Can we start with one area?

We can plan a phased implementation. The initial scope should cover a selected process and the data it needs. Dependencies on other areas are established during analysis.

Can you create a module just for our process?

Yes. We can design a custom module. First, we establish its tasks, data, links to the system and how its behaviour will be verified. We then define the scope of delivery and maintenance.

SERVICE · FROM REQUEST TO VISIT

A clear plan.
The right technician.Every job in view.

Receive a request, choose a date and assign the job to a qualified technician. Keep the customer and their equipment in context.

Try scheduling

Requests and work ordersTechnician scheduleEquipment and inspections

SEE HOW IT WORKS

Schedule the first visit.

Select a work order, then an available technician slot. See what happens when the required qualification is missing.

Vector ERPPlanningMockup · sample data

To plan: 6
Scheduled: 8
Done: 0
Closed: 0

To plan

Choose a work order and click a technician's day, or drag the card onto the grid.

12/1013/1014/1015/1016/10

JWJan Wróbel F-gas certificate

EKEwa Kaczmarek F-gas certificate

PZPiotr Zieliński no F-gas certificate

MSMichał Sowa F-gas certificate

PMPaweł Mazur no F-gas certificate

Simplified example: one slot per technician per day. The full system accounts for visit times, working hours and travel.

Plan the work orders in the queue. The system checks the technician's qualifications and overlapping visits.

Every visit has its context.

Requests and work orders

A request by phone, email or from a QR-code form is qualified and turned into a work order with a priority and a response deadline. Every work order has a status and a next step.

Planning technicians' work

A queue of work orders to plan and a grid of technicians across the week. When a visit is placed, the system checks qualifications such as the F-gas certificate, overlapping visits and working hours.

Drag or choose a slot
Blocks and warnings before saving
The order becomes “Scheduled” at once

Visits and closing the order

A visit has its own status, from planned to completed. The office closes the work order with a result for each piece of equipment. We are preparing an app for field technicians.

Explore this area

Sites, equipment and QR labels

A register of customer sites, installations and equipment with serial numbers. A QR label on the equipment leads to its card with a fault report form.

Periodic inspections and F-gas

Inspection plans with an interval create work orders to schedule and, once done, calculate the next date. The F-gas register tracks the deadlines for entries in the CRO database.

Questions about this area

Explore further

Mobile apps Tailoring Implementation

LET’S TALK ABOUT YOUR BUSINESS

Which process would you like to improve first?

Tell us how you move from agreements to delivery and settlement today. Together, we will find a useful starting point.

Describe your process