Technical & Field Services

More Jobs Per Technician.
Less Coordination Overhead.

Round Infinity automates service intake, technician dispatch, AMC management, and billing β€” so your field teams spend time fixing, not coordinating.

HVAC & Appliance Service CompaniesElevator & Equipment MaintenanceFacility Management CompaniesMulti-Brand Authorized Service Centers
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Technical & Field Services automation platform
40%
More Jobs Completed Per Technician Per Day
60%
Faster First-Response to Ticket Creation
70%
Reduction in Manual Scheduling & Dispatch Effort

One Platform Across Every Field Operation

Service intake, dispatch, parts, AMC, and billing β€” all connected, all automated.

πŸ“ž
AI Service Intake & Ticketing
  • AI voice bot and chatbot handle service requests 24/7 β€” asset type, issue, and urgency captured automatically
  • Ticket created with SLA target based on contract type and severity
  • Asset history and warranty/AMC coverage verified before dispatch decisions are made
πŸš—
Technician Dispatch & Field Operations
  • Technician matched by skill, proximity, and workload β€” appointment confirmed via WhatsApp
  • GPS-tracked dispatch with live ETA sent to customer
  • Job completed with photos, service report, digital sign-off, and payment collected on site
πŸ“‹
AMC & Preventive Maintenance
  • AMC contracts tracked with automated renewal campaigns before expiry
  • Preventive maintenance visits scheduled and dispatched on the contract schedule
  • Parts inventory managed with low-stock alerts and replenishment triggers

The Automated Field Service Journey

From first customer call to invoice and feedback β€” every step handled without manual coordination.

01
Intake
Customer reports an issue via any channel

AI handles initial triage β€” captures asset type, issue, and urgency without a human agent.

02
Intake
Ticket created with SLA and contract status

Asset history and AMC/warranty coverage verified. Priority and SLA target assigned automatically.

03
Dispatch
Technician matched and appointment scheduled

Matched by skill and proximity. Customer offered available slots. Confirmation sent via WhatsApp.

04
Field
Technician dispatched with full job details

Customer address, asset history, issue, required parts, and GPS routing on mobile app.

05
Field
Customer receives live ETA update

WhatsApp message with technician name and real-time arrival estimate as they approach.

06
Field
Parts logged and inventory updated in real time

Technician records parts used on mobile. Stock deducted. Low-stock alert triggered for replenishment.

07
Field
Photos, report, and digital sign-off captured

Full documentation uploaded from field. Customer signs off on completed work via mobile.

08
Billing
Invoice generated and payment collected

Service charges and parts auto-calculated on job closure. Payment link sent. On-site UPI/cash recorded.

09
Follow-Up
CSAT survey and next visit scheduled

Satisfaction survey sent via WhatsApp. Low scores escalated. AMC next visit automatically scheduled.

Every Workflow Your Service Company Runs

From reactive repairs to preventive maintenance programs β€” one connected platform.

πŸ“ž
AI Service Intake
  • Voice bot and chatbot handle calls and WhatsApp requests 24/7
  • Ticket created with SLA from first contact
  • Outbound confirmation and reminder calls automated
πŸ“…
Scheduling & Dispatch
  • Skill and location-based technician matching
  • Self-service appointment booking for customers
  • Multi-technician workload balancing across the day
πŸ—ΊοΈ
GPS Tracking & Field Operations
  • Live technician location visible to dispatcher and customer
  • Route optimization for multi-stop field days
  • Geo-fenced check-in and check-out for job verification
πŸ”©
Parts & Inventory Management
  • Parts logged against job on mobile app β€” real-time deduction
  • Low-stock alerts and replenishment requests triggered
  • Technician van stock and warehouse inventory unified
πŸ“„
AMC & Service Contracts
  • Contract tracking with automated renewal campaigns
  • Preventive maintenance schedule dispatch automation
  • Contract performance and utilization analytics
βš™οΈ
No-Code Custom App Builder
  • Inspection apps, multi-site facility management portals
  • Subcontractor management and partner dispatch
  • Scales from 10 to 1,000+ technicians
🎯
Sales & Lead Nurturing
  • Inbound service enquiries and installation leads automatically followed up via WhatsApp and voice β€” no lead goes cold while technicians are on site
  • AI outbound campaigns target existing customers for AMC renewals, seasonal servicing, and equipment upgrade cross-sell at the right time
  • Quote-to-order conversion tracked per sales rep with pipeline visibility and follow-up reminders automated
πŸ‘₯
Employee Service & Onboarding
  • Staff onboarding automated β€” offer letters, document collection, and system access in one workflow for technicians and service coordinators
  • HR and IT service requests self-served via WhatsApp or portal β€” no email chains or manual routing
  • Internal approvals for leave, expenses, asset requests, and transfers handled end-to-end with full audit trail
🧾
Expense & Accounts Payable Automation
  • Staff expense claims submitted via mobile β€” AI validates against policy and routes for approval automatically including technician field expenses and spare parts supplier invoices
  • Vendor and supplier invoices processed with AI extraction, three-way match, and approval workflow β€” no manual data entry
  • Reimbursements and vendor payments tracked end-to-end with a full audit trail

Ready to put more jobs on the board every day?

See how Round Infinity works for your field service operation in a 30-minute demo.

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