Our multi-tiered solution, which includes both a web and mobile application, interfaces with operators, their suppliers and additional parties who impact each field ticket.

Companies can schedule, track, and approve field tickets seamlessly as the jobs take place. Holding the approval process at the operational level along with any dispute by exception accelerates the order to cash and optimizes the invoicing and payment process for both accounting teams and the vendor community.

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Schedule / Dispatch Order

Operators can predictively schedule orders for repeatable services.

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Accept Order / Assign

Providers can accept or create new orders and assign the jobs to their teams.

Real-time Tracking & Visibility
Real-time Tracking & Visibility

Team members use our mobile app to start and manage their job, with most data points being captured automatically.

Complete Ticket / Approval
Complete Ticket / Approval

Our solution uses data validation to automatically approve or reject tickets based on contract thresholds, eliminating manual audits.

Our solution uses data validation to automatically approve or reject tickets based on contract thresholds, eliminating manual audits.

Imagine having real-time transparency into your entire field operations.

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Client Benefits

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Customizable E-forms

Clients can create customizable digital forms to coincide with tickets and compliance documentation requiring their service providers or internal technicians to complete when submitting a job ticket. Centralizing all the required forms and information reduces the administrative burden, streamlines audits, and ensures that operators are being provided the correct documentation for all services.

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Real-time Tracking

Our solution utilizes GPS functionality from mobile devices to track work being completed in the field. Geo-fencing technologies (virtual geographic boundaries that timestamp when people or assets enter/leave a worksite, warehouse or other important locations) help provide additional data for compliance and audit, safety and other operational metrics.

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Offline Capabilities

Our mobile application works both on and off the connected grid by caching localized edge data to the device or tablet, allowing field operators to complete jobs in remote locations. All pertinent job information will store in the mobile device and sync to cloud services when reconnected.

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Data Analytics & Reporting

Access to pertinent information is critical to the success of any business. By leveraging robust modeling tools, we create real-time data analytics that empower your people to make better business decisions and scale with confidence.

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Compliance & Audit

Health and safety is paramount to any company, however, reporting and compliance can be burdensome. With ENGAGE, critical data points and images can be captured allowing you to streamline your compliance and audit reporting and record management. Having access to these edge data points can be key for root cause analysis and for de-risking legal or insurance consequences if accidents do occur. ENGAGE clients enact this modern geo-location approach to validate activity when working with OSHA or other regulatory bodies after an incident.

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Automated Re-order

Most companies do not have real-time visibility into their inventory and lack tools to automate their reordering process. By using ENGAGE’s inventory management and tracking tools, we streamline the reordering process allowing more accurate accounting, reporting, and inventory management.

More Features

Service Providers More Features
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E-signatures

Approve tickets and BOLs in real-time with E-signatures directly on your device or tablet. This eliminates the pain of chasing down signatures and substantially speeds up the ticket and approval process for invoicing.

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QR Code Generator

Our platform’s built-in QR code generator manages inventory volumes, locations, and algorithmic re-order points. QR-Codes also allow users to identify specific locations, equipment, and reference historical location data with ease.

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Batch Processing

Approving each ticket individually wastes time and money. Our batch processing system allows you to audit and approve groups of tickets customized to your business parameters.

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E-BOL

Creating BOLs directly through our platform will identify material quantities at field locations and eliminate extra work. Predictable product depletion schedules will streamline your field ticketing process, track reorder points, increase your workflow efficiency, and maximize product optimization.

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SOC Compliant

ENGAGE is SOC 2 Type I compliant in the categories of security, processing integrity, availability, and confidentiality. These are an agreed-upon procedure of standards set forth by the American Institute of Certified Public Accountants and are designed to measure how well a service organization conducts and regulates data.

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Security

Your data security is paramount. ENGAGE partners with Amazon Web Services cloud-based replica databases to keep proprietary data secured.

Differentiators

Multi Interface Solution

Multi-Interface Solution

Typical industrial field solutions interface with the operator or their providers, but not both. The ENGAGE web and mobile application suite creates a marketplace where both sides have real-time visibility into each transaction and therefore the edge data needed for streamlined approval or dispute. This real-time transparency systematically reduces DSO by providing matchless accuracy, minimizing disputes inherently that are prevalent with traditional payment processes.

Predictive Scheduling

Predictive Scheduling

Many transactions within industrial workflows are either repeatable or predictable. Using machine learning concepts and our proprietary algorithms, ENGAGE can automate your scheduling for repeatable jobs, making sure services are scheduled at the opportune time. This increases productivity and uptime while improving operations management.

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Data Validation & Auto Approvals/Disputes

Other software has seen success by commercializing the digital field ticket away from paper processes, however, ENGAGE provides a new competitive edge for clients by validating the same data based on predetermined conditions and business rules for their individual provider relationships. By deploying business automation closer to the worksite, ENGAGE initiates auto approvals/disputes for each ticket, eliminating manual approval and auditing processes.

Software Consolidation Data Management

Software Consolidation & Data Management

Siloed platforms and data sets often limit companies from comprehensive views and real-time operational intelligence. With ENGAGE, other business-critical software solutions and data feeds can be easily integrated with our dynamic platform, providing an inclusive end-to-end solution. Connecting with our clients at the cloud services level creates secure, scalable data management and storage solutions, and helps simplify integrations and vendor management.