What does field service management include?
ianaiERP includes service requests, workforce scheduling, dispatch, service agreements, job forms, service line items, completion records, and billing details. These capabilities sit alongside your customers, projects, inventory, and accounting.
Can we manage both planned work and urgent repairs?
Yes. Requests can be categorized as installation, repair, maintenance, inspection, emergency, or other work, with a priority and requested date. Your dispatch team can review the work and assign visits according to the situation.
Can we see whether a technician is traveling or on site?
Dispatch records support assigned, en-route, on-site, completed, and cancelled states. Check-in, check-out, actual times, travel information, and notes provide a record of the visit as the team updates it.
How do service agreements work?
Agreements link a customer and covered assets to terms such as warranty or maintenance coverage, dates, response-time commitments, coverage type, recurring amount, and billing frequency. Service requests can reference the relevant agreement so staff can review the terms for the job.
How does service data support billing?
The request holds service line items, taxes, totals, and a billing-method preference, including no charge. Your office team can review these details when preparing the appropriate commercial documents in ianaiERP. Service completion and the billing review are separate steps.
Can we record warranty or other no-charge work?
Yes. Warranty agreements can hold the coverage context, and a request can use the no-charge billing method. Your team can still keep the request, visit, and completion history without creating a customer charge.
Is field service the same as equipment maintenance?
Field Service coordinates customer-facing requests and technician visits. Equipment & Maintenance manages assets and maintenance activity within operations. ianaiERP supports both, so a business can manage its own equipment and the service it delivers to customers.
Can it support our job-specific paperwork?
Form templates, form responses, custom fields, and notes let you capture information specific to the service job. Bring a current job sheet or inspection form to a demo so we can show how it fits the request and dispatch workflow.