CRM for Field Service Companies

Maintain 100% control over every service call—from the initial fault report to the final equipment inspection. Raynet simplifies work for dispatchers in the office and technicians in the field: manage service sheets right from a mobile device, access repair histories anytime, and let automatic reminders handle routine maintenance schedules.

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These companies are already using Raynet

Machinery maintenance, safety inspections, window or HVAC repair. Field service teams of all kinds keep their daily operations firmly under control with Raynet.

3 Typical Situations Holding
Field Service Companies Back.
Recognize Any of Them?

1. A customer calls about a breakdown and you're digging through history

A client calls needing an urgent repair, and you need to know what was done on the machine last time. But the information is scattered everywhere—starting a tedious search through emails, Excel spreadsheets, or paper binders while the customer waits on hold.

2. Technician dispatches are scheduled mostly by guesswork

Who goes where, when, and what exactly needs to be done lives only inside the dispatcher's or service manager's head. As soon as someone calls in sick, chaos ensues, deadlines are missed, and customers are left unsatisfied.

3. Warranties and routine inspections are tracked manually

Warranty expiration dates, inspection schedules, or component replacement times usually end up in an Excel sheet that never reminds you on its own. Forget once, and next time the customer will simply call someone else.

Before we started, we thoroughly compared offers on the market. Why Raynet CRM? It’s intuitive, easy to implement, and the tech support is fast.

Petr Odehnal

Sales manager, PILART stroje a.s.

Raynet Does Everything a Field Service Company Needs

Complete control over your service orders

In Raynet, you always see your current service jobs along with their exact value and status. Get an instant overview of what needs attention right now so no service request ever slips through the cracks.

Technicians carry the entire order in their pocket

The mobile app is the best partner for crews in the field. Upload service protocols, serial numbers, and job site photos directly to the system while at the client's location—no paper or retyping required, letting everyone back in the office see completed jobs in real time.

Service sheets ready in two clicks

Organize your daily routine using a clean service dashboard. Easily view newly received jobs, scheduled dispatches, and completed tasks. Generate a technician's service sheet in seconds.

Warranty or paid service? Know instantly

Create custom fields for every machine—such as installation date, serial code, or warranty end date. The system automatically alerts you to upcoming dates, so you instantly know whether to invoice for warranty coverage or standard billable service.

A calendar that brings structure to dispatches

Schedule dispatches in a shared calendar with color coding to distinguish sales meetings from active service calls. Instantly see which technician is available and where they are headed, making it easy to reschedule jobs instantly during unexpected delays.

Live support that has your back

Our videos and detailed online tutorials make getting started simple. For everything else, we offer live customer support that we take real pride in. We won't leave you stranded with a chatbot—we’re happy to help via email, chat, or phone with a smile during business hours.

Raynet connects with the tools you use daily

Do you send emails via Gmail or Outlook? Use Google or Microsoft calendars? You don't need to change your habits; Raynet easily connects with all the software your business relies on. Data is transferred automatically without manual typing. You can set up additional integrations via Make, Zapier, or an open API – all by yourself in a single afternoon.

More information

Try Raynet for Field
Service Companies

Simplify paperwork for field technicians, keep track of scheduled dispatches, and monitor warranties and inspections automatically without unnecessary stress.

Set up in a few days, pre-configured field service template, free trial with no commitments.

Try Raynet free for 30 days

Frequently Asked Questions about Raynet for Field Service Companies

Excel works fine when you handle a few jobs a week. As your service workload grows, bottlenecks emerge—especially when technicians switch, multiple orders overlap, or you try tracking warranties for hundreds of customers in a single sheet. Raynet acts as the shared memory for your entire service operation: every dispatch, protocol, and warranty record stays organized in one place.

Each job gets its own card on a clean dashboard showing its exact status (e.g., Received, Scheduled, In Progress, Completed), assigned technician, and dispatch date. Generate a service sheet directly from the card in two clicks. Schedule dispatches in a shared calendar to always know team availability. Once finished, technicians simply upload job protocols and photos right from their phones.

You can create custom fields for each machine or client profile—such as installation date, serial number, warranty expiration, or next inspection date. Raynet automatically alerts you as dates approach, handling warranty tracking for you so you can focus on job planning instead of digging through paper records. It also makes it simple to distinguish warranty service from billable work.

Yes, it is designed for integration. Raynet connects easily with popular accounting and invoicing tools. As soon as a technician closes a job in the field, data transfers over to invoicing so no one in the office has to manually retype line items and prices. Client emails also automatically save to the matching job history.

License prices range from €16 to €41 per user per month depending on the chosen plan. For a team of 10 technicians and office staff, that represents an investment between €160 and €450 per month. There are no setup fees or long-term commitments—you pay monthly and can adjust license counts as needed. You can test the first 30 days completely free without entering a credit card.

Basic setup and importing your data from Excel take just a few hours. Full onboarding for the entire team (dispatchers and field technicians alike) typically takes 2 to 3 weeks. Unlike large enterprise platforms, Raynet requires no months of analysis, programming, or costly IT consultants. We provide a pre-configured template designed for field service, and our onboarding team is ready to help you every step of the way.

All data is stored on secure Amazon Web Services (AWS) servers in Frankfurt—strictly within the EU and in full compliance with GDPR regulations. Raynet holds strict ISO 27001 security certification, automatically backs up data every 24 hours, and retains backups for a minimum of 90 days. Additionally, all data is insured against damage, theft, or breach with Colonnade insurance up to €200,000.

A System That Grows with You

Raynet is a perfect fit for field service and assembly companies, but it works just as well maintaining structure across other industries. Our specialized solutions with dedicated support are also trusted by manufacturing plants, IT firms, and financial advisors.