MobiWork Features
Before the Job (4)
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Calendar
Uses the calendar tool to determine field workers who are free for the job.
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Dispatch
Notifies field service workers of their upcoming assignments.
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Roles
Allows users to see tasks according to permissions and roles.
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Booking
Allows clients to book jobs through the desktop page or within the app.
On the Job (10)
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Location
Tracks employee location to ensure timeliness.
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Employee Communication
Enables communication within the app from manager to field service employee.
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Behavior Monitoring
Monitors behavior in the field.
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Client Notifications
Notifies clients, should any delays or mishaps occur.
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Field Sales
Includes some ability to serve as a sales and ordering application.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Customizable Fields
Customize data fields to support various needs and use cases
Multi-Location
Manage and support multiple locations
Payment Collection in the Field
Swipe a credit card or manually process payments while with the customer in the field
After the Job (8)
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Reports
Creates reports that reflect field performance either as a team or individually, to review productivity.
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Analytics
Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.
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Billing & Invoicing
Create, manage, and send invoices or bills to customers
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CRM Integrations
Integrates with CRM software to monitor all aspects of the customer relationship.
Accounting Integration
Integrate with a third-party accounting system
QuickBooks Integration
Integrates with QuickBooks
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Reports
Alter the layout and content of reports
Vehicle Management (19)
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Inventory
Manages the inventory of vehicles across multiple locations.
Fuel Management
Ability to monitor and optimize fuel consumption.
Maintenance
Schedule maintenance operations and plan downtime.
Vehicle Tracking
Track the location of vehicles using GPS technology.
Tire Management
Allows fleets and service businesses to track the condition of tires on their vehicles
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Dispatch Management
Manage sending personnel and resources to a site as needed
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Inventory Management
Track and manage inventory levels to maintain proper supply
Driver Management
Track all personnel who operate company vehicles
Document Management
Store, manage, and track all electronic documents in a centralized location
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Transportation Management
Organize and track the physical movement of goods from one location to another
Maintenance Management
Manage, maintain and track the performance of assets and equipment
Mileage Tracking
Log miles driven for tax deduction or reimbursement purposes
Records Management
Ability to record, store, update, and retrieve information
Violation Tracking
Identify and flag system, guidelines, or branding violations/suspicious behavior by users, customers, vendors, or partners.
Driver Management (9)
Onboarding
Provide features for onboarding of new drivers.
Safety
Implement safety measures to comply with regulations.
Driver Tracking
Allow dispatchers to track the location of drivers in real time.
Driver Behavior
Analyze driver behavior to identify issues and prevent accidents.
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Delivery Tracking
Track item deliveries through dispatch notifications, status and location tracking, and ETA updates
Status Tracking
Track the status over time for a request, process, asset, or transaction
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Deliveries (3)
ETAs
Calculate the estimated time of arrival (ETA) for each delivery.
Proof of delivery
Allow drivers to capture customer confirmation on shipments.
Route Optimization
Suggest optimal routes for deliveries to save time and fuel.
Analytics (6)
Vehicle Performance
Analyze vehicle performance for various routes or types of deliveries.
Driver Performance
Provide KPIs to monitor and manage driver performance.
Costs
Analyze costs for vehicle maintenance, fuel consumption, or mileage.
Predictive analytics
Allows users to utilize analytics to predict future product demand
Management dashboard
Allows users to monitor overall delivery statistics such as average delivery time, driving mileage and driver productivity
Costs
Analyze overall costs for vehicle maintenance, fuel consumption and mileage
Asset Definition (4)
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Asset Register - Asset Tracking
Create a list of all the assets owed by a company.
Relationships - Asset Tracking
Define relationships between various types of assets.
Costs - Asset Tracking
Identify the value of each asset and keep it up to date.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Asset Tracking (15)
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Location - Asset Tracking
Track asset locations using GIS and GPS technology.
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Status - Asset Tracking
Monitor the status of multiple types of assets.
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History - Asset Tracking
Maintain a history of adjustments made to assets.
Funding Source Tracking
Track the origins of funds to uphold compliance with grant requirements for use/disposal and to ensure future funding.
