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Back to KlearService Overview

KlearService Features

A modern field service management and ITSM ticketing system engineered to simplify operations, dispatch teams, and track SLAs.. Explore the detailed breakdown of all modules, options, and business features below.

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Dashboard

Analysis Dashboard

Monitor business performance with real-time insights into jobs, revenue, technicians, and service activities.

Masters

Customer Management

Create and manage customer accounts with complete contact and service information.

Product Management

Maintain products, spare parts, pricing, warranty, and inventory details.

Bank Accounts

Manage multiple bank accounts for receipts, payments, and financial tracking.

Technician Management

Create and manage technicians with role-based access and mobile app connectivity.

Employee Management

Manage employees with customizable roles and permissions based on subscription plans.

Role & Permission Control

Assign secure role-based access to administrators, managers, and field technicians.

Document Prefix Settings

Configure custom numbering prefixes for jobs, invoices, quotations, and other transactions.

Job Management

Job Management

Create, assign, monitor, and complete service jobs from a centralized dashboard.

Job Assignment

Assign jobs to technicians instantly based on availability and workload.

Job Status Tracking

Track every service request with multiple workflow statuses from start to completion.

Job Timeline

Maintain a complete activity history of every job for better transparency.

Field Technician App

Enable technicians to receive assigned jobs, update status, and submit service reports from the mobile app.

Service Visit Updates

Capture visit details, remarks, photos, signatures, and service completion records.

Transactions

Sales Invoices

Generate professional invoices with tax calculations and customer billing details.

Quick Sales

Create invoices quickly for walk-in customers and instant service billing.

Purchase Management

Record supplier purchases while maintaining inventory and expense tracking.

Receipt Management

Record customer payments and maintain complete collection history.

Payment Management

Track supplier payments, operational expenses, and outgoing transactions.

Expense Vouchers

Manage daily operational expenses through organized voucher entries.

AMC

AMC Management

Manage Annual Maintenance Contracts for customers with complete lifecycle tracking.

Comprehensive AMC

Handle comprehensive maintenance contracts including parts and labor coverage.

Non-Comprehensive AMC

Manage service-only maintenance contracts with flexible billing options.

AMC Product Mapping

Assign multiple products or equipment under individual maintenance contracts.

Automatic Service Scheduling

Automatically generate service visits based on AMC schedules.

Manual Service Scheduling

Schedule service visits manually whenever customer requirements arise.

Service Count Tracking

Track completed, pending, and remaining service visits under every AMC.

Reports

Sales Register

Review complete sales history with advanced filtering and reporting options.

Purchase Register

Analyze purchase records for better vendor and inventory management.

Day Book

View a chronological summary of all daily financial and operational transactions.

Standby Customer Report

Monitor customers waiting for pending repairs or replacement services.

Standby Parts Report

Track spare parts awaiting availability or installation for service jobs.

Warranty Service Report

Generate reports for products serviced under warranty coverage.

Cash Flow Report

Monitor cash inflows and outflows to understand business liquidity.

Bank Flow Report

Track all bank transactions with complete financial visibility.

Financial Reports

Access comprehensive financial statements and performance reports for informed decision-making.