Evening talented people!
I'm looking for advice and opinions on what may be suitable solutions for the following scenario for running a new business undertaking a mix of planned and reactive field service engineering tasks. Some will be emergency call-outs whereas planned tasks may require some materials/parts ordering up front.
* Ideally looking for something to enable customers to request appointments on our website via desktop/mobile.
* Some sort of manual intervention is probably then required to book scheduled tasks (e.g. annual services) and reactive call-outs. The task would would then be reviewed and some parts/materials may need to be ordered or booked against the job.
* The engineers are issued with a tablet and receive a calendar view and task descriptions in advance of their visits to enable them to pick up any kit/tools required before going to site.
* The system supports cost management and prepares an itemised invoice which the engineer can agree with the customer on site / gain signature via touchscreen tablet.
* Payment management can be separate, e.g. via iZettle. but potentially a solution which can handle payments and VAT for making tax digital would be a total bonus.
Not a major enterprise - maybe initially just a handful of engineers but needs to be scalable, perhaps to 100+ users.
Basically, I'm trying to avoid unnecessary re-creation of paperwork - and black holes down which customer service disappears. I'd like to design this new business to perform efficiently from the word go.
This looks pretty much like what I'm after, but does anyone have any experience of this or other solutions that you can recommend?
https://www.exel.co.uk/eagle-field-service-management-software/ Alternatives like IBM Maximo and some of the other big ERP or CMMS systems all look a bit "major enterprise" for a small start-up business.
