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IFS Field Service Management (FSM)

Eqeep implements IFS Cloud FSM: service requests, planning, field work and invoicing in one process.

Two field technicians checking a solar installation with a laptop

Where does field service need closer coordination?

Service directors need to track the request, the visit and the invoice. Eqeep maps those steps so your teams can see who owns the next action. The design connects customer communication with planning and execution. Explore omni-channel customer service.

Planners and dispatchers need to respond when weather, urgent work or missed appointments change the schedule. Scheduling considers configured skills, resources and service priorities. Technicians need work orders, parts information and instructions to prepare for the visit. Explore planning and scheduling and mobile field service.

Finance teams need to distinguish missed billable work from costs already included in a service fee. We map contract coverage, parts, labour and invoicing to the same process. For IT leads, IFS Advanced Forms, powered by OmniByte, connects captured field data with the agreed IFS configuration. See the IFS Advanced Forms fact sheet.

Which service processes should IFS connect?

Eqeep assesses IFS Cloud field-service capabilities against your contracts, technicians, parts and customer communication. The right scope depends on your service processes and existing systems. A separate platform may be unnecessary if your existing system meets those needs. We agree the integrations and responsibilities before implementation.

Omni-channel customer service

Give customers access to service information

Planning, scheduling and optimisation

Revise the schedule when work or resources change

Mobile field service

Prepare technicians with work instructions and parts information

Reverse logistics and depot repair

Track returns and repairs through to agreed billing

Warranty and contract management

Connect warranty claims with coverage and contract terms

Service parts management

Coordinate stock and parts requirements for service work

Invoicing, reporting and integration

Check recorded work against coverage and billing rules

How Optronica connected service work and ERP

Optronica Service

Optronica chooses Eqeep and IFS Field Service Management to optimise its service operations

Optronica’s published story describes an earlier IFS FSM implementation by Eqeep. It connected contracts, customer records, scheduling, preventive maintenance and repairs. The project also covered stock management, mobile work on Android and Windows, and integration with AFAS enterprise resource planning (ERP).

One chain from customer call to invoice

A service request passes through several teams before invoicing. Eqeep connects the information and responsibilities at each handover, with contract coverage checked throughout.

  1. Customer call

    Omni-channel customer service

    Give customers access to order information and self-service options. Your service desk handles questions that need a conversation.

  2. Scheduling

    IFS Planning & Scheduling Optimization

    IFS Planning & Scheduling Optimization (PSO) proposes schedules using configured skills, resources and service priorities. Planners review changes as new work arrives.

    People decide: planners weigh customer commitments and operational exceptions.

  3. Field execution

    Mobile Field Service

    Technicians receive work orders, parts information and instructions on site. They record the work completed and flag anything that needs another visit.

    People decide: dispatchers and technicians agree the next action.

  4. Invoice

    Contracts and invoicing

    Check labour and parts against contract coverage and billing rules. Record included work as a delivery cost and identify separately billable items.

Connect planning, field data and service contracts

Technician checking a home energy installation with a mobile phone
Service technician with a tablet sitting in the back of a stocked service van
Senior engineer in a hard hat using a tablet next to industrial control panels
Site engineer in a high-visibility vest checking data on a tablet at a construction site

Industrial AI in the field

Eqeep reviews AI functions available in your IFS version and configuration. Dispatchers and technicians retain responsibility for service decisions.

Explore industrial AI

Review the proposed schedule

IFS PSO weighs configured priorities and constraints. Your planners review the proposed schedule and decide how to handle exceptions.

Explore planning and scheduling

Capture field data online and offline

IFS Advanced Forms, powered by OmniByte, supports offline capture after the required forms and data have synchronised. Submissions upload when connectivity returns and the app synchronises.

Read about the OmniByte partnership

Service contracts and margins

Connect recorded work with contract coverage and billing rules. Your finance team checks which items can be invoiced separately.

Protect your service margin

Questions before modernising field service

Where does Industrial AI fit in field service?

Start with scheduling and the service decisions your team needs to make. Eqeep reviews available AI functions against your IFS version and configuration. Dispatchers and technicians keep responsibility for the customer response. See how Industrial AI works in IFS.

What does IFS FSM improve first?

Start with a measurable service issue. Eqeep reviews planning, mobile work, service-level agreements (SLAs), parts and first-time-fix rates with your team. We agree the priority and baseline before selecting the first process to change.

How do we protect service margin?

Check which work is separately billable under the contract. Included labour and parts affect delivery cost but do not automatically justify extra charges. Eqeep connects these records with billing rules; our guide, Invoice what you deliver, explains the process.

How do you manage warranty terms within field service contracts?

Manage coverage, expiry and renewals alongside your service contracts. Eqeep agrees how warranty information reaches technicians and how exceptions are reviewed. The process is described in our guide to warranty and claims management.

Can IFS FSM run standalone next to our ERP?

Yes, where the product and integration design support that arrangement. Eqeep’s earlier Optronica project connected standalone IFS FSM to AFAS ERP. We assess the route for your current systems. Read the Optronica story.

How long does an FSM implementation take?

Timing depends on scope, integrations, data and your team’s availability for testing. Eqeep estimates the work after assessing those dependencies. The published Optronica story reports about four months for its earlier IFS FSM project, including migration and AFAS integration. That example is not an IFS Cloud delivery estimate.

Who you will talk to

Discuss your service processes, current systems and integration questions with Robert Kool.

  • Robert Kool, Solution Architect at Eqeep

    Robert Kool

    Solution Architect

    Utrecht, Netherlands

Discuss your IFS question

Tell us where you stand with IFS. You get one conversation and a clear next step.

Tell us where service jobs lose time today: planning, parts or invoicing.