AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

BiznusSoft Field Service - 360 degree Field Service solution with Inventory

Intelligent Field Service with AI Agents

Overview

See How BiznusSoft Field Service - 360 degree Field Service solution with Inventory Works

  • Store all of your account related information in the form of Prospects, Customers and Vendors.The 360-degree page provides a holistic view of your Account's Contacts, Quotes, Work Orders, Installed Products, Sites, and Contract specific documents.

  • Provide quotations to your customers for potential sales and service orders.Generate Work Orders from your Quotations the moment they are approved. Allow customers/partners to request quotes and service tickets on the fly using the community portals.

  • Capture your technicians' time and location through their time entries. Document Expenses incurred by your workers on a Work Order and Assign Warranties to your Items to determine what is billable.

  • Store the information of all your employees with varying skill sets and pay rates for each employee. Segment your employees based on their skills, region, and level of expertise.

  • Manage your inventory from multiple warehouses, bins in a single location. Perform Stock transfers/adjustments and replenish minimum inventory using AI agents from preferred vendors by creating Purchase orders automatically.

  • Dispatch your technicians based on skill set, availability and travel time and combine multiple work orders into a single one.Integrate with the salesforce calendar to get a holistic picture for scheduling and connect with any maps for driving directions.

  • Create Agreements with or without Warranties on your Installed Products. Auto schedule preventive maintenance and regular maintenance work orders on the fly under the agreements. Document time/expenses incurred by your workers on a Work Order.

  • Provides your customer the ability to track their Open, In Progress, and Closed Work Order History. Keep Customer Specific Profiles and Security. Customers can Check on the Service History for their Purchased/Rental Assets.

  • Assign Third-party Contractor to Work Orders in the system to login and check their assigned jobs, update jobs in the system itself to reduce double entry and enforce compliance to your Company's standards.

Our Field Service Solution is a 360-degree Field sales/service solution on the Salesforce Platform . Powered by AI agents, and having out of the box integrations with major software providers, it is the perfect Field Service platform. Sales: - Customer & Contact Management - Quotes - Service Agreements - Preventative Maintenance Agreements - Rental Agreements - Revenue Analytics - & more Service: - Easily transition from Sales to Service no double entry - Service Tickets & Inquiries - Auto-generation of Jobs based on Agreements - Field Asset / Equipment Management - Scheduling & Dispatching - Route Optimization - Labor Tracking & Costing - Material Tracking & Costing using Inventory - Mobile Efficient Experience - Customizable Technician Workflow - Operations & Performance Reports & Dashboards Payment: - Create Invoices straight from Quotes & Work Orders - Advance Deposits - Discount Functionality - Tax Calculation - Customer Invoice Amount & Payment Tracking - Payment Gateways - Integration with your Financial Application All umbrellaed under one affordable price.

Categories

Business Needs
Customer Service
Enterprise Resource Planning
Field Service
Industries
Horizontal Product
Energy
Travel, Transportation, & Hospitality
Personas
Business Operations Manager
Business User
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

More from BiznusSoft, Inc.

  • by BiznusSoft, Inc.
    BiznusSoft HR is a complete Human Resource Management suite that is 100% native. It is the only complete HRIS solution which combines biometric time tracking, certified payroll, tax compliance, and access control integration.
  • by BiznusSoft, Inc.
    No Ratings
    For several years, BiznusSoft has aided companies of all kinds with maintenance-free business solutions for Salesforce implementation. We aim to make certain that companies are able to focus on managing their business, not their software.