Field Service

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.

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

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

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

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