Coresystems Reviews & Pricing

Key Features

• Scheduling and Dispatching:  Book jobs, tasks, events and on-site assessments in a few clicks. View real-time location and availability of field staff to assign jobs, schedule one-time and recurring jobs and dispatch resources efficiently. Track workloads and progress status of each staff member. Filter and search job orders and tasks by status, priority, location, staff availability and time-period to schedule jobs easily. 
• Routing:  Create and share the most cost-, time- and fuel-efficient route for staff members, track locations to assign last-minute jobs, cut down transit time and optimize route planning to increase efficiency. 
• GPS Tracking:  Optimize field operations in real time with GPS tracking and get real-time location-based updates for check-in, check-out, and status updates. 
• Time Tracking:  Manage employee timesheets for each project and record labor costs for seamless payroll processing and eliminating manual timesheet errors and payment discrepancies. 
• Calendar:  Schedule and reassign jobs with an easy drag-and-drop color-coded calendar. Notify field staff of schedule changes with instant notifications. 
• Notes and Attachments:  Add notes and attachments to job orders and corresponding clients to record instructions, track interactions, maintain purchases and include photos or signed agreements. 
• Smart Forms and Feedback:  Collect customer insights and feedback to continually improve services and build customer loyalty with editable, customizable and dynamic feedback and survey forms. 
• Customer Self-Service:  Allow customers to do more with an easy-to-use QR-code scanner function to initiate service requests and access product and equipment information. 
• Crowd Service:  Build business like an aggregator by matching available field service technicians to service requests in real time. Request additional resources wherever required. 
• Quote Management:  Create customizable quotes using templates, add required products and services, send to clients through email and text messages and track sent quotes through follow-up emails. 
• Invoicing:  Create and share customizable invoices individually, or in bulk, using pre-built templates. Track sent invoices for timely payments, automate payments for recurring jobs by saving credit card details and follow-up past due invoices. 
• Reports and Analytics: ­­­ Get built-in reports for key business metrics such as financial reporting, client reporting, service and work reporting and more to keep track of important operational aspects. 

Limitations

•  User interface is clunky and outdated 
•  Learning curve is steep 
•  Customer support is slow to respond 
•  Customization is time-consuming, complex and glitchy. 

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