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Service... Reviews
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# ServiceChannel Features

##### ## CMMS Platform Features (32)

Work Order Management

Corrective and preventative maintenance work orders can be easily created, edited, or cloned within the system. Work orders are able to be prioritized, scheduled, tracked, and reported to align with maintenance workflows.

Preventative Maintenance (PM)

Preventative maintenance work order scheduling can be automated and triggered based on a series of factors, including date, time, alarms, meter readings, and specified event occurances.

Materials Management

Organize maintenance, repairs, and operations (MRO) materials within a built-in database, and coordinate materials inventory and purchase requests.

Equipment Breakdown Reports

Access historical records of equipment performance statistics and generate new reports using equipment data to identify underlying equipment issues.

Approval Management

Create approval workflows to streamline the approval of work order or material purchase requests.

Compliance Auditing

Track maintenance documentation to ensure compliance with Occupational Safety and Health Administration (OSHA) and ISO standards. Manage material safety data sheets (MSDS) and other critical safety instructions within a central repository, and track employee training certifications.

Vendor Management

Submit RFPs / RFQs to vendors, communicate terms, and track and manage vendor performance within the system.

Reporting & Dashboards

Visualize maintenance data and KPIs using built in dashboards, and create custom reports around equipment, assets, work orders, and more.

Task Management

Create, manage and track all task activities and progression

Equipment Maintenance

Manage procedures that ensure organizational equipment remains in working condition

Predictive Maintenance

Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms

Document Management

Store, manage, and track all electronic documents in a centralized location

Inspection Management

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Technician Management

Oversee technicians and track their assigned work orders

Asset Lifecycle Management

Manage assets throughout their lifecycle to optimize profit

Calibration Management

Schedule the calibration of instrumentation and maintenance requirements

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Inventory Management

Track and manage inventory levels to maintain proper supply

Key & Lock Management

Establish procedures for monitoring locations of keys

Safety Management

Identify and assess hazards to ensure the well-being of employees, assets, and the environment

Job Management

Manage and track all job information and associated tasks

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Customizable Reports

Alter the layout and content of reports

For Mechanical Equipment

Specifically for mechanical devices such as vehicles, factory equipment, and tools that include ductwork

Fixed Asset Management

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Dispatch Management

Manage sending personnel and resources to a site as needed

Purchase Order Management

Create, send, and track purchase orders and their statuses

Contact Management

Manage, organize, and store contact information

Workflow Management

Create, design and manage workflows for repetitive tasks

Purchase Order Management

Create, send, and track purchase orders and their statuses

Historical Reporting

Information, data and reports that are being tracked over time

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##### ## Facility Management Platform Features (33)

Maintenance Planning

Schedule and assign maintenance work orders to engineers or technicians from within the system. Work orders can be prioritized according to a series of predetermined factors in order to streamline operations.

Move Management

Coordinate employee and asset moves, adds, and changes (MAC) to reduce associated costs and minimize organizational disruption

Vendor Management

Source vendors and contractors through a centralized directory within the system. Submit RFPs / RFQs to vendors, communicate terms, and track and manage vendor performance.

Service Request Portal

Respond to and manage facility reservations and maintenance requests submitted through a centralized web portal.

Reporting & Dashboards

Visualize facility data and KPIs using built in dashboards, and create custom reports around facility usage statistics.

Facility Document Storage

Maintain a central online repository for facility documentation, such as lease documents, that is easily accessible by facility management personnel.

Mobile Field Access

Facilitate maintenance planning and task completion with mobile access to facility management tools.

Facility Asset Management

Manage and track high-value assets including office equipment, furniture & more

Task Management

Create, manage and track all task activities and progression

Equipment Maintenance

Manage procedures that ensure organizational equipment remains in working condition

Preventive Maintenance

Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Service Request Management

Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more

Asset Lifecycle Management

Manage assets throughout their lifecycle to optimize profit

Parts Management

Track parts inventory levels and manage re-stocking

Visitor Management

Allow organizations to streamline the check-in process for visitors.

