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.
Internal Audits
A cloud-based collaboration platform for remote, asynchronous audits Internal audits require preparation and collaboration across multiple teams, and often, in-person presence. On Unifize…
Complaints & NCs
Complaints and non-conformances aren’t just about data. You need to discuss problem statements, identify root-causes, and create and track corrective actions. Unifize is the only solution that makes these processes collaborative…
Contract Review
Ensuring your entire team is on the same page about customer orders and agreeing delivery times isn’t easy. That’s why we’ve created this solution – to help you reduce risks and……
APQP
Stop paying lip-service to your APQP / PPAP process. Bring teams together in a dedicated real-time conversation for every record. When teams can collaborate asynchronously, monitor progress in real-time…
Inquiry Management
Costing & quoting for custom or technical products can be time consuming. Interacting with engineering, production, quality, legal or vendors are a regular events. Traditional CRMs aren’t really built…
eQMS
If you’re looking to upgrade to a complete quality suite, look no further. Unifize is the only eQMS that makes every quality process collaborative and easy to follow. By distributing quality…
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
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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