Vidi: A Tech-Enabled Enterprise Ecosystem for Manufacturing & Field Service Management
Vidi is a comprehensive operational ecosystem designed to connect a manufacturing company's office operations with its field service workforce. It comprises a powerful Admin Panel, a Manufacturer App for in-house teams (sales, inventory, CRM), and a Technician Field App with live geo-location tracking. The platform streamlines everything from lead management and order processing to real-time technician deployment and warranty servicing, creating a fully transparent and efficient workflow.
About the Project
Vidi was built to solve a critical challenge for manufacturing companies: the disconnect between the office and the field. While the office team manages inventory, leads, and sales, the technical team is out in the field handling installations, repairs, and warranty claims. Without real-time visibility, this often leads to delays, miscommunication, and inefficiencies.
The Vidi ecosystem bridges this gap through three integrated components:
Operational Headquarters (Admin Panel): A web-based control center for high-level management. It oversees the entire product lifecycle, from procurement and inventory to sales orders and financial reporting. It acts as the central database for all customers, leads, and products.
Office & Management Hub (Manufacturer/Office App): This is the tool for the manufacturer's internal team, including sales representatives, customer support, and managers. They can log leads, track customer interactions, create sales orders, manage product listings, and monitor the status of ongoing tasks. Most importantly, they can see the live geo-location and status of every technician in the field.
Field Force Automation (Technician App with Geo-Location): A dedicated mobile tool for technicians that goes beyond simple task management. Supervisors and office staff can view the technician's real-time location, ensuring they are on-site and on schedule. Technicians use the app to scan product QR codes for instant warranty verification, check task lists, log visit details with geo-tagged check-ins, and manage their performance-based points and incentives.
By integrating these three layers, Vidi ensures that the right people, whether in the office or on the road, have the right information at the right time, leading to faster service, better inventory control, and a fully accountable workforce.
Key Features
Admin Panel (Web - Backend Control)
- Master Data Management: Centralized control over products, pricing, brands, units, and HSN codes.
- Full-Cycle Operations: Manage Procurement (Purchase Orders, GRNs), Sales (Quotations, Sales Orders, Invoices), and Inventory (Ledgers, Stock Ageing, Adjustments).
- Comprehensive CRM: Complete overview of all Leads, Customers, Calls, Visits, and Notes logged from both the office and field apps.
- Financial & Inventory Reporting: Generate reports on Payments, Sales History, Product Ledger, and Stock Ageing for data-driven decisions.
- User & Permission Management: Define roles and access levels for office staff, managers, and field supervisors.
Manufacturer / Office App (Mobile for Internal Teams)
- Lead & Customer Management: Create and track leads on the go. Access detailed customer profiles, including contact persons, addresses, and interaction history.
- Sales Order Processing: Create sales orders and quotations directly from the field or office, linked to specific customers and products.
- Live Technician Tracking: View a real-time map or list showing the current location and status of all field technicians, enabling dynamic dispatch and supervision.
- Task & Call Logging: Log calls, create follow-up tasks, and attach notes (including audio notes) to specific leads or customers for complete documentation.
- Product Catalog Access: Browse the full product catalog with details like pricing, warranty, and minimum order quantity to answer customer queries instantly.
Technician Field App (Mobile with Geo-Location)
- Live Geo-Location & Status: The app continuously shares the technician's location with the office, allowing managers to see who is where, for how long, and whether they are on-site. This ensures accountability and accurate attendance.
- QR Code Scanner for Instant Service: Scan a product's QR code to instantly pull up its details, registration date, and warranty status. This allows for immediate validation of claims on the spot.
- Task & Visit Workflow: View a daily list of assigned tasks (installations, repairs, check-ups). Check-in and out of a location with a single tap, automatically logging the geo-location and timestamp of the visit.
- Warranty & Claims Processing: Based on the scanned QR code, technicians can verify warranty coverage and process claims or returns immediately during the service call.
- Incentive & Performance Dashboard: Track personal earnings through a points-based system. View total points earned, redeemed, and current balance, directly tied to completed tasks and service quality.
- Profile & Document Management: Update personal details and manage professional information directly from the app.