Top field service management software with online cloud base CRM + Technician App + Dedicated Customer login Webpage + GPS + Whatsapp & Email API
Customer Module
- Customer Filteration as per Category, Area, Reference
- Get Birthday Reminders & Auto Birthday Wish SMS
- Manage Customer Records
- Thank You SMS after Registering Customer
- Save Special Instructions, Billing & Service Address
- Search Customer as per Name, Mobile, Serial Id.
Customer Product / Service Module
- Track Product / Service Taken by Customer (Multiple Also)
- Save Customer AMC Contract & Service Schedule (Automatic)
- Save & Search Product's Unit Serial Id.
- Generate Automatic AMC Service Schedule & Contract Status
Payment Module
- Track Payment according to Cash, Cheque, Paytm, NEFT, etc
- Track Customer Payment Received & Pending Amount Details
- Dynamic SMS & Email after Payment Received with Date, Amount details in SMS & Email
- 2 Separate Bill No. Series i.e 1 for GST Bill & other Non GST Series
- Generate Bill / Invoice (GST / Non GST) i.e Invoice PDF, Print as per GST Council Format
- Generate Proforma Invoice
AMC Service & Contract Expiry Module
- Auto SMS to Customers about AMC Service & Contract Expiry
- Search Records as per Address, Service Count, Date, Product for easy Scheduling
- Get Automatic AMC Service & Contract Expiry Alerts as per Datewise Today, This Week & Month, etc
- Auto SMS to Customers about AMC Service & Contract Expiry
- 1 Click Appointment Scheduling feature
(Job / Call / Appointment) & Complaint Module
- Job Filteration as per Work, Type, Priority, Technician, Date
- Easy & Quick Job Scheduling & Switching as per Date & Technician
- Unique Serial Id. for each Job
- Auto SMS & Email after Job Register & Completion
- Save details of Work Done, Labour & Spare Charges, Complaint (if any)
- Colour Code Filteration for Completed Job & High Priority Job
Technician App
- Very Simple to Use App for Technicians i.e. Only Clicks
- Get Work Schedule on App as per date i.e Today, Yesterday, This Week
- App & CRM Software are always in Synchronisation
- No Data Save on Technician Phone (Security Reasons)
- Get Complete details of Customer along with Previous Services Given
MIS Report Module with Advance Filters
- Manage Expenses as per Category i.e. Marketing, Bills, etc
- Track Advance Salary given to Technicians
- Get Expense details Datewise i.e. Today, This Week, Month, etc
- Available Reports : Jobs Report, Customer Payment Report-GST Bills,Customer Payment Pending Report: Pending Bills, Customer Payment Report- Non-GST Bills,Expense Report,Customer Service Expiry Report,etc
Expense & Technician Salary Module
- Manage Expenses as per Category i.e. Marketing, Bills, etc
- Track Advance Salary given to Technicians
- Get Expense details Datewise i.e. Today, This Week, Month, etc
Enquiry and Follow-up Module
- Add enquiry details of customer as per date
- Set color code to enquiry
- Track customer enquiry according to week, current month, last month, current year
- Send SMS to customers who have done enquiry
- Track follow-up of enquiry according to week, current month, last month, current year. etc
Quatation Module
- Add details of customer which you has shown quotation
- Search which quotation has given to which customer by name, mobile number, etc.
- Track status of approval of quotation of the customer according to month, year, etc.
- Generate Quatation in PDF
- Take print out of quatation
Customer Web Page
Managers can share the log in detail of the customer web page with each Customer. So that, Customer can register their complaint in this panel by logging into this panel.
Advantages :
- Saves Time.
- Better Customer Service
- Faster Execution of Complaints
- More Productive Staff
Spare Stock Module
- Maintaining detail of each spare part
- Updating details of spare part
- Taking print out of spart part
- Exporting detail of spart part
Other Modules
- GSTR Reports
- eCatalogue Module
- Material Inward Module
- Customer details in Hindi, Marathi for Technicians
