Project Name
Improve Field Service Delivery and Streamline Operations with Odoo Implementation
Overview
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.
Challenges
The challenges encountered by our client included:
- Service delays.
- Inappropriate allocation of jobs.
- Overlapping tasks due to non-visibility of real-time data.
- Siloed data.
- High application costs.
- Use of multiple applications for processing one request.
- Live location tracking or job status tracking issues.
- Real-time communication challenges with technicians.
Our Solution
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 all information related to services, technician alignment, and membership creation or verification.
- Configured dispatch and arrival features by integrating timesheets with geolocation mapping for real-time visibility of technician movements.
- Captured image of system (heating, AC) uploading feature provided to the technician and the data is auto-stored AWS bucket.
- Automated an alert mechanism to notify customers of membership lapses, with data synchronized in Chrome for expired memberships.
- Implemented a drag-and-drop calendar for managing field technicians' schedules, and automated scheduling based on technician availability, considering proximity and service priorities.
- Provided real-time updates and notifications for appointments and changes.
- Enabled real-time tracking of inventory levels and stock movements, with automated reordering and alerts for low stock.
- Automated invoice generation based on service orders and timesheets, with integration to payment gateways for seamless transactions.
- Customized invoicing templates and payment terms, and synced sales orders with field service activities to ensure alignment between service requests, installations, and sales commitments.
- 400 hours of time saved per month.
- 60% increase in service time efficiency, leading to enhanced customer satisfaction.
- 40-50% reduction in application & maintenance costs.
- Timely customer notifications with automated renewal alerts.
- Enhanced the CCR team’s scheduling and dispatching capabilities with real-time engineer tracking.
Data Flow Diagram
Conclusion
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.
Streamline Your Business Operations
with our Odoo Implementation!
Streamline Your Business Operations
with our Odoo Implementation!
