Multi-vehicle route optimization with shift windows, service times and workload balance over road-network travel times; beats generate visit plans automatically on schedule.
Live positions and travelled paths on the map; drag-to-schedule with “Optimize day” on the Gantt; drag-to-assign on the board. Jobs, cases, visits — one console.
Geofenced check-in with server-checked gates (radius, hours, holidays, leave), background GPS trails from check-in to check-out, manager replay on the map — disclosed to the tech, visible to the manager.
The allocation console shows the same day three ways. A map with live resource positions, travelled paths and unassigned work in geographic context. A timeline of intraday lanes where dropping a job schedules it — and an Optimize day action fills the unassigned backlog into free slots. A board with an unassigned rail and a column per resource, drag to assign. Scope it to a branch, a partner, a resource group or the whole operation — and allocate any entity: visit plans, cases, service orders.
Work routes by queue, required skill, capacity and presence, with accept, decline, transfer and reassign as first-class operations and a supervisor snapshot of queue backlog and per-resource load. Scheduling covers more than people: demo vehicles, service bays and equipment are bookable resources with appointment types, slot templates, eligible-and-free search, and holds that expire.
Optimize day fills unassigned work — it does not rearrange assignments a person has already made.
Every row ships today and traces to a capability described on this page.
| Capability | xMatix Field Service |
|---|---|
| Map, Gantt and board dispatch | Native |
| One-click day optimisation over real roads | Native |
| Skills-based assignment | Native |
| Structured work catalog, thirteen visit types | Native |
| Geofenced, selfie-verified attendance | Native |
| Background GPS trails, captured offline | Native |
| Appointment slots with real capacity | Native |
| Full visit execution without connectivity | Offline |
| Proof of delivery — photos and signatures | Native |
| Billing on site | Native |
| Map / timeline / board dispatch | Native |
| Optimize day (fill unassigned) | Native |
| Skills-based routing | Native |
| Capacity and presence routing | Native |
| Appointment slots and holds | Native |
| Bookable equipment and facilities | Native |
| Offline job execution | Offline |
Where the work happens. xMatix Service runs work that comes to you — check-in inspections, job cards, bays, warranty and AMCs at your own locations. xMatix Field Service dispatches work to the customer's site — scheduling, road-network routing, geofenced attendance and on-site proof of work. Both run on the same job card and the same data model, so a case can move between the workshop and the field without being retyped. Explore xMatix Service.
Yes — technicians execute the whole visit fully offline, photos included. Work captured with no coverage queues in a durable outbox and syncs safely when the signal returns, even if the phone restarts first. Geofenced check-in, the activity steps, proof-of-delivery signatures and on-site invoicing all run from the device — the job does not care about the signal, and nothing is lost or retyped.
From one live screen. Dispatchers see technician positions, travelled paths and unassigned jobs as a map, a Gantt timeline or a board, and assign by dragging. “Optimize day” re-sequences a technician's jobs over real roads with one click — the planner approves, the math obeys. Work routes by skill, capacity and actual availability, and appointment bookings draw from real slot capacity so the calendar cannot overpromise.
Yes, end to end. Claims raise from the job card with the evidence attached, validate against each principal's configured warranty terms before submission, and then track through approval to settlement — so recoverable money stops dying in a drawer. Settlements reconcile to claim lines individually, which means the short-paid line shows itself instead of hiding in a lump sum.
Yes — several layers of it. Check-in passes server-checked geofence gates, selfie included, so time on site is a fact rather than a claim. Photos and checklists capture condition on arrival, signatures and photos attach at the moment of completion, and background GPS trails record the route actually driven — captured even offline and replayable on a map when a customer disputes the visit.
Yes. Case-level SLAs run in xMatix Support on the same data model: response and resolution targets track milestone by milestone, against business-hours clocks, with automatic escalation before the breach rather than a report after it. On the scheduling side, appointment windows draw from real slot capacity — the promise made to the customer is one the team can physically keep.
Three ways, all over the same records. Condition-based rules auto-stamp an owning resource on matching records as they arrive. Routed work finds people by queue, required skill, capacity and presence — with accept, decline, transfer and reassign as first-class operations. And a dispatcher can assign by hand on the map, the timeline or the board, where dropping a job schedules it. A supervisor snapshot shows queue backlog with per-resource presence and load, so overloading is visible before it happens.
Yes — bookable resources cover people, physical assets and facilities: a demo vehicle and a service bay are scheduled the same way a technician is. Appointment types and slot templates define what can be booked and when; an eligible-and-free search finds resources that both qualify and have the slot; and holds reserve a slot with an expiry while the booking completes. The booking wizard runs on web and mobile, and every resource has an availability calendar.
The console is built for it. The map shows live positions and unassigned work in geographic context; the timeline lets a dispatcher drag work between lanes; the board moves jobs between resources in one gesture. Optimize day fills the unassigned backlog into free slots — deliberately leaving assignments a person has already made untouched, so a dispatcher’s judgment is never silently overridden. Field execution keeps working offline and syncs when coverage returns.
By assuming the network is optional. Check-in and check-out carry geo-stamps, background route trails record with explicit disclosure to the technician even with zero signal, and the console shows live positions whenever coverage exists — with the full travelled path replayable on a map afterwards. Tracking that only works online is tracking that stops exactly where India's service work happens.
Yes — offline is the default, not a fallback. Every screen reads a local store first, so the day's jobs, checklists, asset history and parts open with no signal; photos, signatures, readings and notes queue in a durable outbox and sync with no-duplicate delivery when coverage returns. An engineer can work a full basement or rural site day and lose nothing.