Agasfra
Product: CSG-360
Plan your technicians, close work reports on site and invoice the same week the job was done.
The problem
The work gets done, but the paperwork arrives late. Reports are filled in by hand, turn up at the office days later in whatever handwriting, and nothing is invoiced until someone types them up. Meanwhile nobody knows for sure which technician is where, what material has been used, or whether that maintenance contract is making money or losing it.
How we solve it
The platform covers the whole circuit: the planner assigns services on a calendar, the technician receives them on their phone along with the customer record and the machine history, fills in the form your company has defined, notes the materials used, attaches photos and captures the customer signature on screen. As soon as the report is closed, the office has it. From there the delivery note or invoice is generated without retyping anything, and the hours logged feed the real cost of the contract. Each machine record builds up its interventions, spare parts and incidents, so you know which equipment is costing you money before renewing a contract.
What it solves
Four things, in this order: planning the technicians' work, having the report filled in where the work happens, having the invoice come out of that report without retyping anything, and having the logged hours tell you what the contract really cost. Software that solves three of the four leaves the bottleneck exactly where it was.
Services are assigned on a calendar by technician and by area, with urgent call-outs dropping on top of what is already scheduled. Reorganising the day is a matter of dragging, not redoing.
The technician receives the service on their phone with the customer record, the machine history and the form matching that type of work. They note materials, attach photos and capture the signature on screen.
As soon as the report is closed, the office has it. The delivery note or invoice is generated from there, with the hours and materials the technician recorded.
Logged hours and consumed materials load onto the contract they belong to, so the real margin shows up while the contract is still running and not at renewal time.
All of it happens on the same platform: field service, invoicing and time tracking share the same data, which is why nobody has to transcribe anything from one place to another.
Work reports
Your company defines the report form, and it is not the same for every job: what has to be checked on an air conditioning service bears no resemblance to what is recorded on a fire extinguisher inspection, a pest treatment or an electrical installation. Each service type carries its own questions, with the mandatory ones flagged so the report cannot be closed half done.
To the whole service, to each area of the site or to each machine being worked on. That is what lets you document a contract zone by zone and unit by unit instead of with one general comment.
Text, number, date, yes or no, option list, photo or signature. And an answer can trigger an action: raise an issue, require a photo or flag the equipment for inspection.
The customer signs on the phone screen and the report is closed with the date, the time and the technician who did the work. That document is what backs the invoice if anyone questions it months later.
Work reports are the piece that turns work done into something you can invoice and prove. Without them, everything else is planning with no closing move.
Preventive maintenance
A maintenance contract is lost for one of two reasons: the inspections were done late, or there is no way to prove they were done at all. Recurring services are defined with their frequency and are generated and scheduled on their date, without anyone having to remember or check a spreadsheet every Monday.
An equipment record builds up its running hours, its interventions, the spare parts fitted and the faults it has given. And it is not maintained separately: it writes itself with every closed report.
When a technician finds something that is not theirs to fix that day, they raise it as an issue and it becomes assigned work, with an owner and a date, instead of a line at the bottom of a report that nobody reads again.
At the end of the year, that contract's history is the complete list of what was done, when, by whom and with what evidence. It is the argument you renew with.
It rests on machinery and on field service planning, plus the field workers mobile app for the part that happens away from the office.
Start with whatever hurts most today and add the rest when you need it. No data is ever entered twice.
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Find out moreSuccess stories
Product: CSG-360
Product: CSG-360
Product: CSG-360
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Clearing things up
Answers to what we get asked most.
The app is built for field work, where coverage is not always there. Technicians can view and complete their service, and the data syncs with the office as soon as the connection is back.
Yes. Each service type defines its own questions, and they can differ by area of the site or by machine. That is what lets the same system serve industrial maintenance, pest control or a fire extinguisher inspection.
The signature is captured in the report together with the date, time and technician who closed it, and the document is kept linked to the service. It is the proof of acceptance that later backs the invoice if a claim arises.
Yes. The delivery note or invoice is generated from the closed report, with the hours and materials the technician recorded, without retyping anything. That is what shortens the gap between doing the work and getting paid, which in service companies is usually weeks.
Services are defined with their recurrence and are generated and scheduled automatically on their date. On top of that, each machine has its own record with running hours and services, so the alert can depend on the calendar or on the equipment's real usage.
Yes. Booked hours are valued at each person's cost and materials leave the warehouse charging to the service, so the real margin of each contract is visible while the contract is running and not only at renewal.
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