Manage work orders effortlessly. Strengthen customer relationships.
Work Orders are documents that contain information on the work to be performed on an asset or service provided to a customer. It helps in organizing tasks with multiple details.
Jobs that need the field service agent to visit the customer site can be scheduled via Service Appointments. Additionally, agents can also keep tabs on their daily work and navigate to customer locations. Service Appointments can be used for planned maintenance as well.
Field service agents can log the time spent on a work order, case, or service appointment and track the number of hours spent. This information will be handy while creating invoices.
Work Orders created from assets or service contracts will inherit essential details from the respective asset or contract. Avoid manual entry of the details to the work order, thereby saving time and effort.
Work Orders can be sent to customers either as attachments or as links in an email. Work Orders can also be exported as PDF documents or printed as a hard copy.
You can set up taxes, tax regions, discounts, price books, shipping charges, and other terms and conditions to simplify your Work Order management.
You can leverage Vtiger's Documents module for organizing or sharing documents. Generate invoices conveniently from the Work Orders module itself.
One View widget displays the key modules relevant to Work Orders, such as Contacts, Organizations, Timelogs, Assets, Cases, etc.
Create reports to evaluate and draw conclusions smartly. Some of the reports that work orders can generate include time logged and invoices due.
Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.
Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.
GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.
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