Open the sample workspace
Choose an administrator, dispatcher or technician demo account.
HOW IT WORKS
Start with one customer.
Follow the whole service story.
A simple way to see how your office and field work fit together, without setting up a real customer account.
Try it with a small team’s day in mind.
Find a customer and installation
Review the equipment, coverage and previous service before creating a ticket.
Follow a job through to completion
Assign it, complete the visit and return to the history for the AMC conversation.
FROM REQUEST TO SERVICE REPORT
The office plans it.
The field team completes it.
Carry the equipment history into the visit. Bring the completed work back into the same customer record.
- 01
Request
Identify the customer, equipment and coverage.
- 02
Assign
Set the priority, technician and visit date.
- 03
Visit
Follow the checklist. Record parts, notes and photos.
- 04
Acceptance
Record the customer’s acceptance of the work.
- 05
Report
Generate the service report from the completed job.
- 06
History
Keep the work attached to the customer and equipment.
- 01 / CustomerLakeview Apartments
- 02 / SiteWhitefield, Bengaluru
- 03 / Equipment62.5 kVA generator
- 04 / AMCAnnual maintenance
- 05 / Service jobPlanned inspection
- 06 / TechnicianRavi · Assigned
- 07 / ReportNotes, parts & photos
- 08 / RenewalReady for follow-up
LESS HUNTING. MORE KNOWING.
Give your service business
a place to come together.
Try a customer record, assign a job and follow an AMC renewal in the demo.
Explore the demo
Explore with fictional records. The interactive demo currently uses solar service data.