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
IT Asset Tracking
Monitor the movement of one or more IT assets throughout the organization
Returns Tracking
See what items have been returned
Equipment Tracking
Track the location of specific equipment at all times
Check-in/Check-out
Track the status of assets and whether they're checked in or out
Delivery Tracking
Track item deliveries through dispatch notifications, status and location tracking, and ETA updates
Mobile Time Tracking
Track the time and location worked by employees via mobile device
Fuel Tracking
Monitor and track fuel consumption and costs
Vehicle Tracking
Real-time vehicle tracking for monitoring location, route, speed, etc.
Status Tracking
Track the status over time for a request, process, asset, or transaction
Multi-Location
Manage and support multiple locations
Check In/Out (4)
Due Date Assignment
Enables the assignment of tool return dates and provides automated overdue notices to admins and employees.
Barcode Check In/Check Out
Uses barcodes to check products in and out, and to track tool inventory.
Tool Reservation Portal
Allows employees to access a portal displaying tool inventory and build a shopping cart of items for check out.
Mobile App with Scanner
Provides a mobile app with barcode scanning technology.
Tool Tracking (13)
Tool Info Tracking
Breadth of tool data tracking, including serial number, model, purchase date, etc.
Maintenance Schedule Tracking
Track tool maintenance and repaid schedules.
Custom Tool Info Fields
Provides features to add custom fields for tool tracking.
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Equipment Maintenance
Manage procedures that ensure organizational equipment remains in working condition
Status Tracking
Track the status over time for a request, process, asset, or transaction
Activity Tracking
Track and document all activities across devices, networks, and other systems
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Equipment Tracking
Track the location of specific equipment at all times
IT Asset Tracking
Monitor the movement of one or more IT assets throughout the organization
Reporting (6)
Expense reporting
Allows users to see vendor spend, vehicle operating costs and other expenses
Fuel reports
Allows users to compare fuel economoy or cost per mile across vehicles
Vehicle reporting
Provides a list of all vehicles with details such as mileage or maintenance status
Service costs
Allows users to review weekly, monthly or annual service costs
Customizable Reports
Alter the layout and content of reports
Historical Reporting
Information, data and reports that are being tracked over time
Task Alerts (5)
Preventive Maintenance
Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements
Mileage reminders
Allows users to set up automatic task notifications when the vehicles have travelled a certain amount of miles
Notifications
Allows users to set up email and text notifications to alert whenever maintenance is needed
Mobile Alerts
Notifications via mobile devices
Equipment Maintenance
Manage procedures that ensure organizational equipment remains in working condition
Planning (5)
Calendar
Provides user with a calendar of upcomign maintenance activities such as inspections
Maintenance priority
Allows users to set maintenance priorities by vehicle or group of vehicles
Scheduling
Creates and manages maintenance schedules based on equipment availability
Task Scheduling
Track and manage the scheduling of tasks
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Work Orders (4)
Approval and Rejection
Allows users to manually approve or reject a request for maintenance on a vehicle.
Automatic service records
All reports on vehicle maintenance are automatically kept on record.
Shop communication
Allows users to evaluate various vehicle maintenance shops that are in the area.
Inspection
Provide standard templates to conduct inspections and document findings
Route Planning (7)
Route optimizing
Features that allow users to plan the most efficient delivery routes
Dynamic Routing
Allows users to adjust routes based on company constraints and customer requirements.
Scheduling
Defines schedules for a geographical area, customer group, or type of delivery.
ETA
Estimated time of arrival can be shared with customers and adjusted when needed.
Lead Priority
Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts
Optimized Sales Routes
Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day.
Map Directions
Provides users with live directions en route to the final destination
Payments (3)
Sales orders
Allows users to create sales orders and invoices for customers
Recieve payments
Allows users to recieve payments credits and returns
Returns
Allows sales reps to creit customers for bad merchandise and returns
Route accounting (3)
Direct store distribution
Allows users to manage direct sales from thier trucks to their customers
Pre-sales
Allows users to access inventory levels and manage pre-sales orders
Delivery confirmation
Alows users to edit the order before closing or put shorted items on back order
Dispatching (3)
Route optimization
Creates the most efficient route for users taking into account location, traffic and other factors
Auto dispatch
Automates delivery assignments by quickly assigning deliveries based on customer demand
Order management
Allows fleet managers to automatically adjust deliveries based on new customer orders.
