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features
design
support

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Description

Field service management solution designed to manage job cards, purchase orders, maintenance contracts, timesheets, and customers.

Description

Workfinity is a comprehensive service management platform featuring interconnected modules tailored to address all field service needs and requirements. It facilitates real-time oversight of field operations while enabling the management of technical staff in the field. The system also oversees the spare parts utilized during service operations and handles reverse logistics for equipment that has been repaired on-site. Additionally, it allows for stock segmentation specifically for services and manages the service workflow from the initial product sale. Integrated with the Services Module, it includes functionalities for credit analysis and segmentation of retail and corporate sales. Furthermore, it provides control over various sales channels, manages deals, and oversees negotiation processes. With robust management reporting capabilities, iSolutions consistently invests in enhancing its workforce and scouting for new talent, recognizing that intellectual capital is the most valuable asset in their ongoing quest for solutions that create value for their clients. This commitment to employee development and talent acquisition ensures that the company remains at the forefront of service innovation.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Asset Vision Yes 
Espro Yes 
MYOB Yes 
MYOB AccountRight Yes 
MYOB Exo Yes 
MYOB Greentree Yes 
Oracle Aconex Yes 
Oracle Advanced Security Yes 
Oracle Analytics Cloud Yes 
Oracle Artificial Intelligence Yes 
QuickBooks Accountants Yes 
QuickBooks Cash Yes 
QuickBooks Commerce Yes 
QuickBooks Online Yes 
Urbanise Facilities Yes 
Xero Yes 

Integrations

Asset Vision No 
Espro No 
MYOB No 
MYOB AccountRight No 
MYOB Exo No 
MYOB Greentree No 
Oracle Aconex No 
Oracle Advanced Security No 
Oracle Analytics Cloud No 
Oracle Artificial Intelligence No 
QuickBooks Accountants No 
QuickBooks Cash No 
QuickBooks Commerce No 
QuickBooks Online No 
Urbanise Facilities No 
Xero No 

Pricing Details

$45 per user/month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

The Service Manager

Country

Australia

Website

www.theservicemanager.com

Vendor Details

Company Name

iSolutions

Founded

2001

Country

Brazil

Website

www.isolutions.com.br

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field No 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Product Features

Field Service Management

Billing & Invoicing No 
Contact Database Yes 
Contract Management Yes 
Customer Database No 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

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