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Climate technology

✔ Workflows that comply with regulations
✔ Service multiple assets in one go
✔ Satisfied customers

    Prevent downtime of installations

    Your climate control solutions often play an essential role for your customers. When they do not (properly) function, the consequences can be significant. That is why they must be maintained properly and on time – preferably as efficiently as possible. And if an issue occurs, you want it resolved as quickly as possible. Sigmax Connect supports you in this, by optimally supporting your service processes.

    Resolve issues as quickly as possible

    Loss of goods due to a faulty cooling system, or unhappy guests because the air conditioning has stopped working. When installations are business critical, maintenance becomes even more important. With Sigmax Connect, you prevent issues from arising and resolve them quickly if they do occur.

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    Flexible configuration

    Your engineers handle a wide range of tasks. They need to maintain, inspect, repair or install systems — each requiring its own specific workflow. In addition, you need to comply with regulations, such as maintaining accurate refrigerant records. Sigmax Connect is built from fixed components, yet it is fully configurable. We map out your processes and ensure that the software supports them in the best possible way. And if anything in your process changes, you can adjust the workflows effortlessly — without sky-high costs.

    “The greatest benefit is the time saved, as each workflow is set up specifically for the type of assignment. This ensures engineers follow the right steps and all important information is recorded. The flexibility to configure these workflows is a real advantage for us.”

    Kees Kuiperije – Manager ICT & Business Applications at Veld Koeltechniek

    Never late for maintenance again

    Ideally, you want to prevent issues by carrying out preventive maintenance. In Sigmax Connect, you can specify the maintenance frequency for each installation, ensuring you are never late. In addition, you can integrate Sigmax Connect with solutions for Internet of Things, allowing you to predict even more accurately when an installation requires maintenance.


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    Quickly on site for faults and urgent jobs

    • You have real-time insight into the location of your engineers and the job they are working on. This allows you to see immediately who can be on site the fastest.
    • The engineer has all required information quickly and in one place. Essential data is retrieved from the ERP system and checklists ensure nothing is overlooked.
    • The planner receives a notification as soon as the urgent job has been received and read by the engineer, so there is no need to call for confirmation.

    Always work on the correct asset

    In practice, it often happens that the wrong asset is linked to a job. This may occur because the customer provided the wrong information or because the correct asset was not available in the system. Engineers are usually pragmatic and will find a way to complete the work regardless. This is helpful for the customer, but it does lead to incorrect administration, which then has to be corrected manually afterwards.

    With Sigmax Connect, the engineer can switch to the correct asset during the job, ensuring they have access to the right (contract) information. Is the asset not yet registered in your system? The engineer can simply add a new asset on the spot. This makes the engineer’s work easier and prevents administrative errors.

    Asset management Sigmax


    Multiple assets at a single location?

    With Sigmax Connect, the engineer can handle all assets as a single job and complete the task without duplicate actions. Thanks to the location-tree functionality, they can quickly see where the assets are situated. Missing an asset or incorrect data? The engineer can easily update the information or create a new asset and immediately register their work on it. They can also see which future maintenance is required at that location. If they have time left, they can take care of it straight away.

    Seamless integration

    Your systems should complement and strengthen each other. They need to do what they do best, while also fitting into the bigger picture. Connect integrates effortlessly with
    ERP and planning systems
    , ensuring your systems work together optimally and data is exchanged smoothly.

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    Save valuable time

    “If an engineer using the old solution inspected several cooling units for one customer, he had to complete a process for each unit and have each one signed off by the customer. With Connect, the engineer can handle all cooling units as a single job and the customer only needs to sign once. This results in significant time savings.”

