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Field service

Field service that ends with proof, not a phone call

Clients, services and products in one place, and a visit board that shows what is booked, running and done. The visit sits on the same record as the attendance and the route.

  • One board, showing what is booked, running and done.
  • Arrival recorded, with time on site, as the work happens.
  • Fewer second visits, because the job either closes or you learn why not.
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What’s included

  • Client, service and product masters
  • Visit planning and status
  • A board view of the day
  • Work orders, contracts and dispatch
  • Route planning and optimization
  • Proof of service and acknowledgement

Before and after

What changes with field service on one record

The day today

  • Customers in one system, scheduling in a spreadsheet, assignment over the phone
  • A visit is booked twice, or an engineer is sent to a site cancelled yesterday
  • A customer asks for evidence of a service and it takes a day to find
  • The site that always needs two trips is invisible until the margin is gone

The day with Emplitrack

  • Every handoff between systems stops losing something
  • Arrival and time on site are recorded as the work happens, not reconstructed
  • The site that is always late and the job that always repeats become visible
  • The customer conversation ends in a minute: visit, arrival, time on site, completion

Four systems, one record

Field work usually crosses four systems

Every handoff loses something. Emplitrack holds the client, the service and the visit together with the engineer, their attendance and their route.

  • Clients, services and products held once
  • Visits planned, marked and tracked through their statuses on a board
  • Route history and route planning cover the travel between visits
An employee's route on a map with the day's activity: clock-in and meetings
Four systems and the handoffs between them, replaced by one record.

Where to look next

Capabilities that share this record

Attendance

One attendance record for office, hybrid, shift and field employees.

Learn more about Attendance

Location intelligence

Live location, routes and geofences for the employees whose work needs it.

Learn more about Location intelligence

Workforce intelligence

The day as a timeline, and the exceptions a manager should act on now.

Learn more about Workforce intelligence

FAQ

Common questions

Is this a CRM?
No. Emplitrack holds the client, service and product records it needs to run field work, so sales stays where sales lives, and two-way CRM integration keeps both in step.
Can we raise work orders?
Yes. Work orders, contracts and dispatch sit alongside visits on the visit board, covering reactive, scheduled and recurring service.
Can engineers capture photos and signatures?
Yes. Attachments, proof of service and customer acknowledgement are captured on the visit.
Does it plan routes?
Yes. Route planning and optimization sit alongside route history.

Confirm the work. Do not phone about it.

See the visit board against a real day of your own field work.

  • One record for office, shift and field employees
  • Plan compared with proof, every working day
  • A straight answer on fit, including when we are the wrong product
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