Example user roles
Field worker, team lead, service manager.
OCTO · Ready solutions
Field and Service Management
Make field work visible to the office. Follow tasks, service records and customer visits through the mobile app.
How does it work for your business?
- Share tasks: make owners and status clear.
- Record on site: enter visit and service information from a phone.
- Work with the office: use the same business records.
EVERYDAY USE
From a need to an everyday workflow.
We can adapt this example flow to your responsibilities and record structure.
- 01
Assign work to the team.
- 02
Record a visit or service on site.
- 03
Share completed work and the next step with the office.
Enlarge screen ↗Who does what?
Example responsibilities; access is configured during implementation.
Adapt it to your business.
- Visit forms, task statuses and inspection fields.
Changes are assessed for their effect on data, permissions and existing records, then deployed after testing and user review.
Frequently asked questions
How do we define the scope?
Together, define users, sample records, screens and acceptance criteria. Existing features and custom work are distinguished in your proposal.
Can it work alongside our existing system?
We assess data transfer and connectivity against the technical capabilities of your existing system.
Where shall we start?
ERP, manufacturing, customer management or a process unique to your business. Tell us what you need and let’s find the right starting point.