Field Service Management & Work Order
Field service management software, aka FSM, and work orders are most commonly used by companies who need to manage regular maintenance, installation, service, or repairs of systems or equipment for their clients. Field sales and Service management refer to the field sales and services with functionalities such as work orders, purchase orders, estimates, invoices, inventory, timesheets, scheduling, dispatching, billing, accounting, and other back-office systems.
Want to improve the speed and efficiency of your field service operation? Want to provide an effortless, proactive service experience? The Datamoto Field Service Management solution empowers technicians to boost customer satisfaction with an app that is fully integrated with the Inventory and Order Management solution.
Key Features and Benefits
√ Dispatch the right technician at the right time
√ Assign team members in one work order
√ Better manage resource assignments by using a drag-and-drop scheduling board
√ Match technician’s skills with job requirements
√ Schedule machines such as crane at the construction site
√ Timesheet to keep track of time spent by resources at the site
√ Easy reschedule of work order
√ Add multiple pieces of equipment in a work order
√ Add service notes in the work order
√ Track parts at each stage of the work order
√ Find vendors for the parts from a vendor catalog
√ Locate parts and cost in the truck or other warehouse locations
√ Minimize repeat visits by ensuring parts availability
√ Create a purchase order for multiple vendors in a click of a button
√ Create invoice with complete flexibility of editing quantity and cost
√ Take pictures of the job with your iPad
√ Send a full PDF service report to customer
√ Organize assets by org for better tracking
√ Track and manage equipment and inventory
√ Effectively schedule maintenance to minimize maintenance and repair costs
√ Reduce asset downtime due to equipment maintenance or failures
√ Assign equipment and inventory to specific employees or department
√ Track all the service orders and service reports associated with the equipment
√ Keep track of user manuals and documents for the equipment
√ Capture key identifying information about equipment to facilitate warranty claim assessments, retrofit and revision needs, recalls, and more
√ Search parts in the bin, truck or warehouse
√ Complete visibility of available quantities and costs
√ Find easily the vendors to purchase the parts from Vendor Catalog or from general Vendor List
√ Create purchase order per vendor and edit before submitting for approval
√ Invoice the services provided with the parts
√ Invoice the parts that used in the order – automatically adjust the quantity in the right warehouse
√ Create estimate – automatically imports service notes and materials needed for the job
√ Create sales order – automatically imports service notes and materials needed for the job
√ Build multi-currency vendor catalog as you go
√ Equipment search by manufacturer, model, and serial number
√ Ability to search by serial number range
√ Provide detail equipment reports and status of the equipment
√ Generate the report instantly – at back office or on the road
√ Download the report with the client contact information
√ Enterprise connectors are available on demand
√ Consulting may require
Integrated with Datamoto inventory
Work orders can be created using items from the Datamoto inventory. Integration between Datamoto inventory and Field Service app is in-built.
Integrated with Datamoto Order Management
Built-in integration with Datamoto Inventory, Assets, and Order Management System.
QuickBooks invoice sync is included.
Field Sales Management Software for Small Business
Field sales management software for small businesses must have the same great features and functionalities that you expect in enterprise applications. Besides providing a mobile field service app, the app must access the work order, quote, invoice, sales order, purchase order, and inventory. This means a field service app for small businesses is a full-blown application for mobile workers. Datamoto provides all these features and more for all types of small business which has a mobile sales and service team.
Field Sales Software for Small Business
We often see that small business use applications like Quickbooks and they struggle to execute business workflow because these are usually not supported or need add-ons in Quickbooks. Most of the time account manager wants to separate field operations such as sales, purchases, and services from the financial account. Datamoto’s field sales software for small businesses is a unique solution that provides complete functionalities of CRM/ERP including work order, order management, and inventory management, and also provides invoice and bill synchronization in Quickbooks.
Field Service Quote Management System
Many field service operations need to issue estimates or quotes at the sites. A field service quote management system provides this functionality. It basically allows the field service technicians to create estimates on a work order in the Datamoto field service app. It provides access to the inventory, clients, and vendors to easily create and email PDF of the quote. The estimate or quote is linked to the work order so that it can be tracked.
