Field Service runs on-site service for equipment, HVAC, IT, solar and appliance businesses. It keeps customers’ sites and installed assets with warranty and service contract cover, turns requests into work orders with SLAs, plans them on a dispatch board and map, and gives technicians an offline job card on their phone. Chargeable jobs and contract installments become invoices in Books.
Key capabilities
Service managers see today’s jobs, SLA risk, contract renewals and revenue at a glance.
Bring requests in from every channel and track each job against its target.
Plan the day so the right technician reaches the right site on time.
Know where every installed unit is, what it is, and what cover it has.
Sell, bill and deliver annual service contracts without spreadsheets.
Quote chargeable work and recover what manufacturers owe you.
Manage the people in the field and the parts they carry.
Get paid for chargeable work and keep covered work costed.
Keep customers informed and let them serve themselves.
Measure service quality and keep offline data clean.
Service contracts, dispatch and the technician app work the same way for US service companies.
Technicians use the Ciyora app on their own phones, with a Field section under the app switcher that opens on Today and works without signal.
On the phone
Every person signs in once. Roles decide what they see, and can be limited to a location, branch or other scope where the app supports it.
Owns settings, job types, SLAs, rate card, service plans and contract approvals across all areas.
Manages customers, assets, jobs, dispatch, contracts, estimates and billing runs for their service areas.
Works their own jobs on the mobile app, with van stock, estimates and payments.
Uses the portal to see assets and contracts, request service, accept estimates and rate jobs.
Apps share one directory, one sign-in and the same records, so nothing is keyed in twice.
Agents create field jobs from tickets, and job updates are logged back on the ticket.
Customers can book an on-site visit, which arrives as a request.
Customers, job and contract invoices, receipts, deferred revenue and warranty recoveries.
Parts, a van warehouse per technician, and serials from sales.
Technicians, skills, certifications, shifts, leave, holidays, timesheets and cost rates.
Contract renewals open CRM renewal deals.
Field Service is available on its own or as part of Ciyora One, with every app for every employee.