Transform your field operations with IDI’s Field Service Management (FSM) solution, which is seamlessly integrated with IDI’s advanced customer service, order management, and ticketing platforms. Fully automate your service delivery process from order capture and provisioning to customer communications and field services.
Powered by Zinier, IDI’s FSM solution elevates your field workforce efficiency through automated scheduling, optimized route planning, and real-time activity tracking. Experience dramatic improvements in service response times, substantial cost reductions, and exceptional customer satisfaction with this state-of-the-art solution.
Release History
Version 25.11 – Extended Data Integration and Other Enhancements
This provides robust two-way integration for custom-defined extended data to improve efficiency and flexibility. You can easily add extended data to work orders, offering valuable extra information to assist your technicians and Zinier in completing tasks more effectively. The system also automatically retrieves, stores, and displays data collected by technicians, delivering a unified view of all information related to the work order.
This requires some additional setup and impacts Work Order Type configuration and Work Order management. In addition, related workflow actions have been updated to support this.
This release also provides these other enhancements:
Automatically collect and attach the Zinier close-out package to the work order.
Automatically update a ticket’s status when the work order is completed.
Notes:
Zinier customers need to be on Zinier External API version 1.3 to start sending extended data to Zinier. Be advised: A bug in the Zinier External API version 1.2 causes tasks to be duplicated when the work order includes extended data.
You also need to enable sending extended data to Zinier in Workflow. This is described in the Setup section on Configuring Zinier Connection Parameters in Workflow.
Version 25.8 – Miscellaneous Enhancements
A Work Order Summary option in the Orders information center lets you review the work order status and inform internal and external stakeholders.
Work Order synchronization helps prevent unnecessary technician dispatches. The system will automatically update open work orders to Canceled when the associated Order is canceled or the Ticket status is set to Closed.
Version 25.4 – Initial Release
IDI Field Service Management Overview
IDI’s field service management functionality allows service providers to:
Create a Zinier field service work order from:
an order.
a customer ticket in the Tickets web module.
an account in Customer Care.
Search, view, and manage work orders in the Workflow module.
Schedule and manage appointments using the IDI work order.
View appointment and technician information.
Edit and manage the work order.
Assign quick links to a work order.
Add and manage documents on a work order.
Zinier Overview
Zinier is an IDI partner and a field service management (FSM) software company that provides customizable solutions for managing field operations, workforce, and assets.
Note:
Service providers will need to coordinate with IDI Account Management and Zinier to enable and fully integrate the field service management functionality with their IDI BSS/OSS platform.
Key Zinier Products and Features:
Z Productivity Suite: A comprehensive set of tools to manage and optimize field operations, including:
Scheduling & Dispatch: Automates task assignments to ensure the right technician is deployed at the right time.
Capacity Management: Aligns workforce availability with service demand.
Parts & Inventory: Tracks inventory from the warehouse to the field, ensuring technicians have the necessary parts.
Asset Management: Monitors and maintains equipment health to prevent downtime.
Reporting & Analytics: provides insights to drive business decisions and improve performance.
Studio Z: A suite of no-code and low-code builders that enable organizations to:
Create and modify mobile and web tasks without coding.
Develop custom applications tailored to specific business needs.
Automate business processes with intelligent recommendations.
Support messaging to convey progress for a transparent and hassle-free service experience.
How it Works – Quick Tour
This quick tour briefly demonstrates how the IDI and Zinier platforms work together to support seamless and comprehensive field service management: