Receipts and documentation

A document in Field Service Management is proof or a document that verifies a process. Typical documents include service reports (reports) in which a technician documents the work performed, materials used, times, and any travel expenses. These are usually signed by the customer upon completion. Delivery notes, spare parts receipts, and travel reports are also considered documents. The Innosoft software includes functions for document entry and document overview (lists of all reports entered). An entered document forms the basis for further order processing. It is included in the invoicing process and serves as an internal and external quality document. This allows the customer to track what has been done, and the company has a data record for evaluations (e.g., average duration of certain activities).

Nowadays, documents are usually recorded digitally. In practice, the technician uses a digital form on their tablet to fill out the service report (see Digital Form). This digital document is then transferred to the back office. Innosoft’s invoicing modules (billing) can then access these documents. For example, it is possible to trigger invoicing either immediately after the order is placed or after the document has been recorded. Multiple documents can be combined into collective invoices. For example, signed original documents are scanned and assigned to the order in the system.

This means that all documentation relating to an order is available in one central location. Complete and correctly recorded documents are important for service managers and dispatchers, as they provide external proof of service quality and form the basis for internal analyses.

Nowadays, documents are usually recorded digitally. In practice, technicians use a digital form on their tablet to fill out the service report (see Digital Form). This digital document is then transferred to the back office. Innosoft’s invoicing modules (billing) can then access these documents. For example, it is possible to trigger invoicing either immediately after the order is placed or after the documents have been recorded. Multiple documents can be combined into collective invoices. For example, signed original documents are scanned and assigned to the order in the system.

This means that all documentation relating to an order is available in one central location. Complete and correctly recorded documents are important for service managers and dispatchers, as they provide external proof of service quality and form the basis for internal analyses.