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Fleetmatics WORK is a cloud-based field service management software that lets you manage your clients, job orders, schedules, fieldworkers, and invoices from one central location. It enables you to get rid of redundant paperwork and numerous phone calls by automatically sending out notifications to field agents whenever a job update is posted.
The Fleetmatics WORK mobile app gives fieldworkers the requisite information they need to get the job done, such as job location, driving directions, specific job instructions, and even last-minute changes to the work order. They can capture and attach pictures of the job site, parts to replace, and other pertinent work details to keep customer records up-to-date. They can also send invoices from the app as soon as the work is complete, and digitally capture customer signatures using their mobile devices.
Some of Fleetmatics WORK’s core features are client and fieldworker management, scheduling and dispatch, quotes and invoices, reports, and accounting software integration.
Fleetmatics WORK is an all-in-one software solution for field service businesses. It oversees dispatch management, customer database administration, quotes and estimates, billing and invoicing, inventory control, job management, workforce scheduling, service history tracking, and more.
It empowers dispatchers in the home office to instantaneously see where their fieldworkers are, what jobs they’re currently working on, and who’s available to take on additional assignments. Because everything is in one centralized cloud repository, overtime and paperwork are kept to a minimum, affording you and your staff more time to focus on the more important aspects of your business.
Fleetmatics WORK functions as a hub where all your client information and fieldworker data are kept, allowing you to locate essential information without digging through heaps of files and folders of paperwork.
Client information such as their locations, contact details, phone call particulars, and other documents are in one central database, making it easier to determine where your clients are coming from and which job types are giving your company the most revenue. The Fleetmatics WORK fieldworker tagging system gives dispatchers the ability to sort worker schedules and assign jobs on a best-fit basis.
Imagine still managing your fieldworker schedules with a whiteboard. As long as no major job order changes happen throughout the day, this method will probably work just fine. But what if a job order suddenly gets cancelled or additional requests are made to an existing work order? What about emergency appointments from long-time customers? Numerous phone calls will need to be placed so that dispatch and the field workforce are on the same page.
Fleetmatics WORK allows you to take control of your worker schedules regardless of the frequency with which things change. Every time a job update is made, notifications are pushed to your workers’ mobile devices. You also instantly see when emergency job assignments are acknowledged or when additional work is needed at a job site.
Fleetmatics WORK enables your company to save on paper costs by turning a quote into a job order and completed work into an invoice with just a few clicks. Once payment for an invoice is received, one click and the job is closed.
With Fleetmatics WORK, you can create custom quotes and invoices, and charge varying pay rates as appropriate. The app also has the ability to accept credit card payments via Stripe.
So you know how your business is doing, Fleetmatics WORK has a reporting functionality that gives you instant visibility into your jobs, clients, fieldworkers, and other custom data you’d like to track. Reports include timesheets, job summaries, inventory, as well as revenue reports by client, product, or service. They can be exported into Excel or PDF formats and distributed as necessary.
Fleetmatics WORK also supports customized reporting through its Dynamic Reports feature. From the main menu of your admin account, select Reports, then Create Dynamic Reports. After naming the report, you will be prompted to choose a category, add the necessary reporting fields, including filters and sorting level, if any.
With Fleetmatics WORK’s built-in integration with accounting apps like QuickBooks, SAAS, Xero, and MYOB Live, you only have to enter information once into the system and they automatically show up in your accounting platform. You can also directly download your invoices into your accounting program.
Fleetmatics WORK has ready-made integrations with accounting systems such as QuickBooks, Xero, and MYOB.
Fleetmatics WORK pricing can be requested from their sales team.