Optimize & Resolve customer issues the first time, every time with Smart CRM solutions.

Maximize uptime

Connect the right resources with the right tools at the right time with a complete, cross-channel view of each customer. Manage your company’s resources effectively, and reduce your operating costs and maximize your uptime.

Schedule anything from a central interface
Schedule service, facilities, docking bay, rooms, and more
Find the best resources by skill, territory, role, or other factors
Manage individual or crew schedules
Define Resource Pools
Find and substitute resources
View Traffic Information and possible route closures

Provide exceptional customer experiences

Deliver consistent and reliable operations by predicting, detecting, and resolving service issues before your customers even know that there’s a problem.

Servitization
Reactive to predictive
Connected experiences
Resource schedule optimization

Improve efficiency

Help field service workers complete tasks faster with an intuitive mobile app plus offline access. Meet service level agreements, optimize schedules, and keep workers safe.

Customer Portals
Multichannel Customer Communications
IoT Integration
Triage support
Fieldwork Order/appointment request
Field Quoting
Field Parts Sourcing
Ticketing System Integration
Long cycle Work Requests

Achieve More with Field Service Automations, Workflows, and CRM Implementations for your business

Work Planning

Forecasting (shift planning, rostering)
Scheduling optimization (SLAs and VIP customers, cost optimization, labor leveling)
Parts demand planning
Purchasing
GIS integration
Customer communications
Third-party service enablement

Operations

Invoicing/price books
Managing installed assets
Maintenance agreements
Maintenance plans/quoting
Warranty management
Revenue recognition
Reverse logistics
Depot repair
Equipment supersession
Engineering change requests
Fleet management

Technician Enablement

GPS integration
Telematics integration
Directions/maps/routing
Equipment history/site details
Peer collaboration
Customer communications
KB and work instructions
Purchasing and quoting/sales
Tool management

Work Order

Work order financials (time/tasks/parts/expenses)
Custom forms (e.g. inspection)
Evidence (e.g. signatures, pics)
Equipment updates
Recommendations
Payment collection
Customer survey

Analytics And Integrations

Field service performance management
Cross-functional predictive analytics
Alerts, notifications, gamification
ERP, CRM, GIS integration

Advanced Field Service Capabilities for your business with Microsoft Dynamics 365 & Servicenow Field Service Automations & Platform.

Salesforce

Supercharge growth by connecting sales with service, marketing, and more. From implementation, integration to migration services, we offer end to end Salesforce Cloud solutions.

Microsoft Dynamics 365

Build relationships with authentic and personal engagement. From implementation, integration to migration services, we offer end to end Dynamics 365 solutions.

Ready to transform your business with Microsoft Dynamics 365 & Salesforce solutions?

Talk to us now!