• Built on SugarCRM’s Sugar Serve, Ambit Software’s Field Services Solution helps simplify difficult and automate repetitive tasks for the Dispatcher and the Technician.

• Ensuring a clean integration with the Sugar Sell module, ERP systems, invoicing systems as well as IIoT platform, Ambit’s Field Service platform enables enterprises maintain a single version of the truth while streamlining processes across customer acquisition, customer service/retention, customer upsell and customer retirement.

• The key benefits of this Solution are:

o larger upsell in parts and, labor (revenue) opportunities

o lower costs (from optimized field service operations)

o higher CSAT (from timely and more effective field services)

o better cashflows (quicker ticket-to-invoice cycle)


Features and Benefits

Timesheet management

Where payment is based on a Time & Material contract, the technician can complete a time-sheet report and get a sign-off from customer if required.

View All Features
Customer portal for registering and tracking cases

Cases can be created and tracked through the Sugar Customer Portal. These are directly taken into the case queue for auto/manual allocation

View All Features
Sub-contractor management

You can set up sub-contractors and agree SLAs, operational times, skills, territory and asset-types. These sub-contractors then become available for despatch based on the naure of case.

View All Features
Invoicing and Payments

Service reports, Utilised spares and time -sheet data is directly used for invoice-creation. Payments can be made against invoices to show complete revenue to case to asset correlation.

View All Features

Timesheet management

Where payment is based on a Time & Material contract, the technician can complete a time-sheet report and get a sign-off from customer if required.

Customer portal for registering and tracking cases

Cases can be created and tracked through the Sugar Customer Portal. These are directly taken into the case queue for auto/manual allocation

Sub-contractor management

You can set up sub-contractors and agree SLAs, operational times, skills, territory and asset-types. These sub-contractors then become available for despatch based on the naure of case.

Invoicing and Payments

Service reports, Utilised spares and time -sheet data is directly used for invoice-creation. Payments can be made against invoices to show complete revenue to case to asset correlation.

Knowledgebase creation and utilization

Ensure technicians are always knowledgeable to deal with tasks on hand. Experts can contribute to this knowledgebase to make it an always uptodate reference guide.

Real-time Technician allocation based on availability, skill, and geographical location

The Dispatcher has the ability to view the location of technicians (by service centre, by skill) as well real-time time-available/time-to-location stats.

Service center configuration and SLA management

This allows you to auto-route or selelect panel of service teams, or third party service agencies, based on their window of operation, skills and distance from asset.

Site route planning for Technician

The technician, equipped with a tablet or mobile device can click on location to pick an optimum route to a location.

Trunk management

This ensures that the technician is always equipped with tools and spares required for a particular set of tasks in a day.

Field report creation including notes and pictures as well as digital client signature

The visit note and photos can be added digitally and customer signature sought even while the device is offline. Different templates (for input data and checklists) can be configured for different asset types.

Gantt and calendar-view based resource allocation

View availabilty of engineers and also track their allocation either from a simple calendar view, or from a case-wise Gantt chart.

Manage break-fix, preventive and predictive maintenance processes

The application is capable of handling break-fix requests alongside scheduled maintenance services. Where IIoT platform inputs are available, service orders/cases can be auto-created

Automation of Case or Task allocation

Using SugarBPM, cases can be routed based on geography/SLA window/skill/ round-robin etc, with manual overrides.

Automated quotations for sales opportunities

Where cases are created for post-warranty situations where no service agreements exist, quotes can be created automatically using text recognition in ticket/email.

IIoT enabled predictive maintenance Service Order creation

IIoT recommendations from time-stamped condition (historian) data - integrated with the CRM for automated case preparation.

360° view of customer, asset, and interaction history

The Dispatcher or Technician are always fully informed of the customer, assets-on-hand as well history of interactions had with them.

Support

Phone Support: +1 949 361 4070, +31 20 6586338, +971 50 9594456, +91 20 67039000
Support Email: support@ambitsoftware.com
Support Knowledge Base: https://www.ambitsoftware.com/enterprise-solutions/field-service-management/

Terms & Conditions

Terms of Service: https://www.ambitsoftware.com/wp-content/uploads/2020/08/Ambit-TCs-Field-Service.pdf
Privacy Policy: https://www.ambitsoftware.com/privacy-policy/

Service Order view with contextual informationService Order view with contextual information
Scheduling assisted by calendar view (and Gantt view)Scheduling assisted by calendar view (and Gantt view)
Scheduling assisted by Gantt (and calendar view) and skill-selectionScheduling assisted by Gantt (and calendar view) and skill-selection
Accommodating break-fix/unscheduled tasks using live location of technicians of a Service CentreAccommodating break-fix/unscheduled tasks using live location of technicians of a Service Centre
Technician can plan route on Map, using tablet/mobile deviceTechnician can plan route on Map, using tablet/mobile device
Customer 360 Deg view and Trunk InventoryCustomer 360 Deg view and Trunk Inventory
Complete checklists, add photos and collect signatures - all offlineComplete checklists, add photos and collect signatures - all offline

Resources

Please where we're going to have PDF and what not

Similar Apps

pvGuide
Quick Info
Clicktools
DocuSign for Sugar
Riva CRM Integration
KINAMU Reporter