Our business management software enables you to easily schedule your service appointments or equipment maintenance jobs digitally. Stay updated on your upcoming appointments with ease! Enjoy the convenience of a calendar view and stay organized by selecting hourly, daily, weekly, or even monthly views.
With a click of a button, your manager can quickly assign and decide on the team members that will be viewing or carrying out the job - accessible wherever and whenever it’s needed.
By having one system that everyone can use, miscommunication is minimized and updates to job details are easily shared. With this technology in place, the team's collective productivity and efficiency skyrockets!
Your team will be able to update their work progress as they work on it, keeping the management updated in real-time.
Issues can quickly and easily be reported so they are addressed as soon as possible - resulting in a seamless experience that will leave your customers impressed and more than satisfied!
Let your team stay organized and on track - no matter where their service appointment takes them. Create custom processes for each job, knowing that everyone is always following the plan you set in motion!
In order to complete the job, your service team will have to fulfill all the criteria set by the management, ensuring the highest quality of customer service. For example, you can require your service team to check- in once on site, upload before and after service images, state the reason for an equipment or machinery breaking down, fill up the service report, or check-out once they’re done before they can complete the job.
Besides that, new employees will find it easy to perform at work, making their transition into the workplace a breeze.
Looking to launch your business into the stratosphere? Our business management software is designed with you in mind, providing all of the tools necessary for you to steer your business to greater success.
Through the dashboard in our system, you are able to extract valuable and easily understandable real-time reports that can help you make fast and informed decisions, providing a streamlined and enhanced customer experience. You can simply keep your colleagues in the loop by sharing with them Excel or PDF reports such as regular service reports, breakdown/callback, installation, or delivery - just to name a few.
With a solid grasp on the ins and outs of your business, you can strategically plan resource allocation on areas that will maximize growth potential for optimum success.
Business management has never been easier!
Our digital assistant helps you stay ahead of the game with customizable reminders like overdue jobs reminder, service due, service follow-up, approval requests, contract expiring, payment due, recurring reminders, and general appointments - never miss a beat in your business!
Say goodbye to paper-based forms! Our custom digital solutions make it easy for you to ditch the stacks of documents, replacing them with digitized reports for your convenience and benefit.
Keep track of every vital document with ease! No more searching endlessly for misplaced files or worrying about damaged documents that could cost you important data.
Your team can now look forward to welcoming the convenience of recording reports in the system using their mobile phones while they’re on-the-go! Reports are automatically organized and easily accessible for filtering/extraction, providing a streamlined process so you get exactly what you need in no time.
Stop wasting precious time searching and waiting for your customers or stakeholders to sign off your documents.
With the mobile-friendly platform, now everyone can review documents quickly at their own convenience - even on-the-go! An added bonus? You don't have to worry about company stamps as you can easily place them in the background of signatures or next to it with just a few clicks.
You can even capture valuable insight from your customers when they rate your service through the digital form.
Keep everyone updated and clear on the work progress! With fully customizable job statuses, teams can keep tabs on their projects from start to finish.
As the job progresses, your team will be able to select different statuses to accurately reflect developments or to ensure a certain predetermined work order is followed by the service team.
Some of the most common job statuses that are used are “Not Started”, “In Progress”, “Inspection Completed”, “Sparepart Required”, “Needing Attention”, “Pending Approval”, “Management Approved”, and “Completed”. These statuses come with distinct colours to help your team members visualize better on the schedule board.
Our business management software helps to verify that the right team is at the right place for their appointments. They can easily check-in when they reach the location and check-out once they’re done - no matter if they're out performing site visits or regular sales meetings!
Our smart platform is the perfect solution for ensuring that your team are in the right place at all times. With geofencing and fool-proof safety measures, you can rest assured knowing data collection on attendance and job details is reliable - giving you peace of mind about accuracy without sacrificing convenience!
Make it easy for your service team to record important visuals while they're on-site completing installation, maintenance, delivery, or repairs. Providing them with the convenience of attaching images and videos of assets like equipment, machinery, or facilities can help you quickly access vital information whenever needed!
Bring the focus to what matters most by adding annotations onto your images, such as flagging any damages found on equipment or elements that need attention. This way you can make sure everyone stays informed in one easy step!
Using our DATASYNC feature, this app can work both online and offline too. Facing poor reception, yet you'd like to access your jobs list, upload images and provide work updates? With our app - you can. Cached data allows users to access key information needed for jobs, so every job can be completed efficiently and without a worry.
Keep your team connected and on the same page with collaborative internal chat in a specific job! Team members that are involved in that job will be able to easily retrieve shared information that was discussed previously like issues, documents, and many more so that nothing slips through the cracks.
Our business management software makes it easy for you to keep track of your job progress! Quickly categorize your updates and tag a specific document to a comment, ensuring relevant info is organized and easily accessible.
Need a fast response? Just tag your team member in the chat to get their attention. Our system will automatically alert the person, ensuring your team productivity and efficiency remain at the highest level.
Give yourself the ultimate peace of mind knowing that your contacts are kept secured! Consolidate and safeguard all your contacts in 1 system. You can even control who can access your contact list from full access to total exclusivity.
Keep your business contacts organized with our platform. Group them in their respective departments and leave various types of notes and remarks in each contact, so you always have the contact information you need right at your fingertips.
Our field service management software enables you to easily schedule your service appointments or equipment maintenance jobs digitally. Stay updated on your upcoming field service appointments with ease! Enjoy the convenience of a calendar view and stay organized by selecting hourly, daily, weekly, or even monthly views.
