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- Field Service Management
- Who it's for
- HVAC and refrigeration service
HVAC and refrigeration service
HVAC and refrigeration teams move between planned maintenance and urgent repair calls. The dispatch desk needs to understand the work category, the customer window and the certifications required for the visit. Field Service Management brings those requirements into the same accepted assignment, with a mobile work record that stays connected to materials, labor and customer acknowledgments.
How Field Service Management is set up for you
Qualification before dispatch
Match the category to active skills covering the planned work window. A certificate that was valid when the appointment was suggested may no longer qualify the technician on the service date. Recheck the actual assignment before it becomes a customer commitment.
Recurring customer obligations
Keep each covered location and maintenance item on its own occurrence schedule. A repeated generation job must return the existing visit instead of creating another obligation. Suspension and expiry apply to future work without erasing earlier completed service.
Materials at the truck
Record the part consumed against the actual truck stock and call. Keep customer prices fixed for accepted work, request replenishment through inventory review and retain compensating movements when a recorded draw needs correction.
Authorization when the job changes
A finding on site may lead to additional scope. Prepare its estimate, obtain independent internal review and capture the customer’s exact-revision acceptance before adding billable work. The finished visit has its own completion acknowledgment.
Features to start with
Roles on the team
- Dispatcher
- Commits qualified assignments and customer windows and coordinates schedule changes.
- Technician
- Records work only on assigned individual calls or calls assigned to a crew of which they are a current authorized member.
- Crew Lead
- Works assigned crew calls and provides an independent pricing decision where the configured limit permits.
Set up Field Service Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.