of the other pages that the customer is connected to updated as well.

Other apps (amazons service channel specifically) have a feature to notify the users and people assigned to the work order to check in when they arrive on site (update Work order status to arrive ) I’d like to not only implement that but take it a step further and also notify those same assigned workers to check out(finish and close work orders) when they leave the job site (or as close as possible)

We would like to be able to set the color for each employee, as we use the color codes for the calendar and scheduling. Every time we enter a new employee, it changes the color scheme.

I would like to see in private notes separate sections for private notes provided by office/route creator vs. what techs note that we want private from customers. That way an office staff reviewing notes will know if an inter-office note was added vs a tech note from on site.

Would like it so the rep/tech in the field could add a photo and or document to a task on the mobile app. This would help when we need proof of the task being done and who they talked to. Business cards for example.

One of our biggest time consuming activities is sending out confirmation e-mails with the customer name/address/phone number/appointment date & time, etc. It would be great if once we've completed a booking that there is an Automated Confirmation E-mail contact button you can select or not select. If it is selected, it will have 3 different automated e-mails that it could send out. 1 - Initial confirmation e-mail to the customer if outside 24 HRs of appointment confirming the appointment being scheduled, the date, time, customer's address, phone number, contact information, and the brief description of the service to be completed (summary). This could be something that can have auto-fill sections but can also be manually updated with their own personal touch to end the e-mail or have a certain message at the bottom of the e-mail. 2 - Confirmation e-mail 24HR prior to the scheduled date/time of the service. This would be nice if you could have a confirm or cancel button within this e-mail so that it would automatically switch to confirmed within the calendar and you don't even have to call that customer. 3 - Automated Thank You/Survey E-mail once the job has been finished by the tech in the field. Again, if you could use templates with codes to enter parts of the customer information into each of the automated responses that would automatically populate, and send out depending on the settings you've input for each automatic e-mail, that would take so much busy work off our office staff leaving them more time to make more money for the company.