Take Field Service Operations To The Next Level

Mobileforce CX FSM, a complete field service management tool for SugarCRM, is loaded with powerful features to help field service teams streamline operations, increase customer response times and speed up time to return-on-investment.

2-Minute Mobileforce CX FSM Overview

Why Mobileforce CX FSM?

Increase Response Times

• Dynamic scheduling based on technician skill, availability and location
• Intelligent routing optimizations
• Ability to quickly schedule around last minute cancellations or emergencies
• Quickly coordinate with contact center colleagues using SugarCRM

Streamline Operations

• Automate manual processes & eliminate errors
• Improve first-time fix rates
• Gain insight into field operations with powerful analytics
• Instant access data from CRMs and back-office systems
• Seamless connection across admins, field techs and customers
• Single view of the customer across work orders, service tickets, sales opportunities and all other CRM touch points

Increase ROI

• Maximize your service capacity with more streamlined operations
• Generate fast quotes for additional services from any device, while in the field
• Win over repeat customers and new business through faster response times
• Deliver a superior customer experience

Features

Intelligent Scheduling and Route Optimizations for Field Technicians

• Schedule technicians based on skills and/or location
• Intelligent wizard auto-schedules service tickets for matching technicians with the ability to handle emergencies and cancellations in real-time
• Reduce travel time and improve visibility into technician status

Inventory Management for Install and Repair Services

• Track parts inventory and update work orders with required parts
• In addition to products or parts, quickly add warranty, maintenance or repair service line items for your installed products in the field to generate an integrated estimate or quote

Technician Crew Management and Tracking

• Schedule a crew with specific skills for a job that requires multiple visits to be scheduled
• Track work hours at a job to create accurate invoices for clients
• Contractors and gig-economy workers with differing schedules, rates, availabilities and policies

Automated Estimate and Quote Generation

• Field Service personnel can easily generate an estimate with warranties, maintenance, support, and service of products and services, with real-time approvals & signature capture
• Payments can be accepted on the mobile app through built-in credit card processor or PayPal integrations

Digital Forms and Automatic Data Capture

• Eliminate paper forms and accurately capture data, document, upload pictures, and stay in compliance
• Offline capable, with support for barcode scan, lookup inventory and auto-populate SugarCRM data

Seamless Sugar, Ticketing, and ERP Integration

• Automatically fetch technician territory and skills from SugarCRM, ticket and service history information from ticketing system, as well as inventory, delivery estimates from back-office systems such as ERP in real-time while scheduling and dispatching
• Schedules are automatically sent to the technicians and customers for confirmation