Field service companies face several challenges when it comes to their purchase workflows. It’s crucial to establish smooth purchase operations, from the initial part request to delivering the component to the technician and billing the customer. However, relying on manual processes results in delays in receiving parts and late customer invoicing. Automating purchase workflows, on the other hand, enables field service teams to implement a seamless purchasing process, ensuring efficient operations, optimizing inventory management, and eliminating delays.
In Gomocha’s 5.2.2 release, we introduced several valuable features and stability improvements for automated purchase workflows. These capabilities help streamline, standardize, and trigger purchasing steps. This is essential for field service companies, as it enables them to synchronize field and back-office teams, reducing delays from manual ordering, improving first-time fix rates, fine-tuning inventory control, and enforcing approval rules and budget controls.
Below, we break down five key purchase workflow features in our 5.2.2 release with use cases:
New Portal Menu Structure and Styling
The Gomocha Field Service Platform is now more intuitive and user-friendly. With a redesigned side menu, it’s faster to find what you need with fewer clicks to reach key functions. Efficient navigation saves time, which saves you money. Users, even new ones, can work faster—and with less frustration.
Email Templates Support More Parameter Options
You can personalize and customize emails with new parameter options in the email template section. Gomocha enables you to add more details to the email body and subject, ensuring customers recognize it as an email intended for them, rather than spam, thereby enhancing engagement and the overall customer experience.
Portal Ability to Export Asset Details to Excel
Exporting a selected asset to Excel has never been easier. With Gomocha’s 5.2.2 release, you can adjust asset data and use an existing asset as an example for filing out new assets in Excel. Gomocha saves the asset details into an Excel file that is formatted for import into the platform.
Default Selection of Primary Contact Person on Quote Creation
Streamline your quote creation process by reducing manual input and potential errors. Gomocha automatically pre-fills the contact person with the primary contact person configured for that customer when you create a new quote. This capability enables faster quote creation, reduces errors, and enhances customer communication.
API Support for Updating External ID on Customers
Similar to updating assets, you can now update a customer’s external ID via the Gateway API. You can synchronize identifiers when changes occur in external ERP systems. This seamless integration prevents broken links due to changes in IDs, ensuring that customer data remains consistent and accurate across systems.
These are just a handful of the extensive features in the 5.2.2 release. Whether it’s an updated portal menu, email templates, export ability, default primary contact, or API support, users are empowered to do more of what works for them—quickly, efficiently, and seamlessly.