Customer portal (5)
Status updates
Provides customers with live status updates on the ETA of a delivery
Real-time driver tracking
Provides customers with live driver locations in order to better track their shipments
Customer communication
Allows customers to call or message thier driver.
Customer feedback
Allows customers to quickly review and rate thier customer experience
Delivery customization
Allows customers to choose a time window that they would like thier delivery to arrive
Reports (3)
Delivery metrics
Provides metrics on deliveries such as distance traveled, on-time rates and feedback scores
Heat maps
Provides users with tools to idnetify where the most deliveries are taking place which can better inform delivery planning
Driver rating
Provides reports on driver ratings which allows fleet managers to make more informed decisions for promotions
Driver tools (4)
Delivery rescheduling
Allows drivers to automatically reschedule deliveries on the occurence that the recieivng party is not home
Proof of delivery
Provides drivers with tools for electronic proof of delivery including timestamps, signatures and point of sale tools
Onboarding
Provides new drivers with interactive training which allows them to onboard quicker.
Adaptive deliveries
Provides tools to automatically update deliveries based on customer interaction or traffic conditions.
ELD Compliance (4)
Hours Logged
Allows users to access daily and weekly hours logged, time remaining, and hours of service (HOS) status
Preventive Maintenance
Provides preventive maintenance alerts to help drivers avoid ELD mandate fines
Offline Access
Allows users to access the ELD even when offline
Mobile Access
Access software remotely via mobile devices
Territory Mapping (3)
Custom Territory Mapping
Allows users to control of the sizes, shapes, and quantites of sales team areas
Strategic Selling
Allows users to map your customers to strategically incorporate them into your canvassing and field sales
Automatic Rep Assignment
Automatically assigns reps to new sales opportunities that are within their current territories
Sales Performance Management (3)
Gamification
Provides users with engaging sales competitions
Performance Dashboards
Provides field sales statistics for all sales reps
Sales Rep Tracker
Provides data on the data on the performance and whereabouts of reps in the field
Presentation and Forms (3)
Video and Interactive Media
Provides video capabilties that field reps can use during field sales calls
Digital Contracts
Allows field reps to create digital contracts within the software
E-signature
Allows users to collect e-signatures within the software
Generative AI (3)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Fleet Management (6)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Multi-step Planning
Ability to break down and plan multi-step processes
Collision Detection
Notifies users of colllision concerns
Natural Language Interaction
Engages in human-like conversation for task delegation
Facial Recognition
Analyzes driver biometrics to alert of any safety concerns
Agentic AI - Asset Tracking (1)
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Field Service Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Generative AI - Fleet Management (1)
Text Summarization
Condenses long documents or text into a brief summary.
Additional Functionality (281)
Customizable Reports
Alter the layout and content of reports
Labeling
RFID Scanning
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Barcoding/RFID
Identify and track items using barcode tags or RFID (radio-frequency identification) tags
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Scheduled/Automated Reports
Set a time to generate routine reports automatically
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Workflow Management
Create, design and manage workflows for repetitive tasks
Inventory Management
Track and manage inventory levels to maintain proper supply
Ad hoc Reporting
Generate one-off reports that meet information requirements
Document Storage
Store and organize documents in a centralized system
Barcode Recognition
The ability to identify a barcode on or within an image or packaging
Document Management
Store, manage, and track all electronic documents in a centralized location
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Barcode Printing
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Asset Library
Collection of all assets in the system
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Asset Images
Store images of assets
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Mobile Access
Access software remotely via mobile devices
Multi-Location
Manage and support multiple locations
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Purchase Order Management
Create, send, and track purchase orders and their statuses
Calibration Management
Schedule the calibration of instrumentation and maintenance requirements
Task Scheduling
Track and manage the scheduling of tasks
Data Import/Export
Import and export data to and from software applications
API
Application programming interface that allows for integration with other systems/databases
Historical Reporting
Information, data and reports that are being tracked over time
Assignment Management
Assign issues and tasks based on availability or required skills
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Checklists
An itemized to do list that can be edited as tasks are completed
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Parts Management
Track parts inventory levels and manage re-stocking
Service History
Track work performed and resources used for past customers, sites, or assets
Residential Properties
For residential properties
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Customizable Forms
Customize contracts and forms to collect specific information
Purchase Order Management
Create, send, and track purchase orders and their statuses
Mobile Access
Access software remotely via mobile devices
Dispatch Management
Manage sending personnel and resources to a site as needed
Task Scheduling
Track and manage the scheduling of tasks
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Technician Management
Oversee technicians and track their assigned work orders
Status Tracking
Track the status over time for a request, process, asset, or transaction
API
Application programming interface that allows for integration with other systems/databases
Document Management
Store, manage, and track all electronic documents in a centralized location
