Field service automation on the same Simply C2 CRM, set up for technicians on the move
Simply C2 is field service management software built for Indian service businesses: one CRM that you set up for field service when your technicians go to the customer's site. Territories, auto-assignment, location tracking and scheduled maintenance, on the same product that runs service centres, configured from menus, not rebuilt.
When you set up Simply C2, you choose how you deliver service: in the field, at a service centre. The tickets, customers, equipment records, warranty, estimates, spares and reports are the same underneath.
So if you run field technicians and a repair centre, you don’t need two systems. See service centre automation for the other half, and the Simply C2 customer service platform for how it all connects to your customers.
| Field service setup | Service centre setup | |
|---|---|---|
| Shared core | Tickets, customers, equipment, warranty and AMC, estimates, invoices, spares, reports, customer app | |
| Assignment | By territory | By branch and service manager |
| Switched on | Location tracking, route and site history, PM and refuel schedules | Job intake, bench status, turnaround tracking |
| Key metric | Response time, SLA | Turnaround time |
Technicians work from the Simply C2 CRM app: assignments, directions, checklists, photos and spares. Each activity is tagged with time and location, and work done away from the site is flagged.
Managers see where the team is and what’s been done without calling anyone. See field service location tracking.
Tickets go to the technician for that territory as soon as they’re logged, and every ticket’s SLA is tracked.
Design your own data capture forms by product type and ticket type, from your own admin, with no coding.
Parts availability, usage and indent approvals, tied to each ticket, estimate and invoice. See spare parts usage tracking.
Each piece of equipment keeps its installation, repairs, PM and parts on one record, by site. See installed base tracking.
Repair tickets, warranty and AMC tracking, the installed base, messaging, the technician app and location tracking. Your customers use the complaints app free, and can log complaints on WhatsApp.
Adds preventive maintenance, spare parts logistics, repair estimates, invoicing, two-way WhatsApp messaging and advanced reports. Data migration and onboarding are free for paid customers. See license pricing.
Assignments, directions, checklists, photos, spares and estimates, on the Simply C2 CRM app.
Software that handles the work of sending technicians to customer sites: logging the request, assigning the right technician, scheduling routine visits, tracking the visit, and closing the job with the right records and billing.
No. It’s the same CRM, configured differently. You choose field service, service centre or both during setup; the core records, estimates, spares and reports are shared. See service centre automation.
Yes. Both run on the same CRM, so a customer’s equipment history is complete whether it was fixed on site or at your centre.
Yes. Forms are built by product type and ticket type from your own admin, with no coding.
Yes. Location tracking is part of the free Starter plan, for up to 10 users. Preventive maintenance and spares are on Premium. See license pricing.
A basic account takes about ten minutes to set up yourself. For a team of 20 to 50 technicians, going fully live with your data migrated usually takes one to two weeks.
Start free for up to 10 users, or talk to us about a full rollout.