Field service reports
Customer, machine, work carried out, parts and hours, entered on site during or right after the job.
Solutions
The field service report and time-tracking software for companies that work on site. The technician completes the report where the machine is, has it signed, and the customer receives it before the vehicle leaves.
The problem
Details are almost always lost when a report is written from memory at the end of the day: a part fitted, a journey, a quarter of an hour of waiting. At the end of the month hours are reconstructed approximately, photos stay in the phone, and invoicing goes out late with items the customer disputes.
This is not a matter of discipline, it is a matter of timing. The information is accurate on the job site, and it fades with every hour that passes.
Features
Customer, machine, work carried out, parts and hours, entered on site during or right after the job.
Photos are taken directly from the report and stay attached to it, instead of disappearing into the phone's gallery.
Technician and customer sign on site, as proof of the visit and of the work carried out.
A professional document in your colours, ready to be sent to the customer from the job site.
Hours tracked per technician, with a monthly timesheet produced as a PDF.
Search across all reports by customer, machine or keyword, and one PDF per visit, filed by customer and machine.
On site
The technician finishes the report in front of the machine, has it signed, and sends it to the customer straight from the application. The document arrives while the visit is still fresh in everyone's mind, which settles most discussions before they start.
The PDF sets out the work carried out, labour hours, travel and signatures. The same document serves as proof of the visit, as the basis for invoicing, and as the machine's service history.
End of month
Every hour entered in a report feeds the technician's timesheet. At the end of the month the document is already there: the breakdown day by day, with the customer and machine concerned, and the total.
Nobody reconstructs their month from memory any more, and the manager has a record consistent with what was invoiced to customers.
Differences
In a trench, a basement or a quarry, the technician carries on working normally. Everything synchronises as soon as the connection returns.
The application is added to the phone's home screen. It runs on iPhone, Android, tablet and computer, without going through an app store.
Designed by a construction machinery mechanic, from his own working day. It does not try to do everything; it does well what is needed in the field.
No support desk abroad: a single contact in French-speaking Switzerland who knows your trade.
Data
Your data is hosted in Switzerland, with Infomaniak. Each company has its own space, with its own database, entirely separate from that of other customers, and an automatic backup every night.
Each user has personal credentials. Passwords are encrypted, the connection is secured end to end, and access is locked automatically after several failed attempts.
Your data belongs to you: you can export it at any time, without having to ask.
Getting started
You receive your space at your own address, set up in your colours and with your logo.
Your technicians add the application to their phone in a minute, with no particular installation.
Everyone receives their credentials, and the manager can create more at any time.
The application follows the logic of the field: a technician opening it for the first time knows where to go. No training is needed, and we stay available for questions.
Tailored
We start from a proven base product and adjust it to the way you work: PDF template, additional fields, specific exports. The companies that asked us for this tool did not all have the same needs, and that is precisely the advantage of developing the software ourselves.
The monthly subscription covers hosting in Switzerland, daily backups, corrections and support. Developments specific to your company are quoted separately.
Our trade
We regularly work with PLCs. The machines we service are driven by controllers, data buses and sensors. Programming, reading a protocol and writing an interface are part of the trade, just as much as mechanics and hydraulics.
So we develop our own tools: the Fässler Toolbox for calculations in the field, the reporting application, and the control interfaces of our automation projects. Our North American installation is operated from a web application, on a phone as well as on a computer, seven thousand kilometres away.
Contact
The best way to judge this tool is to see it running on a job that looks like yours. We show you the whole path, from the report filled in on site to the monthly timesheet, and send you the terms in writing.