Field service software keeps the customer, the unit being serviced and the crew who go out to it in one system. The first decision is where each job is first recorded: it opens on the technician's phone, closes without a connection, and the office reads that same record. At AlgoKlima the customer sat in an office spreadsheet, the unit in a technician's notebook and the phone in between; today all three share one system.
An HVAC, boiler or appliance service company runs on three things kept in three places. The customer is a row in a spreadsheet at the office, the unit is a page in the technician’s notebook, and whatever the two do not know about each other travels by phone. AlgoKlima tracks the customer, the unit and the field crew in one system: the spreadsheet and the notebook give way to a single record, and the phone goes back to being a way for people to talk to each other.
The hard part in the field is the screen that waits for a connection. A form that cannot be sent stops the technician halfway through the job, which is why AlgoKlima’s field app is built as a ledger rather than a form: the job opens on the technician’s phone and closes there. Two hands on one record was the other question on the table from the start; two screens could write to the same job without either one noticing. That question belongs to the build rather than to a later bug report, so it was asked there, and how the record travels to the office is the case page’s subject.
Where a service request starts is a decision too. If a customer can open one from your website by naming the unit already installed, instead of calling, the record begins in writing rather than in somebody’s notes. Diotek takes post-installation maintenance and fault requests that way.
This page sits under enterprise software. How many institutions and screens share one system is that page’s question; what is described here is the face of that system which looks out to the field. We build AlgoKlima for HVAC, boiler and appliance service companies, with new work still going onto it, and your system is built on the same technical footing.
The boundary is worth stating. If the vehicle comes to you, your technician is not going out to anyone; the work is workshop service, with the arriving vehicle rather than an installed unit at the centre of the record. AlgoCar is built around the vehicle that arrives at the workshop, and the ERP page follows how the workshop side closes. This page holds the technician who opens the record at the customer’s address.