Looking for a Small Business Solution? Check out Loc8 for SME
Loc8 Enterprise offers access to Enterprise level support, business integration & delivery services, & extended addon access.
Contact us to arrange a tour and find out more about our pricing.
All the features needed to deliver the highest standard of customer service.
Access to Enterprise level support, business integration & delivery services, & extended addon access.
| Job management | |
|---|---|
| Schedule and assign jobs
Schedule and assign jobs to your workforce, including optional trade, certification and regional matching. Structure your jobs with tasks, or keep them simple with just a description. Once completed, it's just one click to invoice.
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| Appointments Assign and dispatch jobs to your workforce via appointments, with optional notifications sent to your customer regarding attendance and resolution.
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| Calendar
View, schedule and reschedule all active appointments in daily, weekly, monthly or assignee views.
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| Map
View all jobs on a map.
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| Tasks
When you create a job you can detail the activities to be performed via tasks and sub-tasks. Add comments, photos and outcomes against individual tasks for review and invoicing.
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| Task library
Define a comprehensive library of tasks that you regularly perform, including default charge rates, sub-tasks, trade requirements and more. Easily select from the library when adding tasks to any job or quote.
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| Inventory library
Define a comprehensive library of inventory items that you regularly use when carrying out work for your customers. Easily record inventory used on each job from the library.
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| Multiple assignees
Assign your jobs to more than one person at a time, including mixed assignment such as one supervisor, one contractor, and one internal technician.
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| Priority and service levels
Define start by and due by dates for jobs, and set service level warnings and notifications to ensure you complete work inline with standing agreements with your customers
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| Follow-on jobs
Create a follow-on job from an existing job in order to split out remaining tasks, divvy up responsibilities, or simply close off a job whilst retaining follow up activities for a later date.
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| Projects
Associate multiple jobs together under a single project in order to define broader time lines and logical groupings of work.
| Optional |
| Customer engagement | |
|---|---|
| CRM
Keep track of your important customer details including their sites and locations, contacts, outstanding invoices and quotes, open jobs, appointments and much more
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| Quoting
Manage your entire quoting process from within Loc8, including real-time customer approvals. Easily scope the quote using tasks, on-site time and travel time estimates, and then if approved create a job from the quote in one click.
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| Invoicing
Manage your entire invoicing process from Loc8, with free integration with Xero, QBO or MYOB. Create progress invoices for work-to-date on a job, or invoice all chargeable items on job completion.
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| Work request inbox
Automatically create quotes or jobs when your customers send you requests for work.
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| Customer notifications
Notify your customers when your technicians are en-route, on-site or have completed their jobs.
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| Configurable messages templates
Set up pre-formatted and pre-written messages to send to your customers either manually or automatically.
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| Configurable document templates
Configure the layout, style and contents of all documents you send to your customers, including quotes, jobs, invoices and field service reports.
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| Configurable messages
Configure the layout and style of the messages and notifications you send to your customers.
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| Configurable charge templates
Configure how you charge your customers on a per-customer basis, whether it's exclusively for completed tasks, on-site time, travel time or a combination thereof.
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| Customer portal access
Provide your customers with a login to Loc8 so they can view job progress in real time.
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| Physical asset management (EAM)
Track, manage, map and maintain your customers' physical assets using Loc8's extensive asset management tools.
| Optional |
| Physical asset maintenance schedules
Automatically create, assign and dispatch jobs to perform preventative maintenance activity against customers' physical assets.
| Optional |
| On-site problem reporting
Allow your workforce to report problems identified in the field, whether it's a random issue or against a physical asset or customer site. Easily generate resolution jobs to manage follow up activity.
| Optional |
| Workforce and access | |
|---|---|
| Users and technicians
Add everyone in your internal workforce as either users or technicians. Both can log in to Loc8 browser or mobile, however technicians are only able to view and complete the jobs they've been assigned to. Users and technicians can also be configured with varying pre-configured permission levels as required.
| Volume |
| Appointment calendar
Assign and dispatch jobs to your workforce via appointments, with optional notifications sent to your customer regarding attendance and resolution.
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| Appointment map
View all jobs on a map.
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| GPS location history
View the location history for users and technicians logged in to and actively using the Loc8 mobile app. *Note: It is possible for people to turn off location tracking on their devices according to standard personal privacy controls.
