Field Service Management

How Does it Work?

Our field service management module allows you to easily schedule and dispatch field workers, assign jobs, print job tickets or send notifications direct to your technicians. By utilising mobile devices details can be accessed direct allowing each technician the ability to record faults or site details, and capture customer signature on completion adding location time and date of every job.
 

Signature Capture

By capturing the customer and service engineers signature, these are automatically embedded within a PDF document which can be sent to your customer for their records, or if you are a sub-contractor, the main contractor may require these prior to paying your invoice.

 

Service Level Agreements

If your business works to deadlines set by your customer, utilise the SLA function built right in to AutoVu. It will allow you to set timed deadlines individually for each customer. Should the time expire before the engineer attends, your nominated person will get a kindly alert!

Job Tickets & Service

Job Tickets and engineer site visits are grouped within each customer record, Send notifications to your site technicians and receive a return 'Thumbs Up' notification to say they have received the job.

 
Job Tickets & Service

Creates Completed PDF Job Sheets

  • Book Multiple Days for Multiple Reps
  • Capture Customer and Rep Signature
  • Service Level Agreements for Timed Response
  • Works with All Mobile Devices and Smartphones
  • Log and Retain Faults using Fault Tracker
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Job Costing

Price every job with a full breakdown of costs. This can be done at any stage prior to Invoicing. You can price any job individually and even leave additional notes for inclusion on the final Invoice.

 
Job Costing

Full Job Costing Solution

  • Breakdown of Costs For Parts, Labour and Travel
  • Automatic Calculation of Tax and VAT
  • Links Directly to Invoicing and Financial Records
  • Include Invoice Details Description
  • Record Invoice details at Any Time
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Fault Tracker

Record a log of every fault that occurs on your products. Your service technicians can pick from a list of common faults previously added using our custom picklists module. This can be updated and amended at any time to include new faults or remove those that are no longer needed.

 
Fault Tracker

Fault Tracker

  • Custom Pick List Fault Code Generator
  • Easy to Select Appropriate Codes On-Site
  • Create Monthly Analysis Reports
  • Pin Point Fault Trends and Faulty Parts
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Service Agreements

If your company operates within a Service Level Agreement (SLA) structure. The ability to set timed response and notification of failure is built in to My Field CRM. Alerts can be sent to a nominated person of potential failures to comply.

 
Service Agreements

Sent Notification Alerts

  • Apply Variable Time Limits
  • Schedule Start and Finish Times
  • Allocate Nominated Person
  • Create Individual Company Limits
  • Include Early Warning Failure Notification
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