    Kees Kuiperije – Manager ICT & Business Applications at Veld Koeltechniek

    The most useful features for climate technology:
    Approval
    After the work has been completed, the customer signs in Connect to approve the job. For assignments with multiple objects to be serviced, the customer only needs to sign once. Customer friendly and time saving.
    Working time registration
    Correct labour time registration is essential for billing. In Connect, this process can be automated.
    Attachments
    Add photos, sketches, PDF and Excel files.
    Bundling work orders
    Combine multiple objects to be serviced into a single assignment.
    Communicate with the field service team
    Send technicians messages or documents via Connect. Technicians can also receive urgent jobs directly in Connect.
    Configurable questionnaires
    Add mandatory questions or make them dynamic by using conditional questions. The possibilities are endless.
    Register commercial opportunities
    Technicians can conclude service and maintenance contracts on site via Connect. They can also record commercial opportunities for the sales department through questionnaires.
    Customer engagement
    Automatically send customers updates about schedules and work orders.
    Direct payment
    Allow the customer to pay immediately at the door after the work is completed — directly in Connect and without an external payment terminal.
    Invoicing and payment
    Invoices are automatically generated based on time registration and used materials. Warranty conditions, contract coverage and payment terms are taken into account. Customers can then pay the invoice directly in Connect, for example via contactless payment or direct debit authorisation.
    Photos and sketches
    Add multiple photos, sketches or other attachments to your work order. Photos and attachments can be configured as mandatory or optional at various stages in your workflow.
    Integration with measuring instruments
    Automatically import measurements from external devices into Connect. Technicians no longer need to manually copy values.
    IoT support
    Insight into performance, status and exact location of assets. Automatic alerts in case of malfunctions.
    Refrigerant registration
    F gas registration is performed according to BRL100. The technician registers cylinders, records usage and returns empty cylinders to the warehouse. Every mutation is logged and synchronised with the ERP system.
    Location tree
    When a building contains multiple objects to be serviced, technicians need to know their precise locations. The location tree gives clear insight into all objects and their exact locations within Connect.
    Logistics and inventory management
    100 percent error free inventory management thanks to the registration of all item movements. Insight into your own warehouse and third party stock (e.g. nearby technicians). Correct stock differences between warehouses and check received goods.
    Material registration
    Scan used materials or add them manually. Adjust quantities and always have insight into the full item catalogue.
    Navigation and track and trace
    Address details are filled in automatically. Navigate directly via Google Maps from within Connect. Real-time insight into technician location. Automatic location registration when statuses change.
    Asset management
    In Connect, you can link objects to locations (location tree), view contractual agreements, and modify object properties. Technicians can also add new objects or replace existing ones.
    Unplanned tasks
    Technicians gain insight into unplanned tasks via Connect — ideal when they unexpectedly have time left.
    Online customer information
    In case of malfunctions outside office hours, it is efficient to have insight into payment arrears, contracts and object history beforehand. This helps the technician decide whether a work order should be created in the ERP or planning system.
    Issue registration
    Easily register a problem or defect in Connect. Based on the selected issue, the technician is guided through the analysis and registration process.
    Smart notifications
    Inform your customers proactively and in real time about the time window of planned work or changes. Customers automatically receive an email, SMS or WhatsApp message with the expected time window.
    Time registration
    Technicians quickly and easily register their worked hours or shifts in Connect.
    Schedule follow-up appointments
    If a job cannot be completed in one visit, schedule a new appointment together with the customer immediately — convenient and customer friendly.
    Stock management
    Service employees count their vehicle stock several times a year. This allows technicians to carry out stock counts between jobs without sacrificing an entire workday.
    Project work
    Work with multiple technicians on one project and gain insight into each other’s activities. Create structure in projects, visits and tasks. Access previously completed visits and activities as part of the project.
    Sigmax successful case studies

    Bendertechniek

    Bendertechniek supplies turning, milling, and grinding machines for the machining metal and plastic processing industry. Their service department consists of 20 field technicians who install and maintain machines daily in both the Netherlands and Belgium. To further streamline the administrative handling of service activities, Bendertechniek chose Sigmax’s field service software.

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    Carglass

    Every day, 350 Carglass mechanics, from 58 branches and a mobile service, provide expert repairs and car windscreen replacements. To provide a fast service to customers across the country, Carglass digitized its service planning and work orders using Connect, the field service software from Sigmax.

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    FLS VISITOUR

    A good planning process is essential for service organisations. That is why our field service solution Connect integrates with a large number of planning systems, including FLS VISITOUR. The tasks scheduled in the planning solution from FLS are handled digitally through Connect’s mobile application.

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    ORTEC

    ORTEC has been a well known name in planning software for over 40 years. With 1,000 employees and offices worldwide in 13 countries, they are the experts in efficient planning. And optimal planning is essential for service organizations. That’s why Sigmax and ORTEC have been working together for over eleven years to achieve the same goal: to make service organizations work as efficiently as possible.

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    Volta Limburg

    With over 60 service technicians, energy supplier Volta Limburg ensures the daily warmth comfort of over 120,000 end customers. In order to move away from all paper forms, they sought software that could facilitate the transition to complete digitization. Sigmax’s field service software proved to be a perfect match.

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    Would you like to deploy your field service more efficiently? We are happy to share practical tips.

    Whitepaper: Optimise your field service with 7 tips for the HVAC sector:

    Get started right away with these 7 practical tips for climate technology!

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