Inspection Management

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Workflow Management

Create, design and manage workflows for repetitive tasks

Communication Management

Manage and track all internal and external communication conducted via calls, email, text, or chat

Work Order Management

Creating, assign, and track jobs and/or tasks for work orders

Equipment Management

Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Space Management

Manage occupancy and space utilization in facilities and buildings

Incident Management

Manage and track all disruptions and incidents

Contract/License Management

Track, store, and access client contracts or licenses

Maintenance Management

Manage, maintain and track the performance of assets and equipment

Materials Management

Process of planning, procuring and controlling material flows along with supplier evaluation and shipping

Invoice Management

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Fixed Asset Management

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Document Management

Store, manage, and track all electronic documents in a centralized location

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Historical Reporting

Information, data and reports that are being tracked over time

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Show More

##### ## Asset Definition (8)

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 Register

Create a list of all the assets owed by a company.

Relationships

Define relationships between various types of assets.

Costs

Identify the value of each asset and keep it up to date.

Types

Define and manage linear assets, facilities, and fixed assets

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##### ## Asset Tracking (20)

Location - Asset Tracking

Track asset locations using GIS and GPS technology.

Status - Asset Tracking

Monitor the status of multiple types of assets.

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

Location

Track asset locations using GIS and GPS technology.

Status

Monitor the status of multiple types of assets.

History

Maintain a history of adjustments made to assets.

Multi-Location

Manage and support multiple locations

KPI Monitoring

Tracking the status of previously identified performance measurements

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##### ## Platform Basics (3)

Interoperability

Connects to external systems and applications as needed to complete team workflows.

Performance

Is consistently available (uptime) and allows users to complete tasks reliably.

Portal

Contains a portal to facilitate third-party or client application access.

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##### ## Platform Performance (2)

Reporting

Provides analytics tools that reveal important business metrics and track progress.

Application Monitoring

Contains application performance monitoring capabilities.

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##### ## Platform Functionality (24)

Document management

Manages necessary docuements for ease of visibiltiy and access.

Requalification

Automated compliance renewal notifications.

Compliance

Tracks contractor compliance levels and renewa dates.

Bid Management

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Invoice Management

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Work Order Management

Creating, assign, and track jobs and/or tasks for work orders

Supplier Management

Manage all supplier data and operations

Inventory Management

Track and manage inventory levels to maintain proper supply

Task Management

Create, manage and track all task activities and progression

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Contractor Management

Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)

Proposal Management

Creating, submitting, and tracking a sales proposal or bid submitted in response to a request for proposal.

Safety Management

Identify and assess hazards to ensure the well-being of employees, assets, and the environment

Communication Management

Manage and track all internal and external communication conducted via calls, email, text, or chat

Contract/License Management

Track, store, and access client contracts or licenses

Job Management

Manage and track all job information and associated tasks

Timesheet Management

Track the amount of time spent on a job or task

Lead Management

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Procurement Management

Organize and manage all processes/procedures involved in purchasing goods and/or services

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

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##### ## Platform Additional Functionality (4)

Onboarding

Onboard workers via online, classroom, or external training.

Pre-qualifiation

Pre-qualify contract workers via reference, record, background check.

Onsite Monitoring

Monitor contractor onsite activities, performance, etc.

Subcontractor Monitoring

Ensure subcontractors are working safely on client sites and document audits/inspections for reference.

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##### ## Inventory (3)

Locations

Track inventory of assets accross multiple locations.

Spare Parts

Manage the inventory of spare parts needed for maintenance.

Valuation

Calculate the value of the inventory of assets and spare parts.

Show More

##### ## Depreciation (4)

Methods

Support multiple depreciation methods such as straight-line and annuity.

Asset Value

Calculate the value of assets at each stage of their lifecycle.

Taxes

Manage tax deductions and capital allowances for fixed assets.

Decomissioning

Track the costs of retiring assets when they become obsolete.

Show More

##### ## Maintenance (6)

Inspections

Plan inspections to monitor the status or equipment and fixed assets.

Planning

Schedule maintenance activities based on asset type, usage, and warranties.

Predictive

Provide features for predictice maintenance operations.

Corrective

Allows users to perform corrective maintenance activities.

Unplanned

Ability to manage unplanned maintenance tasks.

Optimization

Identify opportunities to optimize asset use and maintenance operations.

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##### ## Field Service (13)

Planning

Assign human and material resources to maintance tasks.

Tracking

Monitor field activities such as installation, maintenance, or callibration.

Client Communications

Allows field workers and their supervisors to communicate with customers.

Asset Tracking

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Inventory Tracking

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Location Tracking

Identify the physical location of an individual, asset, device, etc.

