Service deskField service management software
Field service management that starts at the enquiry
FSM tools start at the job. Setaflow starts at the enquiry and finishes at the renewal.
The Service desk assigns jobs, dispatches technicians and books visits. Your technicians update every job from their own WhatsApp, and each visit ends with photos, a certificate and the next date.
Field jobs
Thursday · 5 jobs for 3 technicians
Mrs. Lakshmi · 5 kW rooftop · Suresh
Start when a job is created and end when it is closed.
The job is one step in a journey from the enquiry to the renewal.
The first questions
What FSM buyers check first
Three answers, before anything else.
How do technicians get jobs?
On their own WhatsApp.Each job arrives as a WhatsApp message with the customer, address, time and work. The technician taps Reached site, Done or Can't do.
How do customers book?
From a booking link, or your team books.Customers pick a free time from your booking link and confirm on their own page. Your team can also book on the Setaflow calendar.
How does a job close?
With photos and a certificate.The technician sends photos from the site. The job closes and the service certificate goes to your customer within a minute.
How the Service desk works
From the job to the next renewal
Assignment, dispatch, booking, updates and proof, all on the customer record.
Assign and dispatch the job
Create a job from the customer record, an AMC visit or a breakdown call. See who is free and who has the skill, then send it.
- Jobs come from the record, so the address and history go with them
- Pick by skill, area and free time
- The job reaches the technician on WhatsApp within seconds
Mrs. Lakshmi · AC not cooling · AMC covered
Technicians update the job on WhatsApp
Your technician gets the job on his own WhatsApp and taps a button for each step. No app to install, no login to forget.
- Reached site, with his location and the distance from the site
- Done with photos, or Can't do with a reason
- You see every update on the job, as it happens
Panel cleaning and inverter check
Mrs. Lakshmi, Anna Nagar · Sat 10 am
Customers book a time, or your team does
Send your booking link and the customer picks a free time. Or your team books the visit on the Setaflow calendar after a call.
- Only free times are shown
- Reminders a day before and 2 hours before
- The customer confirms or asks to move it from their own page
Sun Power Solar · 5 kW rooftop · about 1 hour
Every job closes with proof
A job closes only with photos from the site. The service certificate reaches your customer on WhatsApp within a minute.
- Work done, parts used and the next visit date on the certificate
- Photos kept on the customer record
- Your customer can file it for audits and warranty
Service certificate
No. SC-1042 · 12 Oct 2026- Customer
- Mrs. Lakshmi
- Work done
- Panels cleaned
- Parts used
- None
- Technician
- Suresh
Next visit due: 12 Jan 2027
Breakdown calls answered on time
Customers report a problem on WhatsApp or by email, and your team logs phone calls. Every call gets a reply target.
- Setaflow checks whether the AMC covers the call
- Late calls show up on the Today screen
- Closed with the technician's photos and a short report
CMP-0217
Covered by AMCMrs. Lakshmi · 2 split ACs · AC not cooling
AMC visits and renewals run on their own
The AMC starts at handover. Setaflow plans the visits for the year and sends the renewal quote before it ends.
- Renewal reminders at 60, 30 and 7 days
- Your customer approves and pays in one tap
- Lift licence and Fire NOC reminders at 60, 30 and 7 days
Setaflow and typical FSM tools
How Setaflow is different
Typical field service tools are built around the job and a technician app. Setaflow is built around the customer, from the first enquiry to the renewal.
| Typical FSM tool | Setaflow | |
|---|---|---|
| Where it starts | When a job is created | At the first enquiry, before any job exists |
| Technicians work in | A mobile app to install and log in to | Their own WhatsApp, with nothing to install |
| Customer booking | Often an add-on | Booking link with reminders, or your team books |
| How a job closes | A form in the app | Photos on WhatsApp and a service certificate |
| After the job | An invoice, usually in another tool | Payment collection and the AMC renewal on the same record |
What Setaflow does not do
Three things we do not have, and why
Buyers ask about these first, so here they are. Setaflow is built for install and service businesses whose technicians already live on WhatsApp.
No live GPS tracking
Setaflow does not follow technicians on a map all day.
When a technician taps Reached site, he shares his location. You see the time and the distance from the site, and far check-ins are flagged.
No spare-parts inventory
Setaflow does not keep stock of spare parts in your store or van.
Parts used are written on the job and the service certificate, so the customer and your accounts see them.
No offline mode
There is no app to go offline in.
Technicians work on WhatsApp. If there is no signal at the site, WhatsApp sends the update when the phone is back online.
Milestone and final bills, payment reminders and the AMC renewal payment sit on the same record as the job. See the Money desk →
One customer record
The same record runs through all three desks
Sales, service and accounts work on one customer, so nothing is lost between them.
Enquiry-to-renewal software runs a business that sells, installs and services, from the first enquiry to the AMC renewal: leads, technician jobs, payments and renewals on one customer record, with nothing for technicians to install.
Do my technicians need to install an app?
No. Technicians work on their own WhatsApp. They get each job as a message and tap buttons to update it. There is no login.
Can customers book a service visit themselves?
Yes. Send your booking link and customers pick a free time. They get reminders a day before and 2 hours before, and can confirm or ask to move the visit.
Do you track technicians on a map?
Not all day. When a technician reaches the site he shares his location, and you see the time and the distance from the site. Check-ins far from the site are flagged.
Do you manage spare parts and stock?
No. Parts used on a job are recorded on the job and the service certificate, but Setaflow does not keep a stock of spare parts.
What happens when there is no signal at the site?
The technician works on WhatsApp, so the update goes out when the phone is back online. There is no separate app that needs to sync.
Does it handle AMC visits and renewals?
Yes. The AMC starts at handover, the visits are planned for the year, and the renewal quote goes out 60, 30 and 7 days before the AMC ends.
See where your business is losing money
Free, and before you pay for anything.