Knowledge Base: Answers for Telecom Contractors

Start with the work to be managed: multiple customers, crew planning, network construction, materials, estimates and acceptance certificates. Check how a customer order links to the site, assignee and result. IS PORTAL covers these processes; required integrations are agreed separately.

CRM organizes customer interactions and workflows. FSM focuses on planning and completing field work. A contractor needs to link the customer order with the crew, materials and report. Product scopes may overlap, so test the specific scenario.

Field Service Management, or FSM, manages field service: technician planning, work orders and work results. For a telecom contractor, this means coordinating crews at customer sites for installation and service work. In IS PORTAL, these tasks are covered by dispatching, work orders and a mobile interface.

Define job types, roles, deadlines and work-order closure rules. The dispatcher assigns tasks, the field technician records the result and materials, and the manager analyzes completion. All participants work with the same request.

Organize projects by customer, create work requests, assign responsible people, plan field visits and keep a change history. In IS PORTAL, each request moves from creation to final status.

First agree on mandatory request data and uniform statuses. Then configure the assignment of assignees and reporting in the system. The transition should start with one process and test it on real tasks before spreading to the whole team.

Consider the job type, territory, available time and required resources. IS PORTAL lets you assign technicians, view free slots and visually plan work on the map.

IS PORTAL displays technicians' free slots so dispatchers can match existing work with new requests and schedule field visits without idle time.

Agree common statuses and rules, divide tasks by territory and configure access. IS PORTAL supports centralized dispatching and filtering work orders by territory and other criteria.

Define deadline rules by job type and regularly check open requests. IS PORTAL provides request timers and uses the incident system to control overdue closures.

Work with the history of a specific request to see its progress from creation to completion. Check out the demo to see exactly what changes and participant details are available in your scenario.

Record why work was not completed, check material availability and analyze repeat faults. IS PORTAL helps track repeat outages within a defined period.

Record the transfer from the warehouse to the employee's personal inventory, and associate further use with the work order. This way you can compare issued resources, costs and balances.

When reporting on work, the field technician records the inventory used. In IS PORTAL, you can configure material sets and write-off limits for job types or requests.

IS PORTAL keeps a movement history for serialized equipment and shows its current location: in the warehouse, with a field technician, at a subscriber site or on a network element.

Create line and point features, routes and segments, define territories and assign jobs. In IS PORTAL, these elements are used for visual planning and progress control.

Break the project into stages, determine the responsible people and deadlines. Receive site crew reports and view current statuses to spot delays early.

IS PORTAL supports an unlimited number of concurrent projects. Flexible access settings ensure each user sees only the tasks and data related to a specific customer. This makes projects easier to manage while keeping information separated.

Prepare an estimate and agree the scope with the customer. When creating the acceptance certificate, include the work actually completed within the agreed scope. IS PORTAL supports this link between the estimate and acceptance certificate.

Maintain acceptance certificates and track their payments together with the remaining planned funds under the estimate. The payment-entry and data-exchange procedures are agreed during setup.

Configure role rights according to job duties. IS PORTAL provides different levels of access to financial documents; test them on user examples before launching.

A standard full company launch takes about two months. The exact timeframe depends on your processes, data preparation and required integrations.

Prepare a list of tables, fields, references and the amount of data. At the demonstration, we will agree on the file format, data preparation, transfer procedure and responsibility of the parties.

Employee training is included in the subscription. The format, number of sessions and participant list are agreed during launch planning.

Integration is developed as a separate task. The evaluation requires the name of the customer's system, documentation and a list of data to be exchanged: requests, objects, statuses or work results. Compatibility, access and scope of development must be agreed upon.

There are no ready-made connectors: every integration is built as a separate development for a specific case. To scope it, name the system, the direction of exchange — from IS PORTAL, into IS PORTAL or both ways — and the data involved: requests, sites, statuses, work results. Scope, timeline and price are agreed separately from the subscription.

All of them. Every integration is a separate development with its own scope, timeline and price; no connector is included in the base subscription. It can be quoted once the customer system, the direction of exchange and the data set are known.

Every subscription includes not only the CRM system but also a development team that continuously improves the product and takes your business needs into account. Product enhancements are included in the subscription.

IS PORTAL supports multi-level customization that fully covers customer needs in 98% of cases. If a task goes beyond standard configuration, the subscription includes developing and implementing the required changes.

IS PORTAL offers free testing in demo mode before subscribing. Agree with the team on the duration, available data and the ability to test your own scenarios.

The export format, access terms, and the procedure for data transfer and deletion are fixed in the contract before the start of work.

Yes. In the mobile interface, employees receive tasks, report on completed work and write off inventory. At the demonstration, we will check the work on your team's devices.

No. The system requires a connection: tasks, reports and inventory write-offs are sent online. There is no offline mode with deferred synchronisation. If your crews work where there is no coverage, plan around it — for example, receive tasks and close work orders where a connection is available.

The terms of data storage, backup and recovery are agreed upon before launch and fixed in the contract.