Status Tracking

Track the status over time for a request, process, asset, or transaction

Cost Tracking

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Asset Planning

Manage, prioritize and plan for capital expenses

IT Asset Tracking

Monitor the movement of one or more IT assets throughout the organization

Activity Tracking

Track and document all activities across devices, networks, and other systems

Warranty Tracking

Track the duration and expiration of warranty as well as any obligations under that warranty

Equipment Tracking

Track the location of specific equipment at all times

Show More

##### ## Monitoring (3)

Use

Monitor asset use across multiple locations and keep history.

Reliability

Track asset reliability data such as downtime or idle time.

Risk

Identify various types of risks such as non-compliance or safety violations.

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##### ## Contract & Warranty (3)

Contracts

Define and manage maintenance contracts for various types of assets.

Warranties

Manage warranties, related maintenance operations, and costs.

SLAs

Comply with the service level agreements (SLAs) included in contracts.

Show More

##### ## Analytics (3)

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Performance

Analyze performance for individual assets, by category or location.

Budgeting/Forecasting

Create budgets based on historical data and future projections

Show More

##### ## Integration (4)

ERP

Provide integration with ERP systems

CAD & PLM

Provide integration with CAD and PLM software

Accounting

Provide integration with accounting solutions

Asset Accounting

Manage adding fixed assets to proposed budgets

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##### ## ServiceNow Apps (2)

ServiceNow Integration

How satisfied are you with this app/integration in the ServiceNow ecosystem?

Value

How valuable is it to be able to use this product with ServiceNow?

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##### ## Generative AI (2)

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

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##### ## Agentic AI - Asset Tracking (1)

Natural Language Interaction

Engages in human-like conversation for task delegation

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##### ## Agentic AI - ServiceNow Store Apps (4)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### ## Agentic AI - Facility Management (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

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##### ## Agentic AI - Enterprise Asset Management (EAM) (2)

Cross-system Integration

Works across multiple software systems or databases

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Show More

##### ## Additional Functionality (207)

Monitoring

Observe and track the demand, usage, progress or quality of a system, product, or user

Barcode/Ticket Scanning

Scan barcodes to ensure accurate pricing and label tracking

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Scheduling

Plan availability and assign specific time slots for tasks and resources

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Facility Scheduling

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Inventory Tracking

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Automated Scheduling

Automatically create schedules based on business needs or employee availability and qualifications

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

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

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Cost Tracking

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

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

Real-Time Data

Receive data and information in real time

Task Scheduling

Track and manage the scheduling of tasks

API

Application programming interface that allows for integration with other systems/databases

Barcoding/RFID

Identify and track items using barcode tags or RFID (radio-frequency identification) tags

Service History

Track work performed and resources used for past customers, sites, or assets

Equipment Tracking

Track the location of specific equipment at all times

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Asset Tracking

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Document Storage

Store and organize documents in a centralized system

Multi-Location

Manage and support multiple locations

GPS

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Customer Database

A collection of customer information such as contact details, demographics, previous interactions, etc.

Customizable Forms

Customize contracts and forms to collect specific information

Customizable Fields

Customize data fields to support various needs and use cases

Warranty Tracking

Track the duration and expiration of warranty as well as any obligations under that warranty

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Activity Tracking

Track and document all activities across devices, networks, and other systems

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Data Import/Export

Import and export data to and from software applications

Inventory Control

Monitor product stock levels

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Budgeting/Forecasting

Create budgets based on historical data and future projections

AI Summarization

Uses AI to condense large amounts of text, audio, or video data into a coherent form

Chatbot

AI-based platform which conducts a conversation via auditory or textual methods

Resource Allocation

Assign available resources to various projects and tasks

Downtime Tracking

Track unplanned equipment or network failures

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

Workflow Management

Create, design and manage workflows for repetitive tasks

Task Scheduling

Track and manage the scheduling of tasks

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Preventive Maintenance

Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Predictive Maintenance

Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms

Facility Management

Manage the maintenance of building facilities

Historical Reporting

Information, data and reports that are being tracked over time

Equipment Management

Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed

IT Asset Management

Managing inventories and tracking changes to hardware and software configurations

Mobile Access

Access software remotely via mobile devices

Asset Lifecycle Management

Manage assets throughout their lifecycle to optimize profit

Inspection Management

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Work Order Management

Creating, assign, and track jobs and/or tasks for work orders

Barcode/Ticket Scanning

Scan barcodes to ensure accurate pricing and label tracking

Software License Management

Maintenance Scheduling

Schedule predetermined or ad hoc maintenance services and labor requests

Purchase Order Management

Create, send, and track purchase orders and their statuses

Document Management

Store, manage, and track all electronic documents in a centralized location

Asset Categorization

Organize assets into folders and subfolders or tag assets based on a custom file hierarchy

Maintenance Management

Manage, maintain and track the performance of assets and equipment

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

IoT Device Management

Organize, monitor, and remotely manage IoT devices

Energy Management

Track energy consumption and/or manage energy-saving measures.

