Field Service Glossary

Artificial intelligence automatically converts voice notes into professional service reports.

Central capture and maintenance of all customer data, addresses, and contact history.

Forward-looking planning of available employee resources for upcoming weeks.

Online area for customers for appointment booking, status tracking, and communication.

Assignment of jobs to employees considering qualifications, availability, and location.

Electronic capture of work reports, photos, and customer signatures on-site.

Automatic price adjustment based on utilization, time of day, and lead time.

24/7 on-call service for urgent repairs and emergencies outside business hours.

Connection to existing business software such as Hero, openHandwerk, or SAP.

Strategic planning and coordination of all field service assignments.

GPS-based automatic detection when a technician arrives at or leaves a customer location.

Systematic management and control of all customer jobs from capture to invoicing.

Daily list of all materials and tools needed for planned assignments.

Organization and tracking of consumables, spare parts, and tools.

Forward-looking planning of regular maintenance appointments based on intervals or operating hours.

Smartphone application for technicians for job overview, navigation, and documentation.

Instant message to smartphone for new jobs or changes.

Calculation of the most efficient driving route for multiple customer visits in a day.

Live overview of location and status of all field technicians.

Defined period between recurring maintenance or service visits.

Documentation of work performed, materials used, and recommendations.

Management of qualifications and certifications of all technicians.

Documentation of working hours by categories such as travel, work, materials, and breaks.

Separate documentation of travel times to customer appointments.