Field Service Software: Manage Field Assignments on the Go and Document Them Thoroughly
- Plan service calls using standardized checklists and assign them to technicians
- Working on the go—even without an internet connection
- Document defects with photos and initiate follow-up tasks immediately
- Automatically generate a service report; obtain a digital customer signature
From the service order to the signed report—an end-to-end process
Standardize the preparation of service calls
Every type of assignment—maintenance, repair, inspection, or commissioning at a customer’s site—has its own checklist template in Testify. Dispatchers assign assignments to technicians or teams, including the item to be inspected, the person responsible, and the scope of the inspection. This ensures that the entire field service team works to the same standard, regardless of who is on the job—and new technicians are up and running faster because the checklist guides them through the process.
Work on-site—even without a network connection
Service technicians work directly on the device using a tablet or smartphone, guided by the digital checklist. Photo and video documentation, speech-to-text, and a QR code scanner are all integrated: scan the equipment, record findings, enter measurement values—all in one seamless process. And because the Testify app works offline, it doesn’t matter whether the job site is a basement, a hall without Wi-Fi, or a facility in the middle of nowhere. Data syncs as soon as a connection is reestablished.
Record defects and initiate follow-up orders directly
If a technician identifies a defect on-site, Testify immediately creates a documented defect record that includes a photo, description, category, and location. Tasks can be derived directly from this record and assigned to the appropriate personnel—the follow-up order is created before the technician even leaves the yard. Nothing gets lost between the field crew, the office staff, and spare parts ordering, and the customer can see that action is being taken.
Paperless Service Report and Customer Signature
At the end of the service call, Testify automatically generates the service report as a PDF—complete, consistent, and in the company’s own corporate design. The customer signs digitally right on the device; the report is immediately available in the system and can be sent directly to the customer. Using dashboards and the Power BI integration, service managers analyze service times, clusters of defects, and recurring issues, and manage field service based on data.
Handy features for efficiently managing your service calls.
Offline capability
Dynamization
Signature
Photo and video documentation
QR code & RFID scanner
PDF export of test reports
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We photograph and document the machine loading in Testify – and thus have proof that we have loaded properly.
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In this video we show you the full functionality of the Testify software as well as an efficient checklist process.