Re-flow Field Management 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
Task Management (4)
Construction Accounting Tool Integrations
Supports the integration of the project management solution with a third-party accounting management solution to streamline the construction project lifecycle.
Project Tracking
In addition to assigning tasks, enables the setting of milestones and deadlines to those tasks to track on a set basis.
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Information Management
Records, centralizes, and provides access and sharing settings to project information into a centralized depository.
Communication and Collaboration
Enables and/or facilitates communication on the jobsite and between the field and office admin.
Site Management (7)
Field Service Management
Manages and dispatches work orders, allocates assets and resources, manages contractors, and schedule jobs
Field Collaboration
Enables and simplifies communication on the site and between the office and field.
Mobile App
Provides a mobile-ready application of the tool that does not require internet connection.
Field Reporting
Captures data from the site and generates reports on project progress.
Timesheets
Tracks timesheets and attendance of site crew memberes
Photo and Video Uploads
Enables the capturing and/or uploading of photographs or videos to document project progress
Workforce Scheduling
Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites.
Generative AI (1)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Scheduling Workflows - Construction Scheduling (20)
User Permissions
Allows for customizable user permissions to control schedule views and project information.
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Calendar Management
Creates and edits calendars, with drag-and-drop functionality, customizable fields, and color coding.
Gantt Charts
Provides a visual timeline of project tasks, making it easy to track progress and dependencies.
Contract/License Management
Track, store, and access client contracts or licenses
Subcontractor Management
Track information, qualifications, and contact details of subcontractors
Workflow Management
Create, design and manage workflows for repetitive tasks
Purchase Order Management
Create, send, and track purchase orders and their statuses
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Document Management
Store, manage, and track all electronic documents in a centralized location
Change Order Management
Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
Task Management
Create, manage and track all task activities and progression
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
Project Tracking
Monitor the progress of projects from start to finish
Task Progress Tracking
Track the status and progress of tasks
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Staff Calendar
Track staff hours through a calendar view
Reporting & Analytics - Construction Scheduling (5)
Project Reporting
Generates customizable reports and insights on project status, resource utilization, and financials.
Timesheet Management
Track the amount of time spent on a job or task
Supplier Management
Manage all supplier data and operations
Multiple Projects
Ability to handle several projects simultaneously
Project Planning
Organize and schedule projects
Productivity - Construction Scheduling (4)
Construction Stack Integrations
Integrates with necessary solutions in construction tech stack, such as broader project management, ERP, estimating, and accounting systems.
Mobile Capabilities
Provides a dedicated mobile app and/or optimized mobile interface for field worker access to check schedules and tasks.
Communication Tools
Supports in-app communications to centralize team efforts, provide real-time updates from the field, and negotiate any relevant updates to timelines.
Accounting Integration
Integrate with a third-party accounting system
Agentic AI - Field Service Management (3)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
Additional Functionality (112)
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
For AEC Industry
Primarily serving architecture, engineering, and construction industry professionals
Project Estimating
Project Templates
Pre-designed project plans that can be customized
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Rescheduling
Manage the rescheduling of appointments
Cost Estimating
Forecast the cost and resources required to complete a project
API
Application programming interface that allows for integration with other systems/databases
Projections
Estimate or forecast of a future scenario based on the study of present trends
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Real-Time Updates
Receive system updates as soon as any changes are made
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Project Scheduling
Identifying critical tasks that make up a project and assigning start and end dates for each
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Customizable Fields
Customize data fields to support various needs and use cases
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Task Scheduling
Track and manage the scheduling of tasks
Job Costing
Calculate total itemized costs, including initial costs and any changes
Data Import/Export
Import and export data to and from software applications
Customizable Reports
Alter the layout and content of reports
Job Scheduling
Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments