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
Service S-1187
Each of these problems is the same thing: data doesn’t get from one place to the other, so someone carries it by hand.
Connection brokenSchedule by location and skills
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.
Connection brokenJobs are closed on the phone
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.
Connection brokenVan parts tracked as a warehouse
The technician arrives without the part needed and the visit has to be repeated. Van stock doesn’t match anything.
Connection brokenEquipment history opens with the job
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.
An example flow. We adapt the steps to how your company actually works.
A portal request becomes a work order by itself, and a call or e-mail is logged in a few clicks, on the customer and the unit. Service history and warranty status are visible at once.
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.
On a phone, the technician gets the address, fault description, unit history and instructions. Schedule changes reach them immediately.
The phone shows what the technician has in the van and what to collect from the warehouse. Parts used are deducted from van stock.
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.
Before and after, the unit’s rating plate and reports are stored with the work order. If there’s a complaint, there’s evidence.
The customer signs on screen and receives the report by e-mail. The work order is closed before the technician moves on.
The job is closed with the hours and parts entered in the field. Contract customers follow their contract terms.
Every module works with the same data. It plugs into the system instead of living as a separate program.
Technician schedules by day, area and skills, with open and urgent jobs in view.
Work order, equipment history, photos, materials and customer signature on one screen.
Every van as a small warehouse, with replenishment and booking of parts used.
A register of units installed at customers, service contracts and scheduled inspections.
The system runs in the browser on a phone, so it needs internet. If your technicians often work without signal, for example in basements or plant rooms, we look at it during the analysis, before the build.
Yes. Scheduled and contract inspections are planned ahead by unit or contract, so work orders open on their own when they fall due.
Not necessarily. If part of the work runs well in it, the system connects to it and adds what is missing, such as work orders on the phone or van stock. What to keep is decided after the process analysis.
Send us a short description of your process and the problems you want to solve.