OMNIA
Field service
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OMNIA FIELD SERVICE · MANAGED SERVICES

From the customer’s equipment to the signed report and the invoice.

For companies that maintain equipment and infrastructure of their customers: each piece of equipment knows its owner and contract, each work order knows what is included and what is billable, and the service report is signed and accepted.

Equipment · own or customerContract · with SLAReport · signed with OTPInvoice · from the work order
What it solves

Serving customers in the field without losing what must be billed.

When customer equipment, contracts and work orders live in different tools, it is hard to know what the contract covers, what to charge and how to prove the work was done.

The customer’s equipment is mixed with the company’s own assets.
Each equipment is own or customer, with its site and covering contract.
Nobody knows which labour, travel or parts are included in the contract.
Each work-order line is included or billable, with its sale price.
One-off jobs are quoted by email and invoiced from memory.
Quote from the work order, acceptance with OTP or PO, and invoice from the work order.
The service report is a paper the customer may never receive.
Signed report with fingerprint and customer acceptance by email.
Capabilities

Managed services from equipment to profitability.

Built on the CMDB, maintenance (CMMS), service desk and sales that OMNIA already has, without duplicating them.

Customer equipment

Own or customer equipment

Every CI and maintenance equipment is own or belongs to a customer, with its site and the contract that covers it; filters by owner in the graph and equipment lists. A customer CI is never a fixed asset.

OwnerSiteContract
Service contracts

Contracts with SLA and inclusions

SLA, hours and visits included per period, labour, travel and parts included or billable, cost center and project, covered equipment and period consumption.

SLAInclusionsConsumption
Customer work orders

Work order with quote and invoice

Billing mode per work order (internal, contract or direct quote). Billable lines become contract charges, or the work order is quoted, accepted with OTP or the customer’s PO and invoiced through OMNIA Billing.

Billing modeQuoteInvoice
Checklists

Editable checklists, e.g. NFPA 72

Templates by equipment type, such as a fire-alarm control panel with an NFPA 72 checklist, editable as data and with normative assumptions marked for verification.

TemplatesFire alarmNFPA 72
Service report

Signed report and customer acceptance

When the work order is completed, the report (checklist, observations, lines) is generated as PDF with its fingerprint, signed by the technician with OTP, and the customer accepts it by email or signs from the portal.

PDFFingerprintAcceptance
Customer portal and profitability

What the customer sees, what the company earns

In the portal, the customer sees equipment and service orders with report and invoice status; the company sees revenue against own cost per customer and contract.

PortalProfitability
How it works

The work is not started until it is ready and safe.

Field work inherits OMNIA’s work readiness: risk analysis, LOTO permits and PPE before starting.

01The request comes from the contract, a ticket or a quote on the customer’s equipment.
02The work order is prepared: checklist, parts and work readiness (ATS, LOTO, PPE).
03The technician executes and records checklist, observations and lines.
04The service report is signed with OTP and sent to the customer for acceptance.
✓Billable lines go to the contract invoice or the work-order invoice.

Service and billing, in one trail.

Each step can be audited from the equipment record.

EQUIPMENTOwner, site, contract
WORK ORDERBilling mode, lines
EXECUTIONChecklist, readiness
REPORTSigned with OTP · accepted
INVOICEContract or work order
Electronic signature with OTP

Every signature is made by a person who proves who they are.

In OMNIA every signature is made by an OMNIA user re-authenticating with OTP: there are no anonymous signers. The same mechanism is used across the platform.

Identity

User plus OTP at the moment of signing

The signer confirms their password and one-time code before signing; customers sign with their portal user.

OTPRe-authentication
Evidence

Fingerprint and log

The signed document keeps its fingerprint and the signature log records who, when and what was signed.

FingerprintLog
Where it is used

Reports, contracts, consents, approvals

Service reports, procurement contracts, clinical consents, payroll runs, approvals and PPE or custody handovers, from “My signatures”.

My signaturesWeb and app
Connected with OMNIA

Field service on top of what already works.

It reuses the CMDB, maintenance, service desk, sales and e-invoicing instead of duplicating them.

CMDB with discovery

An agent installed at the customer reports their servers and services as customer CIs. OMNIA CMDB →

CMMS + HSE

Work readiness, checklists and safety matrix travel with the work order. CMMS + HSE →

Service desk

Customer tickets with SLA can create charges to the contract. OMNIA ITSM →

Billing and receivables

The invoice is issued through OMNIA Billing and reaches receivables by its event. OMNIA ERP →

Honest scope

What is available and what is coming.

We only present as available what the product already does. These field-service capabilities are in development:

Offline execution with geofenced check-inDispatch board by skills and mapVan stock as a mobile warehousePreventive plans on customer equipmentAlarm to work orderField KPIs
Ask in your demo for the current status of each capability for your operation.
Let’s start

Serve, prove and bill each visit.

See OMNIA Field Service from the customer’s equipment to the signed report and the invoice.

ESEN
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