OUR FEATURES

The UK’s Best Field Service Management Software

Collabit has created a whole host of features that are all available within our platform. We can help you to utilise these features to overcome your challenges and achieve your goals.

Main Features

...but we have more

Resource Planning

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.

Contract tracking and renewals

Contracts are a handy place that stores all of your agreements with customers so you can find all the information you need quickly and easily, Plus they don’t need any data entry or admin time spent on them.

Onsite works and reports

Once a job is created on the system and planned then the mobile workforce can locate the job and complete all works from the Collabit app (available on Android and Apple stores).

Asset and location management

Collabit creates an asset register for every single site you carry out jobs on. This shows all the locations (floors, rooms etc) on a site as well as what assets are located in them.

Manage customer queries and issues

Collabit includes a full helpdesk system, making it easy to provide high levels of customer service.

Finding the information you need when you need it

Keeping all of your company data in one system gives you huge benefits as well as being the ‘go-to’ place to find anything you need with no fuss.

Remedial work tracking

Make sure you always pick up on potential remedial works and use the Collabit process to ensure you win more, complete the jobs quickly and invoice for them.

Non-Conformance Management

Automatically ensure that all compliance issues have been logged and all customers are informed of what is recommended to resolve them.

Customer portal

Your customers will have their own log in’s to Collabit where they can access all the information you wish to share with them. This reduces the number of emails and calls while giving a better service to your customers.

Form Designer

A powerful form designer is built into the platform that can be used after minimal training that can be used to make job forms with endless possibilities.

The Collabit Library of forms

Collabit comes with a library of forms designed for water hygiene and treatment companies that have evolved from working with many customers and understanding their requirements.

Lab sample management

Collabit has a special workflow built into the platform to help manage all sampling jobs without the need for additional spreadsheets and systems.

Equipment tracking

Store and manage all of your company wide inventory with Collabit Inventory manager.

Employee Skills, training and Certification tracking

Manage your employees skills and certifications as well as any training requirements with the employee dashboard.

Dashboards and Management Reports

Managing your entire business has never been easier than when using the dashboards and reports in Collabit.

Are you ready to improve your company’s workflow?