Calendar Boards

Create new appointments or assign resources to scheduled appointments. View your resource schedules by day, week, or month and filter calendars based on appointment requirements.

Appointments

Update technician schedules from the office. Technicians can start and end appointments in the field, providing instant status updates to users in the application. Manage single or multi-day appointments and pause appointments for travel or break times.

Resource Scheduling

Schedule technicians based on workload, location, skill, or certification. Ensure technicians have the right equipment and inventory to complete the job.

Flexible Billing

Generate invoices based on estimations or actuals and group invoices by service order, period, or customer purchase order. Define different billing rules by the customer and by service order type. Start contract billing at the start of the period with fixed-rate or time and material billing.

Route and Resource Tracking on Maps

Visualize estimated route and route statistics by the technician. View actual route history and real-time GPS location to keep track of resources.

Route Optimization

Use WorkWave Routing Engine integration to optimize appointments to minimize driving time. The optimization considers resource working schedules and lunch breaks. This is an optional application.

Mobile App

Update appointments on the road or at customer locations using the mobile application available for Android and iOS. Access customer history, capture payments, and capture signatures directly from your mobile device. Enter expense receipts and streamline service expense workflows with scanned receipt image recognition from the mobile app.

Multi-Language and Localization

Support multiple languages, date formats, and number formats. Define a default language by user for the web and on the mobile app.

Warranty Management

Establish warranty offers for your customers, specifying which parts are under warranty to avoid confusion, mischarges, and objections. Multidimensional contracts (different warranty periods for various components of the system) help to track warranties from sales to repair in the field, specifying what is covered and what is not. This helps ensure billing accuracy and improve customer satisfaction.

Enterprise-Wide Integration

Convert CRM opportunities into service orders and create service appointments from opportunities or projects. Allocate stock items to service orders and generate purchase orders from the field. Create appointments for a project and manage budgets and profitability across projects. Capture time for payroll. Manage inventory with integrated purchasing, requisitions, and robust inventory replenishment logic.

Link AP Bills

Simplify cost tracking by linking accounts payable bills to field service appointments for holistic expense management and financial analysis by appointment.

Copy Quote Attachments

Photos, documents, and other files are automatically copied from service quotes to service appointments to ensure a smooth hand-off for field service technicians.

Contract Renewals

Simplified service contract renewals optimize and streamline business workflows.

User Defined Fields

User-defined fields on the service contract and equipment forms improve usability and add flexibility for unique business scenarios.