Field Services

Increase your operational efficiency at scale through
workflow automation

Orchestrating complex, intricate and repetitive team & user interactions, from HQ to the field and back

What You Get

Automated processes, at scale

Workflows creation and customization

Define, replicate and automate your own operational processes, from the field to head office. Connect steps, teams, scenarios and actions

Implementation services

Leverage holistic implementation services to help you optimise your processes, replicate and implement them on Upya. Through interactions, iterations and training, Upya offers its expertise to support your teams through its digital transformation

Standardized actions and communication

Send pre-defined tasks to your field force, allow field operators to raise templated tickets & reports problem. Coordinate standardized actions, interactions and communications with automations and suggestions at each step of your workflows

Rule and time-based triggers

Save time and increase replicability by setting up automated follow-up steps based on pre-defined rules: for example, sending an SMS following task completion

Teams and assignments

Create teams of web and app users, from admins to field operators. Trigger follow-up actions & direct them to specific team member within given teams or auto-assign them to any pre-defined user type

Work offline, in the field

Ensure the right data is collected at each step, from pictures to signatures and more - using standardized and predefined forms, set up by you. All working offline and synced when your field operators are back online

CRM capabilities & stock management

With direct connection to standard CRM and stock management capabilities, Upya workflows include critical operational and sales features

Upya Academy

Free access to Upya Academy to get started quickly and learn from in-depth courses with simple step-by-step explanations. Set up specific training sessions with our team when needed

More features

All must-have features to automate field operations

Intuitive UX/UI

Drag and Drop flows builder or implementation services

Rule and time based scenarios

Customisable role and team creation

Event logs per user, asset or customer

Entities to specify flows per country or regions

Multiple levels of user permissions

Integration to third party tools

Ready-to-use flow templates

Powerful analytics and reports

Ready to start?

Get Upya volume-based pricing that adapts to your growth

Success in Action

These companies already experienced
Upya effectiveness

Reno Power

Scaling and Digitising

Aqua Clara

Digital Evolution

WeLight

For Mini-Grids Success

More case studies

Field Services

Increase your operational efficiency at scale throughworkflow automation

Orchestrating complex, intricate and repetitive team & user interactions, from HQ to the field and back

Orchestrating complex, intricate and repetitive team & user interactions, from HQ to the field and back

What You Get

Automated processes, at scale

Workflows creation and customization

Define, replicate and automate your own operational processes, from the field to head office. Connect steps, teams, scenarios and actions

Implementation services

Leverage holistic implementation services to help you optimise your processes, replicate and implement them on Upya. Through interactions, iterations and training, Upya offers its expertise to support your teams through its digital transformation

Standardized actions and communication

Send pre-defined tasks to your field force, allow field operators to raise templated tickets & reports problem. Coordinate standardized actions, interactions and communications with automations and suggestions at each step of your workflows

Rule and time-based triggers

Save time and increase replicability by setting up automated follow-up steps based on pre-defined rules: for example, sending an SMS following task completion

Teams and assignments

Create teams of web and app users, from admins to field operators. Trigger follow-up actions & direct them to specific team member within given teams or auto-assign them to any pre-defined user type

Work offline, in the field

Ensure the right data is collected at each step, from pictures to signatures and more - using standardized and predefined forms, set up by you. All working offline and synced when your field operators are back online

CRM capabilities & stock management

With direct connection to standard CRM and stock management capabilities, Upya workflows include critical operational and sales features

Upya Academy

Free access to Upya Academy to get started quickly and learn from in-depth courses with simple step-by-step explanations. Set up specific training sessions with our team when needed

More features

All must-have features to automate field operations

Ready to start?

Get Upya volume-based pricing that adapts to your growth

Success in Action

These companies already experiencedUpya effectiveness

Verticals

Features

/

Company

Increase your operational efficiency at scale through
workflow automation

These companies already experienced
Upya effectiveness