Field Service Management Software for UPS Service Businesses

Guarantee uninterrupted power protection for your clients’ critical infrastructure with Service CRM. Our end-to-end field service management platform is engineered for businesses that install, maintain, and repair Uninterruptible Power Supply (UPS) systems, from small desktop units to enterprise-grade modular setups. Transform reactive repairs into proactive, profitable service delivery.

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Critical Challenges in the UPS Service Industry

  1. Preventing costly downtime due to UPS failures in sensitive environments like data centers, hospitals, and manufacturing units.
  2. Scheduling and tracking Preventive maintenance (PM) of UPS systems across diverse client locations.
  3. Handling complex technician skill sets required for servicing online UPS, line-interactive UPS, and modular UPS systems.
  4. Managing Annual Maintenance Contracts (AMCs) with varying service-level agreements (SLAs) and renewal timelines.
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Client Calls

A client calls in, requesting urgent repairs for their UPS system.

You have a new client who requires your UPS service on an immediate basis—so why not connect with them right away? By operating our UPS Service Management Software, you gain the advantage of assisting your clients at the time most convenient for them.

Service CRM for  Business

Job created

The registration of the job and client details is carried out in our software, Service CRM.

Instead of writing job and client information in bulky diaries, all data is digitally recorded, making the process more reliable, accurate, and eco-friendly.

Scheduling

The job is assigned to a skilled field engineer.

The engineer instantly receives an alert notification about the scheduled job. Our UPS Service Business Management Software also allows you to:

  • Send SMS updates to clients regarding job start and completion.
  • Share the technician’s photo with the client, adding an extra layer of home security.
Service CRM for  Business
Service CRM for  Business

Complete Job

The UPS repair service technician views and completes the job seamlessly:
  • Accesses all job details on-site.
  • Collects an OTP from the client, ensuring job authenticity and linking the engineer with the client.
  • Records photos of the UPS unit or spare parts installed/repaired.
  • Collects the client’s digital sign-off, eliminating paperwork.

Invoice

After job completion, the technician generates a professional invoice:
  • Adds spare parts with updated prices.
  • Includes labour and service charges.
  • Creates a branded invoice, automatically updated in the software.
  • Sends a soft copy of the invoice to the client via email.
Service CRM for  Business
Service CRM for  Business

Payment

The technician collects payment instantly, offering multiple options:
  • Cash.
  • UPI.
  • Credit card.
  • Cheque.

This ensures quick settlements and a smooth customer experience.

Feedback from the client

Collecting feedback is essential to understand customer satisfaction and improve service quality.

With our UPS Service Management Software, you can capture real-time client feedback, stay connected with customers 24×7, and encourage repeat business. This not only enhances customer trust but also improves the overall productivity of your UPS service business when you choose Service CRM.

Service CRM for  Business

Why Service CRM is ultimate Software

Take control and work smarter from the client’s first call through to scheduling, quoting, job completion, invoicing and payment.

  • Manage jobs & staff.
  • Quote & invoice on site.
  • Capture signatures.
  • Record notes, photos & videos.
  • Complete PDF forms.
  • Accept credit card payments.
  • Sync with your accounting package.

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Over 10000+ clients worldwide rely on Service CRM for seamless operations.

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Ready to transform your business! Contact us now to get your CRM.

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