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| Trades
Define a list of trades and select which apply to each person in your workforce, including contractors. Once applied you can easily refine who can be assigned to a job based on the trade requirements of the job itself.
| Optional |
| Certifications
Upload and track certifications or other documents against your workforce and customers.
| Optional |
| Contractors
Add your external workforce to Loc8 as contractors so that they can be assigned to jobs. Optionally purchase the Contractor portal addon to provide the ability for them to log in.
| Volume |
| Contractor portal access
Provide your contractors with a login to Loc8 so that they can view and complete jobs they've been assigned to. In addition, contractors with portal access may add their own users and technicians in order to provide a truly integrated real-time field service solution for your entire workforce.
| Optional |
| Regionalised access
If you're also using the Regionalisation addon, you can associate everyone in your workforce to individual regions and by doing so restrict the customers, quotes, jobs, invoices and assets they can see and action to those that fall within their corresponding regions.
| Optional |
| Custom access levels
With the customer access levels addon, you may create and associate everyone in your workforce to custom access control groups, effectively controlling most features and access across the Loc8 platform, such as create or read-only access, restricted financial visibility and so on.
| Optional |
| Reporting and exporting | |
|---|---|
| Activity reports
View activity reports for all major workspaces such as quote and job activity, appointment punctuality and so on.
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| Sharing
Generate read-only public share links for any quote, job, invoice, asset or site and share it with anyone.
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| Exporting
Exporting data from Loc8 is easy and powerful. You can export individual quotes, jobs, invoices or assets, or export in bulk using advanced filtering to define exactly what data you want to export.
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| Cost tracking
Alongside the ability to track charges for logged on-site time, travel time, tasks and inventory usage, you can also track internal costs, effectively forming the basis for profit and loss / margin reporting at the job, customer, site or whole-of-system levels.
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| Insight dashboards
Gain insight into activity, progress and profitability against individual customers, sites, assets, projects and jobs.
| Optional |
| Budgeting and forecasting
Building on Loc8's comprehensive cost tracking functionality, using the budgeting and forecasting addon you have the ability to define budgets against customer sites or regions, effectively providing both a wrap up of operational costs and a forecast of upcoming costs as determined by any active physical asset maintenance schedules.
| Optional |
| Customisation | |
|---|---|
| Custom fields
Expand upon Loc8's standard fields and create your own custom fields and field groups for quotes, jobs, assets, sites and your workforce in order to standardise and track any data required by your business.
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| Custom lifecycles / statuses
Expand upon Loc8's standard statuses and create your own to provide more granular control over job and asset lifecycle management.
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| Custom types and templates
Expand upon Loc8's standard quote, job and asset types with your own to standardise and match the operational processes and data structures within Loc8 to those already in place within your business.
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| Custom workspace views and filters
Create and save your own views using extensive field-based filtering, sorting and grouping. Views can be personal or shared across your workforce.
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| Regionalisation
Define geographical regions using GeoJSON mapping data, and then automatically associate the regions to your customers, customer sites, quotes, jobs, invoices and workforce based on their locations. Where a regional association exists you can then easily view, action and report against data that exists within any given region. In addition, you may use regions to refine job assignment by matching jobs to your workforce who typically only work in certain regions.
| Optional |
| Automation
Configure advanced automation rules to customise the behaviour of Loc8.
| Optional |
| Apps | |
|---|---|
| Loc8 for iOS and Android | |
| Xero | |
| QuickBooks Online | |
| MYOB | |
| Zapier | |
| Google sheets | |
| Domo | |
| Power BI | |
| Onboarding and support | |
|---|---|
| Import tools | |
| Chat based support | |
| Knowledge base | |
| Ticketed support | |
| Account manager | |
| Service delivery manager | |
| 24x7 support | Optional |
| Enterprise delivery | |
|---|---|
| Custom domain | Optional |
| Single sign on (SSO) | Optional |
| Encryption at rest | Optional |
| UAT environment | Optional |
| High throughput API | Optional |
I have been using loc8 for almost a year and it’s been very reliable and workable, I have recommended to all my friends.“
Zulfiqar A.
Review source: Capterra.
I am able to track the work orders of all my techs. I can bill right and fast as well. I love how simple the site is.“
Chris L.
Review source: Capterra.
I have demo'ed many APPs/Programs and by far LOC8 is the best! User-Friendly; options that we need for dispatching and tracking jobs are all in place...“
Eric M.
Review source: Capterra.
We offer a free trial of 14 days on our Professional plan. You can make best use of the trial by exploring and testing your business scenarios and reaching out to our support team for any enquiries.
If you are happy with the plan, all you need to do is enter your credit card details during the trial and once the trial has ended you will be charged for the next month. There is no charge applied for usage during the trial.
Your account balance will be automatically charged to your card when your subscription renews at the start of each billing period.
In addition, if you add new user license throughout your billing period you will be charged the same day for those new licenses.
If you add new workforce licenses during your billing period, we will charge your card the pro-rata amount for the remainder of the billing period. For example, if you add one user at $10 per month half way through your billing period we will charge you $5 the same day. If the charge fails, the amount will be added to your balance which will be due when your subscription renews.
