Evidence verified up front
The invoice, model, serial number, installation date and any warranty or AMC documents are checked against the ticket before the visit. Missing evidence is flagged for review rather than discovered at the customer’s door.
Check the actual coverage before promising a free repair.
Coverage decided from evidence and your own policy, before the technician is at the door.
Illustrative workflow · sample records
Part of Request, Assign & Schedule in Field Service Management. Give the service desk the purchase context and the dispatcher the information needed to send a prepared technician.
The invoice, model, serial number, installation date and any warranty or AMC documents are checked against the ticket before the visit. Missing evidence is flagged for review rather than discovered at the customer’s door.
Product, component, labour and consumable coverage are distinguished separately. A product can be under warranty while its installation labour is chargeable, and the record shows both.
Covered and chargeable work are shown side by side, with approval rules configured to your own service policy. Exceptions go to the people your policy names.
Interactive, with fictional records. Select records and try the actions; the panel this module is about is highlighted.
Bengaluru service network
SR-24081 · Installation request
Product bought through an online marketplace.
Invoice, serial number and address attached.
Anita Rao assigned to the customer’s slot.
Illustrative policy, configured by product
The customer does not have to repeat their purchase story when the technician takes over.
Product Registration & Warranty is 3 of 3 modules in this area. Each one works on the same record.
Follow an installation request from the first customer call to a signed job sheet. The same record supports repairs, chargeable work and return visits.
Capture the installation or repair request, wherever the appliance was bought.
Check invoice and coverage. Route the ticket to the right service centre.
Match skills and availability, confirm the slot and reserve expected parts.
Diagnose, add approved parts or services and capture the completed work.
Invoice approved charges, track collection and close or schedule a return visit.
Registers the appliance and request, verifies purchase evidence and keeps the customer informed.
Illustrative workflow · sample records
The purchase can happen anywhere. The service record stays together.
Illustrative workflow · sample records
Assign the centre, choose the technician and confirm a real appointment.
We’ll walk it from intake to the technician’s job sheet and the final bill, configured to your service centres on the call.