Business Solutions For Field Teams

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Field Service, Site Service & Mobile Van Service

Territory Definition

Group your service area into territories and assign technicians and other service resources to territories

Mobile Van

Convert your mobile service van into virtual branches capable of holding inventory and performing work orders

Efficient Service Appointments

Ensure optimal use of technicians and mobile vans by booking appointments that are optimised for specific territories and efficient routes

Smart Dispatch

Plan dispatch to appointment with route planning and geo- location tagging

Invoice

Generate invoices to customer on site and collect payment

Offline

Going to a remote area for service? No worries, prepare your app for offline use and automatically sync data when you are back online

Retailer/Franchise Network

Mobile First

Let sales team take order and audit Visual Merchandising using app with offline support

GPS Integration

Track the salesperson location and support guided delivery with optimized route planning

Sales Force Automation

Share leads, opportunities and cases with partners. Integrate third-party systems to centralise pricing, inventory, order management and more. Define lead distribution to avoid conflicts and optimize sales efforts

Territory Management

Model your sales territories into a logical and flexible structure and map your sales and service team as desired. Territory roles can help assigned users identify colleagues, collaborators, and other key resources to help close deals

Channel Inventory Management

Get a Realtime visibility of Inventory across your partner network. Run custom AI forecasting model along with stock suggestion models to plan stock replenishment at the right time

Offline Mode

Accounts & Contacts

Use the mobile app offline to lookup the account and contact information while on the go

Items & Stock

Search for items and information related to it while you visit the customers and check the last synchronized stock availability

Field Campaigns

Capture quick leads of a field campaign, using tools specifically designed for faster data capture and background upload

Take Orders

Record orders from customer premise, even if these are in remote areas with no network coverage

Field Service

Use the field service app in offline mode to create estimates and work orders and generate bills, all without being online

Offline CMS

Store all the important documents and attachments you would need while in offline mode and have quick access to the offline content

Talk To Experts

At DealerMatix, we are incredibly responsive to your requests and value your business. Be assured you will not be put on hold endlessly and your email will not disappear into some Inbox abyss. We genuinely love hearing from you and are excited to provide top-notch service!