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Customer Experience Begins

With the Employee Knowledge

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The I-know-how-to-fix-this-moment.
Make it a core moment.


Knowledge is the key to success for any business. This is no different in Field Services. Know-how is capital. And collecting valuable Field Service information like documentation, product manuals, video tutorials, and invaluable accumulated knowledge from experienced service technicians enables workers. Features like checklists ensure the highest quality standards. Shared expertise helps improve overall productivity. And all of this leads to increased employee and customer satisfaction.

With improved product and information management you can eliminate return visits and no-shows instantly.

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First-Time Fix Rate

Mobile access to the knowledge base and customer data reduces repair time and prevents failures.

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More Productive

Checklists reduce training time and failures, the mobile app makes field techs more productive.

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Service Costs

Our customers reported in a survey decreased service costs by average 8%.

Field Service Software and EHS (Environment, Health, and Safety)

Fuel Productivity and Quality Service with Smartforms

Working with Smartforms during service visits ensures a uniform level of expertise. Not only can they be customized to include all company and product knowledge, but they are also simple to create. They ensure that all processes are standardized, and for example also keep in mind EHS (Environment, Safety and Health) Standards. Finally, they can be easily integrated into enterprise resource planning (ERP) systems with an open API.

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Field service smart forms are like a script for how to provide the best service. They are also:

  • easy to create with a drag-and-drop feature
  • are automatically revised which means checklists stay up-to-date
  • help optimize processes by setting forth the best plan of action
  • are connected to ERP systems providing constant access to all important manuals and documentation
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Use Dynamic Smartforms to Empower Your Service Technicians


Service technicians generally find themselves on their own when providing Field Services. However, this does not mean they have to be without access to key knowledge and insight. Nowadays, thanks to Smartforms and file libraries, they can remain connected to the know-how they need to provide quality service. Dynamic checklists enable workers to perform efficiently and effectively thus maximizing productivity and customer satisfaction.

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Dynamic Smart Forms offer the following key benefits:

  • guidance and instruction based on real-life empirical data, scenarios, and situations
  • availability of and access to all data (customer and product history, user manuals, video tutorials, etc.)
  • customizable structure that is flexible and can be adapted to any industry
  • increased first-time-fix rate thanks to access to knowledge and expertise
  • security checks
  • information about the right tools and parts for the job as well as the best technical qualifications necessary to complete the field service
  • high probability that field service technicians are ideally prepared for the job
Service Excellence and Efficiency Through Shared Knowledge

Ensure Service Excellence and Efficiency Through Shared Knowledge

With Smartforms, you can ensure that all team members share the same view of the field, through applying information captured in the field through customer interactions to business processes and practices. Whether online or offline, your employees in the field will have access to these checklists to ensure that your customers receive the right response on the first visit.

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One of the essential aspects of smart forms is ready accessibility:

  • online and offline access to data and smart forms enables technicians to work anytime and anywhere
  • accessibility to everyone involved including service technicians, back office personnel, and management helps everyone stay informed and up-to-date
  • collaborative work is more harmonious
  • transparency across the entire field service supply chain
  • simple communication without the need for constant requests, demands or disruptive telephone calls while on the job
Happy Customer and Field Service Technician

Capitalize on Knowledge Accumulated by Field Service Technicians

Having experienced and well-trained service technicians is essential for company success and a prerequisite for customer satisfaction. Checklists / Smartforms make it possible for employees to improve performance even further by providing key field insight to back-office personnel. By sharing information about follow-up activities with the sales department or linking to customer relationship management (CRM) software, service technicians can promote cross-selling and up-selling.

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Smart forms make it possible to:

  • collect valuable data, which will be essential in the future
  • improve cross-selling and upselling by alerting back-office personnel about customer needs i.e. upgraded devices, new service contracts
  • reflect on a completed job and provide key learnings
  • provide remote support through augmented reality

All-in-one Field Service Software for your entire team.
Make it a core moment.

Crowd Service

Coresystems and SAP have pioneered 'Crowd Service' – which allows customers to leverage an Uber-like platform to find available field service technicians in real-time.

Workforce Scheduling & Field Service Dispatching Software

Great field service no longer revolves around reacting to a failure. With our intuitive technology and enhanced processes, you can proactively manage field resources, and be better prepared to resolve your customer issues in advance of failures.

Field Service Analytics, Reports & Dashboards

Delivering exceptional service is tougher today than it's ever been. With analytics, you can make your service more efficient, effective, and more closely aligned with your customers' needs.

Customer Self-Service

SAP's Customer Self-Service Portal is a knowledge base and customer portal all in one. With the easy-to-use code scanner function, your customers can quickly access product or equipment information or initiate service calls in a more efficient manner.

Field Service Knowledge Management

Customer satisfaction begins with employee expertise. With Smartforms, you can ensure that your employees have the insight and information necessary to deliver high-quality service in any situation.

Work Order Management Software

Great service means being in the right place at the right time. With Workforce Management Material you can link parts to warehouses in real-time, so your field service technicians have a better chance of getting it right the first time. You can also track service vehicles for improved resource management and response times.

Mobile Field Service Management Software & App

Customers demand a level of service which is difficult to execute in paper form. Mobile technology has transformed the way in which organizations operate in the field in this age of the empowered customer.

Integrations and Cloud

SAP Field Service Management (FSM) is delivered in the cloud as a SaaS application, yet offers seamless offline functionality in all mobile applications. Best of all, FSM comes ready for 3rd party integrations with its powerful API.

Security and GDPR

Understanding security, GDPR and personal data definition are critical for business compliance. SAP  will take any action necessary to ensure that we handle customer data in compliance with applicable law.

In the peak season, we handle more than 20 assignments per day. Due to incidents that cannot be planned, such as technical malfunctions or «surprises», the schedule changes very often and very quickly. The use of field service allows us to be flexible without having to make countless phone calls to the service technician.
Dani Mühlebach, Managing Director

Perfect moments are core moments.

Best-in-class companies have transformed their service organization by focusing on the customer. Coresystems helps you to make every part of your service process more human and efficient - from first contact to happy customer and beyond.

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