BiznusSoft Field Service

Highlights

• Store all of your account related information in the form of Prospects, Customers and Vendors.The 360-degree page provides a holistic view of your Account's Contacts, Quotes, Work Orders, Installed Products, Sites, and Contract specific documents.
• Provide quotations to your customers for potential sales and service orders.Generate Work Orders from your Quotations the moment they are approved. Allow customers/partners to request quotes and service tickets on the fly using the community portals.
• Capture your technicians' time and location through their time entries. Document Expenses incurred by your workers on a Work Order and Assign Warranties to your Items to determine what is billable.
• Store the information of all your employees with varying skill sets and pay rates for each employee. Segment your employees based on their skills, region, and level of expertise.
• Manage your inventory from multiple warehouses, bins in a single location. Perform Stock transfers/adjustments and replenish minimum inventory using AI agents from preferred vendors by creating Purchase orders automatically.
• Dispatch your technicians based on skill set, availability and travel time and combine multiple work orders into a single one.Integrate with the salesforce calendar to get a holistic picture for scheduling and connect with any maps for driving directions.
• Create Agreements with or without Warranties on your Installed Products. Auto schedule preventive maintenance and regular maintenance work orders on the fly under the agreements. Document time/expenses incurred by your workers on a Work Order.
• Provides your customer the ability to track their Open, In Progress, and Closed Work Order History. Keep Customer Specific Profiles and Security. Customers can Check on the Service History for their Purchased/Rental Assets.
• Assign Third-party Contractor to Work Orders in the system to login and check their assigned jobs, update jobs in the system itself to reduce double entry and enforce compliance to your Company's standards.