Hero
Warranty adjudication
Contract-driven visits
Field service and portal
Numbers
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CTA
Deliver & bill13 of 15 · Service coordinator
A call in year three knows the unit, the order, the installer and the warranty.
The job does not end at handover, and neither does the record. A call three years later should already know what was fitted, who fitted it and whether it is still covered.
01Warranty adjudication
Warranty or billable, decided from the record
- Cover computed from the affected units, not from an argument
- Creating a charge quotation refuses outright when the work is under warranty
- A manager can override, and the override is on the record
02Contract-driven visits
Contracts that raise their own visits
- Maintenance plans with an interval, a next date and a responsible person
- A scheduled job raises the preventive service order and rolls the date forward
- No Enterprise subscription engine required
03Field service and portal
The technician finds the item by looking at it
- Pick affected items from the original order, shown with their product images
- Materials consumed recorded against the visit
- The customer raises the request themselves from the portal, and signs it off there
What this desk watches
The numbers on the wall
The after-sales control tower: open requests, work in progress, awaiting close, and a warranty-against-billable table with the open billable value.
Requests under warranty against billable
Time to close
Repeat faults per unit
What it produces
01A service order
02A service report
03A maintenance schedule
