Smart Business Soft

SBS FIELD DESK

Innovative management of your resources for fast and quality service to your customers

Features

Through SBS Field Desk you serve your customers faster and better.

SBS Field Desk is specialized task management software that reduces costs and increases efficiency by optimizing and automating processes and activities. All actions are recorded in real time without data loss. Full digitalization of the process provides better control and faster invoicing. In real time you can track the effective employment of employees, their location and the services and materials used at service sites. Built-in BI analytics are easy to use and help you make quick and correct decisions.

The software has a WEB version and an Android application. It can be integrated with the ERP.NET platform for full automation of processes – from creating a request to its invoicing and payment.

Client Portal
Dashboard
Mass Assignment
Calendar - Daily, Weekly, Monthly, Gantt
Employee card and requests
Copy regular tasks
E-mail notifications
Chat and notifications for each task
Warehouse and inventory management

Time tracking at work
Reporting of invested materials and services
Attach photos and files
Signature
Time tracking in travel
Performance control
Invoicing
Payment
CRM & BI analysis

To-do list

Calendar

Navigate to the client

Reporting of used materials and services

Time tracking at work

Time tracking in travel

Attaching photos, comments

Signature

To-do list

Calendar

Detailed information

Navigate to the client

Travel and Shopping

Time tracking

Add services

Add materials

Custom fields

Signature

Key benefits and analysis

Client portal

Increases client satisfaction by being able to send tasks, track their status in real time, write comments and attach files. Optimizes the time for creating requests by employees.

Proper planning

Reduces time in planning and assigning tasks. Active list of unassigned tasks. Easy selection of employees near the site. Mass and single assignment. Ensuring the execution of the task from the first time without wasting time in additional shopping through data on the actual stocks by teams.

Accelerated service execution

Quick and easy movement of tasks between departments, automatic emails and notifications speed up the time to complete each task. Accelerated execution, accelerated invoicing.

Optimization of working time

Reporting of actual time worked, loss of travel time and additional activities ensure tracking of full and effective employment of each employee.

Controlled and consistent processes

Full digitalization of the process increases real-time control at each stage. Sequence of operation is guaranteed without data loss and without the need for paper. Performance inspection, audit of reported materials, services and time.

Performance evaluation

Improved service thanks to a real assessment by the client on the implementation of each task.

Profitable pricing

Automatic bidding based on planned materials, labor, services, fees and minimum margin percentages by groups of services. Detailed analysis for deviations between planned and actual cost.

CRM & BI analysis

Real-time decision making based on analyzes of effective time worked, real cost and margin by services, sites, clients, projects, regions, departments. Detailed information about invested services and materials at service sites. Analyzes and comparisons by periods. 360 degree view of your clients.

Basic steps at work

When working with the system, the whole process is organized into four main steps and each of them is assigned the appropriate controls.

Create a task

A new task can be created by a client through the client portal or by an employee. Each task contains information about the client, object, contract, additional notes, service object, problem description, attachments, task type and execution time.

Assignment

When assigning the task, a person responsible for its implementation is selected. For each task can be planned multiple activities and for each of them are selected planned start and end of implementation, participants, additional instructions.

Reporting

The reporting is done through a mobile application. For each task, the exact time worked is automatically filled in, the materials and services used during the execution are selected, photos and a signature verifying the execution are attached.

Verification and invoicing

The invested materials and services are revised, if necessary a protocol of the activity is sent to the client. It is possible to mark materials or services as warranty. Automatic or semi-automatic issuance of an invoice based on an approved protocol.

Industries

If you perform construction, installation, assembly, repair, maintenance, prophylaxis in any of the listed areas, then our solution is right for you.

Water Supply

Electro

Construction

Air conditioning

Telecom

Security

Cleaning

Heating

Support

Pest control

Machines

Elevators

Pricing

The indicated prices are of a concurrent users and are formed at annual payment with 12% discount. Professional database support included with guaranteed 24 hour connection and archiving every 2 hours in different physical locations. Current prices are valid up to a base size of up to 10 GB, then paid by 1 euro per month for every GB over the tenth. The minimum package of users is 5.