The service and field solution gathers the whole line, from an incoming request to a technician assignment to equipment tracking. A request is opened, assigned to a technician, the work is logged on site and attached to the relevant equipment. The scatter of "the request is one place, the assignment another, the site note on someone's phone" narrows.
The package brings together CRM service requests with Assets cards. There is a mobile service app for field teams. Fleet is optional, and its mobile side is a prototype.
Mikro, Logo or Piconn can keep the invoice and account records. EQLEM manages the service operation.
Who for
Built for technical service companies, businesses working under maintenance contracts, and field teams.
The service desk opens requests and manages SLA tracking and assignment. The field technician handles the work and the assignment from the mobile app. The asset lead follows tags, assignments, locations and counts. The sales team can keep lead and opportunity tracking in the same CRM. Teams using fleet open vehicle cards on web.
Typical scenario
A customer or an internal team opens a service request. The SLA rule and the assignment kick in.
The technician picks up the request in the mobile app, attaches it to the card of the relevant equipment and logs the work done.
When the request is closed, customer satisfaction is measured.
Asset counts and assignments run on both web and mobile. With the optional fleet module you keep the service vehicle's maintenance and inspection records on web.
Notifications pass on assignments and SLA breaches straight away.
Permissions decide who assigns a request and who closes one. Reporting and the CRM analytics show the service figures. If you already run another system, system sync plans the transfer.
For the pilot, pick one service team, the mobile app and a limited set of equipment. Write fleet down as an optional second phase. Open customer outreach and campaign flows once the service line has settled. Keep the self-service portal and AI-assisted suggestions out of the first pilot.
Primary modules
- CRM — service requests, SLA, satisfaction scores, assignment and customer history
- Assets & Inventory — asset cards, tags, assignment, location, counts and service operations
Optional: Fleet, Sales, Finance, Integration.
Shared features
Notifications, list experience, permissions, reporting, multi-company, modular licensing, system sync.
Benefits
Requests, assignments and equipment are connected in one account.
The mobile service app connects the field team to the office.
SLA tracking and satisfaction scores turn service quality into a number.
Customer history gathers all the activity, and the service request attaches to the same record.
You run asset counts from the field and from the office.
You add fleet only if you need it, and the prototype status of its mobile side is stated plainly.
You open the service operation without disturbing the system you already run.
FAQ
Is there a mobile service app? Yes. There is a mobile service app for field technicians. The fleet mobile side is a prototype.
Is EQLEM a field service ERP? No. It is a Solution Platform and works alongside the system you already run.
Next step
Open a narrow pilot with one team, using service requests, assignment, asset cards and the mobile app. Leave fleet and customer outreach flows to a second phase. Begin with Try Free, or open the package from Modules.