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FieldCircle

價格:免費

更新日期:2020-06-26

檔案大小:68.6 MB

目前版本:1.7.3

版本需求:系統需求:iOS 11.0 或以後版本。相容裝置:iPhone、iPad、iPod touch。

支援語言:英語

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FieldCircle is an easy to use process management solution, which enables you to manage your field sales and service teams and their activities smarter, faster and on-the-go. Following are the core activities that can be performed using the FieldCircle mobile and web applications.

Scheduler

- Manage all users, teams and plan their schedule effectively using a computer or mobile.

- Provide real-time updates using Email, Push and SMS to your team members about assigned activities.

- Plan recurring jobs, inspections and assign those to team members, sub-contractors and track their progress in real-time.

Work Orders

- Plan work orders on new work requests or customer service requests.

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- Schedule a work order and multiple jobs in it, and assign those jobs to team members.

- Keep team members and customers informed with email and app-based push notifications.

- Attach notes and photos to a work order or job to keep your team informed.

Sales Visits & Inspections

- Plan sales visits on estimate requests, gather notes, photos, and other customer requirements.

- Perform separate inspections to assess exact customer requirements, get customer sign-off on requirements, and send estimates.

- Perform planned health-check inspections on customer properties and assets.

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- Create corrective actions on inspections for your team and customers to remain compliant and reduce risks.

- Share all reports with customers.

Location and Time Tracking

- View your team members' current location and assign service jobs, sales visits accordingly.

- Track their daily attendance, route taken and activities performed during the day via web browser.

- Review their worklogs and regularization requests.

Custom Workflows, Forms, and Templates

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- Define custom workflow rules to perform any activity based on your business needs.

- Use default system forms and optimize them to manage all records.

- Define custom templates to gather data in the field and create the custom job, visit, and inspection reports.

Notifications and Reminders to stay informed

- The system comes with default notification of each module to keep all stakeholders informed.

- Notification types include Email, App Push Notifications, and SMS/Text.

- Manage each notification on your own using the shortcodes and the data you wish to send.

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- Define your custom notification templates for all formats.

Inventory, Product, Services and Price Lists

- View all the available products, variants and inventory information.

- View all services and provide the right information to customers.

- Manage your products, variants, and services price lists using web-application.

Manage Sub-Contractors (vendors)

- Manage your vendors and their team from web application.

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- Request for a quote, accept the quotes, and convert them into purchase orders and work orders.

- Assign price lists and ensure the pricings are as per contracts.

- Give access to the mobile application to vendors and their team members and get to know the real-time updates of completed work and their location, etc.

Invoices and Payments

- Create and send invoices to your customers for work orders.

- Receive payments and manually update it.

- Send payment receipts to your customers.

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Dashboards and Reports

- Easily accessible business insights to understand performance and drive growth.

- View segmented dashboard on each activity, inventory, invoices and payments, etc.

- Find 25+ reports using web-application to understand your field sales and service activities, stock information, invoices and payments, and download them in excel format.

Customer Communication and Transparency

- Provide real-time updates and reminders using text and push notifications to your customers about their service request, work order, inspection status.

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- Let customers request new work or a service request based on their needs.

- Get customer sign-off on estimates and eSignature.

- Share custom reports of the work order and inspection.

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