ONE CONNECTED WORKFLOW
From the first request to the next service visit.
Service work depends on more than one record. Bring quoting, equipment details, maintenance and supplier information together so each team can find the context behind its next task.
INSIDE THE APPLICATION
See connected service workflows in action.
Bring service quotes, vendor activity and maintenance completion into a shared overview.
Choose the work you want to improve.
Service Quoting
Prepare equipment-linked quotes, follow customer acceptance and export quote details for office review.
Preventive Maintenance
Connect maintenance contracts, due dates, scheduled visits and completion records.
Equipment Records
Keep customers, locations, manufacturers, models, serial numbers and equipment photographs together.
Vendor Quote Management
Connect supplier quotes, contacts, attachments, status and aging to the related service quote.
Field Access & Reporting
Support technicians with browser-based maintenance workflows and prepare reports for office follow-up.
AI Voice & Chat
Capture quote details and follow guided maintenance conversations through voice or chat.
A FEATURE IS MORE USEFUL WHEN IT CONNECTS
Start with equipment details. Carry them into the work.
Customer, location and equipment records give quoting and maintenance a shared foundation. Explore the relationships between features as well as what each one does.
- Equipment identification gives the quote its context.
- Service plans connect recurring work to the unit.
- Vendor information supports the related customer quote.
Equipment record
More tools for your daily work.
Dashboard & Analysis
Give office teams and managers a shared view of quote activity, maintenance and follow-up.
Technician Workflow
Move from the technician dashboard to scheduled maintenance, equipment tasks and a completed service record in a browser.
Reports & Communications
Prepare maintenance forms, completion reports, quote emails and contract renewal documents from connected service records.
Administration & Setup
Manage the reference information, user access and assistant configuration behind your service workflows.
Explore the features around your daily work.
Choose the tools your team needs and see how they work together.