Integrated platform for Field Service Operations
Sales & Contracting Processes
Connect commercial opportunities with service contracts and operational delivery:
- Lead, opportunity and customer management
- Estimates, quotations and service offers
- Contract and SLA management
- Billing and customer invoicing
Scheduling & Dispatching Processes
Plan service activities and assign the right resources at the right time:
- Service request and work-order scheduling
- Job assignments and resource allocation
- Technician and subcontractor dispatching
- Calendar, availability and priority management
Field Execution & Project Control
Give field teams and project managers real-time control over service execution:
- Mobile job check-in and check-out
- Work hours and activity reporting
- Change orders and execution updates
- Project progress, deliverables and profitability tracking
Workforce & Administrative Processes
Coordinate employees, subcontractors and operational performance from one platform:
- Employee and subcontractor administration
- Recruitment, onboarding and training
- Absence, performance and personnel tracking
- Operational dashboards and management reportingis
Customer Self Service
Provide customers with highly personalized, interactive service on the Web. Allow them to easily interact with your company and access their information including contracts, financial statements, support cases, and more. Communicate with customers and work more efficiently.
Sales and Client Management
Automate the sales process and optimize the demand and supply lifecycle. Focus on what your customer needs avoiding wasting time and resources.
Contract Management
Digitalize and automate the contract generation and approval process. Improve contracting control and optimize contracting resources.
Operation
Streamline operations, improve efficiency and delivery, and reduce costs with automated technologies that increase productivity by leaps and bounds.
Inventory and Commercial Packages
Combine products, services and parts in flexible packages. Define the commercial prices, contract statements, business rules, limits of authority, target market and automatically rollout the packages as catalogue items.
Administration
Adjust the behavior of the platform with powerful administration functionalities. Services, devices items and maintenance, cost management, sales actions, price lists, technical administration, portfolio and locations, etc. are fully administrable entities from the platform interface.
Special features
Comprehensive Sales Automation
Streamlines the entire sales lifecycle—from lead generation and client acquisition to upselling, cross-selling, renewals, and renegotiations.
Advanced Contract and Portfolio Management
The platform offers robust tools for managing client portfolios, assessing risks, and handling various operational processes such as orders, deliveries, maintenance, and customer service
Dynamic Administrative Controls
Provides a sophisticated mechanism for automating and controlling commercial offerings. Users can manage service and pricing catalogs, commercial offers, contract models, and commercial parameters based on predefined rules and authority level
Integrated Customer Self-Service Portal
The platform includes a customer self-service portal that allows clients to access their information, including contracts, financial statements, and support cases
Efficient Inventory and Commercial Package Management
Enables the creation of flexible commercial packages by combining products, services, and parts. Users can define commercial prices, contract statements, business rules, and target markets, ensuring efficient inventory and package management
Robust Administrative Interface
Offers a powerful administrative interface that allows for the management of services, devices, maintenance, cost management, sales actions, price lists, technical administration, and client portfolios
Resources
Discover the solution — Vision Retail Distribution (PDF, 7.1 MB)