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Field Service Management

Is your business in a service industry? Would you like to track all of your finances better? Do you need to remotely monitor your staff? If you answered yes to any of these questions, Field Service Management is your solution.

With a multitude of features, WorkTrack will streamline your many business processes.

Field Service Management
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The program is ideal for companies in the following industries: h/v/ac, plumbing, landscaping, home/office cleaning, exterminating, security and many more.

Give your staff the tools they need to succeed and take your business to the next level. Optimize your workforce!

Field Service Management Example
Please Click for Screen Shots

Please click the photo gallery on the left. It includes actual screen shots from numerous WorkStation screens. Hopefully, the slideshow will clearly illustrate to you just how easy this dynamic software is to use, no matter what your skill level or computer aptitude. WorkStation’s functionality is second-to-none. So, click the gallery and judge for yourself.


WorkTrack allows you and your staff to:

  • Process wireless work orders via PDA or other handheld devices
  • Accept mobile on-the-spot payments
  • Submit and review paperless timecards
  • Track job durations
  • File information on preventative maintenance
  • Locate your workers locations through GPS technology

Complete Business Management Solution for the Service Industry:

  • Manage technician activity using a drag and drop Dispatch Board
  • Tracks profitability of contracts by analyzing billings and costs incurred for both material and services provided during the term of the contract
  • Auto generation of service calls based on pre-ventive maintenance contracts or processed installation sales orders
  • Integration with Business Insight Explorer to display information by task type, contract, technician

Service Industry Specific features:

Technician Scheduling

  • Allows for creation of multiple dispatch board views by defining the information dis-played for each service call as well as the selection criteria for displayed service calls
  • Allows for addition of new services calls using the dispatch board
  • Allows for auto creation of tasks based on preventive maintenance contracts defined • Allows for auto creation of installation service calls based on options selected during order entry and the routing options defined for the item
  • Match technician skills against requirements defined for each nature of task
  • Track technician availability and prompt for customer scheduling conflicts
  • Communicate dispatch information to technicians via email or fax
  • Display history of service calls for a specific item/serial number or for a specific loca-tion
  • Auto generation of installation tasks based on Routings defined form the Sales Order
  • Optional integration with MapPoint

Billing

  • Auto generation of renewal invoices for annual contracts
  • Deferred revenue tracking for annualized contracts
  • Allows for generation of warranty contracts for each item
  • Auto generation of contracts from the Sales Order module using template contracts linked to inventory items

Contract Management

  • Allows for required skill verification by nature of task and check for scheduling conflicts
  • Allows for collection and invoicing of work done by the crew at the field. Allows for loading of tracked information into the Payroll system

Inventory Control

  • Track inventory at customer site and maintain technician truck inventory
  • Allows for creation of purchase orders for material needed for service calls; visual display notifies dispatcher as product is received for the generated purchase order

Our products are compatible with the following mobile device service providers:

  • Verizon Wireless
  • T-Mobile
  • Sprint Mobile
  • AT&T
  • Alltel
 

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