Field service: where is the request, who has the technician, on one screen.
A service request is opened, sorted by priority, assigned to the team and closed from the field. When a customer calls asking "what happened to my service", the answer is on the screen.
What does Field Service do?
Service request, technician dispatch, mobile forms and customer signature. Closed from the field.
A request is opened with customer, device, fault description and priority. Every request is numbered.
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Low, normal, high and urgent priority levels. Urgent requests move to the top of the board.
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Service teams are defined; a request is assigned to a team or directly to a technician.
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Open, assigned, in progress, completed, closed and cancelled statuses; every transition is timestamped.
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All service history for a customer is visible from the customer card; repeat faults are seen.
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Spare parts used in service are recorded; they draw down from stock and can be billed.
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Excel, or field service?
How it works today
- Requests come via phone and messaging
- Nobody knows where each technician is
- Urgent work sits behind routine work
- The customer cannot be given a status update
- Parts used are not recorded, stock does not add up
With ERPKolay
- Every request is numbered and recorded
- Team and technician assignment is visible on the board
- The priority level determines the order
- Status transitions are timestamped, history is traceable
- Parts used draw down from stock
CRM
Customers, activities, opportunities and sales pipeline.
Asset Tracking
Which device went to whom and when.
Manufacturing
Bill of materials, work orders, stock and cost.
Payments
Advances, expenses, collections and due date tracking.
Project Management
Work items, time tracking and project profitability.
HR Software
Employee records, leave, recruitment and org chart.
From contract to live, one week.
No months-long analysis phase. Standard setup finishes in five business days; data migration and training are included.
Discovery call
We decide together which modules to enable and review your current file structure.
20 minutesData migration
The records in your Excel files are migrated into the system.
1–2 daysPermissions & flow setup
Approval chains and policies are configured for your company.
1–2 daysTraining & go-live
Two live training sessions, then the system opens.
1 dayTechnical service tracking program
Field service software covers the whole path from opening a service request to closing it. When requests come only by phone and messaging, they get lost; when priority and assignment are not managed, urgent faults sit behind routine work.
Priority and assignment discipline
When an urgent fault and a routine periodic maintenance sit in the same list, the important one gets lost. Priority levels and a clear assignment board make sure urgent work is surfaced and the right technician is dispatched.
The service, stock and billing chain
Not recording the spare part used in service breaks both the stock count and billing. When the product module is linked, parts used draw down from stock and flow into billing.
Frequently asked questions
What is field service software for?
It manages logging service requests, assigning technicians and tracking field work in one place; so no request is lost and the customer can be given a status update.
Can technicians use it from the field?
The system is accessible from a mobile browser; a technician can view a request, update its status and record parts used.
How are service priorities managed?
There are four priority levels — low, normal, high and urgent; urgent requests are surfaced at the top of the board.
Do spare parts used draw down from stock?
Yes. When parts used in service are linked to the product module, they draw down from stock and can be billed.
Can we see a customer's service history?
Yes. All service requests for a customer are listed on the customer card, so repeat faults become visible.
See Field Service with your own data.
We prepare a live demo with sample data from your sector. Not a sales pitch — the screens themselves.
Book a demo →