By business type
CRM for Field Service and Installation Teams
BizzSetu handles field service with support tickets and SLA due times, engineer assignment, parts used from stock, a tool kit checked out to each engineer, warranty status on serial-tracked units and location pings from the mobile app.
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The problem
Engineers are on the road, tools go missing, and nobody is sure which unit is still under warranty.
How BizzSetu handles it
A ticket carries the customer, the unit, the engineer and the parts used. Tools issued for the job are checked back in with a condition note.
Warranty status is on the customer's page before the engineer leaves, so chargeable and free visits are not mixed up.
A typical day
| When | What happens in BizzSetu |
|---|---|
| Morning | Open tickets are assigned and tools are checked out for the day's jobs. |
| On site | The engineer updates the ticket and parts used from the phone. |
| Evening | Tools are returned and overdue checkouts are flagged. |
Features this uses
- Support TicketingCustomer complaints, SLA, engineer assignment and resolution history in one workspace.
- Field ToolkitIssue tools to field engineers, track returns, condition and overdue checkouts.
- Warranty TrackingTrack sold units, warranty expiry, customer equipment and service eligibility.
- Inventory ManagementProducts, variants, serial units, stock movement and low-stock alerts, connected to quotations, invoices and purchase orders.
- Live Location TrackingField agent location pings, visit accountability and daily route visibility.
- Contracts & AMCKeep customer contracts and annual maintenance contracts in one list, with the signed file attached and invoices drafted on the billing cycle.
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See BizzSetu for field service
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