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RecUmi Service

Not publicly released

The technician has left — the history stays.

RecUmi Service — repair and installation requests from the first contact to the result. A standalone product of the RecUmi ecosystem for service companies and technicians: take a request, assign an assignee, make the visit, record the result with photos and keep the history of work per customer. The product is in development: there are no dates and no download button yet.

Some functions — repair requests from enquiries, installation, service records, hints from conversations — are implemented in the internal system of the company Time Rec and are being tested; the other functions on this page are planned. This is not a live RecUmi service.

CustomerDispatcherTechnician ContactAssignedVisitDoneClosed the customer sees the statusphotos and work summary
The request lifecycle and three roles — a planned capability.

Who it is for and why

When a customer calls again, it often turns out that the previous technician is busy and only they know what exactly was done. You have to ask again over the phone or go in blind. Service gathers every request, visit and result into one history that stays with the company. RecUmi Service is servicing and repair of what has already been done: for the technician, the dispatcher and the head of service. It gathers requests from calls, installation for a request and service records into one history.

Repair and installation technician

Sees the task, the address and past work at the customer's before the visit, and afterwards marks the result from the phone.

Dispatcher or administrator

Takes requests, distributes them among technicians and sees which requests are waiting.

Head of service

Understands technicians' workload and completion times without phoning round.

Small service firm

If an employee leaves, the customers' service history stays with the company.

What RecUmi Service will be able to do

Implemented, in testing the feature is implemented in a test or internal version and has not yet been made available to users as a finished public product Planned designed, development ahead Idea, discussed earlier but not yet approved for development not confirmed, not promised

Taking a request

Planned

From a customer's contact — a call, a message or an employee's request — an employee creates a request with a description, an address and a contact.

How it is used
The dispatcher creates the request; if the customer is already in RecUmi CRM, the data is filled in from their card.
What data
Description of the work, address, customer contact.
Benefit
No contact gets lost in calls and messengers.

Assigning an assignee

Planned

The dispatcher chooses a technician and a time; the technician gets the request in their list.

How it is used
You can see who is free and how many requests each one has.
Benefit
Fewer clashes and missed visits.

Request lifecycle

Planned

Statuses from “received” to “closed”: assigned, visit, done. Every change is saved.

Benefit
At any moment it is clear what stage the work is at and who is responsible.

The technician working from a phone

Idea, discussed earlier but not yet approved for development

The technician opens the request on site, marks the start and end of work and writes the outcome.

How it is used
An idea that needs confirmation: we do not promise it for now.
What data
Time stamps and the technician's comment.
Benefit
The office learns the result at once, not in the evening.

Photos and result

Planned

Before and after pictures and a description of what was done — right in the request.

Benefit
Disputed points are settled on facts, not from memory.

History of work per customer

Planned

All requests and visits for a customer — in one feed.

How it is used
A new technician sees in advance what was done before.
Benefit
A repeat call without retelling it over the phone.

Status for the customer

Planned

The customer learns that the request is received, a technician is assigned and the work is done.

Benefit
Fewer “when will you come?” calls.

Documents for completed work

Planned

A document about completed work is prepared in RecUmi Docs from the request data.

How it is used
Invoices and completion certificates in RecUmi Docs are a planned capability.
Benefit
No retyping of customer and work data.

Repair requests from customer enquiries

Implemented, in testing

From the conversation the system suggests creating a repair; an employee confirms and creates the request — with a visit date, a state and a link to the customer.

How it is used
The request is created by an employee: it is not created automatically from a call. One open request per call, without duplicates.
Benefit
A request from a call is not lost.

Installation for a request

Implemented, in testing

Installation is assigned for a request; completion is confirmed.

Benefit
You can see that the installation has really been done.

Service record in a measurement

Implemented, in testing

A measurement stores the date, the problem, what was done and the amount.

Benefit
The history of work at a site is gathered in one place.

Next-step hint from the call transcript

Implemented, in testing

The system determines the topic of the enquiry and its stage by set rules and suggests a clear next step, for example "agree a technician's visit". The employee decides.

How it is used
These are rules, not an analysis of the conversation by artificial intelligence: the same text always gives the same result.
Benefit
An agreement from a call is not forgotten.

Service history per site

Planned

All requests and work at a site (address) as a separate picture.

Benefit
A new technician sees in advance what was done at this address.

Technician's workplace on a phone

Idea, discussed earlier but not yet approved for development

A separate mobile workplace for the technician is an idea that needs confirmation.

How it is used
We do not promise it for now.

How it will work

Five steps of a request — from contact to closing.

  1. 1. ReceiveAn employee creates a request from the customer's contact
  2. 2. AssignThe dispatcher chooses a technician and a time
  3. 3. GoThe technician sees the address, the task and past work
  4. 4. DoThe outcome and photos go into the request from the phone
  5. 5. CloseThe work goes into the customer's history

Scenarios

TodayA customer calls again; the previous technician is on holiday, and what was done is unclear.
With RecUmiThe technician opens the customer's history and sees past work with photos before the visit.
Repeat call
TodayRequests are written in a group chat; one got lost, and the customer waited three days.
With RecUmiEvery contact is a request with an owner; the dispatcher sees what is waiting and how much.
Dispatcher
TodayAfter the work the customer disputes the scope — the photos are only on the technician's personal phone.
With RecUmiBefore and after photos and the work summary are kept in the request and stay with the company.
Result
TodayA customer calls about a breakdown; the request is jotted on a scrap of paper and forgotten.
With RecUmiFollowing the hint, an employee creates a repair request; it is given a date and linked to the customer.
Request from a call · in testing
TodayThe installation was done, but nobody marked that it was completed.
With RecUmiInstallation is assigned for a request, and completion is confirmed.
Installation · in testing
TodayAfter a conversation the employee forgets to agree the technician's visit.
With RecUmiA hint by set rules: "agree a technician's visit" or "agree a measurement date".
Hint · in testing
How it works now

How it works in practice

Important. These actions are implemented and verified in the internal system of the company Time Rec; in the separate RecUmi Service product they have not yet been released to users. This is a description of how the function works, not a user guide.

