Integrated platform for Field Services Company

Manage and Elevate Your Clients’ Experience
  •  Client Management
  •  Estimating
  •  Scheduling
  •  Project Management
  •  Job Tracking
  •  Change Orders
  •  Mobile Project Manager App
  •  Sub-Contractor Management
  •  Invoicin
Retain and Manage Your Employees
  •  Candidate Tracking
  •  Interview Tracking
  •  Employee Tracking
  •  Growth & Training
  •  Conducting Reviews
  •  Paid Time Off (Mobile)
Drive Profit and Growth
  •  Sales Tracking
  •  Job Profitability Tracking
  •  Job Profitability Dashboard
  •  Target Performance
  •  Referral Tracking

 

Sales and Client Management
Sales and Client Management

You’ll be able to make business decisions based on the right knowledge to ignite your revenue and improve your profit.

Operations
Operations

Optimize and control the purchasing process in direct and real time correlation with sales demand. Improve delivery by full traceability of the products, from provider to customer.

Field Mobile Application
Field Mobile Application

Employees can easily log in and out from a job with our mobile app. Project Managers can submit change orders and monitor work order hours to make sure projects are running smoothly and on time.

Human Resources Administration
Human Resources Administration

A platform to help you manage an effective recruiting process, track employee growth and training, and manage human resources, allowing you to focus on what matters most: keeping your great talent.

Special features
Comprehensive Client & Sales Management

Manage customer relationships, track sales opportunities, generate estimates, and handle invoicing—all within a unified platform—empowering data-driven decisions and revenue growth

Integrated Scheduling & Dispatching

Optimize field operations with built-in scheduling tools that handle job assignments, change orders, and mobile updates, ensuring timely and efficient service delivery

Mobile Project Manager App

Enable field teams to log in/out of jobs, submit change orders, and report hours directly from mobile devices—streamlining communication and real‑time tracking

End-to-End Job & Project Tracking

Maintain full visibility over project progress, manage subcontractors, and control job profitability using real-time dashboards for informed operational oversight

Subcontractor & Employee Management

Coordinate both internal staff and subcontractors seamlessly, with tools for candidate tracking, hiring, training, PTO handling, and performance reviews

Profitability & Performance Insights

Access detailed dashboards on job profitability, target performance, referral metrics, and sales outcomes—enabling continuous optimization and business growth

Meta keywords
Integrated platform for Field Services, CRM, Field Mobile Application, field activity management
Resources
Attachment Size
Discover the solution 6.04 MB

Case Studies