Work Orders Solutions

Work order management solutions enable FSM companies to keep track of important client details and work information. Completing quality work more quickly and at less cost is critical for the success of every Field service operation company. Solutions of work order optimize the management of field workers along with time and cost management. Managing work orders from initiation to completion is very complex and Field Service professionals don’t have time to handle complicated software or applications. They need to be able to deploy solutions that are simple, yet effective. Field service professionals need to be able to do things quickly like using easy drag and drop features or simply filling-in information, snap a photo or two and call it a day. All the data related to techs or job at hand needs to be updated automatically for faultless work order management. To sum it up, technological solutions are meant to make things easier, not harder. The best solutions are those that are easy to deploy and easy to manage. Work Order Management Solutions by ITLINK have all the necessary features for making your work easy. These solutions can help minimize the friction between conveying instructions and implementing them. Following are some of the key features of our work order solutions:

• Track job progress
• Instantly generate bills and invoices
• Easily manage work orders
• Check status of work order
• Easy Field force management
• Ensure on-time job completion
• Ease of access to information related to jobs

Scheduling

ITLS has designed one of the best Field Service Management Applications, which is user friendly and customizable according to client’s business and needs. It is gaining popularity in Business Industry because of the facilitation it provides to the users from beginning to the end. Clarity and comprehensiveness are the sole features where minute details of any business have been taken into consideration making it a Business Intelligent App.

How Scheduling Works

Scheduling feature of a Field Service Management app plays an important role after a customer books an appointment through work order. It sets the right time for the required job by the most suitable field worker to do the job because the database of all workers has already been maintained together with their skills set. Our app can keep the record of clients’ inquiries by the use of intuitive interface. This right selection of the field worker not only gives best quality work to the customer but leads to utmost satisfaction of the customer leading to customer returns.

Benefits of Scheduling

• Improve your business efficiency by brilliantly managing how you choose to dispatch your appointments and employees.
• Assign or reassign inquiries depending upon the skills level of employees in order to keep away from dispatching an unqualified employee for a specific job.
• Manage appointments or inquiries online via mobile or web app.
• Inquiries are generated according to the location of a worker. To decide on the spot whether to dispatch that specific person to do a job or not.
• Offer unparalleled customer experience as it allows you to see clients’ history with your company resultantly, it increases clients’ loyalty and satisfaction.

From generating and sending invoices to accepting payments and recording a full history of your transactions with customers, our solution makes your entire invoicing and tracking process faster, easier and more effective than ever before.

Dispatching and Appointments management

Dispatching is a process of allocating technicians, vehicles or resources to customers. It is of great importance in Field Service Management as the success or failure of any field operation depends on it. Although there are a number of manual dispatch systems that help allocate techs and vehicles, the process is complex and if not considerably planned, the system is prone to failure/fail. Therefore, an effective and efficient automated dispatch system comes in handy to help avoid failures and setbacks. Between scheduling and deploying your fleet and technicians, there are a lot of things that can go wrong. ITLink Solutions make dispatching and appointment management easy with the right type of software solutions. Our dynamic mobile and web-based applications help schedule the right people with the right skill at the right time. With the new Field force management software solutions its easy to manage cost, time and resources efficiently. Our dispatching and appointment solutions make it easy to assign people with skills that match the job at hand. Information like technician’s history, skills, expertise, current location and availability status are made visible to the dispatcher so that the right techs get hired to do the right tasks. Never miss an appointment with our advanced dispatch and appointment management solution. ITLink Solutions enable the dispatchers to view job location as well as nearby technicians, resulting in reduced costs of traveling and minimized time lags. Our solutions can:

• Improve business efficiency by brilliantly managing how you choose to dispatch your appointments, employees and resources.
• Assign or reassign inquiries depending upon the skills level of employees in order to keep away from dispatching an unskilled or unqualified employee for a specific job.
• Manage appointments or inquiries online via mobile or web app.
• Inquiries are generated according to the location of a worker. To decide on the spot whether to dispatch that specific person to do a job or not.
• - Offer exceptional customer experience as it allows you to see clients’ history with your company.

Intuitive Dashboards

ITLS believes that simplification of processes in designing FSM software application has aided in running the app more quickly which gives unparalleled satisfaction to our customers. Intuitive dashboard means business Intelligence enabling accurate and quick decision making.

Ease of Access : The purpose of a revolutionized, intuitive and interactive dashboard is to get an instant insight into all KPIs (key Performance Indicators) of a business e.g. data related to your business in Real time. You get real time important details regarding all calls, jobs, schedules, visits, tasks, that need to be accessed by you on a daily basis and multiple times. So, the Intuitive dashboard plays a role of field service coordinator. It keeps a permanent record of your business performance so there is always room for your business growth.

Important KPIs : KPIs like profit measurement, cost estimation, outstanding day sales, cost of sold goods, sales by geographic location, number of customers in total, returning customers, customer retention, lifetime customer value, employee satisfaction etc. are a few KPIs to give your business the best Returns on Investment (ROI).

