Zuper - Field Service Management Solution

Field Service Business is a unique business model which requires special tools to manage.

This article discusses 11 reasons for choosing ‘Zuper’ for your Field Service business.

1. Comprehensive Dashboard

Zuper Dashboard gives the user a complete view of the key statistics regarding the jobs, employee availability, customer feedback etc. it comes with the option of filtering the view by type of service, team, and period.

2. Job Tracking and grouping

Job module in Zuper Field Service software will help you to create the jobs with all the relevant information such as customer, type of service, details of the complaint, location of the property and any other additional details as required. Jobs module will help to filter the data as required by the user for better analysis

3. Quotations and invoicing

Quotation and invoicing is a matter of minutes using Zuper. It also has the option to have the customer approval by online. Services and product prices can be predefined and different types of services/ products can be created.

4. Integration with Accounting software’s and Online payments

Zuper-Field Service Software can be integrated with multiple online payment gateways including Stripe and Accounting solutions such as Zoho Books and Quick books. This integration makes the accountant’s life hassle free. Payment gateway integration also enables the field service employee to accept payment on the spot from the customer using his app.

5. Job Assigning

Job assigning to the team members can be done either manually or automated. Automation can be done based on different conditions such as skill set, territory, team, service type etc. For example, if you have 5 employees who are dedicated for only for AC repairing, system will allow you to automatically assign all the ‘AC repairing service’ only to these team members.

6. Team schedules and availability

Team calendar is the most important element of the Field Service company. Availability of the team members should be visible real-time for faster execution of the job. Zuper will help you manage the time off, calendars, break time, real time location etc available in a single window. Due date and service delivery schedule can be updated during creation of the job itself.

7. Managing the inventory

Managing the inventory and recording its consumption are very critical part of the operation. Also, some of the companies have the policy of keeping a minimum quantity of fast moving items with the service engineers custody. All these processes are managed in Zuper with a very minimal effort.

8. Capturing the proof of service and acknowledgement

Zuper allow the field service engineers to capture photos and videos at any moment of the service executions. Also, if you need any mandatory fields to be filled or answered by the field staff, it can be configured and managed. And if you are company who prepares the report of every visit or preventive maintenance service based on a specific check list, you got covered by Zuper.

9. Customer notifications

Customer notifications can be triggered based in the predefined conditions. It can be the job status or any other criteria. Notifications are made through email and SMS (If you have SMS gateways).

10. Tracking the maintenance request by property and customer

Tracking each job based on the property is very important for the property maintenance companies. Every jobs can be assigned / tagged to the properties and property wise job report also can be generated.

11. Managing the Annual Maintenance Contract

Jobs can also be tracked based on the Annual Maintenance Contracts. Contract wise jobs report is available on periodic basis.