ServiceTracker is a complete end-to-end system that can manage your entire business from an initial quotation/risk assessments right through to an invoice with all the bells and whistles in-between. We appreciate that a full scale system such as this is not always an immediate requirement for some business starting off and it may be a daunting prospect when you first log in and see all the features of ServiceTracker all at once.
We have listened to your feedback and we have adapted ServiceTracker to give you “ServiceTracker Lite™”
All of the standard features are still in the system (asset management, quotes, work-orders, invoices, portals, actions, client attachments, vehicles, GPS Mapping etc etc) but they are simply not visible right away and can be rolled our and configured as you scale up.
Here are some of the features of ServiceTracker Lite™
The New ServiceTracker Lite™ App
You can select ServiceTracker Lite™ at any time using the app selector within ServiceTracker. Switch back and forth the full ServiceTracker system or restrict users to only ServiceTracker Lite™
Reduced Tab Bar
Only the basic tabs are shown in ServiceTracker Lite™ and, as everything can be viewed from the Client screen, this is the only tab you will need to access your customers. The ServiceTracker Calendar will allow you to drag and drop appointments and visits and reporting allows you access to critical information and dashboards
Reduced Home Page
We have removed Task management, approvals, calendars, actions and many of the components that are visible from the home page to provide you with only the 3 most important metrics for your business which are completely customizable
Reduced Side Bar
The ServiceTracker Lite™ sidebar gives you access to Quick Create, Recent Items and, if activated, the Standard Salsforce.com email integration and calendar.
More focus on Quick Create
The Create New button has been removed from ServiceTracker Lite™ and Quick Create has replaced all methods of data entry. This means that you can now create your Client, Contract, Schedule, Visits in a matter of clicks and we take care of the duplication checking and validation.
Reduced Page Layouts
The Client screen has been given the ServiceTracker Lite™ treatment and we have removed most of the related lists, fields and shortcuts, providing you with a reduced view and access to the ServiceTracker console directly from the record page. You can still access contracts, schedules, visits and mapping features using the compact view.
ServiceTracker Lite™ puts you in control of your customer records, technicians and visits and our new dynamic mobile solution provides you with the ability to scale back the questions and forms your technicians complete.
We also have a standard service report which can be used right away with no customisation keeping deployment time to a minimum. Just upload your logo and you are away.
For more information on ServiceTracker Lite™ please contact us today
033 022 31022