Installation Field
Service Operations
Alitec's installation field service solution helps contractors run sales into project and FSM appointments, assign overall and line installers, plan jobs on a Gantt with linked task slots and popovers, and deliver with installed-by accountability on pickings — while team-scoped documents, cost/price visibility, customer statements, field service printouts, and optional payroll totals to accounting journals close the loop.
Appointment Windows
Date and start/end times captured on every installation task.
Installer Accountability
Overall and line installers, plus installed-by on deliveries.
Team-Scoped Documents
Resource teams see only their field service documents.
Planning Gantt Clarity
Slots linked to tasks with job and customer popover detail.
Service Customer on Task
Service customer, mobile and job/pricing details on every task.
SO / Line Installer
Overall installer on the order; per-line installer for each job.
Picking Installed-By
Record who installed on stock pickings with delivery remarks.
Resource Team Security
Field users limited to documents for their resource teams.
Cost / Price Visibility
Role-based controls for product list price and unit cost.
Customer Statements
Customer statement and PDF export templates for AR follow-up.
FSM Printouts
Field service reports and MRP-linked delivery slip layouts.
Payroll Journal Sync
Optional payroll totals synced into accounting journals.
Quote
Prepare installation quotation for the job site
Confirm
Installer
Confirm SO with overall and line installers
Schedule
Appointment
Set appointment date and time window on the task
Plan on
Gantt
Link planning slots to tasks with popover detail
Deliver
& Install
Deliver with installers; record installed-by
Worksheet
Complete field worksheet and service report
Invoice
Invoice the job; issue customer statements
Payroll
Journals
Optional payroll totals to accounting journals
Appointment Window
Start and end times stored and shown on the task
Installer Assign
Overall SO installer cascades to order lines
Team Docs
Resource team group scopes FSM documents
Gantt Popover
Customer, job and pricing detail on the slot
Installed-By
Who installed captured on the stock picking
Appointments Today
Jobs on Gantt
Installers Assigned
Pending Install DOs
Statements Sent
Job Status Mix
Weekly Appointments Trend
Installer Team Load
Today's Install Appointments
Benefits
Clearer Appointments
Date and time windows keep installers and customers aligned on every visit.
Installer Ownership
SO, line and picking installers make who did the job easy to audit.
Safer Team Access
Resource team security keeps field documents scoped to the right crews.
One Planning Flow
Quote to Gantt to delivery to invoice — plus optional payroll journals.