FieldCircle 4+
FieldCircle Private Limited
專為 iPad 設計
-
- 免費
螢幕截圖
描述
FieldCircle is an easy to use process management solution, which enables you to manage your field sales and service teams and their activities smarter, faster and on-the-go. Following are the core activities that can be performed using the FieldCircle mobile and web applications.
Scheduler
- Manage all users, teams and plan their schedule effectively using a computer or mobile.
- Provide real-time updates using Email, Push and SMS to your team members about assigned activities.
- Plan recurring jobs, inspections and assign those to team members, sub-contractors and track their progress in real-time.
Work Orders
- Plan work orders on new work requests or customer service requests.
- Schedule a work order and multiple jobs in it, and assign those jobs to team members.
- Keep team members and customers informed with email and app-based push notifications.
- Attach notes and photos to a work order or job to keep your team informed.
Sales Visits & Inspections
- Plan sales visits on estimate requests, gather notes, photos, and other customer requirements.
- Perform separate inspections to assess exact customer requirements, get customer sign-off on requirements, and send estimates.
- Perform planned health-check inspections on customer properties and assets.
- Create corrective actions on inspections for your team and customers to remain compliant and reduce risks.
- Share all reports with customers.
Location and Time Tracking
- View your team members' current location and assign service jobs, sales visits accordingly.
- Track their daily attendance, route taken and activities performed during the day via web browser.
- Review their worklogs and regularization requests.
Custom Workflows, Forms, and Templates
- Define custom workflow rules to perform any activity based on your business needs.
- Use default system forms and optimize them to manage all records.
- Define custom templates to gather data in the field and create the custom job, visit, and inspection reports.
Notifications and Reminders to stay informed
- The system comes with default notification of each module to keep all stakeholders informed.
- Notification types include Email, App Push Notifications, and SMS/Text.
- Manage each notification on your own using the shortcodes and the data you wish to send.
- Define your custom notification templates for all formats.
Inventory, Product, Services and Price Lists
- View all the available products, variants and inventory information.
- View all services and provide the right information to customers.
- Manage your products, variants, and services price lists using web-application.
Manage Sub-Contractors (vendors)
- Manage your vendors and their team from web application.
- Request for a quote, accept the quotes, and convert them into purchase orders and work orders.
- Assign price lists and ensure the pricings are as per contracts.
- Give access to the mobile application to vendors and their team members and get to know the real-time updates of completed work and their location, etc.
Invoices and Payments
- Create and send invoices to your customers for work orders.
- Receive payments and manually update it.
- Send payment receipts to your customers.
Dashboards and Reports
- Easily accessible business insights to understand performance and drive growth.
- View segmented dashboard on each activity, inventory, invoices and payments, etc.
- Find 25+ reports using web-application to understand your field sales and service activities, stock information, invoices and payments, and download them in excel format.
Customer Communication and Transparency
- Provide real-time updates and reminders using text and push notifications to your customers about their service request, work order, inspection status.
- Let customers request new work or a service request based on their needs.
- Get customer sign-off on estimates and eSignature.
- Share custom reports of the work order and inspection.
最新功能
版本 4.25.2
Bugs Resolved
App 私隱
開發者表明FieldCircle Private Limited的私隱慣例或包括下列資料的處理。詳情請參閱開發者的私隱政策。
用於追蹤你的資料
以下資料可能會用於追蹤你在其他公司的 App 和網站的活動:
- 位置
不會與你連結的資料
開發者可能會收集以下資料,但不會連結你的個人身份:
- 位置
- 用户內容
- 識別碼
- 診斷
私隱慣例或因使用的功能或年齡等因素而異。進一步了解
資料
- 供應商
- FieldCircle Private Limited
- 大小
- 138.7 MB
- 類別
- 商業
- 兼容性
-
- iPhone
- 須使用 iOS 12.0 或以上版本。
- iPad
- 須使用 iPadOS 12.0 或以上版本。
- iPod touch
- 須使用 iOS 12.0 或以上版本。
- Mac
- 須使用 macOS 11.0 或以上版本及配備 Apple M1 或以上版本晶片的 Mac。
- Apple Vision
- 須使用 visionOS 1.0 或以上版本。
- 語言
-
土耳其文、德文、日文、法文、波蘭文、英文
- 年齡
- 4+
- 位置
- 此 App 在沒有開啟時亦可能會使用你的位置資料,縮短電池使用時間。
- Copyright
- © FieldCircle Private Limited
- 價格
- 免費