Task management is at the core of most operations. This highly capable solution supports improved information flow in your organisation.
Set tasks, assign and delegate, monitor progress and collaborate across teams. Empower teams to communicate, collaborate and work better, making teams more productive.
Provide your service agents with all the data needed to help them execute their tasks efficiently using our modern user interface designed for professional project management.
Our task management module provides your agent with an enhanced set of tools such as direction mapping, time tracking, parts usage, real-time chat, signature capture and PDF report generation.
Our built-in scheduler provides a bird's eye view of all tasks in play across all your service agents. Rescheduling or reassignment of tasks using drag & drop instantly alerting the service agents via App alerts.
Service agents can escalate their tasks to more senior personnel using the instant message chat feature where they can discuss problems in real-time, send photos and receive technical documentation to assist with
the work required.
Reduce errors and enable fast and efficient invoicing by recording all parts used as part of a service job along with time on the job enabling the accounts department to issue invoices at unprecedented speed.
Generate reports by exporting to Excel using ‘Pivot Table Templates’ to provide visibility of all services jobs executed by service agents.
The Field Service module seamlessly integrates with our Task Manager allowing remedial tasks to be created and scheduled as identified during scheduled service jobs.
The Task Scheduler provide managers with instant visibility to all tasks assigned across your service agents allowing for easy reassignments and rescheduling as needed.
Service agents can look up and add any additional parts required as part of a service job ensuring that nothing is missed and ensuring accurate billing is maintained.
Provide your service agents with real-time communications where they can request assistance from more senior personal while on-site and avoid wasted time or site revisits.