Field Service Management Software

A Cloud Based Field Service Management Platform

FieldEquip facilitates field service providers to gain real-time visibility into service operations, attain better decision-making, and enhance customer engagement. Our field service management software enables digital workflows among customers, field technicians, service providers, OEMs, and equipment. Built with the technician-as-a-primary user mindset, our field service management software integrates with any system to seamlessly connect every asset and worker to the back office. Leverage our advanced software technologies to provide outcome-centric services to your clients and stay ahead of your competitors.

Features of Field Service Management Software

Mobile Field Service Management

Keeping up with the vast requirements of field service technicians can be overwhelming. There is a constant need for collaborative communication to effectively manage multiple technicians geographically dispersed across various customers’ locations.

Equip your field workforce with intuitive tools that easily access information and improve first-time fix rates.
Have access to information beyond the basic work order debriefing through our mobile field service management software, like as-maintained drawings, manuals, and equipment history.
Connect with technicians even in the no-network area, leveraging our offline capability.

Scheduling and Dispatch

The quality of the decision to schedule and/or dispatch a technician or a team to the site directly impacts the customer experience. Consequently, enabling the back office is critical for business success and enhanced first-time fix rates.

FieldEquip has a predefined list of various parameters, including site vicinity, certifications, training, product, ratings, and technician schedule that help schedule the right technician at the right time for the right place.
The dispatcher can directly choose from the suggested technicians with just one click.
Instantly send notifications in case of any last-minute changes.
Efficient field workforce planning with field service scheduling software.

Work Order Management

A critical capability of mobile field service management software is to enable technicians to perform work order debrief on a single platform. Leverage our dynamic, feature-rich platform to manage and monitor work orders from creation to job execution, covering all components of work order briefing.

Create any work order quickly, utilizing the standard job templates.
Integrate work orders directly with the invoicing and quicken the review and approval process.
Add before and after images or supported documents right on the app, eliminating the need to use multiple apps.

Parts Inventory Management

With the many moving resources in the field service, it becomes difficult to remain updated, especially with so many spare parts stock-keeping units (SKUs). With our Digital Field Service Management Software,

Gain visibility into your spare parts usage, spend, status, and returns across all technicians’ site locations and moving trucks.
Never go out of stock by generating the automatic trigger points for order replenishments.
Attain complete transparency in the reverse logistics for faulty vs write-off parts, and track parts usage against multiple types of transactions.

Install Base Management

Having a 360° view of the assets is critical for the success of any job. It is challenging for field technicians to keep track of or remember the specifications of every client’s equipment. Our field service management software empowers field service businesses with,

An asset management tool that helps technicians perform better and empowers them to create better customer experiences.
Powerful capabilities to maintain asset data, including as-built bill of material, maintenance history (repaired and replaced), product configuration, and other job-critical data for enhanced service execution at the clients’ site.

Preventive and Predictive Maintenance

Technology advancements have transformed the way field service managers work. They need to leverage real-time data for better decision-making. Our ML/AI capabilities ensure that field service managers get notified of any critical faults or alarms before the failure occurs.

Avoid unnecessary exposure of equipment to external environments.
Enhance equipment life by scheduling maintenance of the right machine at the right time and saving the machines from additional wear and tear.
Proactively generate preventive maintenance schedules in advance and manage the workforce accordingly.

IoT Monitoring

Let FieldEquip monitor your equipment for critical faults by IoT-enabling your field machines. IoT has changed the way companies work by receiving and leveraging real-time data. However, all the machines sending so much data often cause the information to get siloed.

Remove silos and connect the legacy and modern machines using our manufacturer agnostic IoT edge gateway.
Integrate with third-party PLCs, including Allen Bradley, Siemens, and others, and always remain updated on the exact condition of your assets.

Contract Management

Eliminate paperwork by digitizing contracts, making search faster, and invoicing rules-driven using our field service management software.

Formulate niche contracts or entitlements and commitments.
Make your system smart, track your SLAs – general and niche, and receive alerts in case of any revenue leakage.
Manage contracts through our field service software and ensure that every party – internal, customer, or third-party contractor/subcontractor – stays on course as negotiated contract terms.
Assign different terms to different contracts and never worry about mixing or deviating from SLAs.

Inspection and Task Checklist

Convert your current paper-based inspection and checklist forms into smart forms within minutes.

Create to-do checklists to standardize the maintenance and inspection procedures using an easy-to-use template builder.
Assign tasks and send the task checklist in one go.
Directly share inspection reports from the field at the tap of a finger.

Our field service management software features integrate well with other features and provide a unique experience and productive workflow operations through a single platform.

Proposal Management

A company must quickly respond to potential clients by adding speed to their proposals and reaching out to customers fast.

Use our standard built-in templates or customize them according to your business needs to generate proposals for the customers instantly.
Design workflows, receive signed approvals digitally, and move beyond to create work orders straight from the proposals.

Field Service Reports & Analytics

With our field service management app, gather all the necessary data in one place. Turn data and information into actionable insights using our advanced data analytics and reporting tool.

Measure your KPIs and track your performance metrics with ease to clearly distinguish between work completed and work done.
Build customized dashboards leveraging our many in-built filters.
Be presentation ready by easily generating niche or generalized reports for a technician, a site, a team, a piece of equipment, or a spare part.

