SpiceCRM allows to create service orders or convert already saved Sales Documents and Service Tickets into the Orders. The service order contains detailed information about the planned maintenance services, including a list of all required materials (spare parts) and efforts. When executing orders, the technician can capture actual efforts and materials used (Confirmation). All images taken in open order are automatically uploaded to CRM and added to the service order. As soon as the order has been completed, it can be digitally signed by the customer as well as converted to PDF and sent directly to the customer.
Service Planner as a special feature in Service Manager supports route planning for the technicians. It is possible to pick a date and set an estimated duration for each order. The estimated distance and travel time will be automatically determined based on the maintenance location as well as the technician’s base and also set to the order.