Data display : You can also have as many business reports automatically emailed to you every day, week or month as you want. The data transparency and interactivity in an intuitive dashboard can help you boost your performance by acting upon best opportunities for client and customer acquisition, process optimization and long-term growth. Features like charts, graphs, reports, technician leader boards etc., enhance overall functionality by keeping a real time record of your business for better cost management, workforce management and marketing strategies.

Mobile Apps for Technicians

Our FSM software provides mobile service app for field service technicians where they can use their mobile phones, tablets or iPad on the service location to get their jobs done in an efficient and accurate manner. Using mobile app, the whole field service platform is visible on technician’s palm to increase ease of service. Technicians enjoy communication platform like managers and dispatchers, and remain well coordinated with all the steps of their assigned jobs and job prerequisites. Technicians remain focused on providing the service they are asked for. Paperless work enhances efficiency of the field workers many folds. Because manual documentation had been a tedious job.

User Friendly App for Technicians Field service workers Here are some of the useful things that the technicians are able to do using the mobile app:

• View unassigned jobs
• Accept or reject a job assigned by dispatcher
• Routing information with automated driving directions
• Explore the dispatch board
• One touch access to call the customer
• Update the status of the job
• Get work order details
• Provide inspection details
• Send purchase order details
• Send inventory requirements
• Get notified about dispatch schedules
• Payment processing
• Start invoice for predefined or custom services
• Complete invoicing details
• View schedule in real time
• Full access into service and work-order history
• Access to warranty and service contract information
• With the ability to view and document information on their mobile device using the app, technicians no longer need to perform manual documentation procedures. Instead, they can do what they came to do: service and repairs.

User Friendly App for Managers and Dispatchers

On the other hand, the app is also useful for managers/ dispatchers as they can:

• Track the technicians
• Route technicians to the job location with automated driving directions
• View job data and other important information
• Customize inspection forms
• Fast action and analysis based on data collected via app

Routing and Tracking

FSM app has automated field services by the use of latest technology where routing and tracking of field workers is done using Google Maps with Global positioning system (GPS).Real time traffic information help avoid hindrance of workers movement by calamities such as traffic Jams and bad weather etc. This forecast leads to intelligent route optimization where field workers are made most productive by adopting time saving route thus ensuring minimum driving time and fuel consumption, while ensuring customer satisfaction.

Benefits of Routing and Tracking in Real time

Navigation of mobile field workers through coordinated Google maps and GPS keeps an eye on the following main aspects of a mobile workforce in Real time:

• Any worker’s data can be retrieved in real time e.g. who is on the clock, either on road or at job site.
• Once workers clock in, the mobile app keeps logging their location and updates it throughout the workday.
• GPS can track the exact geographical placement of shows which employee is located closest to the next job site, this helps in deploying the best workforce for maximum efficiency.
• Mobile app is not a burden on mobile phone, tablet or ipad’s battery. So, battery does not drain quickly when GPS is tracking locations.
• Employee locations can be easily viewed to ensure everyone is exactly where they're needed using GPS, it renders every worker for greater accountability and keep field workers alert all the time for better service provision.

Estimates & Invoicing

Estimation and Invoicing has been automated by ITLS Field Service Management solution. Our Mobile app can be easily used by the mobile team workers in real time to generate estimates/quotes for the customers. These estimates are kept on hold, till approved by the customer for the rendered services. Quick quoting makes the customers to take decision on the spot .This feature helps in generating leads in the business, so smart estimation process also serves as marketing of the company using our FSM solution. Our multidimensional FSM App keeps our customers happy and contented as ROI (return on investment) increases drastically.

Multiple work orders/ jobs can be completed for a customer and invoices can be sent by email in one-go rather than creating separate invoices for each job completed. Payments are automatically made accordingly.

Usefulness of Automated Estimation and Invoicing App summarized:

Automating invoicing is more valuable for businesses than ever, here are some of the useful things that our feature helps you with:

• Technicians can view and add the type of service they’re providing
• Aids in processing payments
• Helps in defining payment terms
• Billing directly to customer locations or contacts
• Speeding up the payment process
• Tracking payments
• Custom/predefined services can be added for invoicing
• Checking payment method
• Sending receivables after generating invoices for customers
• Helps your technicians complete the details before generating invoices
• Keeping track of your cash
• Minimizing billing errors
• Defining custom payment terms for individual customers
• Making billing faster and more transparent to customer

From generating and sending invoices to accepting payments and recording a full history of your transactions with customers, our solution makes your entire invoicing and tracking process faster, easier and more effective than ever before.

Accounting and Inventory

Field Service Management is a mobile business where mobile devices like smartphones, iPad and tablets etc. are used by field workers. These field workers always remain in “Ready to Go” state due to using FSM mobile apps. One job accomplishment leads to another and the whole day passes like this, from beginning to the end. Mobile accounting or bookkeeping is a vigilant task and cannot be overlooked for even fraction of a second. ITLS FSM app has made the user able to keep the Accounts and Inventory in order, while the worker is on the move.

