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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 TrackPoint?

TrackPoint® equips you to efficiently oversee your field operations by capturing essential information like location, duration, photographic evidence, signatures, and customized surveys, along with a variety of other functionalities. Many essential on-site business tasks often suffer from inadequate execution and oversight; however, TrackPoint® allows you to program, execute, and track these important activities effortlessly. The platform's ability to take and annotate photos while conserving device storage is a significant advantage. By geolocating your service data online, you can ensure that information is recorded accurately at the right places. You can tailor the questionnaires, images, and signatures required, and swiftly distribute them to your team for seamless implementation. Additionally, it streamlines the creation of automated reports that can be accessed and shared from any location, thereby fostering collaboration and boosting efficiency. Currently, numerous industries rely on TrackPoint® as a critical resource to achieve their operational objectives and enhance overall productivity. Its adaptability and comprehensive features make it an essential asset for teams aiming to refine their field operations, ensuring that they meet their goals effectively. With TrackPoint®, organizations can not only keep track of their activities but also continuously improve their processes through data-driven insights.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$300 per month
Free Trial Offered?

Supported Platforms

SaaS
Android

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Webinars
Online Training

Company Facts

Organization Name

iSolutions

Date Founded

2001

Company Location

Brazil

Company Website

www.isolutions.com.br

Company Facts

Organization Name

Newsoft

Date Founded

2011

Company Location

Mexico

Company Website

www.newsoft.mx/trackpoint

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

Dispatch Management
Electronic Signature
Mobile Access
Payment Collection in the Field
Scheduling
Service History Tracking
Work Order Management

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