Deliver intelligent onsite service, auto-assign tasks, collect data from field without internet & track location of agents.
Service Appointments
Allow customer to self-register in Round Infinity mobile responsive self-service portal using mobile & email OTP. Allow customers to raise service appointments or service requests from mobile in a self-service manner.
Tasks Auto-Scheduling
Configure routing rules to assign appointments to the correct field service agent based on skill, location, availabilty, etc. Send agents instant notifications of the assigned task. Use the no-code workflow builder to sketch the best-possible field workflows for your different products & teams. Each business has a different process & steps for closing a field task. Round Infinity gives you the flexibility to configure your own workflow to meet your unique needs.
Read More About No-Code Custom Apps & Workflows
Manage Tasks On Mobile
Field staff can view in real-time all jobs & appointments for a given day in an easy detailed view on their mobiles. Improve first-visit resolution by arming mobile employees with this best-in-class mobile solution that delivers job schedules, visibility into inventory, requests parts, check warranty, search knowledge articles, and real-time collaboration while they're on the go.
Offline Data Collection
Using Custom Apps, collect data on site for inspections, audits, installation visits, service visits, maintenance visits, outlet orders, document collection, etc. as required by your business in offline mode. Seamlessly upload multiple documents, photos, sketches, QR codes,etc and instantly deliver field data to key stakeholders and connected business applications for further workflow processing.
Parts Inventory
Make sure your technicians have the parts and materials they need to complete their tasks on the first visit. The technicians raise parts request by mentioning the appointment/work order for which the part is required. Easily track the exact stock-in-hand with the field technicians.
Custom Work Order Forms
Every business has a different way of raising their work orders. Use Round Infinity custom apps to configure how you would like your customers, employees, partners, etc. to raise work orders. You can choose to enable payments to accept the payment for the work order in advance.
Customer Assets
Allow customers or dealers to register the asset purchased by customer for warranty, service, etc. View, add, or decommission assets at customer locations, and tie assets to work orders to keep more complete records of installation and service dates. Define per-asset maintenance schedules and receive auto-generated work orders when maintenance is due.
Service Reports
Easily generate customized customised service reports using document templates. Simply populate data in the Service Report application & auto-generate service reports with a single click. Easily route generated service reports for approvals. Easily send approved service reports for e-signature to customer.
Warranty Management
Digitally track and manage the life of every asset – installation, service, replacement, removal - and tie everything to customer sites and work orders. Allow dealers & customers to register product warranty & also renew & pay for extended warranty.
Invoices
Easily generate customized customised invoices using document templates. Simply populate data in the invoices application & auto-generate invoices with a single click. Easily route generated invoices for approvals. Easily send approved invoices for e-signature to customer.
Help On Field
The field agents can easily get the directions to customer place, call customer or message the customer.
Reminders
Customers often ask to call back later. You can easily set reminders on the lead or account in Round Infinity. The system will send you a alert when the time to connect back is approaching. This allows to never miss out on follow-up request.
Time Tracking
Allow your field agents to check-in at start of day & check-out at end of day. Similarly, allow them to do the same for each field visit during the day. Easily track the location for each agent & the time spent at each field visit.
Location Tracking
Using their mobile field service staff can report their start of the day, end the day & start/end of customer visits. This allows the supervisor to track the exact location of the field service staff during start & end of the day and during each customer visit.
Field Dashboard
Measure, analyze, and visualize performance data to help identify areas of improvement in the field. Auto-generate custom reports using reports scheduler.
Read More About No-Code Custom Dashboards
360 View Of Users
Serve your customers better by getting a complete 360 view of your users - their orders, service requests, cases, calls, conversations, etc., all in one view - across all your departments including marketing, sales, commerce, and service.