From customer complaint to closed call — all in one place.
CRM Call Services runs your entire field-service operation on a single, simple workflow: log the request, assign an engineer, capture the on-site report, handle parts & quotes, and close with full tracking. No spreadsheets, no lost complaints.
14-day free trial · Live demo with real sample data · No card to explore
Dashboard · Overview
All Calls
67
Unattended
37
In Progress
10
Closed
20
LoggedAssignedOn-siteClosed
The big picture
Your service call, end to end
One clear path from the moment a complaint arrives to the reports that prove it was handled.
ComplaintPhone · Email · WhatsApp
Log & register
Assign engineer
Engineer completes the job
Field service reporton-site work · parts · photos
Spare parts & MRmaterial requisition
Quotationcustomer quote
Quality check & close
Reports & dashboardSLA · KPIs
IntakeProcessDecision / checkOutput
The workflow
Every service call follows five simple steps
The same lifecycle your team already knows — now digital, trackable and impossible to lose track of.
1
Log the service call
A customer reports an issue — by phone, email or a one-tap WhatsApp request. Your team logs it in the Call Register against the right customer and their equipment, with the problem, priority and SLA.
In the panel: New Call → pick customer & equipment → set problem type, priority and reference number.
2
Assign the right engineer
The supervisor assigns a service engineer — and any helpers — based on skill, zone and availability. Everyone sees exactly what they are responsible for.
In the panel: Assign Supervisor & Employees, filter by name, email or location to pick the nearest engineer.
3
Capture the on-site report
The engineer attends and files a Field Service Report — actions taken, spare parts used, machine details, and before/after photos uploaded straight from the field.
In the panel: Field Service Report with spare-parts list and multiple image uploads, saved to the call history.
4
Handle parts, quotes & requisitions
Need chargeable repairs or replacement parts? Generate a quotation for the customer, or raise a Material Requisition to pull spares from stock — all linked to the same call.
In the panel: Generate MR, view & send quotations, and track parts against each service call.
5
Close, confirm & track
Close the call with the customer’s confirmation, then watch it all on the live dashboard — SLA compliance, engineer performance and call volume, updated in real time.
In the panel: Close call with customer comment, then Dashboard KPIs & reports show the full picture.
One connected panel
Everything your service business needs, together
Each part of the workflow above is powered by a module — and they all talk to each other, so nothing is entered twice.
Call Register
Log and track every service call from open to close, with full history.
Equipment Register
Every machine, model, serial, warranty and AMC in one searchable place.
Field Service Reports
On-site work, spare parts and photos captured digitally by engineers.
Quotations & MR
Quote customers and raise material requisitions against any call.
Customers & Dealers
Companies, contacts, branches and your dealer network, organised.
Attendance & HR
Engineer attendance, leaves and holidays alongside the service work.
Dashboard & Reports
Live KPIs, SLA compliance and engineer performance at a glance.
WhatsApp Intake
Customers raise a service request in one tap — straight into the queue.
Built around your team
Every role sees exactly what they need
Access and screens adapt to the person logged in — clear for the field, powerful for management.
Administrator / Manager
Full control of masters, users and settings
All customers, equipment, calls and reports
SLA, performance dashboards and billing
Supervisor
Assign and re-assign calls in their zone
Monitor SLA and engineer workload
Approve work, quotes and closures
Field Engineer
Sees only their assigned calls
Files FSRs, parts and photos from the field
Updates status on the go, even on mobile
See it working in 30 seconds
Open the live demo loaded with real sample calls, engineers and reports — then start your own 14-day free trial when you’re ready.