STEP 1
SALES AND CRM
THE CLOSER IS BRAND NEW SALES MANAGEMENT TOOL TO TRACK AND AUTOMATE YOUR SALES PIPELINE.
It is a brand new way of thinking. It is a precise tool for sales management and for sales personnel. While the traditional CRM functionalities remain, the real power lies in the Closers ability to predict the future and break down the sales targets into understandable weekly actions.
POPULAR FEATURES
- Sales projects
- Offers
- Sales targets
- Leads
- Customer records
- Customer activities
STEP 2
WORK ORDER MANAGEMENT
WORK ORDER MANAGEMENT MADE EASY.
Digitize your work order process and go paperless. Manage work orders and automate manual processes with recurring, triggered and automated service agreements.
POPULAR FEATURES
- Job description, typing, pricing (automatic)
- Maintenance/work history
- Maintenance/job records
- Attachments (pictures, instructions)
- Urgency rating/Alert limit
- Used and invoiced hours
- Multi-resourcing
- Electronic signature
- Service agreements/recurring jobs
- Spare part/utensil usage
- Endless amount of inventory locations
- Location-specific products
STEP 3
THE DISPATCHER
FULL TOOL SET FOR SCHEDULING AND RESOURCING.
Plan ahead with drag and drop scheduling and dispatching tools and still retain the ability to react to changes. Real time dispatching to any Internet capable mobile device enables two-way communication with field personnel to save time at both ends.
POPULAR FEATURES
- Automatic order of jobs according to the shortest route
- Automatic time cards from completed jobs
- Daily logging of hours
- Time card approval levels
- Task-specific time
STEP 4
MOBILE WORKFORCE
CROSS PLATFORM MOBILE DEVICE SUPPORT WITH POWERFUL FEATURES. DISPATCH TASKS TO ANY PORTABLE DEVICE AND GO PAPER FREE.
Choose your mobile devices freely based on your needs for field service personnel. Our service runs on the chosen device with zero installation with powerful features such as crew management, time tracking, client signatures and job management. Everything in real time.
POPULAR FEATURES
- Browsing of tasks/jobs
- Starting and ending of working time
- Task-specific time
- Adding of utensils
- Adding of a new job
- Additional information and attachments from the field
- Client signatures
- Adding of assets
STEP 5
ALERTS & MESSAGING
2-WAY COMMUNICATION WITH ARTIFICIAL INTELLIGENCE MEANS REAL TIME EMAIL AND SMS TEXTING SYSTEM TO NOTIFY YOUR EMPLOYEES AND CUSTOMERS IN EVERY STEP OF THE PROCESS.
Alerts & Workflows allow you to automate daily communication and save a lot of time. Send emails, documents and alerts with precise and accurate information. Pull data across platforms to create visually stunning dashboards. Schedule your reports to run and distribute automatically.
POPULAR FEATURES
- Automatic emails and text messages
- Automated internal communications
- Automated customer communications
- Automated alerts and job completion notifications
- Two-way SMS
STEP 6
BILLING & INVOICING
INVOICES READY FOR PROCESSING SECONDS AFTER JOB COMPLETION. REVIEW, PREVIEW, BATCH, SEND, SYNC - AUTOMATED.
Create invoices efficiently from the completed jobs. Save time with automated billing procedures. Send invoices to QuickBooks, Sage, NAV or other favorite accounting systems, with the touch of a button.
POPULAR FEATURES
- Electronic invoicing
- Consolidated invoicing
- Importing of invoices to financial management software
- Automated invoicing
STEP 7
OPEN API INTEGRATIONS
THE ONLY FIELD SERVICE PLATFORM THAT CONNECTS ALL YOUR SYSTEMS TOGETHER.
Husky Intelligence has connectors that help eliminate double entry of data. With over 1000+ different apps connected with Husky Intelligence, automation is easy. Our open API allows you to create automated connections to whatever you need to automate. As a customer, you have the power to read, write, edit and update all information in our system.
See our integrations here!
STEP 8
POWERFUL REPORT CENTER WITH VERSATILE REPORTING
THE ONLY FIELD SERVICE PLATFORM THAT CONNECTS ALL YOUR SYSTEMS TOGETHER.
Husky Intelligence brings the big boy tools to reporting. With Jaspersoft Report Center and Dashboards, the data is always accessible and visually powerful. Automation is easy and with a native powerful reporting IOS and ANDROID App, you are always in control.
POPULAR FEATURES
- Customized reports
- Automated reports
- BI reports
- Exporting of reports
READY TO START?
You don’t have to do this alone. Sign up with us, and we will design and implement a transition process supported with great training plans, so you can focus on what matters most — planning the growth of your business.
Yes, I'm interested
