Field Service Setup with Kinexa Ider

Field Service Setup

Kinexa Ider is the field service management module for companies that send technicians, installers, or inspectors to customer locations. It handles teams, work orders, scheduling, route optimization, and completion tracking.

Step 1: Activate the Module

Login to the Kinexa dashboard and activate the Ider module from settings.

Step 2: Create Service Teams

1. Go to Ider > Teams
2. Click + New Team
3. Enter: team name, region/area, specialization
4. Assign a team leader
5. Click Save

Step 3: Add Technicians

1. Go to Ider > Technicians
2. Click + New Technician
3. Fill in: name, phone, email, skills/certifications
4. Assign to a team
5. Set availability schedule (working days and hours)
6. Upload certification documents (optional)
7. Click Save

Step 4: Define Service Types

Service types categorize the work your technicians perform:

1. Go to Ider > Service Types
2. Click + New Service Type
3. Enter: name (e.g., AC Installation, Plumbing Repair, Network Setup)
4. Set estimated duration (e.g., 2 hours)
5. Set the base price or rate
6. Define required skills (the system suggests qualified technicians)
7. Add a checklist of steps to complete
8. Click Save

Step 5: Set Up Service Areas

Define geographic areas for dispatching:

1. Go to Ider > Settings > Service Areas
2. Click + Add Area
3. Draw the area on a map or enter postal codes/districts
4. Assign teams to areas

Key Features

• GPS tracking of technicians in the field
• Drag-and-drop scheduling calendar
• Customer notification (SMS/WhatsApp) with ETA
• Before/after photo capture on mobile
• Digital signature for job completion
• SLA tracking with escalation rules