Work Order Management Software, Inventory, Purchase, Invoice

datamoto

CRM | Purchase Order | Field Service

Work Order Management Software

Datamoto’s cloud based work order management software is a customizable work order system that can be used from your mobile phone to desktop. This online work order software is perfect for businesses of any size and provides visibility of operations, optimizes efficiency, and helps increase the productivity of the overall workforce.

You can use Datamoto field service work order management software to securely create, receive, and track work requests from your team, customers, or outside contractors. You can assign work to multiple users, set approvals approval, generate timesheet, print work orders, download report data, integrate Quickbooks, asset management, create invoices, create purchase orders, create quotes, access multi-location inventory, pricing, vendors, manage customers, and more.

More on field service management

Datamoto provides a web based work order field service management solution that integrates to Datamoto ERP, CRM, and also Quickbooks accounting system. It can also be integrated into any CRM and ERP system of your choice.

Datamoto online work order management software is suitable for: medical equipment service, manufacturing, plant maintenance, equipment sales and service, facility management, general contractors, software development, computer repair, construction, education, property management, real estate, hospitality, HVAC, sales, janitorial, graphic design, health care, logistics, plumbing, government, call center operations, legal, auto repair, fitness, retail, transportation, media, non-profits, and many more.

Key Features and Benefits

Work Order Schedule and Dispatch

Work order software greatly helps scheduling resources to jobs and track the completion of the job. It is important to optimize the field workforce so that you can maximize their utilization and at the same time keep your customers happy by providing timely service. Proper scheduling and dispatching of field workers and equipment such as trucks, cranes, and others from the back-office will highly enhance field service operations. Datamoto field service management application’s scheduler and dispatcher features provide:

√ 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

Work Order Management

Work order management software enables service providers to create work orders for services that need to be provided at customers’ sites. A work order can be created on-demand or planned scheduled. A service order can be created by back office user assign to a particular field representative. The field representative gets the notification and opens the service request. As the service performed, the service order is updated with activities and materials used. The work order app allows generating reports and issue quotes, invoices, or purchase orders. Datamoto provides all these functionalities on the app for small business to enterprise companies.

√ 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

√ Create checklist for task to perform and collect data

√ 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 with 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 the customer

Plant or Facility Equipment Management

When you are providing services in a manufacturing plant or a facility, keeping track of assets that are being serviced is a must. The visibility of customers’ equipment allows you to quickly access past service history provided to it, check the spare parts in advance, and look up technical specifications and warranties. A work order system must provide the following equipment tracking functionalities:

√ Organize customers 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

cloud-based-work-order-management-software

Work Order and Inventory Management Software

One of the important functionalities of a work order management solution is to provide visibility of inventory across all the field trucks as well as central warehouses. It must enable a field service technician to track the stock level of spare parts and allow them to transfer stocks between trucks or central locations. Having the ability to create purchase orders for items in multi-currencies is a must-have functionality to optimize field service efficiency. Datamoto field service work order management application provides these functionalities. You can find more detail on inventory management

Work Order with Purchase Order

A field service worker must be able to create a purchase order for material needed to work on a work order. Field purchase requisition orders are created right from the work order. The field service technician must have access to vendors and the items that they supply so a correct purchase order can be created. In many cases, it is desirable that a purchase order needs to be approved before it can be sent to the vendor. Vendors can be domestic or international suppliers and so multi-currency support is a must for PO. More in the purchase order is here.

Work Order and Invoice Software

Invoicing a work order is important for a field service representative. When a service is rendered – whether it is purely a service or spare parts were also used, at the end of the service an invoice must be generated out of the work order. Work order to invoice is an efficient way to bill the customers. Datamoto provides functionalities such as work order to quote, work order to invoice, work order to sales order, and work order to purchase order. The Datamoto ERP/CRM is integrated with the field service (work order) application and so the quote, invoice, sales order, and purchase orders are automatically available in Datamoto application.

Maintenance Checklist, Data Collection, and PDF Report

Medical equipment maintenance checklist provides an easy way for a field service engineer to perform maintenance and collect various data for the equipment. Having this information as part of the work order history allows the service engineer to prepare for the next service visit as well as help to satisfy medical regulatory compliance. Datamoto allows users to create checklists in the system for each type of medical equipment and collect data in the field. It automatically generates a PDF report of the work order which includes the checklist forms. Customers can sign on the work order on the mobile device to keep it as a record.

Spare Parts Vendor Catalog and Pricing

A spare part can be supplied by many vendors and at different prices. So it is important for a field service engineer to find out the right vendor who can supply the spare part at the right price quickly. A usual approach is to maintain a vendor catalog with information about the parts and prices that they supply. Having this vendor catalog integrated with the work order management applications will allow service engineers to create purchase orders efficiently. Datamoto provides vendor cataloging in its field service management application.

Work order management with Quickbooks

While working in a service order, you may create invoice for services, spare parts or other sales. Many times you may need to create purchase order to buy spare parts or other items from your vendors to render the service to your customer. For many customers who still use Quickbooks for accounting, like to integrate invoices and bills generated in work order app to Quickbooks. Datamoto field service app synchronizes invoices and bills from Datamoto to Quickbooks.

Work order management software for small business

Many small businesses are looking for an enterprise grade work order application in an affordable price. Work order management software for small business must not compromise in features, usability and functionalities. Datamoto’s field service management application provides same functionalities for small businesses and enterprise companies.

Manufacturing work order software

There are different types of work orders that needs to be supported in manufacturing maintenance. On-demand work orders are created as the issue arise. The planned work order are generally routine maintenance tasks which are scheduled in advanced. Predictive work order are usually created automatically by IoT data with predictive algorithm. A CMMS work order solution for manufacturing must also provide detail about asset inventory in the plant or facility along with ability to create invoices and purchase orders. Datamoto manufacturing field service management software enables users to all the above functionalities.

Construction work order software

At construction sites, you need to manage man power and equipment. A construction work order software must be able to schedule both field workers and equipment and generate timesheet of the work that they delivered for accounting. Besides, the construction work order software should able to dispatch workers, schedule team of workers and team lead, and track activities. Datamoto construction field service app provides all these features.

Facility maintenance work order software

Facility management software that many facilities streamline operations with a computerized maintenance management system (CMMS). For facilities, this system is often referred to as facility management software or facility maintenance software. It allows creating and approving work orders, add action items to work orders like checklists for preventive maintenance on equipment, and send purchase orders to vendors. When POs are received, parts are added to your inventory. View equipment uptime, work order history, and performance metrics by tech, asset, or location. Track the health of assets over time by having techs add readings to work orders. Datamoto facility maintenance field service software is highly rated app which is loved by its’ customers and users.

Utility work order software

It enables user to create work order for utilities (electrical, water, natural gas, and sewage), universities, parks and others, and let assign the field service work to appropriate field workers. Utility work order software can track the progress of the task. The field workers can use mobile app to perform and record updates. It can create a service plan, manage all scheduled maintenance, use checklist to performed pre-defined tasks, monitor costs and progress, automatically perform resource tracking and other. Datamoto utility field service app provides all these functionalities.

Material, Inventory, Catalog, and Order Management

√ 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 a multi-currency vendor catalog as you go

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Online Work Order Management Software