Services · Industry Solution
Field Service for Services
In service businesses, contracts, field service and time/cost tracking require functions to track each contract’s profitability and delivery commitment 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.
Services context
Why Field Service works differently in Services
In Services, service businesses center on sector-specific concepts such as service contract, project/contract-based work, field service. In service businesses, contracts, field service and time/cost tracking require functions to track each contract’s profitability and delivery commitment together.
Qera ERP's Field Service module is set up around how the services sector works: Manages field service and maintenance requests with SLA and history to protect service quality.
- When the time and cost spent on service projects isn't tracked, project profitability is unknown.
- When contract, subscription and recurring service invoices are handled by hand, revenue leakage and errors occur.
- When field service and maintenance jobs aren't planned, teams are used inefficiently and SLAs are at risk.
Capabilities
How Qera Field Service works in Services
The core capabilities of the Field Service module, described for the contract, project and field service needs of the services 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 Services business
What you see in services 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.
Explore further
Related pages
Full details of the Field Service module, the Services sector page and other Services solutions.
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