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Field Service Contract and Billing Management Software System | KloudGin

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KloudGin
KloudGin

Coordinate contract and billing operations in real-time, manage job orders, and improve billing efficiencies to better serve your customer’s needs with field service contract and billing management from KloudGin.

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01 kloudgin.com DATASHEET Achieve Field Service Excellence with End-to-End Service Contract to Billing Automation KloudGin is the only combined, one-cloud field service, work and asset management solution that connects customers, employees, sub-contractors and assets with AI-powered access to information on any device online or offline. KloudGin’s platform digitizes the complete service contract-to- billing process for field service, work and asset management with real-time integration to your accounting software. This automation of manual processes eliminates rekeying of core information, and reduces errors and re-work. Automated scheduling and dispatch ensures that the right people, parts, and equipment get to service calls with intelligent scheduling decisions and optimal work routes. 28% increase in productivity 33% reduction in travel times 18% increase in ROI Key Benefits Efficiently manage your field workforce and gain visibility to job cost profitability KloudGin integrates seamlessly with bidirectional flow of data between your accounting system’s general ledger, accounts payable, accounts receivable, and other modules as needed. Create account Create sync customer/ locations Pre-packaged analytics Receivables General ledger Payables Projects Service billing Procurement & sourcing management Inventory management Create service contract/project Mobile job execution Auto scheduling & dispatch Asset, fleet & install base Create a job MOBILE job charges Create sync customer/ locations CRM Payroll & Expense Accounting System Create quote Create opportunity Update expenses Crew hrs. activity, breaks, travel CONTRACT Local purchase/other Equipment Material Labor generate timecard AD HOC
02 kloudgin.com The billing integration features complete pro-forma invoice generation in KloudGin with synchronized information exchange to your accounting system for invoice delivery. Plus, KloudGin’s digital engagement platform enables you to grow your business with integration to other digital players including Shopify for eCommerce and UPS for distribution. Bill faster for completed work Eliminate multiple human reviews as a control mechanism. increase billing accuracy and accounting productivity. Faster invoicing and shorter collection times result in improved cash flow and reduced days sales outstanding (DSO). Improve field crew utilization Increase workforce productivity of both employees and subcontractors with automated scheduling and native mobile app work execution. Features include auto time-capture, inventory and parts visibility, checklists, surveys and other digital records (e-signatures, barcode scan). Integrated ecosystem to drive transformation KloudGin integrates with multiple types of enterprise software solutions from ERP, CRM, eCommerce to accounting and POS systems. Our flexible architecture ensures we can connect effectively and quickly with almost any system. It is easy to choose the information you want and seamlessly share it between the back office and the field with KloudGin. Eight Components of Service Contract to Billing Process 1. Service Contracts Service Contract to Billing Process 3. Schedule & Dispatch 2. Work Orders & Case Management • Service Order Management • Field Activities • Distributed Asset Activities Connected Worker, Customer, Contractor Types of billing mechanisms 4. Inventory Management 5. Resource Management 6. Work Order Execution 7. Purchase Order Management 8. Billing
Improve safety and compliance Keep track of crew safety and site compliance by leveraging geofencing of sites, lat/long timestamp for job activities, photos, and other GPS data logs including crew routes. Enhance customer satisfaction Digital engagement allows customers to open and view service requests, book appointments, track field crews, monitor work progress, update profiles, and view invoices. Gain better insights into business Improve decision making with insights into your business processes with detailed reports, built-in analytics and an easily configurable dashboard that will help you track important metrics, identify issues and ensure compliance. Maximize asset utilization KloudGin’s Platform includes Enterprise Asset Management to track and monitor facility and distributed assets (both company and customer-owned). Manage asset groupings, locate and document assets, set preventive schedules, develop work plans, and execute corrective or emergency maintenance with this comprehensive cloud- based mobile-first solution. Enable new market growth Grow and expand branches, diversify with new service categories, such as rental, fleet, warranty, and other recurring service contracts to expand wallet-share and build greater customer lifetime value. Easily reconfigure service lines with new offerings and unique workflows, rapidly on-board merger and acquisitions. For more information visit www.kloudgin.com. 440 N. Wolfe Road Sunnyvale, CA 94085 877-256-8303 © 2020 KloudGin, Inc. All rights reserved. All other trademarks and service marks are property of their respective owners.

