Features

Built for commercial service providers

Facil-IT brings every part of your operation together so your team can deliver exceptional service, reduce manual work, and gain complete operational visibility from one connected platform.

Work order & service operations

The operational engine powering work orders, dispatch, inventory, projects, and service delivery from start to finish.

Configurable Status Workflow

Configure work order statuses, approvals, notifications, and completion requirements to match your operational processes.

Rule-Based Vendor Dispatch

Automatically assign work to preferred vendors based on client, location, trade, service category, based on dispatch rules.

Automated Recurring/PM Generation

Automatically generate recurring maintenance work orders and vendor paperwork ahead of scheduled service visits.

Multi-Warehouse Parts & Inventory

Manage inventory across multiple warehouses with real-time stock visibility, purchasing, transfers, receiving, and parts validation.

Bidding & Project Management

Manage proposals, competitive bidding, project rollups, and profitability from quote through final invoice.

Client access & integration network

Clients can work with you no matter what system they're already using, whether that's your portal or theirs.

Work Order Tracking

Submit work requests, track work order status, review proposals and invoices, and access documentation from any device.

Photo & Document Attachment

Attach photos, documents, and supporting details directly to service requests.

Proposal & Invoice Review

Review proposals and invoices alongside related work orders within the same portal.

Client Portal Integrations

Connect to ServiceChannel, Fexa, and other client systems while managing dispatch, vendors, and billing within Facil-IT.

Vendor & field network collaboration

Manage your vendor network in once place, from dispatch and documentation through invoicing and performance tracking.

Vendor Portal (Dispatch to Payment)

Vendors can accept work, submit bids, upload documentation, invoice, and manage payment details through one portal.

Telephony Check-In/Out (IVR)

Vendors confirm arrival and completion by phone call, with automatic timestamps and geo-location tracking.

Proximity-Based Dispatch Mapping

Locate qualified vendors near the job site using location, trade, distance, and service history.

Vendor Scorecards

Performance and response-time metrics route work to your best partners.

Field Mobile App

Technicians check in/out, log time, add notes and photos, and capture signatures, with offline support.

Operational automation & compliance

A real-time engine watching every job and account, firing alerts and even new work automatically.

Configurable Rules Engine

Custom conditions and actions (email, SMS, status changes, escalation) without a code deploy.

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Compliance & Paperwork Reminders

Zero-touch alerts for expiring vendor insurance, licenses, and missing paperwork.

Storm-Triggered Snow Dispatch

Generate snow removal work orders automatically using certified weather data and proof-of-service documentation.

SLA Monitoring

Monitor response and completion targets with automated tracking and visibility across every client account.

Financial control & billing

Manage accounts receivable, accounts payable, job costs, invoicing, and payments from one connected platform.

Built-In AR/AP

Batch client invoicing and vendor invoice intake, gated by paperwork compliance, with flexible vendor payment options.

Live Job Costing & Profitability

Monitor committed costs, actual costs, revenue, and profit margins in real time across every work order.

Native Accounting Integrations

Push, pull and sync with QuickBooks Online and Sage Intacct, plus GL mapping/export for other systems.

Financial Reporting Suite

Access AR and AP aging, bank reconciliation, check registers, positive pay fraud protection, and financial reporting.

Business intelligence & reporting

Turn operational data into actionable insights with dashboards, reporting, and business intelligence tools.

Configurable Dashboards

Personalized KPI and chart views spanning orders, proposals, revenue, and operations.

Comprehensive Report Library

Access dozens of built-in reports or request custom reporting tailored to your business needs.

Open BI Data Feed

Connect Power BI, Tableau, and other analytics tools using an auto-refreshed SQL data replica.

Connect every part of service delivery with Facil-IT

Explore how Facil-IT helps commercial service providers streamline operations, coordinate field teams, improve visibility, and manage work from intake to invoice.