FieldOne Sky Features

FieldOne Sky Functionality

Note: These features are unique to FieldOne Sky

  • Runs directly inside your browser
  • Robust enterprise grade service management
  • Packed with powerful CRM capabilities (Leads, Accounts, Contacts, Opportunities, Quotes, Orders, Invoices)
  • Advanced marketing capabilities
  • Custom workflow designer (end-user friendly)
  • Workflows can run either on data changes, user initiated, or at a predefined schedule
  • Full and robust SOAP and REST API to access any data in the system
  • Stay on top of your organization and collaborate with your colleagues using live Activity Feeds
  • Customize every screen in the system to your desire Provide different screen layouts for different user roles
  • Localization available for 41 languages
  • True multi-currency support
  • Full support for organization hierarchies and different business units
  • Robust user security model
  • Field Level Security for read/update/create Intuitive and familiar Ribbon interface
  • Fully AJAX-enabled to avoid page refreshes
  • Create your own tables/fields/screens/views/charts/workflows to extend capabilities of the application beyond imagination
  • Powerful and easy to use charting and dashboard designer
  • Awesome import capabilities to any entity in the system
  • Full and detailed audit control
  • Integration with the entire MS Office Suite
  • Visualize and manipulate live data using Excel
  • Create and integrate with Work Mail Merges
  • Store documents using SharePoint; documents are directly tied to records in FieldOne Sky
  • Run and operate FieldOne Sky directly from within Microsoft Outlook
  • Synchronize FieldOne Sky with your outlook contacts, tasks, etc.
  • Assign records to users or teams for greater flexibility
  • Full support for user locale formatting and various time zones
  • Numerous third-party integration add-ons available (phone system integration, advanced email marketing etc.)
  • Robust activity and task management capabilities
  • Email server integration
  • Advanced Queue processing

Sky's Field Service Capabilities

Note: These features are unique to FieldOne Sky

  • Multi-level nested account management
  • Feature-rich automatic resource allocation and assignments, based on various constraints like resource geographic location, skill set, open time windows, resource working hours, vacation, employee breaks etc.
  • IVR & SMS customer notification about upcoming service schedules (coming soon)
  • Service and Sales Territories for better geographic service and resource management
  • Schedule Resources and Technicians as System Users, Contacts, Company Equipment and Rooms
  • Ability to specify service durations in minutes/hours/days/weeks
  • Powerful travel charges capabilities Estimates can be used on T&M jobs
  • Define default Service Tasks, Products and Services on Incidents Types, to be automatically added to the work order when upon incident recording
  • More streamlined and simplified work order status tracking
  • Greater flexibility for work order follow-up