Customer Management
Servicing your customers is why you’re in business. That’s why we made it easy for you to manage the information about your customers that’s essential to consistently delivering outstanding service.
✓ Capture contact data, notes and multiple service locations
✓ Classify customers by status using your own terminology
✓ Instantly create a job or retrieve a customer’s full job history
✓ Quickly locate customers with just a few letters of their name
✓ Merge one or more customer records into a single record
Electronic Business Forms
Say goodbye to paper forms with our easy-to-use electronic Form Designer. Whether it’s a work order, checklist or a specification, your forms are critical to your brand and getting the job done right.
✓ Ensure consistent error-free service delivery
✓ Model business-relevant data (customer, product, service)
✓ Start with our templates or create your own in minutes
✓ What-You-See-Is-What-You-Get interactive form designer
✓ Drag / drop layout and input elements on the design canvas
✓ Add your logo and other images such as certification marks
✓ Preview forms online and publish to your mobile workforce
Painless Job and Time Management
Scheduling, dispatching and monitoring jobs in real time, provides unmatched visibility into your day-to-day service operations. ServicePal also simplifies the process of managing timesheets. Now you can easily record time for jobs, time-off, lunch breaks, material pick-up or other categories important to your business.
✓ Classify jobs by status using your own terminology
✓ Define unlimited job types to match your service catalog
✓ Create location-based jobs with notes and attached forms
✓ Schedule and dispatch jobs via the drag and drop calendar
✓ View new, in progress and completed jobs by day or week
✓ Monitor jobs and collaborate with workers in real time
✓ Be alerted and act on overdue jobs and rescheduling requests
✓ Use the dashboard to visualize and assess historical job trends
ServicePal for iPad
ServicePal for iPad gives your mobile workforce ready access to the job and customer data needed to deliver your services.
✓ Review job assignments on interactive calendar
✓ Get to the job using maps and turn-by-turn voice navigation*
✓ Review pertinent job details including notes and attached forms
✓ Review customer contact information, notes and service history
✓ Share job information with stakeholders in real time
✓ Use the clipboard to fill out forms and record job details
✓ Attach photos, drawings and capture electronic signatures
✓ Email completed forms to the customer and back office personnel
✓ Allow workers to capture timesheet data and submit for approval
* Turn-by-turn voice navigation is available only on iPad2 or later with cellular data capability and iOS6.
