Field Service for the on-site service team
Plan and coordinate all service assignments in one shared solution. Your technicians access relevant information on the go and document their work directly on-site with the customer.
Targeted Preparation for Service Assignments
Tom works in technical field service. Before an appointment, he needs information about the job, the equipment, and the required materials. If important details are missing, questions arise, repairs are delayed, and customers have to wait longer.
With the Field Service solution, Tom can see before the job what task is coming up, which parts are needed, and which route makes sense. Checklists, reports, equipment history, and technical documentation are available on mobile devices. Insights from sensor or maintenance data help him prepare for assignments early.
Tom arrives at the customer better prepared and can resolve many service cases on the first visit. His assignments can be planned more reliably, and customers receive support faster.
Features for better on-site service
Plan Assignments
Work orders, appointments, and resources are planned centrally. The back office can see early on who is available, which materials are needed, and which assignments have priority.
Features
- Work orders from templates
- Resource & equipment scheduling
- Appointment and service scheduling
- Coordinate on-site visits
- Prepare routes
Mobile On-Site
Service technicians access work orders, equipment information, and technical documentation directly at the customer’s site. Feedback, time, and materials are recorded immediately during the job.
Features
- Mobile app for field work
- Checklists and reports
- Access to knowledge data
- Record spare parts & materials
- Retrieve technical documentation
Actively Manage Service
Service cases remain traceable throughout their entire course. Maintenance, open tasks, and feedback are immediately available for further planning.
Features
- Maintenance recommendations
- Status of service cases
- Collaboration between teams
- Record time and materials
- Analyze KPIs in dashboards
Your Benefits with Field Service
Proactive Service
Maintenance and insights from service or equipment data help schedule assignments early. Faults can be identified more quickly, and unplanned downtime can be better limited.
Better Utilization
Assignments, travel times, and resources are planned more precisely. Available capacity can be used more efficiently, and additional appointments can be accommodated more easily.
Mobile & Connected
Information is immediately available to both back-office and field staff. Feedback can be processed directly, and necessary next steps can be initiated without delay.
Extending Field Service
Power BI
Analyze service metrics
Track utilization, response times, and service cases in dashboards. Trends and areas requiring action become visible early.
Power Apps
Extend service processes
Power Apps complements Field Service with custom applications for inspection reports, mobile data capture, or specialized service workflows.
Ready to digitalize your service operations?
A smooth-running field service operation requires structured assignment planning. Together, we analyze your requirements and develop suitable processes for your Field Service.