Comprehensive and Flexible with Powerful, Standard Features

The Workforce Mobilizer system was designed with flexibility in mind. It is easily configured to accomodate your needs and business processes. We continuously improve our product based on customer feedback and enhancement requests.

Explore some of the standard capabilities built into our Service Lifecycle Management software:

Field Service Management (FSM)

  • Scheduling and dispatch using a task list or calendar-based day planner
  • Preventive maintenance schedule builder
  • Customizable equipment service tests and readings, based on the type of equipment and type of service activity
  • Geospatial scheduling, using latitude and longitude of sites with next visit dates
  • Customizable field service reports with electronic signature capture
  • Online field service reports, using a laptop, smartphone, or tablet
  • Offline field service reports, using a laptop. Fill out the report and upload later
  • Price list and inventory management
  • Location reporting using mobile check-in capability
  • Time and mileage entry per technician

Contract Lifecycle Management (CLM)

  • Contract definition: duration, value, equipment, PM visits, and more
  • Renewal management: expiration report, quick and easy renewals
  • Service allocations
  • Deferred revenue calculator
  • Contract based scheduling
  • Job costing
  • Invoicing
  • AR/AP integration: flexible export to Quickbooks and other accounting systems

Customer Relationship Management (CRM)

  • Store all of your customers, contacts, prospects
  • Create meetings, phone calls, to-do activities
  • User name and timestamping on notes
  • Create and sumbit quotes and track their status
  • Sales tracking and reporting
  • Commissions calculating and reporting
  • Call survey to gauge customer satisfaction
  • Web portal to share data with customers
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