This page describes the features available with your Classic account. Links to guides providing more detailed information are included below.

Praxedo web application

The following features are available from the web interface.

User profile management

Create different types of users, and grant team members different levels of authorization depending on the tasks they have to perform. For each type of user, you can define a Profile and associate different rights. Read more

Field resource Skills management

Determine the list of required skills and areas in terms of postal code types for each type of work order. Associate the appropriate skills and areas to each of your field resources, then assign incoming work orders easily according to the required skills. Read more

Organization of data by offices

Mirror the structure of your organization by creating Offices. You can associate your Customers / Sites / Assets referential data, as well as work orders to be completed, according to the relevant office. Read more

Work orders tracking by service order

To help you streamline your activity, Praxedo lets you group work orders within a single entity called a "service order". There are two types of service orders, routes and projects, each allowing you to manage work orders in a more specific way. Note: to use service orders, you must have the required user profile rights. Read more

Forecast planning: organize your business using reserved time slots

Using reserved time slots, you can block time slots in your field resources’ day to schedule work orders for a given customer or specific work orders.

Activity report and validation 

You can review your field resources’ activities from the Activity report and validation module. Once you validate them, verified timesheets are created. Read more

Stock management

Create warehouses in Praxedo, and maintain inventory levels of your items using Web Services. Read more

Connect to Testo Smart Probes measuring and testing devices

Enable your field resources to take on-site measurements of temperature, humidity, amperage and many other readings using connected devices such as those developed by Testo. Read more

Real-time customer communication by email and SMS

Automatically notify your end customers using the email or SMS notification module. In particular, you can use notification alerts to update customers about a work order’s scheduling or progress based on the field resource’s actions. Read more

Cockpit: real-time indicators

A real-time dashboard, the Cockpit provides a snapshot of the situation in the field at any given moment. The Cockpit displays indicators that allow you to monitor work orders progress and to effectively address problematic situations. The Cockpit allows you to anticipate incidents in the field and to take immediate action when necessary. Read more

Standard connectors

Praxedo connects seamlessly to your information system using ERP/CRM software connectors such as Sage, Salesforce, QuickBooks and many others. This means you can streamline your administrative process and save time and eliminate data entry errors. Contact our support team to find out more about the available connectors. Read more

Data exchange using FTPS

Use an FTPS server to exchange data between your information systems. Depending on the situation, you determine the frequency and type of data to exchange between Praxedo and your internal IT tools. Read more

Data exchange via Web Services

To enable the interface between your information system and Praxedo, our suite of Web Services (WS) allows you, for example, to create, update or plan a work order as well as manage items inventory. In addition to the documentation and examples provided, a Praxedo CSM (Customer Success Manager) can assist you as part of a consulting service to share best practices and to guide you through the documentation. Read more

Praxedo mobile

The following features are available from the mobile application interface.

Scheduling work orders from the mobile terminal

Field resources can create their own work orders directly from the mobile application. This can be done in two ways: by creating a new work order from a blank form, or by duplicating an existing work order.

Connect to SumUp® payment terminals

Using SumUp, field resources can process payments for items used and services performed during a work order. Praxedo communicates with SumUp to integrate payment information into the work order report. To use this functionality, the mobile payment field must be set up correctly and you must have a SumUp account and payment terminal. Read more