CRM | Keep track of your important customer details including their sites and locations, contacts, outstanding invoices and quotes, open jobs, appointments and much more. |
Quoting | Manage your entire quoting process from within Loc8, including real-time customer approvals. Easily scope the quote using tasks, on-site time and travel time estimates, and then if approved create a job from the quote in one click. |
Invoicing | Manage your entire invoicing process from Loc8, with free integration with Xero, QBO or MYOB. Create progress invoices for work-to-date on a job, or invoice all chargeable items on job completion. |
Work Request Inbox | Automatically create quotes or jobs when your customers send you requests for work. |
Customer Notifications | Notify your customers when your technicians are en-route, on-site or have completed their jobs. |
Configurable Messages Templates | Set up pre-formatted and pre-written messages to send to your customers either manually or automatically. |
Configurable Document Templates | Configure the layout, style and contents of all documents you send to your customers, including quotes, jobs, invoices and field service reports. |
Configurable Messages | Configure the layout and style of the messages and notifications you send to your customers. |
Configurable Charge Templates | Configure how you charge your customers on a per-customer basis, whether it's exclusively for completed tasks, on-site time, travel time or a combination thereof. |
Customer Portal Access |
Provide your customers with a login to Loc8 so they can view job progress in real time.
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Physical Asset Management (EAM) | Track, manage, map and maintain your customers' physical assets using Loc8's extensive asset management tools. |
Physical Asset Maintenance Schedules | Automatically create, assign and dispatch jobs to perform preventative maintenance activity against customers' physical assets. |
On-site Problem Reporting | Allow your workforce to report problems identified in the field, whether it's a random issue or against a physical asset or customer site. Easily generate resolution jobs to manage follow up activity. |