Energy CRM
When the flow of information between the technician in the field and the manager at head office is scattered across photo messages and forms filled in the evening, the size of a fault is understood not at the moment it happens but once the day has closed.
A record entered from the field is written into the same database at head office; the plant is a record, and periodic maintenance recurs through a task tied to its date field.
- Gather the record entered by the field team in the same database at head office, with no separate transfer step
- Track plants, projects and periodic maintenance calendars in a single list
- Let technicians enter updates, photos and reports from the mobile app
- Follow maintenance history, fault records and the periodic maintenance calendar with tables and summary reports; periodic maintenance recurs by itself through a task tied to the date field
- Turn a single WhatsApp number into a team inbox and have conversations assigned by the rule you define
| Field-to-Head-Office Flow | A record entered from the field is written directly into the same database at head office; because there is no intermediate file and no manual transfer, data is not lost on the way. |
|---|---|
| Project and Plant Tracking | The plant is a record; projects and maintenance jobs are tied to it, and periodic maintenance recurs through a task tied to its date field. |
| Mobile Field Use | The technician enters the update, the photo and the note into the same record from a phone; the app is live on both the App Store and Google Play, and the web interface works on tablet and phone. |
| Reports and Dashboards | Because measurement and maintenance data sit in record fields, deviations show up in a date-range report and on a dashboard; the thresholds are set by your own measure. |
| Connection Point and Site Survey Record | The facility's connection point, its current consumption and the obstacles on site are fields on the site survey record; that the surveying team is on site is confirmed by location verification in the mobile app, and the quote lines are produced from these fields. |
In the energy business a fault record starts on the personal phone of a technician out in the field: the customer calls them, they throw the photo into a chat, and the form is filled in at the office. When someone asks which part was replaced at the same plant last year, the answer is in no file at all — it is only as good as what one person remembers.
In Rapitek CRM the record is opened in the field and tied to the plant's own file; the photo, the report and the maintenance date accumulate in the same place. Because the correspondence runs from a single business number, the conversation history stays with the organisation when staff change, and whoever takes over opens the same screen.
