ServiceLedger White Papers

Field Service Management Software Made Easy

ServiceLedger makes it easy for you to manage your field service personnel allowing you to quickly dispatch job information to them either by printed work order, email work order, text message, phone dispatch, email notification or sending information to the Tech Web Portal or their mobile device.  In the field technicians can update job information and upload it back to your server electronically with a mobile device or in real-time if they access the Tech Web Portal.  The Web Portal works on most mobile devices and only requires Internet Access and Internet Explorer to work.

Click here to watch the online demo to see how easy it is to manage field service using ServiceLedger.

Key Capabilities:

• Dispatch the way you want including printed work order, email work order, text message, phone dispatch or email notification

• Capture Digital Signatures out in the field

• Allow your field service personnel to have access to the Tech Web Portal to allow them to view all of their jobs, schedules and more and update job information in real-time via the Internet.

• Allow your field service personnel to download job information to their mobile device of choice and ServiceLedger Mobile and allow them to update job information out in the field remotely and upload job information electronically to your server.

Below you will find information on our most common functions of the field service function function with sample screenshots.  If you have any other questions regarding our service tracking software, please do not hesitate to call us at 940.497.2834 or email us at sales@serviceledger.com.

Tech Web Portal The Tech Web Portal allows your technicians to access their information from any mobile device with Internet Access and review job information and schedules and update job information with work performed, invoice line items, equipment serviced, task performed and time spent on the job.  If the job is completed the technician simply checks a completed checkbox to mark the job as completed and ready to be invoiced.  Technicians out in the field can create work orders, accounts, items and equipment records for customers with a click of a button.  All information on the Tech Web Portal is real-time with no delay between what the technician enters and what an office user will see in the office.

ServiceLedger Mobile ServiceLedger Mobile allows your technicians to download their job information to their mobile device and work remotely in the field and update job information electronically that can be uploaded back to your office at the end of the day.  All synchronization can happen at your office or via the Internet.  ServiceLedger Mobile allows your technicians to take existing job information and update invoice charges, equipment serviced, time spent, tasks performed, work performed and capture digital signatures out in the field that is stored as an attachment to the work order at your office.