WorkTrek

Mobile App

Access customer profiles, job history, prior invoices, photos, upload forms, build estimates etc. within the app.

Field Service Knowledge Management

The ability to provide an editable knowledge repository that field service staff can answer to answer with problem or incident resolution.

Service Scheduling

Schedule and match jobs to qualified employees, automatically assign jobs to available employees and manage the pipeline from request to delivery.

Field Service Workflow Management

The ability to create, track, and manage service tickets or cases.

Application Integration

Includes functional and data integration with common applications such as CRM, CSM, ERP, email, etc.

Field Sales Enablement

Includes sales order management functions such as quotes, contracts, calls, visits, marketing, and automation.

GPS Tracking

Includes geo-fencing, real-time alerts, fleet tracking, Google maps, and mobile integration.

Dashboards, Analytics and Reporting

Includes historical & real-time dashboard visualizations, detailed & summary reporting, forecasting & easy data extraction for data analysis.

Dispatch Management

Includes customer qualification, work order management, route planning, and signature capture.

Ease of Data Integration

Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of IT Administration

This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Breadth of Features

Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Business Value Created

Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Vendor Support

The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of Implementation

Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of Customization

Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Quality of Features

Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Availability and Quality of Training

Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Usability and Intuitiveness

End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Product Strategy and Rate of Improvement

Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.