Field Service Management
This process helps in organizing the field operations of a team of service professionals.
Workflow Steps
Step 1 - Create & Triage Work Order
A work order is created in response to a customer request or a scheduled maintenance task. It is triaged for priority and required skills.
Step 2 - Optimized Dispatch & Scheduling
The work order is dispatched to the best-suited field technician based on their skills, location, and availability, using an optimized scheduling engine to minimize travel time.
Step 3 - On-site Work & Mobile Reporting
The technician travels to the site, performs the work, and uses a mobile app to log their time, parts used, and get customer sign-off on a service report.
Step 4 - Automated Invoicing & Closure
Once the work is complete and signed-off, an invoice is automatically generated from the service report and sent to the customer. The work order is then closed.
The Purpose of Field Service Management
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