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Field Service & Appointments Platform

Live v2.6

The right technician, at the right time, with a signed contract and online payment.

Technicians, areas, services, packages and 30-day scheduling, assignment and re-assignment, a customer portal with e-contracts and payment, a technician portal with visit reports, plus maintenance, sales, rentals and reporting.

  • Web
  • iOS
  • Android
  • C#
  • ASP.NET Core
  • SQL Server
  • Flutter

Overview

Why it exists

Home and field services live on appointments: a missed visit means an unhappy customer and an idle technician. The platform runs the whole journey, from choosing a package to the signed visit report.

Administration

  • Technicians and their areas, residential areas in groups, services and packages with prices.
  • Thirty days of available slots, customers assigned to technicians, technicians moved between visits when needed.
  • Subscription transfers and service or address changes with their price impact calculated automatically.
  • SMS to one customer or many, and a next-day session list before reminders go out.

Customer and technician

Customers open an account, record measurements, pick a package and a slot, upload their civil ID, sign the contract electronically, pay online, confirm visits and ask to freeze or postpone. Technicians see the day's visits, confirm completion, upload the signed visit report and record new measurements.

Sales and maintenance

Sales appointments with call-centre and customer-service roles, maintenance visits and parts, rental orders, instalments and reports.

Features

  • Areas and technicians

    Technicians assigned to areas and area groups.

  • 30-day scheduling

    Available slots, assignment and moves between visits.

  • Electronic contract

    Civil-ID upload and electronic contract signing.

  • Online payment

    Contracts and service changes paid online.

  • Signed visit report

    Uploaded by the technician with measurements and notes.

  • Sales and maintenance

    Call-centre and service roles, maintenance visits.

Screenshots

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