Field Service Platform

Who It's For

Facility maintenance and technical assistance companies — Those with specialized technicians intervening at customer sites for maintenance of boilers, HVAC, elevators, industrial machinery, electrical systems. Those needing to meet contractual SLAs without monitoring tools.

Appliance and electronics service companies — Those managing warranty and out-of-warranty interventions on behalf of manufacturers or as a multi-brand service center. Those tracking spare parts for correct billing and warranty management.

Construction and installation companies — Those performing installations (systems, windows, flooring) with on-site work and subsequent assistance. Those issuing work reports with photographic documentation of before/after states.

Facility management companies — Those managing maintenance contracts for buildings and commercial spaces. Those with contractual reporting obligations for interventions performed and mandatory periodic inspections.

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Problems It Solves

Intervention planning via phone

Without a digital system, the dispatcher calls the technician to assign an intervention. The technician doesn't know if they have the necessary spare parts. Doesn't know the customer history. Doesn't know if there's another intervention nearby for the same trip. Result: unoptimized travel, unprepared technicians, customers waiting too long.

Illegible and late work reports

Paper reports filled by hand in the field arrive at the office the next day, or on Friday for the whole week. The office transcribes them into the management system for billing. Transcription introduces errors. The invoice comes out weeks late. With a digital report, data arrives at the office the instant the technician saves it, ready for immediate billing.

Spare parts management in the field

The technician faces a fault, doesn't have the right part, must return to the warehouse or order it. Days lost and a dissatisfied customer. A system knowing the customer's history and equipment type can prepare a probable parts list before the intervention.

SLA monitoring without visibility

Contracts specify 4-hour SLAs for critical interventions and 24-hour for ordinary ones. Without a monitoring system, there's no real-time view of whether times are being met. With a real-time dashboard, the dispatcher immediately sees which interventions are about to breach SLA and can intervene.

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Key Features

Mobile app for technicians

The app provides all necessary information: address, contact, history of previous interventions on that customer/equipment, attached technical diagrams, spare parts used in the last maintenance. The technician updates status in real time: "traveling", "arrived", "intervention in progress", "completed".

Planning and dispatching

Real-time map with all technician positions (GPS-updated). Drag-and-drop intervention assignment on the map. Automatic daily route optimization to minimize travel. Automatic alerts for urgent interventions requiring the nearest available technician.

Digital work report with customer signature

The technician completes the digital report on the app: activities performed, spare parts used (with barcode scanning), before/after photos, notes. The customer signs digitally on the technician's tablet or smartphone screen. The signed report arrives immediately at the office as a PDF, automatically associated with the job.

Spare parts and mobile stock management

Each technician has a virtual "mobile stock" of parts they carry in their vehicle. When using a spare part, they register it in the app. The system automatically updates the mobile stock and central inventory. Automatic alert when a part drops below minimum threshold.

Same-day post-intervention billing

The signed report automatically becomes an invoice draft: labor hours and spare parts used are priced at the configured rate card. The office reviews, approves, and invoices — all on the same day as the intervention. Average billing times drop from 15-20 days to 1-3 days.

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Possible Integrations

• Accounting: automatic billing integration
• Warehouse/ERP: spare parts synchronization with inventory management
• CRM: intervention history in customer CRM
• Maps: Google Maps, HERE Maps for optimized routing
• Customer portal: web area where customers view intervention history and open new requests

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Custom Software vs. Standard Solutions

Field service software like ServiceNow, Salesforce Field Service, Synchroteam, or Fieldaware covers standard needs. Limitations for SMBs appear when license costs are disproportionate, accounting systems to integrate are market-specific, maintenance contract structures have non-standard pricing, or you have an existing customer portal to integrate.

A custom field service platform is the right choice when your business specificities make standard templates a continuous compromise.

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Timeline, Budget and Process

Timeline: A field service platform with technician app, dispatching, and digital reports is ready in 10-14 weeks. With maintenance contracts, mobile stock, and customer portal: 16-22 weeks.

Budget: Projects start from approximately €15,000-22,000 for a basic solution. Complete solutions range from €30,000 to €65,000. No per-technician fees.

Process: 3-hour process analysis. Pilot with 3-5 technicians for 4 weeks before full rollout.