Job Management
Manage and track all job information and associated tasks
Preventive Maintenance
Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Reporting
Active reporting of data and metrics
Commercial Properties
Designed to serve commercial properties
Real-Time Data
Receive data and information in real time
Historical Reporting
Information, data and reports that are being tracked over time
Contract/License Management
Track, store, and access client contracts or licenses
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Facility Scheduling
Schedule facilities, such as athletic fields, venues, and convention centers based on their availability
Workflow Management
Create, design and manage workflows for repetitive tasks
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Inventory Management
Track and manage inventory levels to maintain proper supply
Predictive Maintenance
Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms
Routing
Plan daily routes to optimize employee scheduling and provide directions
Forms Management
Store, manage and track all forms in a centralized location
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Documentation Management
Manage product specific documents in a categorized order
File Storage
Store and access documents, forms, and photos in one centralized place
Electronic Signature
Digitally sign online documents
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Personalization and Recommendation
Generative AI models can create personalized recommendations for users based on their preferences and behavior.
Resource Allocation
Assign available resources to various projects and tasks
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Quotes/Estimates
Generate quotes or estimates for customers
Scheduling
Plan availability and assign specific time slots for tasks and resources
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Online Time Clock
Track/log the amount of time employees worked per job using a timer
Workforce Management
A set of processes to optimize the productivity of its employees
Activity Tracking
Track and document all activities across devices, networks, and other systems
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
Prioritization
Arrange tasks based on the level of priority or urgency
Customizable Branding
Add customized logos and colors to align with company branding
Price and Cost Calculations
Calculate rule-based prices for a product/service
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Equipment Tracking
Track the location of specific equipment at all times
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Secure Data Storage
Securely stores data to prevent data loss or breaches
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Route Optimization
Finding the most optimal routes for drivers based on various factors and constraints
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Real-Time Updates
Receive system updates as soon as any changes are made
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Chat/Messaging
Communicate using direct chat or messages within the system
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Electronic Payments
Electronically collect payments for goods or services
Customer History
Access previous interactions or concerns to maintain customer relationships
Inventory Control
Monitor product stock levels
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Driver ETA
Generate estimated arrival times for drivers to keep back office or customers informed
Job Tracking
Track and visualize the status of an ongoing job and the time spent on tasks or projects
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Customer Management
Store and organize information about customers and previous interactions
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Work Order Creation
Create a new work order
Equipment Maintenance
Manage procedures that ensure organizational equipment remains in working condition
Data Import/Export
Import and export data to and from software applications
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Recurring Appointments
Schedule repeating appointments based on a duration of time
Contractor Management
Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Parts Management
Track parts inventory levels and manage re-stocking
Repair Tracking
Allows service businesses to track ongoing repairs
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Warranty Tracking
Track the duration and expiration of warranty as well as any obligations under that warranty
Tire Management
Allows fleets and service businesses to track the condition of tires on their vehicles
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Vehicle Information
Allows fleets and service businesses to track information about their vehicles.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Fuel Tracking
Monitor and track fuel consumption and costs
Service History
Track work performed and resources used for past customers, sites, or assets
Accounting Integration
Integrate with a third-party accounting system
API
Application programming interface that allows for integration with other systems/databases
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Inventory Management
Track and manage inventory levels to maintain proper supply
Multi-Location
Manage and support multiple locations
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Activity Tracking
Track and document all activities across devices, networks, and other systems
Document Management
Store, manage, and track all electronic documents in a centralized location
Job Management
Manage and track all job information and associated tasks
Geographic Maps
Visualize locations on a map
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Routing
Plan daily routes to optimize employee scheduling and provide directions
Data Import/Export
Import and export data to and from software applications
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Predictive Analytics
Predict future data based on historical data sets
Incident Reporting
Report and update incidents related to health or workplace injuries that occur on a job or en route to a job site
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Route History
Track past routes to better plan and optimize repeat trips
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
API
Application programming interface that allows for integration with other systems/databases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Motor Pool
