Adds a tool to help build out Location Hierarchies
Organize the routes of each day.
Manage Field Service vehicles and assign drivers
Link Stock Requests with Field Service Vehicle Inventory
Auto-assign a default technician when a new FSM task is created without assignees.
Equipment compliance inspections for field services
Manage recurring service schedules for equipment
You can Manage Support Activities here
Control technician location when starting/stopping FSM timers
Direct access to FSM products and Sales Orders from the task header, optimized for mobile efficiency.
Advanced analytical reports for Field Service visit effectiveness and sales conversion
Require lost reason for FSM tasks when no sale is made
Require timer start before adding products to FSM tasks
Automatically log time without wizard when a confirmed sale exists
Validate input data when reaching a Field Service stage
Track invoices linked to Field Service orders
Manage Field Service agreements and contracts
Create Field Service orders from the CRM