For B2B trade and services
Office, technicians and agents on the same flow.
zService is the Sandeza platform configured for companies that sell, install or maintain equipment: it manages sales, technical, site, logistics and administrative activities in one single system. Everyone has the right tool for their role, in the office or in the field.
Who it is for
Those who install, maintain and sell, in the office and in the field.
Installers and maintainers of systems (fire safety, extinguishers, lifts, alarms), companies selling equipment with service, B2B trade through agents, consulting and technical firms with field staff.
- Fire safety
- Lifts
- Systems and alarms
- Technical service
- B2B trade with agents
- Wholesale
- Technical consulting
What it does
From customer to invoice, by way of the field.
It is not software for filling in service reports: it coordinates the whole service cycle, from planning to final costing and invoicing. If an accounting system already exists, zService connects to it and feeds it the data.
Service calls
Planning, rounds and service calls; on iPad even offline, with history, photos, videos, checklists and geolocated signature.
Logistics and warehouse
Multiple warehouses, including vans, picking and packing on iPad, receiving and shipping.
Traceability
By lot, expiry date, size, colour or serial number, with linked certificates.
Sales and purchase cycle
Quotes, orders, delivery notes and invoices linked together, with approval steps and e-invoicing.
Customer record and CRM
Sales actions, contacts, documents searchable by tag, and analysis of turnover, due dates, orders and service calls.
Agents on the move
Customer data, price list and stock on iPad; orders signed by the customer and received immediately in the office, with commissions.
Add-on
DataHub
Connects zService to other systems through a single API to read and write any data, also via ODBC and OData: external systems work on replica tables and never touch live data. Every operation is kept in a complete audit log. With DataHub Cloud, data is available online for reserved areas for customers, suppliers and agents, e-commerce, Business Intelligence and custom apps.
How it works
From the order to the next maintenance.
- The order starts with the customerThe agent takes it on iPad with price list and stock at hand, even offline. The customer signs on the spot and gets the confirmation by email.
- The office receives it readyThe order arrives automatically: it is validated and generates product requirements and commissions. Logistics and purchasing prepare what is missing.
- The job is plannedScheduling organises the rounds and assigns the installation to a technician. Maintenance records open at the same time, with the next deadlines.
- The technician works in the fieldOn iPad they have the system history and documentation; they record photos, videos and checklists and have the report and delivery note signed, even offline.
- Report, invoice, next deadlineThe data reaches the office and goes to administration for the invoice or progress billing. When the deadline comes, the system reminds you of the next maintenance.
Why it is different
Designed for daily work, in the field and in the office.
Everything in one system
Customers, installed systems, service calls, technicians and documents in one place, instead of scattered across Excel, email and messages.
Even offline
Technicians work on iPad even where there is no connection: data syncs as soon as possible.
Less paper
Reports, checklists and delivery notes signed on the device and sent to the customer automatically.
Grow without adding overhead
More customers and more service calls without growing the organisation at the same rate.
Configured, not rewritten
The platform is configurable and follows your organisation, even when it changes.
It integrates
With other management systems, web services, quality systems; it can receive data from sensors or control units.
Testimonials
Who uses it every day.
zService
UNI.MAS — fire safety
From an AS/400 system and paper to a digital flow on iPad, from service call to invoice.
What surprised us most is the flexibility.
Giulia Tancredi, Business Development Manager, UNI.MAS
zService
Food and beverage wholesale
zService connected to the existing management system and iPads for customers’ and agents’ orders, even offline.
zService
Aggregates quarry
Truck weighing, transport costs and signed delivery note in 1 minute 40 seconds.
Let’s look at zService on your processes.
A demo of about one hour. Not the usual sales presentation: a concrete discussion of the way you work, that brings out ideas and issues you had not seen.