Our FSM app takes care of Accounting as:

• Keeps track of expenses through checklists
• Can scan the receipts
• Facilitates Mobile Billing
• Can track mobile Invoices

Inventory Keeping

ITLS FSM App easifies inventory math for you. Stay atop your competitors in Field Service Management industry with specialized Inventory keeping and integration procedures of Warehouses. Reporting of inventory parts, that have been used on-site, damaged or broken during field work and pricing process has been made simple by ITLS FSM App.

Accounting and Inventory keeping helps in taking an insight into total revenue including (receivables, payables, general ledger), expenditure, any overdue invoices and due payments in real time.

Accounting integration

Data input and export for customers, vendors, employees, invoice, payments and purchase orders can be made possible using QuickBooks and Sage. This integration provides powerful, accurate and reliable accounting software integration.

Reporting

The field service solutions of ITLink Solutions are making it easier than ever to view and get better insights about accounting with different types of reports. These reports include:

• Revenue reports
• Profit and loss reports
• Expense reports
• Sales reports
• Invoice reports

Customer engagement

Customer engagement is the result of eagerly building and maintaining great customer relations, through exceptional customer experiences. ITLink knows how important customers are for your business. Which is why our solutions have been developed keeping the focus primarily on customers and their needs. We specialize in helping the companies implement great customer strategies, which in turn result in increased revenue and reduced costs. Clients are more likely to trust those businesses that value their interests and keep them updated about the work progress. Since business earnings are directly related to the extent to which the customers are involved, it’s equally important to keep track of the customers to know them better. ITLink Solutions help you fetch customer data for real time analysis. You can easily understand and identify which customer interactions are increasing customer engagement and which are not. In field service customer management, being proactive is very important as when you react to errors instead of avoiding them, it can cost you a lot in terms of money, time and customers gained/lost. Our proactive approach helps your business grow its customer base, maintain good customer relations and plan for future activities to boost your productivity.

Other features that our useful solutions of customer engagement include are:

• Tracking customer records/viewing customer history
• Sending invoices to the customers
• Keeping customers updated about job status
• Sending SMS/Email to clients
• Add and manage important information about customers
• Ability to predict a future need by letting you proactively deal with situations

Project Management

With our years of proven performance and being a leading innovator, we meet the business needs of our clients. We provide customizable solutions that go beyond basic business management and reporting to help in faster and easy ways. For organizations that provide Field Force management services, we offer comprehensive work and Project Management solutions. Out technology makes it easy to manage everything from the start of the project towards the end in an organized and proactive fashion. Whether it’s about creating work orders or assigning workers to do a specific job, managing the trucks or tracking the inventory, checking the location of dispatched technicians or resources, the project management solutions help supervise overall performance throughout the project lifecycle. ITLink Solutions provides end-to-end project management services. Field service businesses can benefit from this type of solution as it can help to reduce expenses and improve overall business productivity.

In addition to the features already described, the easy-to-use functionality of Gantt chart enables the project managers to monitor each project’s phase throughout its lifecycle. Furthermore, there are different views of Gantt chart such as Calendar, Grid and Timeline view which enable managers or dispatchers to observe their plan in a highly detailed manner.

Cloud Solutions

Our company recognizes the importance of cloud computing and its growing use in the technological industry. Since cloud-based solutions have a lot of benefits, integration with our cloud services gives you the added advantage of managing field work easily with flexibility and ease of access. Our solutions are developed on SaaS model and are accessible from various devices and locations. With our unique operations model, you get elastic, pay-as-you-use, multi-tenant and on-demand cloud services. Deployment on multiple platforms can be made possible. The solutions can be deployed on MS Azure or Amazon AW and can be integrated with the different services that these platforms provide.

Some other advantages of the cloud solutions offered by ITlink Solutions are listed below:

• World-class process and technology competence to help you operate the cloud efficiently
• Simple and transparent pay-per-use model
• Maximum security for your data encompassing network security, firewalls, anti-virus and daily data back-ups
• Flexibility and scalability of system
• Simple and transparent pay as you go model
• Network-based allocation of scalable and standardized IT resources
• Adoptable Service Availability
• Improved accessibility
• Several Economical advantages
• Globalization of your work force at lower costs
• Effective project monitoring

Integrations

With the ever-growing rise in easy-to-implement technological solutions, the field work management becomes easier like never before. We offer a wide range of integration options which can help upgrade your business according to current trends. Make your work easy by choosing to integrate with different platform and services. Whether it’s the google maps, Waze or apple maps you’re integrating with, your techs can be tracked easily, your customer can be located instantly and you can trace your resources or map locations effortlessly. Got a whole fleet to track? Integrations with TomTom would serve the purpose. You can track your fleet, know the current locations of your workers and push job-related information instantly. For powerful feature-rich services, we offer integrations with Quickbooks and Sage. These services help you manage your business in a better way.

Accounting and payment processing can never be an issue because we offer useful integrations with lots of payment gateways such as Authorize.net, Webpay, We Pay, Stripe and others. These payment gateways have lots of uses which include scheduling payments and processing credit cards. Integrations with Faxing options and other softwares like Soft PABX, Twilio enable you to send important documents, files or notifications via SMS, MMS or Fax. Apart from these, there are multiple other integration options that can be made available to you as per your requirements.