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Backed By:
Helping you build and launch apps
for field teams with zero code.
for field teams with zero code.
Field Service Operations CRM Requirements
Job Assignment
Partner Status:
Should be active within 60 mins of appointment
Job Acceptance:
30 minute acceptance window before reassignment
Route Planning:
Optimize for distance traveled and on-time arrival (OTA)
Postponements:
Real-time reassignment based on job parameters
Technician Management
Technician Pool:
Location-wise technician availability tracking
Slot Management:
Round Robin slots linked to location
Priority System:
Higher-rated technicians get priority assignments
Analytics
Key Metrics:
OTA, job status history, workload optimization
Forecasting:
Supply-demand prediction and resource allocation
Customer Experience
Communication:
In-app calls, two-way messaging with technicians
Notifications:
WhatsApp/SMS based on customer preference
Fieldproxy Technician App
My Status Active
Jobs Today:
5 (3 completed)
OTA Rate:
92%
Zone:
Zone 3
Current Job
Customer:
TechCorp Industries
Location:
Zone 3 (2.5 km away)
Service:
Equipment Inspection
ETA:
12 min left
Fieldproxy Operations Dashboard
Active Techs
18/24
OTA Rate
87%
Pending Jobs
32
Location Supply/Demand
Active Technicians
JD
John Snow Active
Zone 3 • 3/5 jobs • OTA: 95%
AS
Alice Smith Active
Zone 1 • 4/6 jobs • OTA: 87%
RJ
Robert Johnson Inactive
Zone 5 • 1/4 jobs • OTA: 75%
