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Field service · SimplyFlow · 05 / 28

From the callto the service report.

Requests, installations, contracts and technicians are linked: the office sees priorities and deadlines, the field has what it needs to close the job.

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Field service

Choose your trade.

Every installation has its own rules. Here you see the ones for yours.

Boilers and heating plants

When is the next inspection due? Fuel and power output decide it.

When is the next inspection due? Fuel and power output decide it.
  • Natural gas up to 100 kW every four years, above that every two; diesel or pellet every two, above that every year. This is Annex A of DPR 74/2013, applied by the program.
  • Flue gas analysis, draught and efficiency stay in the PDF the customer keeps.
  • If the power output is missing, no date is written: an empty field can be seen, an invented date cannot.

Cold rooms, refrigerated counters and air conditioning

42 kilos of R448A are 58 tonnes of CO₂. It is checked every six months.

42 kilos of R448A are 58 tonnes of CO₂. It is checked every six months.
  • Regulation (EU) 2024/573 applied to the data on the record sheet: charge, GWP, leak tightness, leak detector.
  • Once a leak is repaired, the check within one month is added to the deadlines on its own.
  • If a piece of data is missing, it writes «not determinable»: it never becomes an exemption.

Fire protection

An extinguisher has four due dates. Nobody writes them by hand.

An extinguisher has four due dates. Nobody writes them by hand.
  • Inspection, overhaul, testing and end of life, by extinguishing agent, according to UNI 9994-1.
  • The service report cannot be closed without the answers: the inspection register stays complete.
  • A technician without a valid qualification is not suggested for that installation.

Lifts

People trapped in the lift car: the right technician, with the history in their pocket.

People trapped in the lift car: the right technician, with the history in their pocket.
  • Six-monthly maintenance and two-yearly inspection called out by name, in red when they are overdue.
  • Safety gear, ropes, landing doors and alarm: the checklist must be filled in completely.
  • If the customer is a condominium, the lines go to 10% on their own.

Electrical systems

A department in the dark, and you already know the panel.

A department in the dark, and you already know the panel.
  • Voltage, current, insulation and leakage end up in the PDF, call-out by call-out.
  • The earthing inspection is carried out by the inspection body: its date stays in the deadline schedule, with the reminder.
  • PES or PAV expired: the technician is not suggested.

Photovoltaic

The record sheet says what you have to do, and what cannot be known.

The record sheet says what you have to do, and what cannot be known.
  • Interface protection, earthing system, Customs Agency and GSE, each with its own deadline.
  • Each requirement also says what happens if it is skipped.
  • Missing data does not mean compliant. The program writes it down.

Doors, gates, fire doors

After an accident they ask for three things. They are on the record sheet.

After an accident they ask for three things. They are on the record sheet.
  • EC declaration, impact force measured at every visit, inspection register.
  • For fire doors: resistance class, approval and six-monthly inspection.
  • UNI EN 12635 and 12453, item by item in the checklist.

IT support

Forty hours, and you always know how many are left.

Forty hours, and you always know how many are left.
  • The hours from the service reports are added up and the package is drawn down, on the invoice too.
  • The degrading disk has its own ticket: you know which one was replaced and when.
  • The backup restore test is written down, every time.

Intruder alarms and CCTV

A sensor gives false alarms: its history is there.

A sensor gives false alarms: its history is there.
  • The control panel is the system, with sensors and barriers as its components, each with its own record.
  • Tests of the control panel, sensors and batteries: every test is written down.
  • The call after the alarm reaches the right technician.

Plumbing

The leak is repaired, and it says so in writing.

  • Mains pressure and leak test taken in front of the customer.
  • Before and after photos, linked to the check they document.
  • The materials are unloaded from the van and go on the invoice.

Printers and multifunction devices

The machines send their meter readings by themselves.

The machines send their meter readings by themselves.
  • Readings, fees and consumables meet on the serial number.
  • The ticket is opened on the individual machine, with its history.
  • For dealers there is the Digital & Printing industry edition.

Repair workshops

Above the threshold, the machine is not touched until the customer approves.

Above the threshold, the machine is not touched until the customer approves.
  • Collection, workbench, ready, return: you know how many days it has been out.
  • The quote is accepted from the customer's page.
  • The forklift left with the customer does not get lost.

The same in every trade

What everyone needs, already included.

Office, technicians and customers work on the same data: who calls, who goes, who signs and who invoices.

  • 01

    The technician works from the phone

    The day's jobs stay on the device even without signal and synchronise by themselves.

  • 02

    The service report is dictated by voice

    The technician says what they did; the program suggests the description, notes and materials, and they confirm.

  • 03

    Photos that prove something

    Before, after, rating plate, fault, panel, testing: the photo stays linked to the checklist item it documents.

  • 04

    Signature and PDF on site

    Activities, hours, materials and the customer's signature: the service report becomes a PDF and an e-mail in one tap.

  • 05

    Calculated deadlines

    When a piece of data is missing to calculate the deadline, the program says so instead of pretending everything is fine.

  • 06

    Regulations monitored

    The official pages of the regulations are monitored: when they change, you get a notice.

  • 07

    Dashboard, calendar and map

    The office assigns and moves jobs on the dashboard, with calendar and map.

  • 08

    Van stock

    The spare parts fitted are unloaded from the van and stay in the system's file.

  • 09

    Portals for customers and technicians

    The customer follows their requests from the portal; the technician has their own.

  • 10

    AI assistant on the manuals

    Questions about the model are put to the system manuals loaded in the program.

  • 11

    Contracts, SLAs and hours banks

    Scheduled maintenance, service levels and included hours under control.

  • 12

    From service report to invoice

    Invoicing, warehouse and accounting are those of SimplyFlow: nothing to re-enter.

Inside Field Service

What you can manage.

Maintenance engineers, installers, service providers and service companies. You activate what your work needs, without creating another isolated archive.

  • Tickets and priorities

    Support requests organised by status, urgency and responsibility.

  • Installations and history

    Technical data sheets, serial numbers, sites and work already carried out at the customer's premises.

  • Calendar and technicians

    Scheduling of jobs and operational information for work in the field.

  • Service reports

    Activities, materials, outcomes and confirmations collected in the closing document.

  • Contracts and deadlines

    Maintenance, service levels and recurring obligations under control.

  • Invoicing

    Completed work goes to the administrative cycle without being rebuilt.

The Field Service operations dashboard in SimplyFlow
Real screen · Field serviceFrom request to service report, without changing context.

Related sectors

Let's look at Field Service on your processes.

Tell us about your trade and how your office and technicians work today. We will prepare a demo on your installations, with the cases you deal with every day.

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