Field Service for IT Support and Facility Service Firms

The Field Service app in OneYukti replaces the morning spreadsheet with a schedule board. The coordinator assigns visits by drag and drop, or lets scheduling match each job to a technician by skill, location and availability. Route optimisation orders a technician's stops for the day using GPS route planning and real-time traffic. Clients receive an automated SMS or email with the appointment and the ETA. An urgent call, a server down at a client's office for instance, goes out through emergency dispatch to whoever is suitable and near.

Contract work is set up once. Service contracts hold each client's maintenance agreement, and recurring appointments place the monthly or quarterly visits on the calendar. At the site, the technician follows a checklist for that type of job, captures photos and takes the client's signature on the mobile app, with time tracking on the work order. If the firm also uses the Helpdesk app, a support ticket converts into a field service work order with a click.

The owner sees the day as it happens: a live map of technicians, the status of each work order and the visits still unassigned. SLA alerts flag a job that is running close to its deadline while there is still time to reassign it. At month end, completed work orders with signatures and time records are the basis for the client's invoice, and technician productivity can be compared across the team.