Chatter
Centralize all activities in a single log: calls, emails, meetings, reminders, and work notes are all tracked in the task. Tag colleagues, message clients, and add media files and reactions
Automated task creation
Tasks can be generated automatically via an email alias or a web form, as well as from a sales order or a helpdesk ticket.
Email alias
Emails sent to an alias of your choice will trigger the creation of a new task in your pipeline.
Web form
Allow your customers to create tasks by filling in a web form. Customize the details to ensure that the correct information is always captured.
Sales order
Create tasks automatically when a sale of a certain product or service is made.
Helpdesk tickets
Support agents can create field service tasks from their tickets, allowing for smooth collaboration.
Timesheets
Use the integrated timer to track your working time directly from the task menu, and view time logs directly in the task chatter.
Customizable worksheets
Design your worksheet templates, configuring all the fields needed to give your customers detailed reports. Create multiple templates for different intervention types, or other needs.
Recurring tasks
Automate the creation of recurring tasks, for example, maintenance or meetings.
Customer portal
A dedicated portal where your customers can view and manage tasks, quotations, invoices, and reports.
Customer reports
Customer reports are generated at the end of each task and include details of the products used, timesheets, and the worksheet.
Sign
Allow your customers to sign the report directly from the mobile app.