Field Service & Installation

A collaborative approach to managing a distributed team

Improve customer satisfaction and reduce response times with this configurable field service solution. With the Unifize field service suite, you get visibility into what your service engineers are doing when you manage a distributed field force. Whether you use service tickets, service tasks, installation / commissioning projects, project tasks, service document managment, or inspections, Unifize creates a real-time conversation for each record. That makes it easier for your team them to collaborate asynchronously regardless of where they are located.

By uploading pictures, identifying problems, or asking questions to your engineering teams in a single conversation thread, you can help keep them connected and focused on the job. The configurable checklist ensures that they collect relevant data, like serial numbers, product condition, or problem descriptions. All participants can see the data entered in the conversation in real-time, so they can stay on top of things, even if they’re in different locations.  Customers and vendors can be added or emailed from within conversations. Customizable PDF reports can be printed out and linked backed with a scannable QR code.

Managers get a birds eye view of all activities like service tickets, service tasks and installation / commissioning projects in one place. Assigning engineers and teams can be automated or done manually from one place. Managers can create reports to filter by owner, status, due date, priority or any other custom field. These reports can be shared for use in meetings. Charts and dashboards can be added to view the data visually, and drill down to the conversation level by clicking on elements.

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Save $20,000 per team member by reducing wasted time and errors

3x reduction in process cycle times

85% fewer email follow-ups

Drive single-point accountability

70% fewer meetings and prep. time

100% visibility on a single system

Built for Field Service

Manages core quality and continuous improvement processes, along with related activities and tasks:

  • NCs / Defects
  • Customer complaints
  • Disposal actions
  • Root cause analyses
  • Corrective & preventive actions
  • 8D analyses
  • Document control
  • Internal audits
  • Calibration management
  • Change requests

Key capabilities - we've covered everything

Reduce response times on customer complaints

Launch complaints from the app or email. A task force is automatically added so you can respond in minutes not weeks.

Launch NCs from the shop floor

One-click create NCs from wherever you are. Add pictures, data, and involve team members to figure out disposal actions.

Decide disposal actions on the fly

Easily discuss disposal actions with colleagues within each conversation. Use the checklist to document your decisions.

Asychnronous root cause analyses

Brainstorming root causes doesn't need another meeting! Upload 5-Whys or Ishikawa diagrams to the conversation.

Accountability for each corrective action

Create accountability by and monitoring progress, assigning ownership, tracking status from within the conversation.

Conduct internal audits remotely

Every audit is a real-time, asynchronous conversation. Use it to plan/distribute audit work instead of waiting for a meeting.

Manage documents collaboratively

Discuss scope, gather feedback and upload files for each document. Find and distribute the latest version without error.

Manage calibration in the cloud

Automate reminders to ensure calibration is done on time and recorded in one place. Create compliance records on the fly.

Spot quality trends and get insights

By moving away from Excel, you can explore insights on dynamic charts. Get quantitative and qualitative feedback on time.

Involve suppliers in non-conformances

Add suppliers to conversations and get everyone on the same page. Track their corrective actions and give feedback.

Conduct inspections via the mobile app

Each inspection can be assigned in advance or created as needed. Customize inspections for product, process, or section.

Prioritize in intelligent control center

View all updates in minutes. Identify what's pending or critical in one place and dive into conversations as required.

No more silos. Connect your processes (and teams) from end-to-end

Whether you start with a single solution, or deploy Unifize across all functions, you can be sure it works well in your environment. The templates are infinitely customizable and eliminate silos by connecting your processes together.

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Process efficiency

Collaborate around processes faster and more effectively

Focus on one objective at a time with a distinct conversation for every process record

Improve response times and reduce email clutter with real-time, asynchronous chat

Measure wasted time in conversations using for every record

Building teams

Drive ownership across multiple teams

Get the right people focusing on the right problem with a dedicated team for every record

Increase accountability and improve outcomes with negotiable & transparent ownership

Identify bottlenecks and balance your team’s load using owner-wise progress charts

Data collection

Improve speed and reduce errors with collaborative data entry

Bring data collection to every conversation using configurable forms

Identify data errors in real-time using conversational data-entry notifications

Improve traceability and compliance using printable forms and QR codes that permanently link back to Unifize

You're in good company

Learn how other manufacturing companies have used Unifize to boost process cycle times and eliminate errors

“Through Unifize we are already showing that our average time to closure is now 7.2 days, that’s a 75% improvement!”

“Through Unifize we are already showing that our average time to closure is now 7.2 days, that’s a 75% improvement!”

“Through Unifize we are already showing that our average time to closure is now 7.2 days, that’s a 75% improvement!”

Director of Quality
The Will-Burt Company

Director of Quality
The Will-Burt Company

Director of Quality
The Will-Burt Company

“If we could’ve designed a system to help us do our job, this would have been it.”

“If we could’ve designed a system to help us do our job, this would have been it.”

“If we could’ve designed a system to help us do our job, this would have been it.”

Director of Sales
LaundryTec

Director of Sales
LaundryTec

Director of Sales
LaundryTec

“Unifize has increased accountability throughout our organization and helped boost productivity.”

“Unifize has increased accountability throughout our organization and helped boost productivity.”

“Unifize has increased accountability throughout our organization and helped boost productivity.”

Director of Operations
TD Power Systems

Director of Operations
TD Power Systems

Director of Operations
TD Power Systems

“With Unifize, we’re finally closing 100% of our consumer incidents and deviations on time”

“With Unifize, we’re finally closing 100% of our consumer incidents and deviations on time”

“With Unifize, we’re finally closing 100% of our consumer incidents and deviations on time”

Director of Operations
TD Power Systems

Director of Operations
TD Power Systems

Chief Operating Officer
Van’s Kitchen

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Rapid adoption

Increase engagement inside and outside the organization

Work from the shop floor, the office or remotely on a cloud-based mobile and desktop application

Extend the application to suppliers and customers using interactive emails and compact partner portals

Measure adoption and usage of individuals across multiple usage parameters with user analytics

Reduce follow-ups

Help your team know what to do, when and why

Bring clarity to every team member on their pending tasks and priorities on the intelligent control center

Enable better context and eliminate conflicts with flexible due dates, status and priority

Reduce the headache of coordinating and following up with proactive, automated reminders

Actionable insights

Get end-to-end visibility of all conversations and process data

Understand processes and progress trends using configurable charts and dashboards

Dive deeper into roadblocks or data using drill-down snapshots and click-through conversations

Conduct further analysis on your favorite tools by downloading to spreadsheets

Easy configuration

Get setup or modify any process with a few clicks

Easily map to your existing processes and make rapid changes with configurable process templates

Enable data collection by adding configurable forms to each process

Create workflows with automatic team creation, custom statuses, and process triggers

Aren't you curious?

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