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Sales Orders & Estimates

By automating the transition from field-generated sales orders to dispatch-ready jobs, companies benefit from faster turnaround times, greater transparency, and improved accountability.Empower project managers (PMs) by enabling them to review and approve jobs before dispatch.

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From field to dispatch: Capture, approve, and deploy seamlessly with sales orders that keep your operations on track.

From field to dispatch: Capture, approve, and deploy seamlessly with sales orders that keep your operations on track.

A sales order feature in field service software provides a powerful tool to streamline operations and enhance efficiency across the entire workflow, from the field to the office. This functionality allows field teams, especially those performing hydrovac services, to capture service requests directly on-site, ensuring accurate and immediate input without delays or miscommunication. These sales orders can then be assigned a project number and automatically converted into unassigned jobs, creating a well-organized system for tracking and managing requests.

Benefits

By automating the transition from field-generated sales orders to dispatch-ready jobs, companies benefit from faster turnaround times, greater transparency, and improved accountability.Empower project managers (PMs) by enabling them to review and approve jobs before dispatch.

Link jobs to orders seamlessly

Show what matters to clients

Centralize vital information

Link jobs to orders seamlessly

Automating the transition from field-generated sales orders to dispatch-ready jobs accelerates the workflow. Dispatchers receive approved jobs with complete information, enabling faster scheduling and deployment of teams to meet client needs promptly.

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Additional Benefits

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Organized Data Management

Keep everything in one place.

Group jobs under sales orders and estimates for a clear, organized view of projects and their associated data.

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Streamlined Field Operations

Work efficiently in the field.

Complete and update sales orders and estimates directly from the field for faster, more accurate documentation.

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Enhanced Reporting Capabilities

Gain actionable insights.

Generate detailed reports on sales orders, sales reps, and related activities to monitor performance and improve decision-making.

Seamless Integrations

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Request A Demo

By automating the transition from field-generated sales orders to dispatch-ready jobs, companies benefit from faster turnaround times, greater transparency, and improved accountability.Empower project managers (PMs) by enabling them to review and approve jobs before dispatch.

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