Technical service companies typically use a field service management system for service agreements and service orders. In the system, the service agreement automatically becomes planned service orders, each order is linked to the customer's installation, the technician carries out and documents the task in an app, and time and materials go straight on to invoicing. Larger companies also use ERP systems with a service module. Microbizz is a Danish field service management platform used by, among others, companies in ventilation and air conditioning and in lifting and hoisting equipment.
The service agreement describes what needs to happen, and how often. In a field service management system, service tasks are scheduled automatically from the agreement, so intervals and SLAs are met. In Microbizz, task management keeps track of deadlines and reminders, including for statutory inspections.
A service order is almost always about a specific installation. When the order is linked to the installation, the technician can see the history, and the documentation ends up in the right place. In Microbizz, the equipment module brings together service agreements, inspections, service history, quality forms, legal requirements and certificates for each installation.
Alongside the fixed inspections come the urgent tasks. When something breaks down, the planner needs to see quickly who is available, without losing track of the planned service tasks. That is handled in planning.
The technician sees the task and the installation in the app, fills in the service form and documents with photos, checklists and notes. Deviations are registered straight away and can become new tasks. Read more about quality assurance.
Customers can follow status and retrieve documentation through the extranet. Time and materials are registered on the order, so it can go straight on to invoicing.
The most common choice for technical service companies with technicians in the field. Agreements, orders, installations, planning, app, documentation and invoicing basis sit in the same system. It suits companies where the service is carried out at the customer's site, and where the documentation has to be shown afterwards.
Larger companies with stock, production or sales of installations often use an ERP system with a service module. It gives one shared set of finances, but fieldwork and planning often need customization or an extra system. Many therefore connect a field service management system to the ERP system through integrations.
Many start with the agreements in a spreadsheet, the orders in a calendar and the service papers on paper. It works with a few agreements, but someone has to remember the inspections and collect the documentation. W-Ventilation says that before Microbizz they had three different systems, so technicians had to open one program for the service papers, another for hours and a third for finances.
Stenhøj used to document service on paper. Today, the documentation is linked to the task and the equipment in Microbizz, and certificates are created on the equipment from the service forms, which customers can retrieve through the extranet.
Typically a field service management system, where service agreements automatically become planned service orders, and where installations, documentation and invoicing basis sit in the same place. Larger companies also use ERP systems with a service module, often connected to a field service management system.
The service agreement is the ongoing agreement with the customer about what is serviced, and how often. The service order is the specific task the agreement triggers, for example an inspection on a given date.
Yes. Microbizz makes sure statutory inspections are carried out within deadlines and with the correct service forms. Which inspections are statutory for your installations is for you to clarify.
Yes. Through the extranet, customers can follow status and retrieve documentation and certificates.
Among others, companies in ventilation and air conditioning and lifting and hoisting equipment. See the solution for service companies, or book a demo with your own agreements.