Project Name
How Ksolves Transformed Field Service Delivery with Odoo
Our client operates as a leading provider of maintenance services for in-built heating and cooling systems. They were facing many challenges, such as delays in technician dispatch, extended scheduling times, etc., and were looking for the right technology to streamline operations and improve service delivery.
The challenges encountered by our client included:
- Service Delays: Inefficiencies caused disruptions in timely service delivery.
- Job Allocation Issues: Incorrect assignment of tasks led to workflow inefficiencies.
- Task Overlaps: Lack of real-time data visibility resulted in overlapping tasks.
- Data Silos: Disconnected systems hindered seamless data sharing.
- High Application Costs: Multiple software solutions increased operational expenses.
- Multiple Applications for One Request: Processing a single request required switching between various applications.
- Tracking Challenges: Issues with live location and job status tracking impacted efficiency.
- Communication Gaps: Real-time coordination with technicians was difficult.
We proposed Odoo as a comprehensive solution to the client with its capabilities to manage all operations, from system creation to service job completion.
- Centralized Service Management: Unified all service-related data, including technician alignment and membership handling.
- Real-Time Technician Tracking: Integrated timesheets with geolocation mapping for live visibility of technician movements.
- Image Capture & Storage: Enabled technicians to upload system images (heating, AC) with auto-storage in AWS.
- Automated Membership Alerts: Notified customers of membership expirations, with synchronized Chrome data for expired memberships.
- Smart Scheduling System: Implemented a drag-and-drop calendar for field technicians, automating scheduling based on availability, proximity, and priority.
- Live Appointment Updates: Provided real-time notifications for appointments and schedule changes.
- Automated Inventory Tracking: Monitored stock levels and movements with automated reordering and low-stock alerts.
- Seamless Invoicing & Payments: Integrated service orders with automated invoice generation and payment gateway synchronization.
- Optimized Sales & Service Alignment: Customized invoicing templates and synced sales orders with field services for a streamlined workflow.
- Significant Time Savings: 400 hours saved per month through optimized processes.
- Boosted Service Efficiency: 60% increase in service time efficiency, enhancing customer satisfaction.
- Cost Reduction: 40-50% decrease in application and maintenance costs.
- Automated Customer Alerts: Timely notifications and renewal reminders for improved customer engagement.
- Optimized Scheduling & Dispatch: Enhanced CCR team’s ability to schedule and track engineers in real time.
With our Odoo implementation service, the client was able to consolidate and gain real-time visibility into all information related to services, technician alignment, etc. Real-time updates and notifications on different events improved service time efficiency and saves valuable time. In a nutshell, our client addressed the major challenges in the field service industry with the right technology and improved service delivery.
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