The UK's Best Field Service Management Software
A powerful system that offers company wide efficiency. Get rid of multiple systems and spreadsheets. Sales, Job Planning, Asset Management, Mobile App for Jobs and Invoicing all in one online platform.
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Trusted by well-known brands
Let Collabit help you to remove disjointed processes and heavy administrative tasks.
Having one workflow that goes from sales, through to job planning, then onto the customer site and ending up with the invoice to send will give you a huge gain in efficiency and will provide you with the visibility of your entire operation like you have never had before.
Book a consultation with us today and find out how 100’s of companies in Field Service Management have increased profit and reduced admin hours by using Collabit’s unique solution.
Feature Rich Field Service Management Solution
Collabit provides a full range of functionality that is designed to suit businesses in field service. You will be able to utilise the solution that has been tried and tested as well as taking advantage of our unique technology that offers our customers the opportunity to customise areas of the system so it is not the same as all of your competitors.
Sales and Quoting
The Sales and Quoting feature of Collabit Software's allows you to create and send professional quotes to your customers quickly and easily.
Collabit comes with a powerful sales CRM built into it that allows you to capture leads and track marketing campaigns, manage and report on your sales pipeline, record calls, emails and meetings and generate and send quotes.
- Convert quotes accepted by customers into the jobs to be planned and the invoice schedules to send;
- Answer questions in the sales process that calculates the cost and margin for you;
- Renew client contracts at the touch of a button which creates the next period's jobs and invoices for you.
Plan & Schedule Jobs
Use Collabit to plan all the jobs that are due either from schedules created from closed sales opportunities or from remedial works that have been discovered within jobs.
- Plan jobs in a calendar view or a map planner view;
- Filter jobs to plan based on tags, engineers skills, jobs types etc;
- Automatically groups all jobs that are due over the planning period into site locations to be completed in one visit;
- Uses Google Drivetime and time taken to complete works to plan the perfect work day for an engineer;
- Report on jobs that are overdue, planned, completed and invoiced.
Mobile App for completing onsite works
Powerful mobile app that allows field workers to complete their work quickly and effectively. Jobs assigned to the operative on the Collabit planners will automatically be available for them to complete on the mobile phone or tablet.
- Fill in job forms that can record information about the job or specific assets on site;
- Add or decommission assets within the site asset register while on a job form;
- Access any information that is required to complete the works including PDF’s, details about the site contact, RAMS & personal risk rating info and job equipment required;
- Available on both Android and Apple devices and supports barcode, QR Code and NFC tag reading.
Automatically creates job reports and trends results on assets
Collabit allows it’s customers to choose different workflows after jobs are completed. Job report PDF’s are created automatically and can be edited before being sent.
Certain jobs can be added to lists for further actions to be taken before they are considered complete and sent to the customer and added to the customer portal. Examples being jobs that need lab results or schematic drawings added to them.
- Customer portal shows a log of all completed jobs and tested assets as well as allowing your customers to download reports and discuss issues from jobs;
- Remedial actions found from jobs can be automatically logged onto an issues dashboard. These issues can be turned into quotes or jobs;
- Account managers or administrators can check jobs for remedial work or missed assets before the job is completed and sent to the invoice module.
Easy to manage Invoicing
Navigate the world of invoicing with confidence and precision, ensuring each transaction is professionally managed and tracked. With Collabit, invoicing is streamlined and efficient, providing a stress-free solution to an often daunting task.
- Save admin time with the collabit invoice generator;
- All jobs scheduled in contracts can have separate invoice rules applied because all customers are different. Send invoices based on a fixed amount with a general line item description or after individual jobs are completed with detailed invoicing line items;
- Matches all completed jobs to invoices including any one off jobs or remedials so you can see clearly which completed jobs have not been invoiced yet;
- Links to Xero accounting platform.
Accounting Tools
Capturing and translating financial data into accounting journal entries can be challenging, but with Collabit you can link your accounting software of choice to our system and eliminate the need to transfer data manually between multiple financial platforms. Seamlessly link your chosen accounting software to our platform, ensuring a cohesive financial ecosystem.
- Push customer information, supplier data, product lists and transaction data from your accounting software to Collabit and vice versa.
- Enhances the ability to monitor project finances, budgets, and expenditures with up-to-the-minute accuracy.
- Strengthens financial control by ensuring that accounting and project management data are synchronised.
- Seamlessly integrates invoicing and billing processes, accelerating the invoicing cycle and ensuring that financial transactions are accurately reflected in both systems.
- Currently compatible with Sage, Exchequer, QuickBooks and Xero.
That's only a glimpse of what we are capable of
Dashboards and Management Reports
Manage customer queries and issue
Form Designer
Equipment tracking
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FAQ
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What is Field Service Management Software?
Field Service Management Software is a tool designed to help businesses manage their field service operations, from job scheduling and dispatch to technician tracking and customer management.
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Benefits of field service management software?
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How does Collabit Software's Field Service Management Software work?
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How does Collabit Software's Field Service Management Software improve technician productivity?
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How does Collabit The UK's Best Field Service Management Software enhance customer satisfaction
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Can Collabit The UK's Best Field Service Management Software be customised?
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How does Collabit Software's Field Service Management Software integrate with other business tools?
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Is Collabit Software's Field Service Management Software easy to use?
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Cloud based field service management software
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Top field service management software
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Management software for field service
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The Best Field Service Management System
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