Collabit is an all-in-one field service management software that streamlines workflows, covering sales, job planning, asset management, mobile tasks, and invoicing.

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Collabit is for service and maintenance businesses coordinating staff, jobs and customer-site work, especially those looking to bring disconnected spreadsheets and systems into one workflow. It connects sales and quoting with job planning, onsite work and invoicing, with configurable tools for different business processes. Use its CRM to track leads, sales opportunities and quotes, then turn accepted quotes into planned jobs. The planner offers calendar and map views, filters jobs by factors such as skills and job type, and helps group work by site. Field workers can access assigned jobs on a mobile device, complete job forms, view site information and record asset details. Collabit also supports job reports, remedial-work tracking, customer queries, dashboards and invoicing. Businesses that need field service management alongside maintenance or asset tracking may find it a fit; accounting integrations are available, including Xero, Sage, Exchequer and QuickBooks.

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