Dispatch, Inventory and Accounting Software for TFG

Case Details

TFG Companies

Service Management Software

Project Key Features

Dispatching

Assign, create and track job progress using intuitive and customized dashboard views.

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Inventory Management

Keep accurate inventory counts of parts and equipment in warehouses and technician vehicles.

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Invoicing

Tracks both payable and receivable invoices including payments that go out to vendors and personnel.

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Reporting

A feature that's customized to deliver reports on various metrics and data, captured within the system.

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The Project and Challenges

TFG is one of the leading food industry equipment sellers and maintenance providers here in United States. They run a large operation that involves invoices, parts and equipments as well as technicians that go on daily dispatches and service calls.

With the size of their operation, it made it difficult to accurately and consistently keep up with things.

Our challenge was to build a robust and powerful field service management software that can automate a number of their processes, digitize their forms and documents, as well as handle tracking of various items like parts, equipments, records and personnel schedules.

The Client

TFG Companies

What We Delivered

The Results

What we've delivered to TFG is an all-in-one tool to manage driver job queues, daily work tickets, payable and receivable invoices, inventory tracking, purchase orders, customer information and reporting.

Dispatching
Using this feature creating, assigning and tracking job progress has been made easy using intuitive and customized dashboard views. Office personnel can create jobs, assign them to technicians, who can then fill out and submit the work order. Once the work order has been submitted, an office personnel can verify, edit and finalize work tickets so they may be invoiced.
Inventory Management
Keeping accurate inventory counts of parts and equipment in warehouses and technician vehicles is now more efficient and less time-consuming. Inventory levels are maintained by setting min/max values for each part in each warehouse and vehicle. If an item falls below the specified minimum value, the system automatically makes a restocking request.
Invoicing
This poweful system allows tracking of both payable and receivable invoices. Customer payments can now be tracked digitally through this system including outgoing payments to vendors and other personnel. We've also been able to sync this system with Quickbooks making accounting data more accurate.
Reporting
Any data captured within the system can be reported in any number of ways. A few examples of reports are inventory validation counts and average time spent on a particular job type.

We want to bring you to a level of optimal performance that your business has never been before.

We believe that through our precision-made software, we can help you achieve these goals.
All you have to do, is take that leap forward.

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