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Letzte Aktualisierung: 4. April 2025

Außendienstmanagement

die flexible Plattform für Ihre Service- und Außendienstprozesse

Module	Feature	Mobile App	Web Client
Customers	Information / Details	🔒	✔
Customers	Billing Address	🔒	✔
Customers	Shipping Address	🔒	✔
Customers	Associated Contacts	🔒	✔
Customers	Associated Objects	🔒	✔
Customers	Associated Work Orders	🔒	✔
Customers	Associated Assets	🔒	✔
Customers	Service Contracts	🔒	✔
Customers	Company Tree	–	✔
Customers	Preferred Resources	–	✔

Contacts	Information / Details	🔒	✔
Contacts	Associated Customers	🔒	✔
Contacts	Associated Work Orders	🔒	✔

Objects	Information / Details	🔒	✔
Objects	Location	🔒	✔
Objects	Information	🔒	✔
Objects	Associated Work Orders	🔒	✔
Objects	Associated Assets	🔒	✔
Objects	Contact Onsite	✔	✔

Assets	Information / Details	✔	✔
Assets	Service history	✔	✔
Assets	Asset list	✔	✔
Assets	Asset ID	✔	✔
Assets	Associated Product	✔	✔
Assets	Associated Product Category	✔	✔
Assets	Asset multi customer Association	✔	✔
Assets	Asset address	✔	✔
Assets	Asset Object	✔	✔
Assets	Serial number	✔	✔
Assets	Asset Creation	✔	✔
Assets	Assets Mass creation Wizard	–	✔
Assets	Associated Asset Parts	–	✔
Assets	Associated Completed Work Orders	✔	✔
Assets	Associated Checklist	–	✔
Assets	Associated Skills	–	✔
Assets	Assignment to a Maintenance Contract	✔	✔

Products	Information / Details	🔒	✔
Products	Manufacturer	🔒	✔
Products	Type	🔒	✔
Products	Associated Assets	–	✔
Products	Associated Checklist	–	✔
Products	Associated Skills	–	✔
Products	Associated Product Categories	🔒	✔
Products	Warehouse / Stock	🔒	✔

Product Types	Information / Details	–	✔
Product Types	Associated Products	–	✔
Product Types	Associated Checklists	–	✔
Product Types	Associated Skills	–	✔
Product Types	Associated Parts	–	✔

Parts	Information / Details	🔒	✔
Parts	Manufacturer	🔒	✔
Parts	Type	🔒	✔
Parts	Associated Parts / Product Categories	🔒	✔
Parts	Replacement Cycle	✔	✔
Parts	Cost	🔒	✔
Parts	Warehouse / Stock	🔒	✔

Warehouse	Information / Details	🔒	✔
Warehouse	Type	🔒	✔
Warehouse	Product Stock	🔒	✔
Warehouse	Parts Stock	🔒	✔
Warehouse	Transactions	🤖	✔

Checklist	Information / Details	🔒	✔
Checklist	Type (Repair, Maintenance etc)	🔒	✔
Checklist	Mandatory fields	🔒	✔
Checklist	Checklist Items	🔒	✔
Checklist	Subchapter	🔒	✔
Checklist	Checkbox	✔	✔
Checklist	Text input	✔	✔
Checklist	Selection / Drop –down	✔	✔
Checklist	Number input	✔	✔
Checklist	Date	✔	✔
Checklist	Internal / External Field	✔	✔
Checklist	Defect Validation	✔	✔
Checklist	Error Code	✔	✔
Checklist	Defect Types	✔	✔
Checklist	Defect Resolution	✔	✔
Checklist	Defect Description	✔	✔
Checklist	Defect Attachment picker	✔	✔
Checklist	Risk Assessment	✔	✔
Checklist	Associated Product Types	🔒	✔
Checklist	Associated Products	🔒	✔

Cases	Information / Details	✔	✔
Cases	Email –to –case	–	✔
Cases	QR Service Request	–	✔
Cases	Service case creation	✔	✔
Cases	Associated Quote / Service Quote	–	✔
Cases	Service case Wizard*	✔	✔
Cases	Associated Customer	✔	✔
Cases	Associated Contact	✔	✔
Cases	Associated Branch	✔	✔
Cases	Associated Work Order	✔	✔
Cases	Associated Task	✔	✔
Cases	Associated Asset	✔	✔
Cases	Associated Technician	✔	✔
Cases	Associated Service Contract	✔	✔
Cases	Type	✔	✔
Cases	Attachments	✔	✔
Cases	Associated Material	✔	✔
Cases	Create Sales Quote	🤖	✔

