Aptean Field Service Traverse Edition

1 Review 5/5

A field service management software for small to midsize electrical, mechanical, hydraulic, and fluid repair businesses.

Product Overview

Aptean Field Service Traverse Edition is a software for electrical, mechanical, hydraulic, and fluid repair businesses. Powered by Microsoft technologies, it offers industry-specific functionality, adaptable code, seamless workflow optimization, integrated business functions, and data-driven decision support. Its key features include service repair, dynamic scheduling, planning boards, job portal application, and the inspection queue system.

Pros

  • Strong vendor support
  • Highly customizable to fit specific job tasks
  • Mobile app receives jobs and tracks statuses

Cons

  • Custom programming may be erased with new updates
  • Challenges in finding customers without exact customer IDs in system
  • Some users report extensive customizations needed

Target Market

Small to midsize field service companies in the food equipment, HVAC, electrical contracting, and garage door industries.

Aptean Field Service Traverse Edition offers a scalable solution for small to midsize field service businesses. It’s built from the ground up on leading Microsoft technologies, including .NET and SQL Server. The system allows businesses to:

  • Adapt to changing business needs without altering the base code, allowing seamless incorporation of future updates.
  • Streamline workflows to accomplish more with existing resources.
  • Integrate business functions to provide accurate sales, maintenance, and inventory visibility across the business.
  • Help users by placing them in control of their daily activities.
  • Help interpret complex information for data-driven decision-making.
  • Use flexible reporting and analytics to gain insight and capitalize on new opportunities.

Aptean Field Service Traverse Edition Key Features

Service Repair

The service repair capabilities help identify operational bottlenecks and monitor employee efficiency and work performance. This software saves valuable time through dynamic scheduling and planning boards while eliminating the need for redundant data entry.

The mobile app lets workers collect job information from the field, including receiving information, quality assurance and inspection results, digital images, spec sheets, job status updates and notes, time allocations, and inventory transactions.

Scheduling

The scheduling application eliminates the guesswork involved in manual spreadsheets and whiteboards. It efficiently organizes the daily work schedule, technician availability, and conflicting priorities, leading to transparency and increased customer satisfaction.

Planning Boards

Acting as a control center, the planning boards offer advanced dashboards that centralize daily, monthly, and yearly objectives. This allows businesses to focus on their core operations rather than struggling with software intricacies.

Reporting and Analytics

The reporting and analytics module allows businesses to visualize important company data to spot areas of growth, market trends, and inefficiencies.

Inspection Queue System

The inspection queue system allows the configuration of multiple queues to manage job tasks performed by technicians. As work progresses, mobile devices facilitate the documentation of inspections throughout the repair process, ensuring completion in the correct order and proper documentation.

Product Overview

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User Reviews of Aptean Field Service Traverse Edition

★★★★★
★★★★★
Submitted on September 4th, 2020 by Doug Moore

Moving from ACS to Traverse proved to be one of the best business decisions we could have made. While challenging, the implementation team at OSAS was there every step of the way, and our business has become much more streamlined because of it. The software actually paid for itself inside of the first year. I would highly recommend this to anyone serious about growing their Service Repair business.