Simplify Field Service Management

From work order creation to real-time tracking, our platform ensures precision, reliability, and seamless planning for your service-oriented business.

customer service representative

Work Order and Field Service Management

From work order creation to real-time tracking, our platform ensures precision, reliability, and a seamless planning for your service-oriented business.

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Optimize Scheduling and Dispatch

  • Ensure efficient scheduling and dispatch of field service personnel
  • Improve response times and service delivery
  • Providing real-time visibility into technician availability and skills

Enhance Customer Experience

  • Offer accurate appointment scheduling,
  • Ensure proactive communication and timely service delivery
  • Increase trust and loyalty among your customers

Improve Resource Utilization

  • Ensure better utilization of resources by assigning the right field service technician with suitable skills and tools for each service request.
  • Reduce travel time, maximize productivity, and minimize operational costs.
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Top-Picked Features by Our Clients

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    Warranty refund management 

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    Photo capture and signature on electronic work order

Field Service Management: Frequently Asked Questions

Answers to the questions we most often receive from companies that want to better plan service calls, coordinate their technicians and improve tracking of work orders and after-sales service.

01.

What is field service management software?

Field service management software helps SMBs plan service calls, assign technicians and track work orders. It allows companies to centralize the information required by field teams and improve service call coordination.

02.

Can Fidelio ERP schedule technician service calls?

Yes. Fidelio allows you to schedule service calls and assign service resources based on their skills and availability. Managers therefore have better visibility into upcoming service calls and the use of their resources.

03.

How does Fidelio ERP improve work order management?

Fidelio centralizes service requests and makes it easier to plan and track work orders. Teams can also collect customer signatures and add photos taken in the field, simplifying the tracking of each service call.

04.

Can technicians access customer information on mobile devices?

Yes. Through the technician portal, they can access their work orders on mobile devices, add missing parts, have the customer sign and take a photo of the work completed. They also have access to all relevant customer information.

05.

How does Fidelio ERP improve after-sales service?

Fidelio centralizes several types of information useful for after-sales follow-up. Teams can view orders, customer records, contacts and transaction history while managing customer returns and related tasks.

See How Our Customers Use Fidelio to Grow

Take a tour of our testimonials. They all showcase the real-world success stories and experiences of businesses that have transformed their operations with our powerful and user-friendly solutions.

Hugues Dumont

Co-Owner

Baron Tools

We knew from the demos that Fidelio developers had a thorough understanding of the day-to-day processes and information needs of distribution companies. That was a big plus.

Stéphane Harvey

Director of Finance and IT

Isolofoam Group

The quality and speed of Fidelio’s project management impressed me. This process change alone saves us five to eight hours a week, not to mention that we greatly reduced the potential for errors through manual data entry.

Gisèle Chouinard

Director of Finance and Administration

Coractive Inc.

Fidelio has helped us structure our processes based on best practices in our industry.

Unveil Tailored Solutions

Experience a world of possibilities with Fidelio Cloud ERP. Check out a personalized demo and witness firsthand how our intuitive software can elevate your organization's potential.

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