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Manual Allocation of Jobs
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Losing Track of Field Technicians
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Time spent calling your team to locate & schedule
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Losing track of ‘Boot Stock’
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Delays between Delivery and Invoicing
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Inaccurate calculations and Invoicing
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Manual/Paper Job Cards
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Manual Capture on Multiple Systems
Jobs & Field Service
Quote, plan, track and invoice your jobs in one place
An all-in-one South African solution for installation, maintenance and service teams.
Your Challenges
Our Solution
- Paperless Job Cards
- Manage your Jobs, Stock and Invoicing in one system
- Job Cards with Photos and Checklists
- Electronic Sign-off by customers
- Technician Geo-Location Tracking
- Stock Location Management
- Automated Invoicing
- Efficient Scheduling of Work and Resources
Planning
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Quoting integrated with Job Cards
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Job scheduling and planning
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Job Calendar with drag & drop functionality
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Integrated stock and job expenses
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Create invoices from jobs
Job Cards
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Paperless job cards with web interface
and tablet app -
Capture time spent & stock or parts used on jobs
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Capture and manage asset info
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Live job status & status log
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Job card checklists
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Job card photos taken on tablet app
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Link documents to a job
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Customer signature
Reporting
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Geo-location tracking of your teams
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Live dashboards and reporting
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Stock reporting
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Travel and location tracking of your team
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Daily activity reporting
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Integrates with Fusion Software ERP and with numerous other accounting and ERP software
Mobile App
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Field Service Mobile App
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Geo tracking & job check-in
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Navigate to job location
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Add stock, parts and labour
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Capture time spent
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Checklist per job
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Take photos on site
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Get a customer signature
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Auto generate an invoice on signoff
Field Services Features
Mobile App
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Mobile App with geo tracking
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No need to print job cards or invoices
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View all job and customer info
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Edit, add and complete jobs on your tablet
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Customer signature
Tracking
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Track your team with geolocation tracking
- Monitor job check-in with job tracker
Photos
- Take pictures related to your job while checked in
- Link photos to jobs and upload to the cloud
Checklist
- Setup customised checklists for each job type
- Checklists are completed and saved on every job
Customer Signature
- Customers can sign off each job on the tablet
- Digital signature stored as part of the job history
Scheduling
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Plan and schedule jobs for your whole team
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View and schedule jobs in a shared calendar
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Setup automatically recurring jobs
Fusion Software also offers these services
Software
Development
Web
Development
App
Development
System
Integration
BI
Reporting
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