Keep your field service business connected
Bring customer enquiries, commercial agreements, parts and project work into one business hub. Datrylo gives office and service teams shared records, with custom development for the dispatch and on-site processes that make your operation different.
A second visit needs one shared job reference
See how the workflow connects people, records and decisions.
| Step | Owner, record and exception |
|---|---|
| 1 | Office opens job FS-01 for a customer fault, assigning a task owner and an estimated 50,000 IQD visit charge. |
| 2 | Technician cannot complete the first visit without a 20,000 replacement part. Task keeps the diagnosis and requested part linked to FS-01. |
| 3 | Office arranges a second visit under the same job. Billing owner confirms the agreed 70,000 total or any separate revisit fee before invoicing. |
What belongs in the rollout
Inspect the underlying records
Explore Datrylo in action. Select an image for a closer look.
Start every job with the right context
Keep customer contacts and the opportunity together in CRM. Use Sales to describe the equipment and services in the quotation, then organise the work in Projects. Give the next person a clear reference for what the customer requested, what was agreed and who owns the next step.
Prepare parts before the visit
Use Purchasing and Inventory to order components, record receipts and follow warehouse movements. Keep products, suppliers and customer orders connected so the office can coordinate materials alongside the planned work. A common product record helps purchasing and service teams talk about the same part.
Bring the commercial work through to invoicing
Record project tasks and supporting notes as work progresses. Keep the equipment sale, service quotation and invoice accessible to the people responsible for the customer. Your team can follow outstanding work and commercial records without piecing together separate spreadsheets.
Build the field workflow your team needs
Our custom-development service can add technician dispatch, visit forms, customer sign-off, service-contract rules and integrations with specialist mobile tools. We design the solution around your scheduling, connectivity and approval requirements, then scope the development in a clear proposal.
Bring the exception to your workflow review
Configure task/customer references, parts consumption, visit notes and the owner of customer acceptance and charges.