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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Increase your sales and enhance service quality by unlocking your organization's full potential with our Sales, Installation, and Warranty Management Software. Our proactive timers and alerts keep every task on track, ensuring that nothing is overlooked. With a focus on efficiency, the software collects accurate information and removes the hassle of duplicate data entry. It promotes productivity by enabling you to complete tasks correctly on the first attempt, thus minimizing the chances of callbacks. Accountability is improved as the platform offers real-time data and analytics, providing better visibility across all departments. We take pride in being a trusted partner for both large enterprises and small businesses alike. InsightPro Warranty & Service Management makes the claims process simpler by optimizing it from start to finish, creating a streamlined system that accelerates claim resolution, cuts costs, and maintains thorough oversight. Designed for user-friendliness, this cloud-based solution requires minimal setup, allowing for rapid deployment and immediate benefits for your organization. By adopting this innovative software, you can enhance your operational efficiency and achieve greater control over your service management processes.

Description

Salesforce Field Service with Agentforce empowers organizations to optimize field operations and improve service delivery. By leveraging AI technology, the platform automates tasks such as scheduling, dispatching, and asset management, resulting in improved productivity and reduced costs. With features like mobile app extensibility, dynamic data capture, and real-time video support through the Visual Remote Assistant, field teams can work more efficiently. The service also supports customer satisfaction by providing actionable insights into performance metrics like first-time fix rates and technician utilization, helping businesses operate smarter and more sustainably.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Augmentir
Flosum
Metazoa Monarch
Neuron7
Salesforce Customer 360
Salesforce Net Zero Cloud
Salesforce Sales Cloud
Salesforce Service Cloud
VSight Workflow

Integrations

Augmentir
Flosum
Metazoa Monarch
Neuron7
Salesforce Customer 360
Salesforce Net Zero Cloud
Salesforce Sales Cloud
Salesforce Service Cloud
VSight Workflow

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$75.00 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

InsightPro

Founded

2014

Country

United States

Website

www.insightpro.com

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/service/field-service-management/

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Warranty Management

Contract Management
Eligibility Verification
For Field Service
For General Contractors
For Manufacturers
Parts Management
Policy Management
Product Registration
Repair Management
Returns Management
Service Management
Warranty Tracking

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

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