ORTEC for Field Service

ORTEC for Field Service is a software solution designed to optimize workforce scheduling in the field service industry. It is claimed to be suitable for companies of all sizes, from small businesses to large enterprises. Field service technicians, maintenance and repair professionals, HVAC technicians, telecom technicians, as well as utilities and energy companies, are said to benefit from this solution.

Key Features

According to the vendor, ORTEC for Field Service offers the following features:

Efficient Workforce Scheduling: The software aims to optimize workforce scheduling by considering factors such as technician qualifications, service level agreements, and customer preferences. This is intended to create efficient and effective schedules.

Real-time Visibility: Managers and dispatchers are claimed to have the ability to track the status of field technicians, view their locations, and monitor the progress of ongoing jobs in real-time. This is said to facilitate better coordination and communication between the office and the field.

Mobile App for Technicians: Field technicians can reportedly access their schedules, job details, and customer information on their smartphones or tablets through the ORTEC mobile app. They can update job statuses, record work hours, and capture important information directly in the app, aiming to improve productivity and communication while reducing paperwork.

Optimized Routing and Dispatching: ORTEC for Field Service is said to optimize routing and dispatching to ensure technicians are assigned to jobs in the most efficient and cost-effective manner. The software is claimed to consider factors such as technician skills, availability, location, and traffic conditions to determine the best routes and schedules for each technician.

Integration with CRM and ERP Systems: The vendor claims that ORTEC for Field Service seamlessly integrates with CRM and ERP systems, allowing for the automatic transfer of customer information, work orders, and other relevant data between the systems. This integration is intended to eliminate manual data entry, ensure data accuracy, and provide a holistic view of field service operations.

Resource Allocation: The software is said to enable companies to allocate resources effectively by considering factors such as technician availability, skill sets, and workload. This is claimed to ensure that the right resources are allocated to the right tasks at the right time, aiming to maximize resource utilization and improve service delivery.

Work Order Management: According to the vendor, ORTEC for Field Service provides comprehensive work order management capabilities, allowing companies to create, assign, and track work orders efficiently. Technicians are claimed to have access to detailed job information, including instructions, customer history, and equipment specifications, to support successful job completion.

Automated Scheduling: The software is claimed to automate the scheduling process by taking into account various constraints and preferences to generate optimized schedules. This is said to save time, reduce errors, and ensure efficient resource utilization.

Performance Analytics: According to the vendor, ORTEC for Field Service offers performance analytics and reporting features. This is intended to allow companies to analyze key metrics such as technician productivity, job completion rates, and customer satisfaction. The aim is to provide data-driven insights for identifying areas for improvement and making informed business decisions.