KINAMU Field Service Management

The KINAMU Field Service Management (FSM) Addon for SugarCRM is a powerful tool designed to optimize and streamline the management of service-related tasks, agreements, and assets within the SugarCRM ecosystem. With a comprehensive set of modules, the addon is seamlessly integrated into the core data and process model of SugarCRM, providing companies with enhanced control over their field service operations.

Adding Value, Key Benefits

The KINAMU Field Service Management (FSM) for SugarCRM offers companies, especially those using SugarCRM to manage their customer relationships and service operations, several key benefits:

• Seamless Integration with SugarCRM: The addon is fully integrated into the SugarCRM ecosystem, allowing companies to manage their service operations within the same platform they use for sales, marketing, and customer relationship management (CRM). This reduces the need for multiple systems and ensures all data is centralized.
• Improved Operational Efficiency: The FSM addon automates task creation. This helps reduce manual effort, errors, and delays, leading to faster response times and more efficient service.
• Real-Time Data Access: Companies can access real-time data on service tasks, employees, inventories, and agreements. This enables managers to make quick and informed decisions that improve overall service quality.
• Enhanced Customer Satisfaction: By ensuring that service activities are completed on time and with the right resources, the FSM addon contributes to improved customer satisfaction. It ensures service agreements are met, equipment is maintained, and issues are resolved promptly.
• Flexibility in Data Sources: The addon supports integration with external systems, enabling companies to pull data from various platforms. This flexibility ensures companies can enrich their field service operations with data from other parts of the business or third-party services.

The Field Service Management addon for SugarCRM is a comprehensive tool for companies looking to optimize their field service operations. With its seamless integration, robust functionality, and flexibility, it helps companies streamline service task management, improve asset and inventory control, and enhance customer satisfaction.

Use Cases

• Field Service Management
• Inventory Management
• Service Employee Management
• Service Event Management

General Features

• Compatibility with Sugar Studio
• Available on Mobile Devices

Key Modules of the Field Service Management Addon

Management, Assignment, and Tracking of Service Tasks

The core functionality of the Field Service Management addon revolves around the management of service tasks. These tasks form the foundation of field service operations, and the addon provides a detailed and structured approach to managing them efficiently.

Service Employees

This module tracks employees responsible for service tasks. It enables companies to manage their field staff, including their skills and assignments.

Task Templates

Task templates define the structure of a service task and its associated parameters. These templates are used by the scheduler backend to create service orders and related SugarCRM tasks based on service plan intervals. This automation ensures that service tasks are generated timely and reduces manual effort.

Service Orders

This module manages both manually and automatically created service tasks. These tasks can be generated from historical data or even converted from SugarCRM cases, providing a flexible and efficient way to handle different types of service requests. The service orders contain all necessary details to track and manage service execution.

Dispatcher

The dispatcher module allows companies to assign service tasks to the appropriate service employees. The dispatcher ensures that tasks are assigned to available and qualified staff, ensuring efficient workflows and timely service delivery.

Service Records

This module allows service employees to log their activities during a service task. Employees can record time spent, steps taken to resolve issues, parts used, and additional notes. These records provide transparency, improve reporting accuracy, and ensure compliance with service agreements.

Agreements and Asset Management

Managing service agreements and asset values is critical for long-term customer satisfaction and smooth field service operations. The FSM addon includes several modules covering this business area.

A Brief Introduction to Proactive Maintenance

Equipment

This module manages assets subject to service tasks. It tracks equipment and its individual components, ensuring all parts are available for service activities when needed.

Service Agreements

This module manages agreements made with customers for the provision of services. It stores details about the scope of the agreement, duration, and other special conditions to ensure companies meet contractual obligations and deliver required service levels.

Service Plans

Service plans define the frequency and validity of services offered under a service agreement. They can be set to different intervals (daily, monthly, yearly), and the addon ensures services are delivered as planned to guarantee customer satisfaction.

Field Service Management Tree View

A hierarchical overview of field service elements such as accounts, equipment, and service agreements in a convenient tree-like view.

Inventory Logistics and Management

Efficient inventory management is critical for field service operations as it ensures that necessary parts and equipment are available at the right place when needed. The FSM addon offers several modules for managing inventory logistics.

Service Locations

This module manages locations where services are provided. It can include customer sites, service centers, or other places where field service operations take place.

Inventory Locations

This module tracks where inventory is stored. It can be used to manage stock in warehouses, service vehicles, or other storage locations.

Inventory Stocks

This function allows companies to monitor stock quantities at each location. It ensures stocks are optimized and that service tasks are not delayed due to missing parts.

Inventory Movements

This module tracks the movement of inventory items between different locations. It ensures companies maintain an accurate inventory register and avoid bottlenecks, improving the efficiency of field service operations.