FAQs - IntelliServe

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FAQs

You have questions, we have answers. Browse our FAQ section below.

General

What is IntelliServe?
Does IntelliServe integrate with any other software?

Yes. We currently have a Zapier integration that allows IntelliServe to talk to over 10000 other applications. For more info please visit Zapier.com. We can assist with the integration into your application for free when signing up for a 12 month Standard or higher contract.
How does IntelliServe help with field service management?

You can schedule digital job cards for your technicians and using the linked mobile app, your team will have all necessary information about the client and the job that is required. The app allows the technicians to navigate to site, update the status of the job, compile a service report in real time, record billables and spare parts, complete check-sheets, take photographs, and collect client signatures.
What makes IntelliServe different from other similar solutions

IntelliServe has been community designed and expertly built. This means our designers and developers have spent thousands of hours working inside our client’s service businesses to get first-hand experience of the complexities and pain-points experienced by service-oriented businesses. No feature or function has been added to the solution without our own client’s involvement and final approval.

How does the job scheduling and dispatching system work?
Can IntelliServe handle multiple technicians and job assignments simultaneously?

Yes, there is no limit on the number of users you can add to the system. You can assign multiple technicians to jobs, and each one is able to record their time logs, billables and evidence of service. Also, technicians can only work on jobs linked to their profiles, so no need to worry about people not accepting unpopular types of jobs. If their name’s on it, they own it!
Does IntelliServe provide real-time updates and notifications?

The system includes an automated communicator that can send out prewritten email or sms correspondence with the team, the clients and even management, updating on status changes, billing, reports etc. You write the rules, and leave the system to monitor and correspond on your behalf!

Is there a mobile app available for IntelliServe?
Which platforms are supported by the mobile app?
What features are available on the mobile app for technicians?

Digital job cards are the main feature, but the app includes a stock take function, as well as the ability to add a new client, load and link new assets to client records, and subcontractors are able to switch between multiple company profiles if their contractor clients are using IntelliServe too.

Is there a mobile app available for IntelliServe?
Which platforms are supported by the mobile app?
What features are available on the mobile app for technicians?

Digital job cards are the main feature, but the app includes a stock take function, as well as the ability to add a new client, load and link new assets to client records, and subcontractors are able to switch between multiple company profiles if their contractor clients are using IntelliServe too.

Can IntelliServe integrate with our existing systems or software?
Which third-party applications can be integrated with IntelliServe?

There is no limit to the types of integrations we are able to achieve. The most useful we have found include integrating completed job cards into accounting packages for invoicing, integrating inventory for stock movement tracking, integrating calendars so that scheduled jobs appear in employees work calendars as well.
Is IntelliServe compatible with different operating systems and devices?

What kind of training and support is provided for implementing IntelliServe?

Our team have put together self-help channels both within the system, as well on YouTube as tutorials. We are also very experienced facilitators for work-flow mapping your operations, recommending ways to set up the system for your specific requirements, and we offer set-up and training as a service. This is highly recommended to ensure speedy and effective set-up and roll-out.
Is there a dedicated support team available to assist with any issues?

How is IntelliServe priced? Is it based on the number of users or features?

We charge for the number of users one the system. IntelliServe is designed for one company per database, if you require multiple companies to be run through a single database, we will charge set-up fees for the service of setting up the multiple companies for you, and we then charge for the number of users, by the number of companies. EG: three companies with a total of 10 users, we will bill for a 30-user license.
Can I choose the features I need only?

How long does it take to implement IntelliServe for our business?

No two businesses are the same, but we have developed our own procedures to make things go much faster and smoother than if you try to do-it-yourself. Depending on how quickly your team can provide us with the necessary data, and the ‘cleanliness’ of the data, also impacts time to go-live.
Is there a setup fee involved?

If you require our assistance for set-up, data cleaning and importing and training, we do charge a consulting fee. This is really an investment and is a good marker for successful roll-out and adoption by your team. It also assists us with getting to know your business demands in much finer detail, therefore enabling us to give you outstanding support and assistance when needed.
Do you provide assistance during the onboarding process?

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