CatchData ERP Features and Benefits

CatchData’s ERP software for field technician businesses, provides a range of features and benefits that will simplify and enable your business to grow.

By removing manual processes and double handling of administration, you reduce errors and lost information common in service based businesses. Your team will know what they are responsible for, with increased accountability and visibility, creates a high performance culture.

Review the key features of CatchData below and book a free demo to see our ERP software for your field service business in action.

 

Your Dashboard

Gain important metrics at a glance as to how your business is performing, enabling you to make fast, accurate decisions. Access information quickly such as recent jobs, technician status, reminders, open purchase orders, expiring contracts, jobs completed today, in the last 7 days or month and much more.

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Your Dashboard

 

Client Management

Client Management

All your customer data is centralised in Catch Data including contact details, notes, contracts, site locations and attachments. Choose pre-built client templates such as a Client Rates List or create your own.

Centralised customer data reduces errors and enables faster access, saving you time and money.

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Supplier and Vendor Management

Managing supplier and vendor information including purchase orders for parts and materials identifies costs and profitability of a job.

Catch Data enables you to have the correct parts and materials for each and every job.

Reduce errors and save.

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Supplier Management

 

Site Management

Site Management

CatchData enables you to manage and access Site information easily, allowing your technicians to retrieve accurate details.

Each site may have different requirements, even for the same client.  Manage site location details, notes, reminders, contracts, planned activities, attachments, equipment, photos, quotes and job history.

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Job Estimating, Costing and Quoting

Job estimating has just gotten easier with Catch Data. Centralised quotes enables you to transfer all details of the quote for when it is accepted to proceed by the client.

Each job estimate allows for quote referencing, details, quote status, notes, costing sheet, print quote to pdf, attachments, email copy and historical reporting of emails sent.

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Job Estimating, Costing and Quoting

 

Purchase Order Management

Purchase Order Management

Purchase orders from your organisation to suppliers are tracked and managed within Catch Data on each job, to accurately control costs.

Purchase order details include job number, supplier, delivery location and instructions, order items , quantities and costs.

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Job Scheduling and Management

With Catch Data, you can easily raise new jobs and convert quotes into jobs when they are accepted by the client. With all information from the quote transferred to the job.

Scheduling jobs is easier than ever before!

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Job Scheduling Management

 

Real Time Job Tracking

Real Time Job tracking

CatchData provides a real understanding of how much time technicians are spending on jobs throughout the day.

No more waiting until end of month to know if you made a profit or not.

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Auto Recorded Timesheets and Time Tracking

Technicians automatically log their start and end times on each job via their smart phone or tablet device.

CatchData automatically calculates the  job hours into normal and overtime hours allowing the company to invoice and pay staff accurately.

All time is accounted for!

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Auto Recorded Timesheets and Time Tracking

 

Convenient Invoicing and Billing

Convenient Invoicing and Billing

When a job is completed, easily calculate the job costs to send to the client. Since the quote, purchase order and services rendered by the technician are all recorded and allocated to the job number, invoicing becomes a breeze.

Complete and send an invoice with all necessary information within minutes, not hours or weeks.

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Equipment and Asset Management

Keep track of customers’ equipment and assets within CatchData.  Easily see what equipment items are on each site and when they are due for maintenance.

CatchData’s equipment/asset register ensures all items are serviced, maintained and retained.

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Equipment and Asset Management

 

Measure and Manage Employee Performance

Measure and Manage Employee Performance

CatchData provides accurate visibility and insight of a technician’s performance including daily and weekly timesheets, tech whereabouts and key success indicators comparing them with the average within the company. Any abnormalities such as not logging off a job are highlighted, allowing the office to contact technicians quickly to resolve such issues.

Increased accountability improves results in your business.

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Stock Management

Parts and materials are an essential part of a job, however not enough or too much stock can impact budget, timing, invoicing and profitability.

CatchData tracks stock levels to ensure there is the right amount on hand to perform jobs within budget and expected time.

CatchData keeps track of company items such as uniforms, electronic items, vehicles and other serviceable items. Alerts are automatically raised when a serviceable item is due to be serviced.

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Stock Management

 

Project Management and Reporting

Project Management and Reporting

CatchData provides a wealth of reporting to inform you about technicians, recurring activities, gross profit, jobs, quotes and other items.

Don’t wait until end of month to know if you made a profit or loss or how your business is performing.

With CatchData, you can see if you are making profit or not at this very minute.

Knowing your numbers enables you to make changes quickly if your business is not meeting key performance indicators.

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Mobile and Tablet Friendly

Catch Data is android mobile and tablet friendly, allowing your technicians to access job information and functionality while on the road.

All data is in the cloud, allowing your team to access Catch Data from any location.

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Security

data-security

CatchData provides the highest level of online data security available today to ensure your business information is protected.

We provide daily backups with data held in two locations, up to 256-bit SSL encryption, server redundancy, user rights management and more.

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