From the customer’s call to a signed work order
Fault report, scheduling, field work, parts used and the customer’s signature in one flow. The work order closes when the technician leaves the site, not when someone retypes a sheet of paper.
Field service
Where it gets stuck
The schedule lives in the dispatcher’s head
Who is free, who is closest and who can fix that particular unit is known by one person. When they’re off sick, the schedule falls apart.
Paper work orders take days to arrive
The order is filled in on site, sits in the van until Friday, then someone retypes it. Invoicing is late and some hours and parts get lost.
Nobody knows what’s in the van
The technician arrives without the part needed and the visit has to be repeated. Van stock doesn’t match anything.
Equipment history isn’t visible
On site there’s no record of what was done last time or whether the unit is under warranty. The technician calls the office or guesses.
What the flow looks like in the system
An example flow. We adapt the steps to how your company actually works.
01 Report
A call, e-mail or portal request becomes a work order on the customer and the unit. Service history and warranty status are visible at once.
02 Slot and technician
On the calendar, the dispatcher sees who is free, where they are and what they can do. A job is assigned by dragging it onto a slot.
03 Work order on the phone
The technician gets the address, fault description, unit history and instructions in an app. Schedule changes reach them immediately.
04 Parts
The app shows what the technician has in the van and what to collect from the warehouse. Parts used are deducted from van stock.
05 Job on site
The technician records hours, work done and materials used while still at the customer. If the job isn’t finished, a follow-up is opened with the reason.
06 Photos
Before and after, the unit’s rating plate and reports are stored with the work order. If there’s a complaint, there’s evidence.
07 Signature
The customer signs on screen and receives the report by e-mail. The work order is closed before the technician moves on.
08 Invoice
The invoice is built from hours and parts entered in the field. For contract customers, billing follows the contract terms.
What the system usually includes
Dispatch calendar
Technician schedules by day, area and skills, with open and urgent jobs in view.
Technician mobile app
Work order, equipment history, photos, materials and customer signature on one screen.
Van stock
Every van as a small warehouse, with replenishment and booking of parts used.
Equipment, contracts and warranties
A register of units installed at customers, service contracts and scheduled inspections.
Frequently asked questions
What if the technician has no signal on site?
The app can be built to work offline and send data once the signal returns. We define this during the analysis, because it depends on where your technicians usually work.
We also do scheduled maintenance, not just repairs. Can the system handle that?
Yes. Scheduled and contract inspections are planned ahead by unit or contract, so work orders open on their own when they fall due.
Can we start with mobile work orders only?
Yes. A mobile work order is often a good first step because it removes retyping paper straight away. Scheduling, van stock and contracts can be added later.
Show us what a service day looks like for you today.
Send us a short description of your process and the problems you want to solve.