Every customer kept apart
Each customer's equipment is segregated, with per-customer access, so you can look after many fleets without mixing them.
How it works: Every customer kept apartField service
Field service for
every customer you look after.
Customer sites and equipment, tickets with response and resolution SLAs, technicians dispatched by rule, preventive visits and parts, and an invoice when the job is done.
What it does
Field service, in detail
Dispatch by rule
Auto-assign sends unassigned visits to available technicians, or you assign by hand; technicians update each job and log the work done.
How it works: Dispatch by ruleResponse and resolution SLAs
Every service ticket carries response and resolution targets, and breaches surface while there is still time to act.
How it works: Response and resolution SLAsPreventive maintenance
Maintenance schedules raise preventive visits automatically when they fall due, and overdue visits stand out.
How it works: Preventive maintenanceA portal for your customers
Customers get scoped access to see their own equipment and raise requests; you issue and revoke it.
How it works: A portal for your customersCritical faults raise a ticket
When customer equipment is marked critical, a service ticket is raised for it automatically.
See it in the tour: Critical faults raise a ticketParts and procurement
Parts and procurement tracked with the maintenance plans and technicians, for every customer.
See it in the tour: Parts and procurementInvoices from finished jobs
A resolved billable job can draft its invoice, which then moves through submission, approval, payment and overdue chasing.
How it works: Invoices from finished jobsTechnicians and vendors
Technicians and vendors managed in one place, with a technician role for the people who do the work.
How it works: Technicians and vendorsGetting started
Up and running in three steps
- Add your customersTheir sites and equipment, each customer segregated with its own access.
- Set SLAs and maintenance plansResponse and resolution targets, and preventive visits that schedule themselves.
- Dispatch, fix and invoiceTechnicians work the jobs; a resolved billable job drafts its invoice.
Plans
Which plans include it
- Field service & customer portalFreeEnterprise
- Service tickets & SLAFreeStarterGrowthEnterprise
- AMC contracts & renewalsFreeStarterGrowthEnterprise
Straight from the live plan catalogue, the same rules the product enforces. Compare plans and prices
From the Help Center
Questions
What is AMC management?
AMC (Annual Maintenance Contract) management tracks maintenance contracts, their coverage and SLAs, scheduled preventive maintenance, service tickets and renewals — for your own assets and, in the field-service module, for external customers' equipment.
What are the customer and vendor portals?
The portals give outside parties scoped, token-based access: a customer can see their own equipment and raise requests, and a vendor can see only their own contracts, assets and tickets and advance the ones assigned to them. Administrators issue and revoke this access.
How do I manage vendors and engineers?
Vendors and engineers are managed in the field-service module, with a technician role for the people who do the work. AMC vendors can be given scorecards and, through the vendor portal, limited self-service access to their own contracts, assets and tickets.
How do I invoice for AMC or field service?
A resolved billable job can draft an invoice, and AMC/field invoices support submission, approval, payment and overdue chasing. Vendor bills and payments are tracked separately with their own approval workflow.
Try field service on your own setup
Start a free trial, or book a demo and we will walk you through it.