LogixOne Operator turns your Zoho CRM environment into a fully functional field service management platform or operations management system that enables you to create jobs and allocate them with ease to your field service ops team. What’s more, it automates the creation of invoices when tasks are completed via LogixOne application. The backend allows you to create either single tasks or recurring events with ease for your operators, and get a single calendar view of what's completed and what isn’t. It also enables you to geolocate your operators.
LogixOne Operator will create operational efficiency saving you time and money and help make your field service business more repeatable.
To trial within your Zoho CRM Environment please go to: marketplace.zo...
Feature List:
OPERATOR CONSOLE
Quotations.
Discounts.
Service Categories.
Quote to job conversion.
Create multiple operators with one Zoho CRM license.
Leverage Zoho CRM Product/Service items.
Job scheduling.
One-time or recurring job events.
Automatic operator job assignment.
Email notifications.
Job time-tracking.
Automatic invoice creation.
Check-in location tracking.
Job attachments
Job notes
Job completion tracking.
Time to complete calculation.
JOB CALENDAR
Color coded .
Timeline and Calendar view
Create Jobs from Calendar
Drag and drop job events
Swap Operators
Day | Week | Month views
Filter calendar by operators
Search operators
Hide operators
Modify operator calendar color
Advanced job search
Change job operator within calendar
Live job status
Live job status count
Live operator status
Link to job zCRM job details
Link to job zCRM invoice
MAPPING
Live map view
Live operator location updates
Daily Events
Event Status
Operator history tracking
Accounts mapping
Contact mapping
Click to view operator details
Link directly to CRM job details.
Full screen map
OPERATOR LOG
Track Operator history
Log Start Shift
Log Stop Shift
Log Job edits
ANDROID AND IOS APP
Android and iOS ready.
Start - Stop Shift.
Device Tracking
Employee assignment.
1 Week - 2 week - Month calendar view.
Color-coded daily jobs status.
Job refresh
Job details.
Navigate to job.
Service items.
Job notes.
View Job attachments.
Job Check-in.
Call customer.
Final service count
Add additional items
Operator notes
Customer sign-on glass.
Upload images
Add additional Items to Jobs
Automatic Invoice Creation
Flag Jobs for followup
More details:
clearscope.sol....
WhatsApp US qrs.ly/2ce33o4
Email: info@clearscope.solutions
Негізгі бет LogixOne Operator for Zoho CRM Quick Demo! Turn Zoho CRM into a Field Service Management Solution.
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