Field services and installations

Specialist agents · 25

• Service request intakeproposal

  Classifies each incoming service request (email, form, sensor) by service type and urgency, detects missing data (address, equipment, symptom) and leaves the work order ready for scheduling.

• Visit planningproposal

  Proposes customer appointments and prioritizes the visit queue by urgency, response commitments and open calendar slots, avoiding overlaps and missed time windows.

• Technician assignmentproposal

  Matches each technician's skills, certifications and availability to work order requirements and proposes the assignment that maximizes first-visit resolution.

• Service routesproposal

  Optimizes visit order and travel for each technician while respecting time windows, maximum working hours, mandatory stops and urgent jobs arriving during the day.

• Job preparationproposal

  Compiles before the visit the equipment history, previous interventions, likely parts and procedure instructions, and flags what is missing to arrive prepared.

• Assisted diagnosisanalysis

  Analyzes symptoms, sensor readings and similar past cases to suggest to the technician a prioritized sequence of checks and probable causes, without executing or validating the intervention.

• Work reportsproposal

  Structures the technician's notes, photos and evidence into a complete, consistent work report, detecting empty fields and unrecorded times or parts before closure.

• Service spare partsproposal

  Coordinates spare parts needs of open work orders with van and warehouse stock, and proposes reservations and replenishments to avoid visits without the right part.

• Job follow-upproposal

  Checks after each intervention the open items, customer commitments and needed follow-up visits, and proposes the next step so that no case is left unresolved.

• Preventive serviceproposal

  Proposes preventive inspections based on maintenance calendar, usage hours or sensor signals that anticipate failures, turning them into work orders and appointments adjusted to team workload.

• Remote assistanceproposal

  Assesses each incoming call-out to resolve or narrow it down via video call, telemetry or customer guidance. Proposes replacing the site visit with a remote session or arriving with a pre-diagnosis.

• Van stock controlproposal

  Monitors the inventory of each service van and proposes restocking based on upcoming jobs. Handles returns and defective parts.

• IoT predictive maintenanceproposal

  Analyzes sensor signals and telemetry from installed equipment to detect drift and anticipate failures. Proposes work orders and alert thresholds before breakdown.

• Service contracts and SLAanalysis

  Reviews coverage, renewals and committed response times of each service contract. Flags SLA breach risks and contracts nearing expiry.

• Warranty claimsproposal

  Determines whether an intervention is covered by manufacturer or in-house warranty. Prepares cost-recovery claims to manufacturers and suppliers.

• On-site quoting and collectionproposal

  Generates on-site quotes and upgrade proposals during the visit based on findings. Manages their acceptance, invoicing and immediate payment collection.

• Safety and licensing complianceanalysis

  Verifies per job compliance with OHS/OSHA, risk assessments, PPE and official certifications (RITE, REBT, gas, F-gas, EPA 608, state licenses). Flags technicians or jobs lacking valid authorization.

• Installation project managementproposal

  Coordinates multi-day installations: site survey, permits, equipment orders, milestones and commissioning. Proposes the project schedule and handover certificate.

• Subcontractor networkproposal

  Selects, vets, assigns and evaluates external installers to cover demand peaks or areas without in-house technicians. Proposes which jobs to outsource and to whom.

• Customer communicationsproposal

  Drafts appointment confirmations, arrival and delay notices, and collects satisfaction feedback after each visit. Proposes reschedules when a customer must be reassigned a slot.

• Installed base registryproposal

  Maintains the equipment register by location with model, serial number, configuration and intervention history. Proposes additions, corrections and duplicate merges after each visit.

• Service analytics and capacityanalysis

  Measures first-visit resolution, response times and per-technician productivity, and explains revisit causes. Forecasts demand and required headcount by area.

• Technical knowledge and traininganalysis

  Turns work reports and applied fixes into reusable technical guides. Detects each technician's training or certification gaps from errors and revisits.

• Service fleetproposal

  Manages service vehicles: maintenance, roadworthiness inspections, fuel, telematics and fleet costs. Proposes servicing and downtime slots without breaking the visit schedule.

• Service model designanalysis

  Defines the field service model (in-house, outsourced or hybrid) and its cost per visit. Sets out the scaling plan for technicians, areas and fleet as the business grows.