With a click of a button, your service manager can quickly assign and decide on the team members that will be viewing or carrying out the job - accessible wherever and whenever it’s needed.
By having one system that everyone can use, miscommunication is minimized and updates to job details are easily shared. With this technology in place, the team's collective productivity and efficiency skyrockets!
By utilizing our sales management feature, your team will be able to update their work progress as they work on it, keeping the management updated in real-time.
Issues can quickly and easily be reported so they are addressed as soon as possible - resulting in a seamless experience that will leave your customers impressed and more than satisfied!
Our To-Do List feature lets your team stay organized and on track - no matter where their service appointment takes them. Create custom processes for each job, knowing that everyone is always following the plan you set in motion!
In order to complete the job, your service team will have to fulfill all the criteria set by the management, ensuring the highest quality of customer service. For example, you can require your service team to check- in once on site, upload before and after service images, state the reason for an equipment or machinery breaking down, fill up the service report, or check-out once they’re done before they can complete the job.
Besides that, new employees will find it easy to perform at work, making their transition into the workplace a breeze.
Looking to launch your business into the stratosphere? Our service management software is designed with you in mind, providing all of the tools necessary for you to steer your business to greater success.
Through the dashboard in our field service system, you are able to extract valuable and easily understandable real-time reports that can help you make fast and informed decisions, providing a streamlined and enhanced customer experience. You can simply keep your colleagues in the loop by sharing with them Excel or PDF reports such as regular service reports, breakdown/callback, installation, or delivery - just to name a few.
With a solid grasp on the ins and outs of your business, you can strategically plan resource allocation on areas that will maximize growth potential for optimum success.
Service and maintenance management has never been easier!
Our digital assistant helps you stay ahead of the game with customizable reminders like overdue jobs reminder, service due, service follow-up, approval requests, contract expiring, payment due, recurring reminders, and general appointments - never miss a beat in your business!
Say goodbye to paper-based forms! Our custom digital solutions make it easy for you to ditch the stacks of documents, replacing them with digitized service reports for your convenience and benefit.
Keep track of every vital document with ease! No more searching endlessly for misplaced files or worrying about damaged documents that could cost you important data.
Your service personnel can now look forward to welcoming the convenience of recording service reports in the system using their mobile phones while they’re on-the-go! Reports are automatically organized and easily accessible for filtering/extraction, providing a streamlined process so you get exactly what you need in no time.
Stop wasting precious time searching and waiting for your customers or stakeholders to sign off your documents.
With the mobile-friendly platform, now everyone can review documents quickly at their own convenience - even on-the-go! An added bonus? You don't have to worry about company stamps as you can easily place them in the background of signatures or next to it with just a few clicks.
You can even capture valuable insight from your customers when they rate your service through the digital form.
Our work order management feature keeps everyone updated and clear on the work progress! With fully customizable job statuses, teams can keep tabs on their projects from start to finish.
As the job progresses, your service team will be able to select different statuses to accurately reflect developments or to ensure a certain predetermined work order is followed by the service team.
Some of the most common job statuses that are used are “Not Started”, “In Progress”, “Inspection Completed”, “Sparepart Required”, “Needing Attention”, “Pending Approval”, “Management Approved”, and “Completed”. These statuses come with distinct colours to help your team members visualize better on the schedule board.
Our mobile CRM management software helps to verify that the right team is at the right place for their sales appointments. They can easily check-in when they reach the location and check-out once they’re done - no matter if they're out performing site visits or regular sales meetings!
Our smart platform is the perfect solution for ensuring that your sales personnel are in the right place at all times. With geofencing and fool-proof safety measures, you can rest assured knowing data collection on attendance and job details is reliable - giving you peace of mind about accuracy without sacrificing convenience!
Make it easy for your service team to record important visuals while they're on-site completing installation, maintenance, delivery, or repairs. Providing them with the convenience of attaching images and videos of assets like equipment, machinery, or facilities can help you quickly access vital information whenever needed!
Bring the focus to what matters most by adding annotations onto your images, such as flagging any damages found on equipment or elements that need attention. This way you can make sure everyone stays informed in one easy step!
Using our DATASYNC feature, this app can work both online and offline too. Facing poor reception, yet you'd like to access your jobs list, upload images and provide work updates? With our app - you can. Cached data allows users to access key information needed for jobs, so every job can be completed efficiently and without a worry.
Keep your team connected and on the same page with collaborative internal chat in a specific job! Team members that are involved in that job will be able to easily retrieve shared information that was discussed previously like issues, documents, and many more so that nothing slips through the cracks.
Our customer management software makes it easy for you to keep track of your job progress! Quickly categorize your updates and tag a specific document to a comment, ensuring relevant info is organized and easily accessible.
Need a fast response? Just tag your team member in the chat to get their attention. Our system will automatically alert the person, ensuring your team productivity and efficiency remain at the highest level.
Give yourself the ultimate peace of mind knowing that your contacts are kept secured! Consolidate and safeguard all your contacts in 1 system. You can even control who can access your contact list from full access to total exclusivity.
Keep your business contacts organized with our platform. Group them in their respective departments and leave various types of notes and remarks in each contact, so you always have the contact information you need right at your fingertips.
Among the many benefits of customizable software like Caction’s includes being able to choose the most suitable plan for your company. This way, you can get a system that works exactly to your needs.
Whether you’re a large MNC, a compact SME, or a humble startup – our range of options ensures there’s a perfect plan for everyone.
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