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Simply workflow provides streamlined processes on a single IoT enabled platform for Eco operations, in a real-time paperless environment.

Our Field Service Management solution facilitates improved productivity, quality installation and maintenance, inventory management, health and safety standards and configurable output documentation. Our globally hosted cloud-based platform ensures GDPR compliance and customer data security.

Lead Generation Management

End-to-end management of lead generation until field operative visit – manage the entire process in Simply Workflow.

Custom Document Designer

Aggregate and output your data in the desired format to meet regulatory requirements. Our customisable template tagging feature will allow your field operative to generate the desired output of the captured data and email directly to your customer.

Dynamic Appointment Booking Process

Our unique appointment booking calendar and capacity management process will allow you to effectively book your customer’s appointment without the headache of under and over booking.

Customer Notifications

Once the appointment has been booked for your customer, our system will generate an SMS, or series of SMS notifications, using event and date-based criteria to keep your customer updated throughout the job lifecycle.

Customer Self-service Portal

We can easily integrate to your customer portal or website to declare available capacity, in real time, for the appointment booking process.

Case and Complaint Management

Our case and complaint management module will allow you record and track issues that may arrive before, during or after the job process. This module if fully integrated with our job and account management features.

Integrated Inventory Management and Reconciliation

Track and monitor your consumables, serialised items, and assets by using our fully integrated stock system.

Case study

Our client provides customers with heating and insulation solutions, both privately and through the government’s ECO3 (Energy Company Obligation) - a funding scheme designed to help people make their homes more energy efficient.

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