A repair request

  1. A call: the system suggests a repair, an employee creates the request.
  2. Assign a date.
  3. Link the request to a customer.
  4. Complete or cancel.

Installation and servicing

  1. Assign installation for a request.
  2. Confirm completion.
  3. In the measurement, record the date, the problem, what was done and the amount.

Part of the ecosystem

Service works on its own, and together with other products it receives customer data and passes the result on.

  1. CRMCustomer and history of contacts
  2. ServiceRequest, visit, result
  3. DocsDocument for completed work

Planned Links between Service and CRM, Measure and Docs will appear together with the release of the products and the shared RecUmi Core foundation.

All features and their stage

TASK 01Section

Requests

Features: 4 · planned: 3 · implemented, in testing: 1
  • Taking a repair or installation requestPlanned
  • Statuses from “received” to “closed” with a change historyPlanned
  • Description of the problem, urgency and photos from the customerPlanned
  • Repair requests from enquiries: an employee creates the request, assigns a date, completes, cancels, links it to the customerImplemented, in testing
TASK 02Section

Roles

Features: 5 · planned: 3 · Idea, discussed earlier but not yet approved for development: 2
  • Dispatcher: distributing requests among techniciansPlanned
  • Assignee: requests, marks and outcome from the phoneIdea, discussed earlier but not yet approved for development
  • Customer: notifications about the request statusPlanned
  • Schedule of technicians and crewsPlanned
  • Mobile workplace for the technicianIdea, discussed earlier but not yet approved for development
TASK 03Section

Result

Features: 4 · planned: 3 · implemented, in testing: 1
  • Before and after photos, description of the workPlanned
  • Completion checklist and technician's reportPlanned
  • Consumables and spare parts per requestPlanned
  • Service record inside a measurement: date, problem, what was done, amountImplemented, in testing
TASK 04Section

History

Features: 2 · planned: 2
  • All requests and visits for a customerPlanned
  • Service history per site as a separate picturePlanned
TASK 05Section

Ecosystem

Features: 3 · planned: 3
  • Customer from RecUmi CRM, document in RecUmi DocsPlanned
  • From a conversation in RecUmi Conversations an employee creates a requestPlanned
  • Each user's own organisation: employees, permissionsPlanned
TASK 06Section

Documents

Features: 1 · planned: 1
  • Completed-work report as PDF and customer signaturePlanned
TASK 07Section

Installation

Features: 2 · planned: 1 · implemented, in testing: 1
  • Installation as a separate work cycle per sitePlanned
  • Installation for a request: assignment and confirmation of completionImplemented, in testing
TASK 08Section

Visit

Features: 1 · planned: 1
  • Technician working offlinePlanned
TASK 09Section

Hints

Features: 1 · implemented, in testing: 1
  • Next-step hint from the call transcript — by set rules; the employee decidesImplemented, in testing
TASK 10Section

Records

Features: 3 · implemented, in testing: 3
  • Setting up employee permissions by functionImplemented, in testing
  • Data backupsImplemented, in testing
  • Recycle bin and restore in the main sectionsImplemented, in testing

"Implemented, in testing" means the feature is implemented in a test or internal version and has not yet been made available to users as a finished public product. Where: in the technical version built on the internal system of the company Time Rec; the other RecUmi Service functions are planned. This is not a live RecUmi service.

Development stages

Done

  • In testing: repair requests from calls, installation for a request with confirmation, a service record in a measurement, next-step hints from the conversation

Next

  • Receiving a request and assigning a technician
  • Service history per site

Later

  • Status for the customer
  • Documents for completed work
  • Technician's workplace on a phone - an idea that needs confirmation

There are no dates: the order is a concept, not a commitment.

How to connect

You set up yourself

  • Technicians and dispatchers
  • Request statuses for the way you work

Through an external provider or Android

  • Phone camera for photos: Android permission

Not available yet

  • Working in RecUmi Service: the product is in development
Technical details

Service is designed as a separate after-sales workflow on the shared RecUmi Core foundation; the link with CRM and Docs will appear together with their release.

Frequently asked questions

Can I already use RecUmi Service?

No. The product is in development; there is no download button. We do not name dates.

Do I need the other RecUmi products?

No. Service is designed as a standalone product; it will exchange data with CRM and Docs if you use them.

Can I keep several addresses for one customer?

Yes, that is the idea: a customer's requests are collected in their history for each address. This is a planned capability.

Will there be before-and-after photos?

Yes, photos and the result of the work in a request are part of the product idea.

What kinds of work is it suitable for?

For repair and installation on site visits: appliances, doors and gates, utility systems, household services — anywhere there is a request, an assignee and a result.

Will a technician see the whole customer base?

The idea is that a technician sees what is needed for their requests. Permissions will be set through the shared RecUmi Core foundation.

Will there be a mobile version for the technician?

A technician's workplace on a phone is an idea that needs confirmation. We do not promise it for now.

Is a repair request created from a call?

Yes, this is how it works in the internal system of the company Time Rec: the system suggests a repair and an employee creates the request. It has not yet been released in the separate RecUmi Service product.

Can I keep a service history per site?

This is a planned capability. For now service records are stored inside a measurement.

Do I need the other products for Service?

Service is designed as a standalone product; it exchanges data with CRM, Measure and Docs if you use them.

Service — in development

Want to tell us about your service and its tasks? Write to us — it will help us make the product more useful.

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