CRM	SMS Notification	–	$
CRM	Email Marketing*	–	$
CRM	Customer Email notifications	–	$
CRM	Email Templates*	–	✔
CRM	Customer Portal	–	$

Sales Project*	Information / Details	–	✔
Sales Project*	Associated Activities	–	✔
Sales Project*	Associated Customers (multi)	–	✔
Sales Project*	Associated Contacts (multi)	–	✔
Sales Project*	Attachments	–	✔
Sales Project*	Project Team	–	✔
Sales Project*	Sub Projects	–	✔
Sales Project*	Associated Quotations	–	✔

Sales Quote*	Information / Details	–	✔
Sales Quote*	Associated Customer	–	✔
Sales Quote*	Associated Contact	–	✔
Sales Quote*	Associated Service Contract	–	✔
Sales Quote*	Create / Associated Work Order
Sales Quote*	Manual Discount	–	✔
Sales Quote*	Line Items	–	✔
Sales Quote*	Line Items Price	–	✔
Sales Quote*	Line Items Quantity	–	✔
Sales Quote*	Line Items Manual Discount	–	✔

FSM	Task Dispatcher	–	✔
FSM	Employee Dispatcher	–	✔
FSM	Employee Overview	–	✔
FSM	Real –time technician tracking	✔	✔
FSM	Service Map	✔	✔
FSM	Teams	–	✔
FSM	Skills / Certifications	–	✔
FSM	Time (check –in / check –out)	✔	✔
FSM	Leave Planning	✔	✔

Work Order	Information / Details	✔	✔
Work Order	Work Order List	✔	✔
Work Order	Work Order Wizard	✔	✔
Work Order	Associated Customer	🔒	✔
Work Order	Associated Contact	🔒	✔
Work Order	Associated Object	🔒	✔
Work Order	Associated Assets (multi)	✔	✔
Work Order	Associated Tasks (multi)	✔	✔
Work Order	Associated Branch	🔒	✔
Work Order	Associated Parts	✔	✔
Work Order	Associated Technicians /Teams (multi)	✔	✔
Work Order	Associated Tools	🔒	✔
Work Order	Associated Vehicles	🔒	✔
Work Order	Work Order Type	🔒	✔
Work Order	Fixed Appointment	🔒	✔
Work Order	Fixed Price	🔒	✔
Work Order	Location	🔒	✔
Work Order	Signatures	✔	–
Work Order	Customer Satisfaction	✔	✔
Work Order	Check –in / Check –out	✔	–

Task	Information / Details	✔	✔
Task	Task list	✔	✔
Task	Associated Work Order	🔒	✔
Task	Associated Customer	🔒	✔
Task	Associated Contact	🔒	✔
Task	Associated Object	🔒	✔
Task	Associated Assets (multi)	✔	✔
Task	Associated Branch	🔒	✔
Task	Associated Parts	✔	✔
Task	Associated Technicians /Teams (multi)	✔	✔
Task	Associated Tools	🔒	✔
Task	Associated Vehicles	🔒	✔
Task	Task Type	🔒	✔
Task	Fixed Appointment	🔒	✔
Task	Fixed Price	🔒	✔
Task	Location	🔒	✔
Task	Work Report / History	✔	✔
Task	Exchange Part/ Wear Part	✔	✔
Task	Material Consumption	✔	✔
Task	Warehouse Selection	✔	✔
Task	Create effort / expense / mileage	✔	✔
Task	Associated Checklists	✔	✔
Task	Add attachments	✔	✔
Task	Checklist integration	✔	✔
Task	Case notes & history	✔	✔
Task	Create follow –up tasks / cases	✔	✔
Task	Reserved material process	✔	✔

Alerts	Notifications	✔	✔

Service Contracts	Information / Details	–	✔
Service Contracts	Service Contracts Wizard	–	✔
Service Contracts	Contract Number	–	✔
Service Contracts	Service interval	–	✔