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.
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
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
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
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
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
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
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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