Field Service

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.