JOB MANAGEMENT

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JOB MANAGEMENT

Businesses of all designations are complex systems. From managing personnel and funds to ensuring statutory compliance, entrepreneurs and managers constantly need to navigate their way through an unending web of processes, workflow, and human resources. Collecting important data on the field can be overwhelming and the workload can add-up fast.

Thankfully, our job management system is designed to facilitate sound organizational strategy. Our platform allows field operators, dispatchers, clientele database, quotations, technician schedules, forms and invoicing systems to be integrated with programs such as QuickBooks to keep operations well-organized.

Features of our Job Management application

Efficient job management to foster operational excellence
Snapshot-view of the current status of each task
Develop enterprise forms and punch lists
Automate by adopting user-friendly mobile applications
Monitor time expended completing a task easily
Create one-off jobs or recurrent jobs
 
Revive an ailing
business
 

Monitor tasks easily

The trouble of having to sort through paperwork and documentation to retrieve updates can be daunting and slows down the decision-making process. We simplify the entire process by making it easy to know what is going on with your clients, tasks, and technicians in an over-the-shoulder approach.

Forward data back to your office

Send all the data collected by your field technicians back to your administrative quarters in real-time. Office personnel can start working on the data and start analyzing and making decisions immediately. You no longer need to wait for field personnel to drive back or fax to the office to complete tasks. The entire process is simplified for efficiency.

Delegate tasks easily

Field operators can get notified about job details, changes, and reminders, regularly on their handheld device. In addition, they can upload comments, images, and equipment information on-site. They can even perform task management duties in locations where there is no service signal using our “offline mode.”

Streamline billing and payment

Summarize the costing of activities on the field by converting it into a detailed professional bill. Get it approved on the technician’s device and receive payment through check, cash, or ACH, on-site.

Send and receive mobile notifications

Improve the fluidity of collaboration between field and office with text and push notifications that ensure that everyone stays up-to-date. Field personnel can get alerts notifying them of imminent tasks, while they receive updates on the field.

Bolster team communication

There may be cases where the technicians deployed for an assignment lack the requisite information and knowhow to fulfill the assignment. That’s where Smart Deskpal comes in. Our program helps you identify operational gaps and areas of improvement for better outcomes. Our collaboration solution also helps employees from various departments coordinate more through communication via text and multimedia on an integrated dashboard that has all the information they need to make customers happy.

Automate designated tasks

Our auto-designation rules hasten processes by making fewer steps. If there are technical teams that are always designated certain tasks, you can have them swing into action through notifications when a task matches the conditions you have established. This is helpful if you’re looking to revive an ailing business and bounce back from growth setbacks.

Frequently Asked Questions

Smart Deskpal is a field service management software that is optimized to cater for the needs of various industries such as HVAC and Refrigeration, Fire And Life Safety, Security System Businesses, Medical Equipment Businesses, IT & Communications Service Firms, Construction Companies, Oil & Gas Enterprises, Electrical Contractors, Facilities Management companies and lots more.

 

 

 

Field service management is the practice of coordinating field service operations, including the scheduling of work orders, dispatching servicemen, tracking work hours, job statuses, and invoicing completed tasks.

 

 

Smart Deskpal is available on Android and iOS devices. The availability of our software on your smartphone devices makes it easy to set up and manage team activities on the go. Even better is the fact that the program synchronizes automatically with our web application, making sure that your crew is kept in the loop every time.

 

 

 

No matter the size of your personnel, Smart Deskpal helps you simplify your operations by automation. It also helps you manage personnel activity to boost your enterprise’s productivity, increase revenues, and facilitate customer satisfaction.

 

 

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Integrations Built for your Workflow

Smart DeskPal seamlessly integrates with your favorite apps and software so you can focus on what you do best—running your business.

Paypal

PayPal makes it easy to get paid securely wherever you do business. Collect payments in the field or online.

Square

Process all major credit cards and get paid fast with Square. Collect payments online or use the free Square reader to get paid in the field.

Quickbooks

QuickBooks is easy-to-use online accounting software for small businesses. QuickBooks organizes all your bookkeeping and accounting.

Stripe

Accept payments online or in the field with Smart DeskPal Stripe integration. Stripe handles billions of dollars in transactions every year around the world.