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Appenate For Field Service


Mobile Processes

Field data collection software is a critical component to almost every business’ operations. But when a field agent loses an important file, or a laptop gets lost, it can mean disaster. Take the paperwork out of fieldwork with Appenate. Appenate can mobilize a number of field service processes, including:

  • Job estimations, proposals, quotations, invoices and work or service orders
  • Customer and client information capture
  • Appointment schedule forms
  • Inspections, job completion and customer service reports
  • Timesheets, applications, and HR forms


As data is continually collected from your devices in the field, it’s easy to monitor your field agents’ progress and feedback to them while they’re on the move. Take your paper-based forms and upload them electronically as data sources to the Appenate platform to build Listing and Detail screens such as:

  • Suppliers, contractors, and clients
  • Global company contact details
  • Emergency site numbers
  • Assets, tools, and machinery

As a workforce management application and field force automation tool, our Task features let you build job scheduling and dispatch functionality, letting you take the guesswork out of knowing exactly who is doing what at any given point. Delegate Tasks to your team for completion at a given time and GPS location. Have one team member supply a quote for a prospective new client while another completes a job onsite with ease.


Generate Output

By using Appenate, you can’t lose data or forget an important file on site. Mobile surveys become easy to implement and monitor, as all data collected is live and when a data entry is completed on your app and is instantly available from the Appenate system. Use our connector functionality to export all of your results as a spreadsheet, PDF or directly into another system. Our data templates functionality lets you use your own formatted templates to produce beautiful outputs that can be automatically emailed.

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