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Field Service Contract and Billing Management Software System | KloudGin

  • 1. 01 kloudgin.com DATASHEET Achieve Field Service Excellence with End-to-End Service Contract to Billing Automation KloudGin is the only combined, one-cloud field service, work and asset management solution that connects customers, employees, sub-contractors and assets with AI-powered access to information on any device online or offline. KloudGin’s platform digitizes the complete service contract-to- billing process for field service, work and asset management with real-time integration to your accounting software. This automation of manual processes eliminates rekeying of core information, and reduces errors and re-work. Automated scheduling and dispatch ensures that the right people, parts, and equipment get to service calls with intelligent scheduling decisions and optimal work routes. 28% increase in productivity 33% reduction in travel times 18% increase in ROI Key Benefits Efficiently manage your field workforce and gain visibility to job cost profitability KloudGin integrates seamlessly with bidirectional flow of data between your accounting system’s general ledger, accounts payable, accounts receivable, and other modules as needed. Create account Create sync customer/ locations Pre-packaged analytics Receivables General ledger Payables Projects Service billing Procurement & sourcing management Inventory management Create service contract/project Mobile job execution Auto scheduling & dispatch Asset, fleet & install base Create a job MOBILE job charges Create sync customer/ locations CRM Payroll & Expense Accounting System Create quote Create opportunity Update expenses Crew hrs. activity, breaks, travel CONTRACT Local purchase/other Equipment Material Labor generate timecard AD HOC
  • 2. 02 kloudgin.com The billing integration features complete pro-forma invoice generation in KloudGin with synchronized information exchange to your accounting system for invoice delivery. Plus, KloudGin’s digital engagement platform enables you to grow your business with integration to other digital players including Shopify for eCommerce and UPS for distribution. Bill faster for completed work Eliminate multiple human reviews as a control mechanism. increase billing accuracy and accounting productivity. Faster invoicing and shorter collection times result in improved cash flow and reduced days sales outstanding (DSO). Improve field crew utilization Increase workforce productivity of both employees and subcontractors with automated scheduling and native mobile app work execution. Features include auto time-capture, inventory and parts visibility, checklists, surveys and other digital records (e-signatures, barcode scan). Integrated ecosystem to drive transformation KloudGin integrates with multiple types of enterprise software solutions from ERP, CRM, eCommerce to accounting and POS systems. Our flexible architecture ensures we can connect effectively and quickly with almost any system. It is easy to choose the information you want and seamlessly share it between the back office and the field with KloudGin. Eight Components of Service Contract to Billing Process 1. Service Contracts Service Contract to Billing Process 3. Schedule & Dispatch 2. Work Orders & Case Management • Service Order Management • Field Activities • Distributed Asset Activities Connected Worker, Customer, Contractor Types of billing mechanisms 4. Inventory Management 5. Resource Management 6. Work Order Execution 7. Purchase Order Management 8. Billing
  • 3. Improve safety and compliance Keep track of crew safety and site compliance by leveraging geofencing of sites, lat/long timestamp for job activities, photos, and other GPS data logs including crew routes. Enhance customer satisfaction Digital engagement allows customers to open and view service requests, book appointments, track field crews, monitor work progress, update profiles, and view invoices. Gain better insights into business Improve decision making with insights into your business processes with detailed reports, built-in analytics and an easily configurable dashboard that will help you track important metrics, identify issues and ensure compliance. Maximize asset utilization KloudGin’s Platform includes Enterprise Asset Management to track and monitor facility and distributed assets (both company and customer-owned). Manage asset groupings, locate and document assets, set preventive schedules, develop work plans, and execute corrective or emergency maintenance with this comprehensive cloud- based mobile-first solution. Enable new market growth Grow and expand branches, diversify with new service categories, such as rental, fleet, warranty, and other recurring service contracts to expand wallet-share and build greater customer lifetime value. Easily reconfigure service lines with new offerings and unique workflows, rapidly on-board merger and acquisitions. For more information visit www.kloudgin.com. 440 N. Wolfe Road Sunnyvale, CA 94085 877-256-8303 © 2020 KloudGin, Inc. All rights reserved. All other trademarks and service marks are property of their respective owners.