Zaigo's SaaS Case Study - Fieldy's Impact

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Zaigo Optimizes Field Service Management with Fieldy SaaS Application

Fieldy, Zaigo Infotech’s SaaS app, is developed to transform the field service businesses with streamlined operations, enhanced customer experience, and substantial efficiency gains.

About The Client

Fieldy is a leading Field Service Management (FSM) software designed to help field managers track and manage their technicians and sales crews in real time. It streamlines operations, enhances efficiency, and automates key business functions such as invoicing, quoting, attendance management, and job tracking. Available as a web and mobile SaaS app, Fieldy can be downloaded on both iOS and Android platforms.

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Project Background

Field service businesses often struggle with tracking employees, managing workflows, and ensuring seamless communication between field managers, technicians, and customers. Recognizing these challenges, Fieldy was developed as an all-in-one FSM software to address inefficiencies and provide real-time operational visibility.

Goal

The client wanted Zaigo Infotech to create a robust, user-friendly, and scalable solution that would simplify field service operations.

Project Timeline

The entire project, from strategy to implementation, was completed in 12 months.

Challenges

Despite the availability of multiple FSM software solutions, business owners still faced critical pain points as follows:

Employee Tracking Limitations

Many existing FSM solutions lacked a reliable way to monitor technicians' movement throughout the day, including kilometers traveled and real-time updates.
Attendance Management Issues

Businesses needed an attendance tracking system that could support both automatic and manual entry with manager approval.
Lack of Job Workflow Visibility

Companies required a detailed timeline of job processing, from dispatch to completion, to optimize performance and accountability.

Lead Management Complexity

Clients needed a dynamic lead capture form that could be integrated into websites for automatic lead registration.
Instant Quoting & Invoicing

The ability to generate and send customized quotes and invoices instantly was a major requirement.
Customer Documentation Needs

Field service businesses wanted a feature to capture and store before-and-after images and videos for enhanced customer trust and validation.

Solution Delivered

Zaigo Infotech collaborated with Fieldy to develop an advanced FSM platform with the following key features:

Real-Time Employee Tracking

Monitors the exact kilometers traveled by field teams throughout the day.
Automated & Manual Attendance Management

Supports automatic attendance tracking while allowing manual entries that require manager approval.
Seamless Complaint & Job Registration

Customers can quickly register complaints and raise job requests by scanning a barcode.
Dynamic Forms for Lead Management

Enables businesses to create multiple custom forms for collecting and managing lead data effortlessly.
Comprehensive Timeline Feature

Tracks the entire history of a job, from dispatch to service completion, providing full visibility into operations.

Instant Reports & Acknowledgments

Generates real-time reports that can be sent to customers immediately after service completion with digital signatures.
Before & After Image Capture

Allows technicians to document service progress with images and videos, building customer confidence.
Asset Management

Fieldy enables businesses to track, manage, and maintain assets efficiently, ensuring minimal downtime and better resource utilization.
AMC (Annual Maintenance Contract) Management

Automated tracking and management of AMC schedules to ensure timely service and renewals.

Results & Achievements

With the implementation of Fieldy, field service businesses have seen remarkable improvements in efficiency, accuracy, and customer satisfaction. Key outcomes include:

Enhanced Workforce Productivity:

Real-time tracking and automation reduced manual work and improved technician accountability.
Streamlined Lead & Job Management:

Automated lead capture and job processing accelerated response times.
Improved Customer Experience:

Instant quoting, invoicing, and service documentation fostered trust and transparency.
Greater Operational Control:

Managers gained full visibility into job workflows, attendance, and employee movements.

Mobile & Web Accessibility :

Seamless access to FSM tools anytime, anywhere, for both field staff and management.
CRM for Seamless Customer Interactions:

Manage customer relationships effortlessly with an integrated CRM system.
Automated Job Booking Process:

Simplify job assignments with automated scheduling and notifications.
Online Payment Processing:

Enable secure and hassle-free digital payments for your services.

Our Work-Flow

At Zaigo Infotech, we prioritize systematic workflows to deliver efficient, high-quality outcomes:

Technology Stack

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