Field Service Management Software
InSightTM Servicing is designed specifically for service-oriented industries. It offers features, functions, and integrations that help customers improve asset uptime and optimize both in-person and remote services.
InSightTM Servicing provides exceptional implementation and support services, allowing field service companies to efficiently manage their diverse teams. It is well-suited for businesses that need to deploy technicians or engineers to customer sites.
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Job Scheduling
Administrators can easily schedule tasks for service personnel with our drag-and-drop calendar feature.
The service team receives real-time job notifications through the mobile app, ensuring seamless coordination between your office-based staff and mobile workforce.
Manpower Allocation Dashboard
Monitor the real-time status of each job and location of your service personnel.
Administrators can efficiently manage job assignments with the tracking of these information.
Mobile Job Servicing
Service personnel receive job assignments via mobile notifications, capture onsite photos and videos, and update job status in real time.
This enhances efficiency by automating documentation, reducing administrative tasks, and providing clients with timely updates and completed service records.
Additionally, mobile job servicing records critical data such as start/end times and GPS locations, improving overall service accuracy and customer satisfaction.
Invoice and Payment
An invoice for the job can be generated upon completion, allowing the client to make payment immediately.
Service personnel can also add charges for any additional services or parts used during the job.
Mobile Document Upload
Machine Manual, Customer Contract or Quotation can be uploaded for Service Engineer to refer.
Service Maintenance Contract Management
Service Maintenance Contract module allows you to manage the service agreements you have with your clients.
It also enables you to attach documents, such as quotations or signed contracts.
Service Request Management
Service Request Management module is where your Administrator create ad-hoc service requests from clients.
Dynamic Checklist
The dynamic checklist feature enables you to create, modify, and manage comprehensive task lists tailored to the unique requirements of each job.
This ensures that all servicing tasks are completed consistently and accurately, following predefined standards and procedures.
NFC
NFC (Near Field Communication) technology increases efficiency by enabling service personnel to instantly access equipment details, service histories, and job information via NFC tags.
This not only improves operational efficiency but also streamlines service processes, resulting in greater accuracy and more effective service delivery.
Item Management
Item management serves as the central repository for all items, offering detailed information such as serial numbers, locations, purchase dates, last servicing dates, warranty dates and movement histories.
This comprehensive view facilitates efficient tracking and management of equipment and parts in servicing operations.
Parts Request Management
Parts requested during jobs are automatically consolidated for review and approval by the office-based team.
This process includes a comprehensive audit trail, offering a clear overview of all review and approval actions.
Sales Management Module
Sales Lead
Streamline your lead management with
the Sales Lead Module.
Capture lead
details and track interactions to convert
prospects into customers.
Sales Activity
Efficiently track your daily sales activities with ease - log calls, appointments, set follow-up reminders, and monitor your progress toward sales targets with realtime reports
Sales Calendar
Stay organized and on top of your schedule
with the Sales Calendar Module.
View your
daily, weekly, and monthly sales activities to
optimize your time and enhance your
productivity.
Benefits
Streamline Operations
Measure Productivity
Technician + Sales Engineer
Measure Productivity
Higher Employee Motivation with Higher Incentives
Cost Saving + Higher Revenue = Higher Profit
In today’s competitive and ever-evolving business landscape, a robust field servicing solution is essential for organizations looking to enhance their operational efficiency to achieve greater success. With our field management software, you can enjoy a multitude of benefits, including streamlined operations, improved productivity, optimized workforce management, increased employee motivation, cost savings, and higher revenue - each contributing to overall business success and giving your company a competitive edge in the market.
InSightTM Servicing enables your team to process work tasks at their fingertips. Simplifying and facilitating entry of information; improve servicing, contract, productivity and revenue tracking with dashboards.
Client Administrator
Create and assign service requests from customers in office.
Site Technician
Completes jobs, logs service activities, and upload photos and notes for documentation and real time reporting.
Service Manager
Oversees job assignments and reviews completed jobs. Make informed and time decisions with the dashboard analysis in the application.
Sales Executive
Track sales progress and identify opportunities for cross-selling based on service activity and client feedback.
Sales Manager
Leverage insights to enhance service offerings, improve client relationships, and drive overall sales growth.
Testimonials
Customer Quotes
Client operating within the transportation and logistics industry.
Six months after rolling out, we saw a major decrease in vehicle mileage because we were dispatching better. We also saw a shift of hours that went from internal to external customer service hours because there was less wasted effort. At the end of the day, it has been a win for both our technicians and customers.
Client specializing in the medical aesthetics field.
Before using InSightTM Servicing, technicians spent a lot of their time on unproductive tasks like writing up paperwork, sitting on hold, calling the office for parts, and extraneous travel to go back and forth to customer sites. The overwhelming amount of paperwork also meant that technicians would lose track of work in process, sometimes putting unaccounted hours onto internal jobs when they were actually spent on a customer.