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Service planning: Added value for your company

The control of the service field service, the planning of service assignments as well as their feedback is completely mapped in PiSA sales CRM. The system helps you to digitalize service processes and thus to gain more productivity.

The CRM solution supports you in the control of all processes such as resource planning via your service technicians, emergency vehicles or tools up to the recording of the service report on site and its feedback for billing. Find out how you can offer faster and better quality service through optimized planning and control of your assignments.

Plan your service processes easy and quickly with PiSA sales CRM

  • Optimal deployment planning of field staff, vehicles and tools
  • Your processes are digitalized, automated and thus significantly accelerated
  • The mobile software solution via app ensures efficiency and smooth communication between internal administration and service personnel
  • Electronic archiving of all documents in a central database after completion

A powerful yet easy-to-use planning board enables you to optimally schedule and coordinate service assignments outside the company. The integrated release mechanism always ensures the necessary consistency in planning. The planning board shows you all the information you need.

The overload of resources is immediately visible during planning. Absences of employees, such as vacation and sick days, are automatically taken into account. In the integrated skill management you can quickly find the right colleagues who have the right skills and experience for the job.


The service employee on site has access to his upcoming service calls via tablet PC or notebook. All information about the customer, the specific fault, agreed conditions and the service history are available online and offline. Thanks to the map display of customers and assignments, your employees always have everything in view.

The mobile CRM solutions from PiSA sales enable field staff to access customer data from anywhere. The FAQ entries and manuals stored in the integrated knowledge database help to solve problems as efficiently as possible.

After the work is done, the documentation and feedback of the application can be done directly at the customer’s site. Using a signature pad, the customer signs the resulting feedback form with a biometric signature. The generated feedback form including the legally valid signature is automatically stored in the system. All services performed, spare parts used, working, break and travel times as well as travel and overnight expenses, etc. can still be transferred to the internal service department for billing while on the road. Thus, the verification and post-processing of the technician assignments can be carried out systematically and easily by the back office.


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