Skip to main content
Open source ERP

The one system your business needs.

Billing, GST, stock, purchase and sales in one open source system. One price per company, every app included, AI on your own key.

  • Every app included, one price per company
  • GSTR-1/3B, e-invoicing and e-way bills built in
  • AI on your own key, or on your own servers

A person on our team replies. The reply time is on your quote.

Get pricing in one reply

Name and work email are enough. No sales sequence.

Prefer chat? Message us on WhatsApp

HomeDistributionField Service
Field Service in OneYukti for Distribution

Installation and Service Visits for Distributors

Distributors of water purifiers, inverters and air conditioners are expected to install what they sell and attend to service complaints under warranty. Installation requests reach the service desk from dealers and counter sales, usually as a forwarded message with an address and a phone number. Two or three technicians cover the town on motorcycles. They collect spares from the godown in the morning, and by afternoon nobody at the office knows which filter or PCB is still in whose bag, or which customer has been waiting since Monday.

Industry Solution

Distribution

Feature

Field Service

Why Distribution teams run Field Service in OneYukti

With OneYukti, every installation or complaint becomes a work order in the Field Service app, assigned to a technician according to skill, location and availability. Customer notifications send the appointment and the ETA by SMS or email, so the customer is told when to expect the technician. On the mobile app the technician updates the status, photographs the installed unit and takes a digital signature. For chargeable work, payment is collected on the spot through mobile payments.

A distributor loses money quietly through spares. Van inventory tracking records the stock each technician carries. Parts handed out in the morning are inventory transfers, parts used are recorded on the work order, and stock levels show what should come back to the godown. Automatic replenishment and parts ordering refill fast-moving items. Asset management keeps the customer's equipment and service history, so a second complaint on the same purifier is visible as a repeat.

Pending installations, and how long each has waited, are visible to the owner along with where each technician is and what each one completed today. Performance analytics give first-time fix rate, response time and customer satisfaction for each technician. Payments collected on site and parts consumed are tied to work orders, so the evening reconciliation with the service desk is a matter of reading a list.

Distribution challenges that Field Service solves

Common problems in distribution operations that Field Service in Yukti addresses

Challenge 1

Installation requests arrive as forwarded messages from dealers and are tracked in the service desk's memory

Challenge 2

Spares issued to technicians in the morning are not reconciled, and stock in their bags goes unaccounted

Challenge 3

Customers keep calling the counter to ask when the technician will come for the installation

How Field Service in Yukti helps Distribution

What distribution organizations using Yukti get from the app

Benefit 1

Van inventory tracking and inventory transfers record which spares each technician carries, uses and returns

Benefit 2

Customer notifications send the appointment and the technician's ETA by SMS or email for every installation

Benefit 3

Mobile payments let the technician collect for chargeable repairs and parts at the customer's door

Ready to see Field Service in action?

See how Field Service in Yukti fits distribution operations.