Field Service Management Software Features

Quoting Management

Create quotes quickly, streamline your sales cycle, and win more projects with an all in one CRM Software built for Quoting Management. The Quoting feature is customizable, and easy to use.  Your sales team can create, submit and track quotes from their dashboard. Collaborate on quotes with your sales teams to make sure your customers are getting the best price for their projects.

Project Management

The Project Management feature is designed for service based business teams to plan, track & collaborate online.  Customize your company workspace by defining your project stages and flags.  Keep your team aligned with one click access to project work orders, documents and pictures.

Customer Management

Take the stress and time out of managing your customers across your team with Zeleaux’s Customer management feature.  Now you can better organize and manage customer data, automate processes and expand your database in one tool!

Client Portal

Traditionally, email and phone have been the preferred channels for businesses to communicate with their customers. With Zeleaux, you now have a dedicated client portal that will give you the ability to collaborate with your customers in real-time. The Zeleaux client portal gives your customers access to submit and track work requests, as well as manage existing projects all in one place.

Schedule Management

Scheduling your technicians will never be easier than with Zeleaux’s scheduling and time tracking features.  Your field staff will manage their schedules, and clock in/out from the free mobile app.  Your office team will create project schedules and manage time sheets from the desktop.  The whole company will be on the same page.