FULL FEATURE LISTING

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WORK ORDER MANAGEMENT

Incredible flexibility and tracking on work orders:

+  Add multiple resources to single work orders to perform identical or singular tasks.

+  Ability to create work order lists based on an extensive set of criteria.

+  Work order lists are saved to easily retrieve items you need to focus on with a single click.

 

 

 

 

 Create intricate schedule patterns with ease:

+  Set a schedule and let the system generate work orders for you.

+  Create blackout schedules which allow you to prevent the generation of work orders at pre-defined times, like Holidays, weekends or at specific times of the day.

+  With the innovated flexibility of the Scheduled Maintenance Module you’ll only ever pay for services that were planned for.

 

 

 

 

A full featured Accounting module with the functionality for
Receivables, Payables and Consolidation of invoices:

+  The ability to connect to any accounting package that accepts data via FTP, XML, JSON, CSV or any customized format.

+  Real-time integration to many popular accounting packages including QuickBooks.

+  Generate numerous types of reports from your financial data.

 

 

 

A fully extensible IVR system that does more
than just Check-in and Check Out:

+  IVR technology that can route calls to the proper resource internally.

+  Additionally, it can make outbound calls to remind staff and other resources about information stored in the database.

+  Technicians can easily check-in/out from the field with any phone.

 

 

 

Customize your installation to meet your specific needs
with our Enterprise, Performer and FM platforms:

+  Engage our Professional Services team to obtain a quote and we will make your solution work the way you need it to.

 

 

 

 

 

A software system that goes beyond the one size fits all
for the Facility Maintenance industry:

+  An advanced Workflow Engine that can be configured to your unique business process.

+  Handles different process paths based on service discipline, clients, location and numerous other attributes.

+  This software has the ability to automate and enforce your desired business process.

 

 

 

Intelligent and powerful business tools
that are unmatched in the industry:

+  Users and management have the availability to get quick answers to their questions through self-service reports, dashboards and analysis.

+  Create reports, dashboards and charts that can be delivered at anytime via email or ftp in several different file formats (PDF, Excel, CSV, DOC, RTF, ODS).

+  Reporting Tools allow novice users to create insightful KPI reports and data in just minutes.

+  Pick and choose the data wanted in a specific report.

 

 

A technology platform that is extremely extensible and
built to connect easily to several different systems:

+  Connecting to diverse systems is a must.

+  Email, XML, JSON, CSV and FTP are just a small number of ways to connect to external systems with Facilities Exchange.

+  Integrates with Service Channel and Big Sky.

 

 

 

 

Take Facilities Exchange wherever you go:

+  Access via IOS and Android devices is available.

+  Technicians are capable of performing many of the same functions performed in the office.

+  Mobile applications let you shift work out to the field, taking a great deal of the administrative burden away from the office staff.

+  Add notes, obtain signatures, capture photos, check in & out, submit invoices, update insurance information and much more.

 

 

Managing the performance of technicians made easy:

+  Performance information is collected on all work orders and is easily reportable.

+  Define metrics and rating scales as sees fit.

+  Additionally, software comes with standard metrics on dozens of key performance indicators such as time to arrive, time to fix, IVR compliance and much more.

 

 

 

Capable of tracking several types of assets:

+  Capable of classifying the information required about the assets necessary to track.

+  Standard templates for HVAC and other mechanical services.

+  Associate assets with services performed.

+  Collect asset information out in the field and attach documents, warranties, photos and more to specific assets.

 

 

Save money by tracking warranties properly:

+  Track the length and legal language related to a warranty

+  Notify users when a repair is being requested for an asset under warranty.

 

 

 

 

 

Easily track your spending and budget:

+  Charted status of actual spending versus budget by discipline, region, district or specific to your budget process

+  With the advanced Scheduling Maintenance module and Repair Forecaster, see where you stand and gauge where you’ll be months from now.

 

 

 

 

Manage the multiple types of insurance
required of Service Providers:

+  Manage amounts, documents, types and alerts for insurance.

+  Automatic notification to service providers about expiring and invalid insurance requirements.

 

 

 

 

Present the same rich application experience to your partners, service providers, clients and more:

+  External users are able to see and upload invoices, workorders, documents and more.

+  What they see and do is completely defined by you, using the robust Roles and Permissions module.

+  Part of the implementation process is to help you identify what makes sense to your organization.

 

 

 

 

Go Paperless with the advanced Document Queue module:

+  Documents can come from E-mail, Fax or Upload.

+  All documents are automatically routed electronically to one place ready to be reviewed on screen and authorized before making it into the repository.

+  Documents can be auto bundled into invoices and other supporting documents packs according to specific needs, and then automatically shipped electronically via e-mail, ftp or web service to external or internal people or systems.

 

 

Present the same rich application experience to your partners, service providers, clients and more:

+  External users are able to see and upload invoices, workorders, documents and more.

+  What they see and do is completely defined by you, using the robust Roles and Permissions module.

+  Part of the implementation process is to help you identify what makes sense to your organization.