CRM - Sales | Field Service Automation

Deliver intelligent onsite service, auto-assign tasks, approve tasks from mobile, collect data from field without internet & track location of agents.

Allow customers to book appointments or raise incidents for an asset

Allow customer to self-register using mobile & email verification. Allow customers to raise visit appointments in a self-service manner. Configure routing rules to assign appointment to the correct field service agent based on skill, location, availabilty, etc. Send agents instant notifications of the assigned task.
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Auto-assign appointments to field staff & manage jobs from 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.
Read More About No-Code Custom Apps & Workflows

Collect data from field in offline mode

Using Custom Apps, collect data on site for inspections, audits, installation visits, service visits, maintenance visits, etc. as required by your business. 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.

Use custom forms to allow raising of work request per your needs

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.
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Generate custom reports & analytics to track your field operations

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 Reports Builder

Track field service agent's time & location

Allow field service staff to start & end their day using their mobile. This allows the supervisor to track the number of hours worked and the location of the field service staff during start & end of the day and during each customer visit. The agent can easily get the directions to customer place, call customer or message the customer.

Easily move tasks from field to back-office for further workflow

Allow your field staff to send updates, input data, submit voice notes, close task or move the task to the next step in the workflow, all from their mobile phone.
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Access knowledge base from mobile

Allow field staff to access the 24/7 Self-Service Portal from mobile to access applications & input data, check status of requests, seek support, read articles, check inventory, etc. Allow agents to access knowledge base directly from the field.
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Allow field staff to seek real-time expert help

Connect your technicians with remote experts to quickly overcome challenges in the field. With a simple Live Chat or WhatsApp message, the technician can get queries answered directly from the site.
Read More About Contact Center Automation and Omnichannel Customer Service

Keep track of customer asset lifecycle

Allow customers to register the asset they purchased 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.

Allow customers, dealers, etc. to easily purchase asset warranty

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.

Track part inventory given to field technicians

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. This allows to easily run a report which shows the parts which have been issued but the invoice is not yet generated. This indicates the stock-in-hand with the technician.

Send customer notifications throughout the service process

Configure a thoughtful journey of customer notifications throughout the service process, from appointment booking to reminders to work order completion.