Features
All the Tools You Need to Run a Successful Field Service Business
From one-man jobs to large teams handling extensive projects, i4T Business streamlines your workflows, finances, and customer management effortlessly.
Job Management
Streamline your operations from job creation to payment handling, and everything in between.
Job Creation
Initiate new jobs, categorise them, set frequency, add files, and mention site contacts for improved communication.
Quoting & Estimation
Send out quick quotes to secure more jobs, track status, and follow up with clients as needed.
Workflow Management
Efficiently manage job assignments, from start to finish with a range of tools for streamlined operations and improved customer satisfaction.
Project Management
Initiate multiple projects, break them down into manageable tasks, and keep all project files in one place.
Employee & Subcontractor Management
Effectively manage your team, track work status for availability when scheduling, and request quotes from subcontractors.
Schedule & Dispatch
Schedule and dispatch jobs on a simple drag-and-drop calendar based on employee availability and plan tentative jobs efficiently.
Invoice Management
Generate invoices on-site, add job details and payment instructions, keep track of invoice status, and streamline your billing process.
Payment Handling
Accept payments through cash, credit card, or bank transfer for efficient and secure transaction handling.
Customer Experience Management
Enhance customer interactions, ensuring seamless communication and personalised service every step of the way.
Web & SMS Service Booking
Capture leads through web forms or SMS and manage them using i4T Business from job creation to completion, payment, and reviews.
Database & Status Management
Import or export customer data, monitor customer status and engagement, tag VIP customers and enhance communication.
Notification Management
From quote follow-ups to on-my-way texts, personalise communication through in-app notifications to customers.
Feedback Management
Promote transparency through two-way rating. Get customer feedback on service quality, and rate customers for future business.
Business Management
Manage your business operations with robust tools designed for efficiency, transparency, compliance, and safety.
Franchisee Assignment
Enhance business reach with multi-site support, and coordinate employees and operations across multiple locations.
Compliance Management
Manage and verify compliance requirements, upload compliance docs and display status, and tailor compliance management to specific business needs.
Geo Location
Track the location of your workforce and optimise service allocation and marketing with specific geographical insights.
Job Forms
Improve data collection and documentation with customised form fields, mandatory form submission, and admin review and approval.
Inventory Management
Efficiently organise and categorise, your inventory items and warehouse locations, ensuring clarity and control over your stock.
Reporting
Generate comprehensive job reports from audit trails, to timesheets, distance logs, invoices, and inventory reports.
Integrations
Connect with your existing workflows through powerful accounting, payment processing, and communication integrations.
Security
Control permissions and access, implement biometric authentication, and add unlimited users to the platform without compromising system security.
