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What is Workfinity Services Management?

Workfinity is an all-encompassing service management platform that comprises interconnected modules designed to meet the diverse needs of field service operations. It offers real-time monitoring of field activities and supports the oversight of technical personnel in various locations. The platform also manages spare parts used during service tasks and arranges for the reverse logistics of equipment that has been serviced on-site. Additionally, it features stock segmentation capabilities specifically for service-related items and governs the service workflow beginning from the initial sale of products. Integrated with the Services Module, it provides tools for credit assessment and the categorization of both retail and corporate sales. Moreover, it enables control over multiple sales channels, meticulously manages deals, and supervises negotiation processes. With its advanced reporting capabilities, iSolutions is committed to the continuous improvement of its workforce while actively seeking out new talent, understanding that its intellectual capital is an essential asset in their pursuit of solutions that add value for clients. This dedication to nurturing employee skills and recruiting innovative talent ensures that the organization leads the way in service advancements and remains competitive in a rapidly evolving market. As they strive for excellence, iSolutions embraces new ideas and technologies to adapt to the changing landscape of service management.

What is TSM?

A field service management system is created to oversee aspects such as job cards, purchase orders, maintenance agreements, timesheets, and customer interactions, ensuring efficient operations and enhanced service delivery. This comprehensive solution streamlines processes and improves overall productivity in the field service industry.

Media

Media

Integrations Supported

Integrations Supported

Asset Vision
MYOB
MYOB AccountRight
MYOB Acumatica
MYOB Exo
MYOB Greentree
Oracle APEX
Oracle Aconex
Oracle Analytics Cloud
Oracle Artificial Intelligence
Pronto
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Online
Urbanise Strata

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$45 per user/month

Supported Platforms

SaaS
Android

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

iSolutions

Date Founded

2001

Company Location

Brazil

Company Website

www.isolutions.com.br

Company Facts

Organization Name

The Service Manager

Company Location

Australia

Company Website

www.theservicemanager.com

Categories and Features

Field Service Management

Contact Database
Contract Management
Dispatch Management
Inventory Management
Mobile Access
Service History Tracking
Time Clock
Work Order Management

Categories and Features

Field Service Management

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

Industrial Automation

Not specified

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