Manage field service operations efficiently
Keep an overview of your orders and plan your field service operations efficiently. ADITO CRM helps you streamline processes, save time, and manage all relevant information centrally. View not only pending orders but also the resources required — such as materials, machines, or products used at the customer site. Store visit or maintenance intervals for customer equipment to schedule appointments on time and ensure greater planning reliability for your company.
Clear overview of field service assignments
Easily keep track of all your planned service assignments. In ADITO CRM, the planning calendar lets you view every deployment of your field service staff. Quickly find available time slots, see which employees are on assignment and where, and check current vacation or sick days. With a single click, you can open a preview containing key details about each job. Completed and scheduled assignments are also visible directly within your customer and company records.
Quickly find the right technician for each job
When is the right service technician available for your next assignment? What qualifications are required, and is the job location nearby? In ADITO CRM, you can record your employees’ qualifications, skill levels, and geographical locations. Based on this information, ADITO CRM automatically suggests available service technicians with the right skills and proximity for the job.
360-degree view of your order data
Plan not only your employee resources but also all relevant order details in ADITO CRM — including required materials, tools, and equipment. With ADITO, you always have all key order data at your fingertips. You can also define time entries for each task, so when scheduling appointments, you immediately know how long the job will take and which resources will be needed on site.
Plan tasks for efficient on-site service
To ensure your on-site deployments run smoothly and nothing is overlooked, you can define service tasks in advance with ADITO CRM. Specify the type of assignment—such as maintenance or repair—set the estimated duration, and link each task directly to the relevant company and customer to simplify billing. You can also assign multiple tasks to a single deployment for complete scheduling flexibility.
Efficient route planning
Avoid unnecessary travel and idle times for your service technicians by scheduling assignments efficiently. ADITO CRM helps you determine the optimal route for your technicians. Using customer addresses, you can automatically generate the most efficient route plan with a visual map of all deployment locations. This minimizes travel distances and idle times. You can also conveniently export the data to Google Maps or your car’s navigation system to reduce administrative effort.
Simple follow-up after service appointments
Record key information right after each on-site visit. With mobile access to ADITO CRM, you can easily document completed tasks and note follow-up topics for the next appointment directly on your smartphone or tablet. The report is automatically stored in the customer and company record, saving valuable time during post-appointment documentation.