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Fixed Asset Management

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Parts Management

Track parts inventory levels and manage re-stocking

Utilization Reporting

Track the frequency of asset usage

Inventory Management

Track and manage inventory levels to maintain proper supply

Real-Time Data

Receive data and information in real time

Data Import/Export

Import and export data to and from software applications

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Depreciation Management

Track and manage the decline in value of assets and plan for improvements

Contract/License Management

Track, store, and access client contracts or licenses

Task Management

Create, manage and track all task activities and progression

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Customizable Reports

Alter the layout and content of reports

Disposal Management

Plan when and how to dispose of outdated or decommissioned assets

Customizable Fields

Customize data fields to support various needs and use cases

Barcoding/RFID

Identify and track items using barcode tags or RFID (radio-frequency identification) tags

Equipment Maintenance

Manage procedures that ensure organizational equipment remains in working condition

Estimating

Estimate expected cost based on various factors before a project begins

Budgeting/Forecasting

Create budgets based on historical data and future projections

Team Collaboration

Allow multiple team members to edit and work on the same document

Scheduling

Plan availability and assign specific time slots for tasks and resources

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

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

Real-Time Updates

Receive system updates as soon as any changes are made

Electronic Signature

Digitally sign online documents

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Task Scheduling

Track and manage the scheduling of tasks

Multiple Projects

Ability to handle several projects simultaneously

Contractor Database

Easily track all contractor information in one centralised location

Qualification Tracking

Track certifications, qualifications, and licenses for employees, contractors, etc.

Project Tracking

Monitor the progress of projects from start to finish

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Mobile App

Access the system via a mobile application

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Job Costing

Calculate total itemized costs, including initial costs and any changes

Time & Expense Tracking

Log and record hours worked and costs spent to assist in billing and invoicing

Equipment Tracking

Track the location of specific equipment at all times

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Customizable Forms

Customize contracts and forms to collect specific information

Time Tracking

Measure and track time including hours worked and paid time off (PTO)

Customizable Reports

Alter the layout and content of reports

Project Time Tracking

Measure time to completion or hours worked for projects

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

API

Application programming interface that allows for integration with other systems/databases

Cost Estimating

Forecast the cost and resources required to complete a project

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Customizable Forms

Customize contracts and forms to collect specific information

Checklists

An itemized to do list that can be edited as tasks are completed

Real-Time Data

Receive data and information in real time

Activity Tracking

Track and document all activities across devices, networks, and other systems

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Facility Scheduling

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

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

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Inventory Control

Monitor product stock levels

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Maintenance Scheduling

Schedule predetermined or ad hoc maintenance services and labor requests

For Schools

Designed to be used by kindergarten, primary, middle, and senior secondary schools.

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Multi-Location

Manage and support multiple locations

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Customizable Reports

Alter the layout and content of reports

Commercial Properties

Designed to serve commercial properties

Residential Properties

For residential properties

Data Import/Export

Import and export data to and from software applications

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Corrective and Preventive Actions (CAPA)

Investigate and take action at root cause or error in processes to prevent recurring issues

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Billing & Invoicing

Create, manage, and send invoices or bills to customers

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

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[Move Management](/glossary/move-management-definition)

Move management is the process of planning and coordinating a relocation, most often an employee move. Learn its types, services, and benefits.

[Materials Management](/glossary/materials-management-definition)

Materials management plays a valuable role in a company’s supply chain management process. Learn more about materials management, how it can benefit production flow, and how to implement it in an inventory structure.

[Maintenance Planning](/glossary/maintenance-planning-definition)

Maintenance planning is the process used to identify and resolve maintenance problems. Learn more about maintenance planning, the best practices to follow, and how businesses can develop an effective maintenance plan.

[Work Order Management](/glossary/work-order-management-definition)

Work order management is the process of creating, implementing, and tracking work in industries such as manufacturing, retail, utilities, or construction.

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