Empowering On-Site Service: Streamline Your
Field Service Operations
Deliver exceptional service experiences, efficiently & seamlessly, wherever your customers are.
Odoo ERP For Field Service Management
Field Service management is the extended product of Help Desk ticket management developed by Synconics Technologies Pvt Ltd.
Field service is required for managing service centre for white goods, repair centres or industries wherein on-field or onsite services are required. In Help-desk ticket management a ticket is created and then it is assigned to the technician having expertise with the product or the model. Help-desk is more used for in-house service centres, for extended field services, Synconics has designed Field service management System.
Various workflows are to be considered while providing on-site services. This involves from assigning a ticket to the technician availability, appointment with the client to visit his site, product information, issue reported by the client, customer details, location, average traveling time anticipated, the required services to be done, repairing work to be done, basic wear and tear spare parts to be carried during the visit, required tools, etc.
Field Service Excellence
Based on ground feedback by actual users, business & industry experts, Synconics has designed a Field-service management system catering all the needs needed for the business. Using the core Odoo ERP system it covers all functionality integrated with different modules.
Work Order Management
The system allows to create and manage work orders for field service tasks. These work orders contain details about the service request, customer information, location, and the required services.
Scheduling and assigning ticket
Odoo calendar is used for scheduling appointments with the client. It helps in assigning the right field service personnel to specific jobs. The modules take into account factors like technician availability, skills and location to optimize scheduling.
Inventory Management
Field service often involves the use of parts, equipment, and materials. The systems help in tracking and managing inventory levels to ensure that field service technicians have the necessary tools and parts when they are on-site.
Customer Information
The Field service system stores and manages customer information, including service history, preferences, and contact details. This information helps field service personnel provide personalized and efficient service.
Mobile Access
Field service personnel typically use mobile devices like tablets or smartphones to access the ERP system while in the field. This allows them to receive work orders, update job status, access customer information, and report on-site issues in real-time.
Routing and Navigation
It is integrated with Google map to help field service technicians find the quickest and most efficient routes to customer locations.
Communication Tools
The system offers communication tools like messaging or chat, enabling field service personnel to communicate with dispatchers or colleagues for assistance and updates.
Time Tracking and Reporting
The system also tracks the traveling time from one location to another. Field service technicians can record the time spent on each job. This data is crucial for payroll and job costing purposes.
Billing and Invoicing
Once the field service task is completed, the technician can generate invoice and accept cash and online digital payments. It can also handle any warranty or service contract billing.
The Field-Service management designed and developed by Synconics Technologies is robust, practical and almost covers all the fundamental requirements of the industry. Being on Odoo it is always customizable and more functionality can be added pertaining to the requirements for business.
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