Daily visit schedule
Appointments and available gaps appear together in each technician’s daily schedule.
Field Service
Plan visits and manage work at your customers’ sites
One work order for the whole visit
The customer’s request becomes a work order with a technician and a scheduled visit. Instructions, parts, time spent and the report stay together. The office and field team can follow the same job from preparation to completion.
Prepare technicians for the job
Availability helps dispatchers assign visits, while job instructions explain what the technician needs to do. Time and completed work are recorded against the visit.
Technician availability
Compare booked hours with available time before assigning the next visit.
Time on site
Record each technician’s time against the work order and visit.
Visit checklists
The visit checklist shows the steps to complete and any unfinished work.
Completed work
Review the technician, hours and materials recorded for each completed visit.
Keep track of visits and follow-up work
The daily schedule shows appointments and available gaps. When a job needs parts or further work, the return visit stays connected to the original request.
Follow-up visits
Plan diagnosis, parts delivery and return visits within the same job.
Unscheduled requests
Assign a technician and a date to requests awaiting a visit.
Parts used
Track which parts leave van stock and where technicians install them.
Upcoming appointments
Check the next visit’s time, priority and assigned technician at a glance.
Adapt work orders to your services
Create different instructions and checklists for installation, inspection, repairs or routine maintenance.
Assign visits and organize technician routes
Use appointment times, locations and technician availability to prepare the day’s visits.
Visit assignment
Choose a technician using their current schedule and the customer’s location.
Daily routes
Give each technician an ordered list of customer sites to visit.
Keep the office and technicians informed
Everyone can follow the work completed and what still needs attention.
Questions and answers
The customer and site, the reported problem, the assigned technician, visit dates, checklists, time spent and parts used. Adapt these details to the services your team provides.
See how to organize your field service
Bring a typical service request and we’ll show you how to plan and follow the intervention.
