Auto-assign a default technician when a new FSM task is created without assignees.
Equipment compliance inspections for field services
You can Manage Support Activities here
Add the notion of client equipment for Field Service
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
Enable client feedback workflow for field service tasks
Track invoices linked to Field Service orders
Allow workers to collect payments from the order.
Track analytic accounts on Field Service locations and orders
Create Field Service orders from the CRM
Select delivery methods and carriers on Field Service orders
Manage your distribution structure
Invoice Field Service orders based on employee time or contractor costs
Display key service information on Field Service Kanban cards.