Field Service
AMC Management: Contracts, Coverage, Renewals and Billing
Annual maintenance contracts are steady revenue, but only if you know which machine is covered, for what, and until when. A practical guide to running AMCs without leaks.
Effezient Blog
Insights For Teams That Work In The Field
Practical guides on field sales, CRM, attendance, expenses and payroll for growing teams, from the people who build Effezient.
Field Service
How to Build a Preventive Maintenance Schedule That Engineers Follow
PM visits are promised in every contract and skipped in every busy month. Here is how to plan them per asset, run them with checklists and prove they were done.
Field Service
Installation Management for Equipment Companies: Order to Handover
The installation is where a sale becomes a working machine at the customer site. Here is how to run installation jobs from sales order to signed handover, warranty and AMC.
Field Service
Breakdown Call Management: From First Call to Root Cause
When a customer's machine stops, every hour counts. Here is how to log, prioritise, assign and close breakdown calls within SLA, and stop the same calls coming back.
Field Sales
How To Plan Field Sales Visits With Tour Plans That Work
A practical guide to customer-wise, city-wise and pipeline-wise tour plans, manager approvals and measuring plan against actual visits.
HR & Payroll
Geo-Fenced Attendance For Field Teams: A Practical Guide
How geo-fenced attendance works, when to use mobile Day-In or biometrics, how to roll it out and how to respect employee privacy.
Business Automation
Field Expense Management: Control Claims Without Slowing Them Down
How to design an expense policy, link every claim to a real visit and run approvals that are strict on the rules but quick for your field team.
Business Automation
From Day-In to Payroll: Connecting Your Field Workflow
Why separate apps for attendance, visits, orders, expenses and payroll create re-entry and errors, and how a connected workflow fixes it step by step.
Industry Guides
CRM for Medical Device Companies: From Hospital Demo to PM Visit
Medical device and diagnostics companies sell, install and service the same instrument for years. Here is how to run that whole lifecycle from one customer record.
Buying Guides
How to Choose Field Sales Software in India: A Practical Checklist
A vendor-neutral checklist for choosing field sales software: mobile and offline use, geo-verification, approvals, payroll and order integration, pricing and support.