Invoicing and Billing

Credibility, the essence of doing business that you build with customers and vendors, is inversely proportional to the Days Sales Outstanding (DSO). Companies can easily manage it by adopting a quick and smart invoicing and billing process. With FieldEquip, one of the best field service management solutions,

Generate paperless invoices automatically when the work order or field ticket gets closed.
Avoid confusion and transactional delays even when multiple vendors and customers are involved.
Instantly get invoice approvals and comparisons with the historical billings from anywhere.

Workflow Management

Implement workflow processes that meet your business needs efficiently and productively. Streamline business tasks and automate transactions from work-order-creation to invoicing for completed services.

Remove redundant tasks and process bottlenecks that cause delays and deliver unpredictable results.
Use real-time data to track, control, and coordinate essential tasks required for building an efficient field service organization.

FieldEquip intuitively arranges and merges the various tasks into effective workflows. The next-generation digital field service management platform will improve your workforce’s collaboration, decision-making, and overall field service performance.

Customer Self-Service

Successful business works on the vision of providing the best customer experience. Empower your customers by giving them portal access to easily create, manage, and track work orders.

Build trust with your customers by eliminating the to-and-fro conversation time.
Leverage the digital resources and connect with the customers’ remote team directly.
Take advantage of the virtual helpdesk and provide remote assistance to reduce unnecessary site visits.
Bridge the gap using chatbots, live ‘Talk to Us’ chat option, email, or phone.

Personnel Timekeeping

For field service businesses, it’s not easy to track the actual worked hours of on-field technicians as they’re mobile most of the time. Managers and supervisors find it difficult to keep track of the attendance and working hours of every single on-field personnel, which can result in manual data entry errors and the loss of productivity.

Enable your technicians or field personnel to clock in and out through field service time tracking a mobile app.
Avoid miscalculated productivity and manual data entry errors through accurate data of field timesheet software.
The Advanced Time Reporting module lets you effortlessly track and record field technicians’ work activities to ensure optimal resource utilization and improved productivity.

Field Ticketing

Faster invoice approval and payments hold the key to the success of your field service organization. Using outdated and tedious field ticketing processes, such as spreadsheets, paper forms, emails, etc, can lead to revenue leakage, lost tickets, and delayed payments; something your field service businesses cannot afford in today’s cut-throat competitive environment.

Our Digital Field Ticketing Mobile Software Application captures field tickets online and offline, which gives you speedy access to field tickets to drive informed decisions.
Reduce waiting time and improve field technicians’ efficiency with faster ticket generation and approval processes.
Encourage seamless team communication between back-office staff and field technicians with omni-channel notifications, a cloud-based workflow engine, integrated APIs, and a dedicated mobile application.
Easily track against the AFE/PO budgeted amount with better visibility into ongoing spending.

Geo-tracking & Geo-fencing

Preventing your field assets from going the wrong way and reducing the waiting time are a couple of formidable challenges that every field service provider faces in the absence of Field Asset Tracking Software. FieldEquip’s inbuilt Geo-tracking and Geo-fencing features simplify tracking of field personnel and assets, which helps field supervisors and managers know about available skill sets while sending timely alerts in case of any misdirection of assets.

Leverage innovative and easy-to-use field asset tracking software to easily assign tags to every asset, allowing your team to track every asset’s movement closely.
Get automatic alerts whenever an asset or personnel enters or leaves the vicinity, which helps you with improved manageability of both.
With reduced waiting time, you can maximize the equipment’s potential.

Asset & Equipment Tracking

For Field Service Organizations, it’s a challenging task to track and manage all customers’ assets/machines as well as their equipment used for rental or servicing purposes. On top of that, organizing every asset/machine record on paper becomes a cumbersome and tedious process. FieldEquip’s pathbreaking Asset Tracking and Equipment Maintenance Software provides comprehensive information on assets under a service contract with a click from a mobile or the web.

Use our leading Asset Management Software to get 360-degree visibility into customer assets and your equipment location.
You can view the complete service history and automatically create maintenance work orders for your equipment.
Avoid equipment downtime through preventive maintenance of equipment and customer assets.
Create delivery, install & pick up tickets for your rental equipment.

Project-Based Field Service

Paper-based, legacy field ticketing systems lack both accuracy and efficiency in providing detailed and comprehensive reports that are crucial for service providers to ensure accurate invoicing besides seamless long-term project management.

FieldEquip’s reliable Project-based Field Service Management software empowers supervisors and managers to easily track projects and work orders through a mobile application and web portal. FieldEquip serves as an all-in-one platform where you can create and approve work orders to dispatch and invoice.

You can create customized work orders depending on your unique business requirements.
Access real-time analytics to minimize risk and get latest updates on emergencies to reorganize resources without hassle.
Create, track, and integrate work orders with invoices for quick payments and improved ROI.
Get updates on job progress and completion updates on the phone.

Integrate with any ERP / Accounting / CRM

FieldEquip is supported by standard RESTful API’s and can integrate with any system to provide a seamless integrated experience for our customers. Integrate FieldEquip easily with any CRM, ERP or accounting system that you currently use. Many integrations are provided out-of-the-box and require minimal effort to provide a seamless experience across the systems preventing double data entry. Following are some of the common integrations:

Microsoft Dynamics, NAV, Business Central
Intuit Quickbooks (Online / Enterprise)
Salesforce
SAP
Infor Syteline
Sage – all versions
Oracle
ShipExpress/Kaleris

Contact us to learn how we can integrate with your system that may not be in the list above. We provide seamless integration with any system using API or file exchange. FieldEquip supports all the acceptable security protocols for integration such as OAuth2.