• 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 FeaturesCustomer 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 FeaturesSub-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 FeaturesInvoicing 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 FeaturesTimesheet 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 67039000Support 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.pdfPrivacy Policy: https://www.ambitsoftware.com/privacy-policy/