More on Invoice and Quote
Field Service Invoicing Software
Invoicing is a must for field service operations. A field service invoicing software allows field service tech to create invoices on a work order. All the invoices created on the work order are linked so that they can be tracked. To create the invoice on work order, the user has complete access to inventory for materials and cost, all the activities performed at the site including hours spent on the tasks, and travel expenses. The field service app automatically creates invoices by accessing this information and lets the user edit the invoice before sending it to the customer.
More on Invoice and Quote
Field Service Work Order Invoice
Datamoto provides a field service work order invoice software. Invoicing, quote, and sales order are integrated out-of-the-box functionalities in the Datamoto field service application. Quote, invoice, and sales orders are automatically created from the work order. Since Datamoto inventory is integrated with the work order app, creating and issuing an invoice is just a click away.
Field Activity Management System
Many companies’ main operations are sales and services. And so field activity management system software is a vital part of their operations. The field service software must provide work order creation as well as the quote, invoice, and sale order creation for a particular work order. Support of multi-location inventory which can be accessible from the field service software is a must. In a way, a sales and service representative must able to access all the CRM and ERP functionalities from the work order app.
Field Inventory Management Software
Advance inventory management is a must-have functionality for field inventory management software. The inventory features such as multi-location warehouses, transfer of stocks between warehouse locations or service trucks, tracking of inventory up to invoice and purchase order, ability to mass update the pricing of items, vendor catalog to find out suppliers and cost for each item in inventory are very useful for work order app. Besides, all the inventory operations must be accessible from the field service management application. Datamoto’s field service management app comes with advanced inventory and order management functionalities.
Field Service Inventory Management
While working on a work order, the field tech needs to find out the availability of spare parts. It is common that field service can find opportunities to sell new equipment or parts to the clients. In all these cases, it is important for a field tech to access stocks and prices from all the inventory locationsthe. A Field service inventory management software must provide integrated inventory functionalities along with the field service app. This will allow field tech to add materials that are being used on a work order directly from inventory. This will also let field service create a purchase order for items if needed for a work order.
More on Inventory Management Software
Field Service Quote to Cash Software
Field service quote to cash software allows field representatives to sell new services, sell parts and equipment. Datamoto field service management application provides a fully integrated order management solution. This means the field representative can create a quote from a work order, convert the quote to an invoice or sales order, and also create dropship purchase order. Datamoto’s in-built order management comes with inventory management. Datamoto provides one solution which has the field service management app as well as order management and inventory. The back office account manager has complete access to all quotes, invoices, sales orders, and purchase orders created from the field service management application.
More on Sales Order Management
Field Sales Order App
A field technician can either use Datamoto’s CRM application or field service management software to execute field sales operations. So depending on the use cases user can refer to the “field sales order app” as a field service management software or CRM software. Since Datamoto’s CRM and field service app is closely integrated, users can always switch between two applications if needed. The major difference between these two apps is: in the field service app user always creates a work order first and then all the quotes, invoices, sales orders, or purchase orders are created on top of a work order. This means works order is a link for the CRM activities. The CRM application does not have a field service work order concept.
Field Purchase Order Software
When field service tech provides repair or maintenance services most of the time spare parts are needed which need to be purchased. In some cases, there could be upselling opportunities. A field purchase order software is also known as a field service management application provides purchase order functionality. The field service tech can create a purchase order or dropship purchase order right from the field service app and link it to the work order. To make it easy to create a purchase order, Datamoto field service app provide vendor catalog where customer can maintain suppliers and prices.
Field Service Management CRM
A field service management CRM application allows field service representative to manage customer activities as well as issues quote, invoice, sales order, and purchase orders. Having such an application on a mobile phone or tablet facilitates service representatives to execute field service operations effectively. The CRM functionalities in the field service management software mean increasing the productivity of field service representatives. Datamoto field service management app and Datamoto CRM / ERP app provide all the functionalities needed for field service management CRM.
More on small business CRM software