One App for Efficient and Outstanding Service Delivery

Elevate your customer interactions and streamline operations with secure, centralized document storage and seamless collaboration.

Keeping Field Techs Connected with the Right Information

One of the biggest challenges of service departments is to make sure the field techs have access to the customer information, service history, installed products, and the current ticket. Dragonfly allows the service desk to quickly find the customer, enter service tasks, and schedule the service tech.  

Why Choose Dragonfly for Service Management?

Instant Access to Client Information
Quickly look up and update client information, service tickets, related documents, product knowledge base, ensuring smooth and responsive service.
Ticket Generation
Tickets can come from your website, calls, or emails and be quickly scheduled and distributed to service techs.  When the ticket is completed, the ticket status is updated by the technician which notifies the office it is complete.
Compliance Made Easy
Secure document storage and audit trails help you stay compliant with industry regulations.
Boost Collaboration
Facilitate internal and external collaboration with customers and subcontractors to deliver exceptional service with speed and precision.

Key Features for Service Excellence

Team using Dragonfly service management software to access client files and collaborate in the field
Document Update Vector
Document Storage Vector

Centralized Document Storage

  • Store customer service agreements, project files, product information, and service links in a single, secure location for quick access by your team on computer, tablet, or phone.
  • Keep “How-To” documents and links in one central place for easy access by field techs.

Customizable Access Permissions

  • Control who can view, edit, or share service information and documents, ensuring sensitive information remains secure and service techs see only what they need.
  • Workflow Automation for Service Requests
  • Automate approval processes, notifications, and reminders, reducing the risk of delays in service fulfillment.

Real-Time Document Updates

  • Collaborate on client files in real time, with automatic version control to keep records current and accurate.

Mobile-Friendly Access

  • Access and update documents anytime, anywhere, to respond to service needs on the go.

Compliance and Audit Trails

  • Track all document versions and activities to meet regulatory standards and audits requirements.

How It Works

01
Upload or Create

Start by adding customers and service requests.  Then drag and drop existing customer documents or creating new documents in Dragonfly

02
Organize & Categorize

Use customizable folders, and categories to organize by client, service type, or department.

03
Share & Manage Access

Set permissions for secure sharing with service team members and customers as needed.

04
Automate Workflows

Automate routine document handling and task workflows, saving time and improving response times.

Integrations for Seamless Service Management*

  • Optionally integrate with your existing CRM, Zendesk, QuickBooks, and Microsoft Teams for smooth data flow and efficient service management (this will require custom integration services using Dragonfly’s Open API).

*Requires a custom integration

Ready to Transform Your Service Management?