Field Service Reps

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TASK PLAN

Ensure the right mobile rep is assigned to the task by allowing Custella to auto-assign or suggest according to their availability, utilization, skill, and location.

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JOB ORDER MANAGEMENT

Know what’s going on; what needs to be done, and what’s already completed. Your field service management team can monitor any service requests and which can link to most ERP systems.

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SCHEDULING

Automatically optimize field agent’s day, working around fixed meetings, based on location, availability, and priority. Factor in buffer times such as walking from the carpark, or taking the lift to the client’s floor as well, so there’s no arriving late to worry about.

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ROUTING

Track your miles automatically, without requiring third party apps to verify. Save travel time and fuel by allowing Custella to pick out the optimum route that gets field agents to all the necessary locations. 

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GEOFENCING

Geofences enable field service managers to trigger business rules or create notifications as and when they are crossed by field agents.

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CUSTOMER 360 DEGREE VIEW

Create a comprehensive hub of all your customer’s details and notes in one canonical view, to better prepare to serve their needs.

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FIND NEARBY CUSTOMERS

Field agents may find themselves at a particular location and should they feel like utilizing that time to pursue the tasks that are nearby, they can easily search for customers close by.

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DYNAMIC SKILLS

Different tasks will require different skill sets to address them. Are you certain that the agents you’re assigning tasks to are capable of completing it? Shed those worries with Custella, with dynamic skills that can automatically factor in which field agent is best suited to tackle tasks.

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DYNAMIC REPORTS

Get customised reports that give you your organization’s operational performance. Create, edit and customize reports based on the real-time data to help you make smarter and relevant business decisions. 

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ATTENDANCE/LEAVE RECORDS

You no longer need to individually call to check on field agent’s attendance records. Field agents can also apply for leave and mark days off so that tasks won’t be assigned to them during these days.

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IN-APP MESSAGING

Eradicate the need for calls and messages on other platforms, by using Custella’s in-app Instant messaging. Communication between managers, teams, and field agents was never this convenient.

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TEAMS

Group field agents into teams for better organization and collaboration. Customise your teams to your preference and operational needs.

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SALESFORCE.COM INTEGRATION 

From productivity to marketing, to collaboration and beyond, now you can connect your Salesforce to Custella. Field service reps can customize their Salesforce consoles, and Managers can automate common tasks within Custella to cut wasted time and reduce errors.

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SYNC WITH GOOGLE AND MICROSOFT 365

Sync your calendars with Google and Microsoft 365

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