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Energy · Industry Solution

Field Service for Energy

In energy, asset reliability, field maintenance and the compliance burden require functions to evaluate equipment history and live field data together. Run the after-sales process in one system, from request to closure. Service request management, staff assignment and scheduling, SMS notifications, customer/staff portal, maintenance agreements and checklists work integrated with spare parts and finance.

Energy context

Why Field Service works differently in Energy

In Energy, energy operations center on sector-specific concepts such as asset/equipment management, field maintenance, predictive maintenance. In energy, asset reliability, field maintenance and the compliance burden require functions to evaluate equipment history and live field data together.

Qera ERP's Field Service module is set up around how the energy sector works: Manages field maintenance and breakdown requests with equipment history for planned maintenance and low downtime.

  • When the maintenance schedule of field equipment and assets isn't tracked, unplanned downtime and breakdowns increase.
  • When investment/plant projects aren't tracked alongside budget and progress payments, cost overruns are noticed too late.
  • When data from field devices is disconnected from the system, live status and performance can't be seen.

Capabilities

How Qera Field Service works in Energy

The core capabilities of the Field Service module, described for the asset, equipment and field needs of the energy sector.

Service request management

Record all service requests with issue type, customer information and urgency; never miss a request with 'Pending' and 'Assigned' service lists.

Service calendar and staff assignment

Place requests on the calendar based on staff availability; see clearly which staff member will work on which date and at which customer.

SMS and messaging

Send customers automatic notifications about service status, assigned staff and estimated completion time.

Service board and portal integration

Teams see assigned jobs on a single board; with the customer and staff portals, customers can create and track their own requests.

Maintenance agreements and checklists

Track maintenance agreements, intervals and policies; use checklists so the same steps are followed on every service call.

Service reports

Measure performance with service type, service time and staff movement reports, and identify product weaknesses.

Outcomes

What it delivers for your Energy business

What you see in energy operations once it is set up properly.

  • All service requests are collected in one list, so none is missed.
  • Staff and calendar are planned on the same screen, so it is clear who works where.
  • Customers learn the service status by SMS and through the portal.
  • Maintenance agreements and intervals are tracked, so preventive maintenance is not skipped.

Let's plan Field Service for Energy together

Get in touch for a demo tailored to the specific needs of the Energy sector.