Less Paper. More Speed.
Manage your jobs, schedules, inventory, invoices and field workers in real time.
Fleetmatics WORK’s Dashboard provides you with a real time snapshot of what’s happening right now in your field service business; including number of jobs per field worker and number of jobs per month.
Fleetmatics WORK enables you to view your customer details in one location. Don’t worry about losing customer notes, working from out of date information or having to play catch up. Add multiple contact details and site locations to one client; add documents and images; log phone calls and even create the custom fields you need to capture the information important to you.
Fleetmatics WORK offers your field service business the ability to instantly dispatch a job to your team in the field. Got a new job? Don’t pick up the phone. Simply use SMS, email or push notifications (iOS app) to send work orders and know instantly that your field team has acknowledged and accepted the job.
If planning and scheduling your team in the field has become too difficult and time-consuming, Fleetmatics WORK can help. See availability and schedule open slots in a simple calendar format. Create recurring jobs for regular projects and customize the Scheduler View in a way that suits your business.
You can invoice your clients directly from Fleetmatics WORK and also record payments directly. If you’re a service business that has varying pay rates based on tasks or locations Fleetmatics WORK is for you. Fleetmatics WORK gives you the ability to invoice your clients directly from your mobile device. It also allows you to record payments directly and updates your accounting platform. Fleetmatics WORK gives you the ability to customize invoices, charge appropriate varying rates, and better manage your billing process.
Integration with Accounting Packages like QuickBooks
Fleetmatics WORK integrates seamlessly into a number of accounting packages– QuickBooks, Saasu, MYOB and Xero–so you no longer have to worry about keeping the tax collector up to date. You can also download all your invoices directly into your accounting system and allow your employees to create invoices without giving them full access. Fleetmatics WORK also allows you to send invoices directly from our mobile app.
Create quotes for your customers in just a few minutes. Quotes can, similarly to invoices, be customised by downloading our Microsoft Office template, amending it as necessary and then uploading it back into your Fleetmatics WORK Account.
Build your own reports to dig into any information within Fleetmatics WORK. You can then export these reports into PDF or Excel format to use and distribute as you need to. This feature allows you a great amount of control and flexibility with analyzing activity within your business.
The Inventory feature in Fleetmatics WORK allows you to track the amount of stock you have across multiple warehouses instantly. Store your billing items in one location and send from the office or the field.