Benefits for Field Technician

  • Masters
  • Jobs/Appointments
  • Tracking
  • Sales Invoice / Estimate / Quotation / Receive Money

Masters

These screens gives the similar benefits as given to the office staff to do there work better.

Technicians on the field can quickly create a customer. The person can also see the customers in the system and can created new jobs on the field.

The technicians can also the products and services used by the company and can effectively use the services while creating the jobs. All these help the technician on the field to do the work better with out having to call the office staff. Thus the company and the complete team get a chance to do there job with out stepping on each other and improve the customer service

Jobs/Appointments

The mobile app gives all the tools to get the everyday work done effectively. The technician can look up the appointments/visits based on many criteria like 'today appointments', 'upcoming appointments'. The technician can plan the work according with out having to contact the office staff and save time.

The update of the job is performed on the mobile and in realtime. The office staff can immediately see the activity performed by the technician. The following activities performed by the techician are GPS recorded.

GPS recorded activities.

  • Update of Note
  • Re-Schedule of the appointment
  • Make a new job
  • Update the status of the job

Further the technician has all the details of the customer including the phone number. The technician can call the customer within the app and thus provides faster way to reach the customer without having to enter the number using the dialpad

Tracking

ServiceFolder has GPS tracking that provides accurate information of the technican and is updated to the office staff. ServiceFolder uses the existing phone hardware for tracking the GPS coordinates and does not require additional hardware

Thus, the office staff can see the location of the technicians and better schedule the next jobs.