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FIELD SERVICES MANAGEMENT

CVTS provides Field Service Management Software across various industries on a global scale. We enable our customers and partners through automation on integration of systems to improve and streamline operations. 

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Digital job cards allow field workers to complete the required information via their mobile app. This standardized information is immediately available to the back office for verification and billing.

FSM KEY BENEFITS

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Paperless

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Improved quality and standardizations

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Improvement Scheduling

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Information for strategic decision making

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Visibility of field workers and assets

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Improved billing cycles

OUR FSM OFFERINGS

With over 7 years’ experience in digitization of Field Service Management, CVTS will assist in improving turn around for successful adoption.

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Industries include Telco, Logistics, Mining, HVAC, Maintenance and Repairs on an international scale.

Offerings:

Job Card Templatization

Payment Gateways

Dashboarding

Integration

Automation

Calculations

Training of use on mobile and desktop apps

Managed Services

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SYNCHROTEAM

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Synchroteam is a leading cloud-based field service management solution aimed at managing real-time mobile employees such as technicians, inspectors, service-oriented employees and investigators. Synchroteam delivers a complete, intuitive and affordable solution over the internet.

 

Synchroteam is a cloud-based SaaS with iOS and Android mobile apps. Integrates with Quickbooks.

CVTS is a Synchroteam affiliate partner.

Click here for a 14 day free trial

SYNCHROTEAM FEATURES

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Customer Field Service CRM

  • Customer details

  • Customer sites

  • Customer site equipment inventory

  • Job requirements and detail

  • Custom fields

  • Tags

  • Customer portal (jobs, quotes, invoices)

  • Appointment forms

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Invoicing

  • Creating quotes, invoicing and credit notes

  • Converting estimates to jobs

  • Status (draft, created, sent, paid, overdue and cancelled)

  • Customized numbering

  • Export invoices in standard or detailed format in .csv or .xls format

  • Export invoices in Sage format

  • Free Sage connector

  • Free Xero connector

  • Free QuickBooks Online connector

  • Mobile and Back Office Cashiering Module

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API Access & Storage

  • REST API for creating a custom integration

  • Recovering information via API: Interventions, clients, invoices, etc.

  • Creation of clients and interventions

  • Zapier.com integration (Storage is limited)

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Job Management

  • Customizable job types

  • Customizable job templates (Shared blocks, repeatable blocks)

  • Jobs and activity planning

  • Planning in provisional mode

  • Automation of recurring jobs

  • Conflict detection

  • Allocation and dispatch

  • Contract and incident management

  • Contracts (recurring Jobs)

  • Multi-technician interventions

  • Projects (multi-job function)

  • Mapping (planning and monitoring of schedules)

  • Live location tracking

  • Attachments

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Resource Management

  • Equipment & materials

  • Products, parts and standard services catalog

  • Service staff roster(s)

  • Customizable dashboards

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Administration and Configuration

  • User management

  • Group management

  • Skills and work schedule

  • Availability management

  • Import/Export data (Interventions, activities, clients, catalogue, users)

  • Customizable fields

  • Customizable reports

  • Customizable PDFs or reports, quotes, invoices, credit notes

  • Customizable data exports

  • Photo gallery

  • Integration with Stripe payment solution

  • 2-Factor Authentication

  • Single Sign-On (SSO) authentication

  • Settable expiration of authentication on mobile

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Job Scheduling Optimization

  • Automatic scheduling

  • Skills management

  • Management of Scheduling preferences (group, technician, date, day and time)

  • Management of work schedule

  • Client location & technician availability

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Mobile Apps

  • Mobile offline client (iOS, Android)

  • Mapping and destination addresses

  • Real-time technician location

  • Job notification

  • Signature capture

  • Adding and annotating photos to the job

  • Adding reservations to a report

  • Scanning barcodes

  • Create, Suspend, Reschedule or Deny a field intervention

  • Access to the basket of interventions

  • Stock management and tracking of serialized parts

  • Mobile invoicing and collection

  • Activity and route management

  • Incident resolution

  • Message reception

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Real-time Client Notifications

  • Inform your customers by SMS and/or email

  • Appointment confirmation, reminders

  • Schedule your notifications to be sent

  • Webhook notifications

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