Field Service Trakker
Comprehensive Software Package for HVAC & Plumbing
Field Service Trakker helps companies Track Inventory, Schedule Routes for Multiple Trucks,
provides real-time data between your office and fleet, all designed to save you money and at the same time increase your bottom line profits.
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SAVE MONEY- Keep accurate inventory in warehouse & trucks
•SCHEDULING TOOLS- for quick efficient
scheduling and routing of emergency calls and appointments
• ACCURATE INVOICES- automatically generated and instantly Emailed Saving Time, Money and Reducing Errors
•SHARE DATA- immediately between
the technician & the office
•Works with Quickbooks Pro,
PeachTree and other
accounting software packages
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Your Plumbers and Tech's
are equipped with handheld computers or PDA's that communicate with
the host or back office system through a dedicated communication
server. Using Field Servic Trakker enables Tech's to:
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See Appointments- When there is a schedule change or an emergency call the handheld gets notified
•Track Inventory- Automatically tracks inventory used on a job
•Capture Signature- The customer can electronically sign the handheld device
•Automatically Invoice- When the signature is captured the invoice is emailed out immediately/automatically. This means you get paid faster.
•Plus Much More...
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Your Office Staff
can see all the field activity for the day including customer
visits, sales, and restock requirements. All the field information
is available to the office staff with a click of the mouse.
Route Trakker allows sales and distribution personnel to gather,
enter and share data at in the field or at the office, where it is
the most convenient for the work to be done, thus increasing
efficiency, improving productivity and making your company more
profitable and competitive.
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Schedule Appointments- When a call comes in schedule it by desired date range and closest available technician with Field Service Trakkers Advanced Scheduling Assistance.
•Track Inventory- Automatically tracks inventory used on all trucks and received in the warehouse as well as what needs to be restocked on the trucks at the end of the day.
•Purchase Order- Place orders and receive on them.
•Customer History- See all of the history of customer service calls, invoices, service agreements, etc.
•Many Reports- Field Service Trakker has Many, many reports as well as we can design ones specific to your needs.
•Plus Much More...
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Save money and Go Green
We have even eliminated the need for costly printers, ink, and
paper, at many sites by allowing invoices to be either faxed and/or
e-mailed immediately after the customer invoice is completed. By
using the wireless internet we can communicate back to our server
and have an e-mail or fax sent within 1 minute of finalizing the
invoice. Many customers have found this feature alone saves them $1500 TO
$2000 per route per year. Plus of course less waste is good for the environment.
By automating three core application areas - sales
automation/order management, inventory management, and delivery
confirmation - companies can recognize significant benefits including:
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Decrease of clerical, data, and invoicing errors
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Reduction of communication costs
•Additional sales through access to additional information
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Shortened billing cycles
•Increased worker productivity
•Inventory, distribution, and shipping savings
•Prevention of loss of revenue
•Cost reductions from returns tracking
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Popular Features
Below are some of the most popular features the system offers. This is not a
complete list, and remember, Field Service Trakker is fully
customizable, which means ANYTHING your company needs it to do, it can be
enhanced to do.
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Mobile route management
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Inventory verification and tracking
•Real-time Invoicing and payment processing
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Returns and credits
•Signature capture
•Tiered, allowance pricing
•Barcode scanning
•Print to portable printers
•Email or Fax any invoice or report
•Delivery report and tracking
•Time and Labor Tracking
•Automated notification of key data changes from the field
•Data Security and Encryption
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