Plan field work and follow it live from the field.
In companies that work in the field, the day’s plan often lives in a spreadsheet, in phone calls and in each crew’s own notes. When a fault report comes in, finding out which technician is free and who is closest takes several calls. When the job is done, the report stays on paper and the invoice goes out days later.
The system we build brings field work into a single flow: a job is opened, scheduled to the right crew, carried out on a phone in the field and, once closed, its results are passed to the systems that need them.
Jobs in one list
Fault reports from customer service, scheduled maintenance under contracts and installation jobs from sales all land in the same list. Scheduled maintenance is opened by the system at the agreed intervals, so nobody has to keep a calendar.
Scheduling
Each job is matched against the skills it needs, where it takes place and each crew’s availability that day. The planner sees every crew’s schedule on one screen and assigns jobs by dragging and dropping. When an urgent job comes in, the nearest suitable crew is suggested and the rest of the day is rearranged around it.
On the phone in the field
Technicians see the day’s jobs, addresses and the customer’s service history in the mobile app. They mark when they start and finish, tick off the work on a checklist, take photos and collect the customer’s signature. Parts used are entered on the same screen.
When the job is closed
The job report is sent to the customer automatically. Parts used are deducted from stock and billable work is passed to the ERP. Planners and managers see where each job stands without calling the crew.
Reporting
Jobs completed per crew, average job time, the share of faults fixed on the first visit and workload by region are followed in reports. They also show which equipment fails most often and how much of the maintenance plan is done on time.
