Streamline your Processes
Integrate your Systems
Unlock the Value of your Data

MANAGE YOUR FIELD SERVICE TEAM with visual Scheduling using Google Maps & Zoho CRM

Website Field app demo (2)

ALLOCATE JOBS WITHIN ZOHO

This web app has been developed for businesses who use Zoho CRM to manage their sales process and then need to allocate or schedule this work for individuals or teams that work in the field. Designed for service technicians, installers and tradespeople.  It has a Google Maps and Calendar view for scheduling and 2 way sync with Zoho CRM. Your field service team can access customer and job details and schedules from wherever they are, complete jobs using approved processes including JSA and job completion checklists which can be tailored to your business operations.

FIELD VIEW

Takes you through the Field Service people (in this case called an Installers) view that would be used by people that are allocated jobs to complete. Customise based on your process including JSA compliance and mandatory steps to complete a job, reschedule it and obtain customer sign-off.

Overview

This integrated Field Service Management app will help you win more work with professional quotes and better communication supported by reminders driven by automation in Zoho CRM. Streamline your invoicing to get paid faster via integration with your CRM and popular accounting software Xero, Quickbooks or MYOB. When jobs are completed invoices can be triggered automatically and sent to customers.

Admin VIEW

Scheduling & Dispatch Management – optimise efficiency and quickly schedule individuals or teams based on their availability and job status from a single dashboard view.

Video takes you through the Head Office or Admin view that would be used by people that are scheduling or allocating jobs. Filters can be tailored to your business.

Key Features

Customisable

Filter jobs based on status, region or other depending on your business process

Google Maps

View jobs on map with easy to identify icons based on job type or status

Job Attachments

View and upload attachments such as plans, drawings, photos either via app or CRM. Videos are an optional extra

Route Optimisation

Tap into Google API to suggest most efficient routes between scheduled jobs - optional extra

Job Scheduling

Allocate jobs for self service scheduling OR schedule jobs on behalf of field agents, including email or SMS notifications

Drag & Drop Calendar

Colour coded calendar with show/hide toggle to view field service personnel via day / week / month views

Live Job Information

Mobile access via web app on any mobile device with key job & contact information, optional link to view Account / Job in CRM

Job Completion

Automate any part of your workflow including JSAs, SWMS, e-signature and other checklist procedures with integration to CRM and other cloud storage like Zoho WorkDrive

ESTIMATOR VIEW

Designed for people that are going onsite to quote jobs and then complete the process to send through data to CRM. This data is then used to send a formatted Quote to the customer via Zoho CRM for electronic acceptance either by email or SMS. ​

Testimonial

“Our Field Service App tool has completely changed our servicing department.”
Matthew Hore
General Manager, Comfortel

Frequently asked questions

You will need Zoho CRM Enterprise or Ultimate plan to install this solution.

We like to get to know your business processes and understand your outcomes first. It will take 5-6 weeks upon approval of scope and payment of set-up fee. We can also provide training for your team.

Set up cost will depend on the features and level of customisation you need. Monthly fees start at $90 +gst per month, get in touch to discuss your needs.

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