Internally shared group of vehicles ready to be dispatched as/when needed
VIN Lookup
Search by a unique Vehicle Identification Number (VIN) to reveal a vehicle's features, specifications and history
Mobile Alerts
Notifications via mobile devices
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Scheduling
Plan availability and assign specific time slots for tasks and resources
Email Alerts
Receive and/or send email notifications for urgent updates, requests, or other information
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Real-Time Data
Receive data and information in real time
For Pilots
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Trip Logs
Record of trip details
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Document Management
Store, manage, and track all electronic documents in a centralized location
Inventory Management
Track and manage inventory levels to maintain proper supply
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Asset Assignment
Assign assets to users, job sites, and vehicles to ensure accountability
Asset Kitting
Bundle equipment together to rapidly perform actions across multiple assets
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Barcoding/RFID
Identify and track items using barcode tags or RFID (radio-frequency identification) tags
Mobile Access
Access software remotely via mobile devices
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Shipping Management
Manage and track orders being shipped to customers
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
QR Codes
Matrix barcode that stores information
Reservations Management
Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event
Maintenance Management
Manage, maintain and track the performance of assets and equipment
Customizable Fields
Customize data fields to support various needs and use cases
Billing & Provisioning
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Customizable Reports
Alter the layout and content of reports
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Software License Management
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Historical Reporting
Information, data and reports that are being tracked over time
Contract/License Management
Track, store, and access client contracts or licenses
Customizable Forms
Customize contracts and forms to collect specific information
Purchase Order Management
Create, send, and track purchase orders and their statuses
Data Import/Export
Import and export data to and from software applications
Disposal Management
Plan when and how to dispose of outdated or decommissioned assets
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Complaint Monitoring
Obtain, monitor, and review customer feedback/complaints relating to products and services to improve customer satisfaction
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Calendar Management
Track and manage schedules and meetings via an integrated calendar
API
Application programming interface that allows for integration with other systems/databases
Workflow Management
Create, design and manage workflows for repetitive tasks
Depreciation Management
Track and manage the decline in value of assets and plan for improvements
Dispatch Management
Manage sending personnel and resources to a site as needed
Territory Management
Organize customer data and accounts by user or geography
Routing
Plan daily routes to optimize employee scheduling and provide directions
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Route Optimization
Finding the most optimal routes for drivers based on various factors and constraints
Geolocation
Determines the location of a device using GPS or an IP address
Driver Management
Track all personnel who operate company vehicles
Scheduling
Plan availability and assign specific time slots for tasks and resources
Real-Time Updates
Receive system updates as soon as any changes are made
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Geofencing
Virtual perimeter for a real-world geographic area
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Transportation Management
Organize and track the physical movement of goods from one location to another
GIS Integration
Integration with geographic information systems
Geographic Maps
Visualize locations on a map
Real-Time Reporting
Active reporting of data and metrics
Employee Management
Track employee schedules, availability, and performance across projects and tasks
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Customer History
Access previous interactions or concerns to maintain customer relationships
Document Storage
Store and organize documents in a centralized system
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Lead Capture
Automatically identify and save contact information of potential customers
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Route Optimization
Finding the most optimal routes for drivers based on various factors and constraints
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Workflow Management
Create, design and manage workflows for repetitive tasks
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
API
Application programming interface that allows for integration with other systems/databases
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Management
Manage, store and organize emails within the system or via third-party apps
Opportunity Management
Track all opportunities for potential sales and convert them into recurring revenue
Customizable Forms
Customize contracts and forms to collect specific information
Payment Collection in the Field
Swipe a credit card or manually process payments while with the customer in the field
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Contact Management
Manage, organize, and store contact information
Dispatch Management
Manage sending personnel and resources to a site as needed
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Mobile Access
Access software remotely via mobile devices
Activity Tracking
Track and document all activities across devices, networks, and other systems
Sales Forecasting
Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
Sales Activity Management
Define, track, and/or automate sales activities and sales processes
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Territory Management
Organize customer data and accounts by user or geography
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Generative AI
Use AI to generate content in the form of text, images, videos, etc.


