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Field service

Field service that ends with proof, not a phone call

Clients, services and products in one place, and a visit board that shows what is booked, running and done. The visit sits on the same record as the attendance and the route.

BookedRunningDoneRiverside ClinicBoiler check, A. KhanUnit 4, DocklandsLift service, J. ColeHarbour DepotGenerator test, S. RaoKings CourtFire doors, P. NairNorthgate MallHVAC quarterly, R. MehtaArrived 10:42On site 1h 05Same record as attendance and route08:52 In at first site, route keptProof of service, work ordersin build
The visit board as a diagram of the record it keeps, not a picture of the console.
  • One board,showing what is booked, running and done.
  • Arrival recorded,with time on site, as the work happens.
  • Fewer second visits,because the job either closes or you learn why not.

What changes when the visit is on the same record as the day

The day today

  • Customers in one system, scheduling in a spreadsheet, assignment over the phone
  • A visit is booked twice, or an engineer is sent to a site cancelled yesterday
  • A customer asks for evidence of a service and it takes a day to find
  • The site that always needs two trips is invisible until the margin is gone

The day with Emplitrack

  • Every handoff between systems stops losing something
  • Arrival and time on site are recorded as the work happens, not reconstructed
  • The site that is always late and the job that always repeats become visible
  • The customer conversation ends in a minute: visit, arrival, time on site, completion

Four systems, one record

Field work usually crosses four systems

Every handoff loses something. Emplitrack holds the client, the service and the visit together with the engineer, their attendance and their route.

  • Clients, services and products held once
  • Visits planned, marked and tracked through their statuses on a board
  • Route history shows the travel between visits today
Book a demoLive today, roadmap marked
CRMRosterspreadsheetPhone callsAttendance applost at every handoffOne recordClient and serviceVisit and engineerRoute and attendanceNothing re-keyed between themHandoffs are where field work leaks. One record has none.
Four systems and the handoffs between them, replaced by one record.

Where it stands

Marked here the same way it is marked in the demo.

Live today

3

In production, with customers, now.

  • Client, service and product masters
  • Visit planning and status
  • A board view of the day

In build

3

Scoped for the enterprise release. Never sold as shipped.

  • Work orders, contracts and dispatch
  • Route planning and optimization
  • Proof of service and acknowledgement
FAQ

Common questions

Is this a CRM?

No. Emplitrack holds the client, service and product records it needs to run field work, so sales stays where sales lives. Two-way CRM integration is in build.

Can we raise work orders today?

Work orders are in build. Today work is organized as visits on the visit board, which covers scheduled and recurring service well.

Can engineers capture photos and signatures?

Attachments, proof of service and customer acknowledgement are in build, with the document service behind them.

Does it plan routes?

Route history is available today. Route planning and optimization are in build.

Confirm the work, do not phone about it

See the visit board against a real day of your own field work, with the roadmap marked.