FEATURES

PLAN IT. TRACK IT. ANALYZE IT

Each of Custella’s key features are built to automate the process of planning and scheduling of tasks, to ease tracking of task status and field service agents, and to simplify reporting and analysis of service agent performance and customer history.

field service management, field service optimization, field workforce management, field workforce optimization, mobile workforce management, custella
field service management, field service optimization, field workforce management, field workforce optimization, mobile workforce management, custella

PLAN IT

Buffer

Assignment Management

Dispatch Management

Job Management

Job Scheduling

Job Tracking

On-demand Task Management

Workflow Automation

Planned Task Management

Route Optimization

Task Scheduling

field service management, field service optimization, field workforce management, field workforce optimization, mobile workforce management, custella

TRACK IT

Activity Tracking

Check-in/Check-out

Customer History

Escalation

Geographic Maps/Data Visualization

Real Time Location Mapping
Location Tracking

Real Time Updates & Alerts

Status Tracking

Task Tracking

field service management, field service optimization, field workforce management, field workforce optimization, mobile workforce management, custella

ANALYZE IT

Audit Trail

Real Time Reporting

Reporting & Statistics

Status Reporting

Work History

ASSIGNMENT & TASK MANAGEMENT

Increase efficiency with Custella’s automated task assigning feature which allows you to assign tasks to field service agents based on their availability, skill level, and current location. With this feature, you’ll always be able to assign tasks to field reps who are best suited to complete it or are closest in distance to execute the task in time!

OPTIMIZED SCHEDULING

Custella’s schedule optimizing function lets field service agents plan their day based on the certain criterias and even enable the predictive traffic features to help them complete more tasks with lesser hours spent on the road. Field service agents can optimize their schedule based on the following criteria:

  • task time

  • distance between task locations

  • task priority and distance between task locations

REAL-TIME LOCATION MAPPING

Every Custella plan comes integrated with Google Maps. This allows team managers to visualize task locations and locations of field service agents in real-time. For field service agents, the task locations can be viewed on a map layout which are numbered according to the calendar sequence for the day, making it user-friendly.

SALES & JOB ORDER MANAGEMENT

Stay on top of every sales and job orders with this feature which lets team managers and field service agents initiate and process sales or job orders from anywhere as long as they have a smart device on them. All the data you need to create and process an order are just one tap away with Custella. This feature is further enhanced through integration with Salesforce®.

Other features available within Custella

Access Control

Activity Dashboard

Activity Management

Salesforce Integration

Notifications

Automatic Reminders

Calendar Sync with Google

Customer & Contact Management

Customizable Branding

Data Import/Export

Notes

Images & Document Attachment

In-app Messaging

Inventory Management

Mobile Alerts

Multilingual

Permission Management

Request Assistance

Role-Based Permissions

Sales Order Management

Job Order Management

Search Functionality