Premium Version

The aim of Premium version is to provide to user fully-featured workforce management system. It extends some of Standard features and introduces new functionalities including tools for detailed scheduling and flexible task type catalogue.

With growth of company the effort to keep staff still productive grows too. With Ksavi Workforce Standard version you can easily upgrade to Premium to use more specific tools to optimize work of your employees. If your company services more customers, your service centre needs more staff, your field teams work on separate geographic areas or you have different staff to cover several subindustries you may need to use more sophisticated workforce management system. Premium version of Ksavi Workforce delivers detailed task scheduling features with prompting the best team to perform job. Extended organisational structure modelling, full warehouse management and work order workflow gives ability to manage complex organisations with variety of user roles.

Below you can find a full list of functional features provided in Premium version. To compare this version with the others, view comparison table.

Cloud-based tool that connects office to the field.

Premium

Optimal Schedules

Plan and optimize your resource activities with drag & drop scheduling
Keep track of appointments with your customers
Record all employee absences and availability time
Color-coded activities on schedules
Manage order scheduling in mode of order queue or in timeslot manner
Plan order realisation in detailed hourly task schedules
Let the system prompt you the best assignment of team to task

Customer Management

Store your customers and their business objects in one place
Keep track of all work orders on each customer and it’s object
Assign SLA contracts to customer services
Manage information about resources installed and used on each customer
Custom customer and customer object types and fields

Work Order Management

Standardize your workforce process
Keep history of work orders
Track SLA deadlines
Categorize your work into work order types
Adapt work orders to character of your business by custom fields
Configure recurring orders to automate task generation
Divide your work orders into set of separate field tasks
Assign user roles to work order process steps

Field Tasks

Store information about time spent, transport utilized and inventory stock used within field task
Add attachments on-line during field activities
Track task status
Create your own task types to adapt system to your industry
Record all additional information in task custom fields
Create detailed schedules on task level

Employees and Operational Units

Employee management
Create employee availability and absences calendar
Assign employees to operational units
Assign and track employee resources
View individual task schedule
Build employee structure with field teams and management units
Assign certificates, competences and other qualifications to plan optimally
Modelling of service area hierarchy

Inventory Management

Functional warehouse fed with inventory documents
Keep track of stock movements with Inventory documents
Custom Resource types and fields
Easy resource type management with assignment to resource groups
Virtual warehouses on employees and customers
Create structure of warehouses

Flexible Configuration

Plenty of self-configurable features to adapt software to your business
Predefined attachments to work orders and tasks
Fully configurable Order catalogue
Fully configurable Resource catalogue
Custom fields to every business entity
Fully configurable task type catalogue

Security

User account management
Assign profiles to users
Predefined Field team member, Dispatcher and Admin profiles
3-level permission engine
Rich set of atomic permissions and predefined roles
Flexible role and profile management

Maps

View team orders on map
View customer objects on map
View unassigned orders on map
Order details available from map
View team field tasks on map
View unassigned tasks on map
Task details available from map

Reporting

Work order billing
Rich set of data export reports
Task and work order reports
Set of standard workforce reports

Mobile Access

Inform your staff about urgent requests via on-line mobile application
Capture customer signature within task data
Store information about task realisation on site
Add attachments and fill custom fields
Get inventory and customer info by one click
Standard web access from everywhere
Rich native Android mobile application