Vantegrate, AI agent and application suite for enterprise companies

Vantegrate for the Field Service Industry

AI agents for field service: triage that avoids the truck roll and dispatch with mobile stock

Book visits on WhatsApp with triage that avoids the truck roll, communicate preventive maintenance to thousands of building associations with coverage far above email, close service reports in minutes instead of days, and orchestrate dynamic dispatch that pushes first-time fix and SLA compliance toward the sector's best-in-class levels

Service centersOEMsTelcosMaintainersFacilities

The truck roll costs money when the technician arrives without the part.

Customers call three times to book a visit and expect a WhatsApp reply.

Every minute of SLA delay is a penalty and a lost renewal.

Regardless of the sub-vertical (telecom field service, industrial field service, HVAC and climate control, utilities and energy, appliances and consumer electronics, technology and devices, medical-hospital equipment, construction and facilities, technical inspections and audits) or the operating model (Break/Fix, preventive maintenance, IoT predictive maintenance, SLA service contracts, Field Service as a Service for OEMs), every company in the sector works today against the same obstacles:

High call-center abandonmentUnnecessary truck rollsPaper reports and claimsData from last Monday

What Vantegrate's AI Platform solves for a Service Center, OEM or Field Service Operation

The suite covers the field-service cycle end to end

From the customer's first inquiry to the released OEM warranty claim.

It captures demand, avoids unnecessary truck rolls, cuts administrative load and leaves the data ready for decisions.

Triage avoids truck roll

Tickets and scheduling

24/7 WhatsApp with structured triage that avoids unnecessary truck rolls and live technician ETA. Integration with Salesforce Field Service, ServiceMax and Dynamics 365 FS.

More coverage

Preventive maintenance and renewals

Alerts for upcoming maintenance, renewal 60-90 days ahead, regulatory recalls and dormant-account reactivation with coverage far above email in hours.

Faster work-order closeout

Reports, logbooks and OEM claims

IDP for reports, logbooks, licensed-technician certificates, SLA contracts and OEM warranty claims with cross-validation and legal electronic signature.

FTFR toward best-in-class

Dynamic dispatch and BI

FTFR/SLA/MTTR over WhatsApp; dispatch with mobile stock, digital POD and inventory validation against the service report. OEM claims in hours.

INDUSTRY OVERVIEW

What changed in field service and why the truck roll no longer holds up without artificial intelligence

Tickets handled in seconds, triage that avoids truck rolls, reports invoiced in minutes, and dynamic dispatch with digital POD

The sector wins by answering tickets in under 90 seconds over WhatsApp, avoiding unnecessary truck rolls with structured triage, closing work orders with an invoice in under 30 minutes, and orchestrating dynamic dispatch that pushes first-time fix and SLA compliance toward best-in-class levels.

The technician doesn't wait

  • On-site technical service is cross-cutting: it underpins telcos, utilities, climate control, elevators, medical equipment, appliances and facilities.

  • And it is the visible face of nearly all of them: the customer does not remember the brand by the product but by the technician who arrived late, or the one who fixed it in a single visit.

  • The operation is radically decentralized (technicians moving all day), with SLAs that penalize every minute of delay and scarce resources (qualified technicians, critical parts, vehicles) that have to coincide in the right place, at the right time, with the right qualification.

The van matters

  • And margin is decided in what the customer never sees: every avoidable visit costs money (industry estimates put a technical visit at USD 150 to 500 in base cost and above USD 1,100 fully loaded, according to TSIA and Aberdeen Group), every truck roll where the technician arrives and only does a reset is money thrown away, and every lost contract renewal is CAC paid twice.

  • Whoever connects their FSM, their EAM and their IoT with AI agents wins on first-time fix, SLA compliance and renewals; whoever sends the technician without the part and leaves the call center hanging, cedes ground.

  • And compliance does not forgive: a report without a signature is a rejected invoice, and an elevator logbook that is not filed is a municipal fine.

Del primer WhatsApp al décimo service

Una operación conectada de punta a punta

→
Before
✕0Disconnected tools
✕0Vendors
✕—No visibility
Now
✓0Platform
✓0AI agents
✓✦Measurable results
INDUSTRY CHALLENGES

5 problems that erode the profitability of service centers, OEMs, maintainers and facilities companies

Five frictions that cost margin, NPS, contract renewal and regulatory exposure

A call center with high abandonment, mass communication that email no longer solves, paper reports that take days, decisions on FTFR made with last Monday's data, and manual dispatch without the right part come up in every conversation with a service center CEO or an OEM's Director of Service.

We spoke with dozens of service centers, OEMs, telcos, maintainers and facilities companies across the nine sub-verticals before defining our suite. These are the pain points that come up in every conversation with a CEO, COO, Director of Service, Head of Field Operations, CFO or Partner Manager in the sector:

Challenge 01 of 05

Saturated call center with 22% abandonment and ETA inquiries that consume FTEs all day

My call center gets 14,000 calls a month and a huge share hangs up before we answer.

Customers ask three times, 'what time is the technician arriving?' and my service desk bleeds out answering the obvious.

My unnecessary-truck-roll rate is sky high: the technician arrives, does a reset and leaves.

The building administrator asks for the elevator logbook by email on Fridays at 7 PM and nobody is at my desk.

When a customer wants to book Saturday for the technician to come Monday first thing, there is no one to schedule it.

Visits that fall through because 'nobody was home' are a constant hit to the agenda.

THE VANTEGRATE PROPOSAL FOR FIELD SERVICE

The AI platform for field service: five agents that match the technician, the part and the window

Five coordinated AI agents for service, dispatch and after-sales support

Vantegrate covers conversational service with triage, mass communication for preventive maintenance and recalls, IDP for reports/logbooks/OEM claims, conversational BI on FTFR/SLA/MTTR, and dynamic dispatch with mobile stock and digital POD in one integrated implementation.

Without Vantegrate
With Vantegrate
✗

Call center answers WhatsApp inquiries by hand, with truck rolls sent on every call

✓

Sellium triages, books and confirms automatically on WhatsApp 24/7

✗

Preventive maintenance and renewals get announced by email and go unread

✓

Revio reaches the base with coverage far above email in hours

✗

Service reports, logbooks and claims are processed by hand

✓

Arconte captures, validates and releases claims in minutes

✗

Management asks for FTFR/SLA reports that take days to build

✓

Metrix answers business questions in natural language

✗

Dispatch is built on a spreadsheet and technicians arrive without the part

✓

Trazzo assigns dynamically with mobile stock and digital POD

That is Vantegrate for field service:
an integrated suite, implemented turnkey, with baseline metrics agreed with the client and hands-on support after go-live through every critical season (pre-summer HVAC, pre-winter heating) and every regulatory change (CABA Law 161, ENARGAS, ENACOM, F-Gas Regulation, Kigali Amendment).

Already implemented in service centers, OEMs and maintainers across Argentina, LATAM and the US

Book a discovery session

Here is how each agent works in field service, with real scenarios by sub-vertical.

Salesforce
ISV Partner
AppExchange Partner
Salesforce · Since 2009
Oracle
OCI Partner
Marketplace & OCI Partner
Oracle Cloud Infrastructure
SELLIUM FOR FIELD SERVICE

Booking technical visits on WhatsApp 24/7 with triage that avoids unnecessary truck rolls and live ETA lookup

24/7 WhatsApp with structured triage and live ETA against Salesforce Field Service

Sellium serves residential customers, building administrators, corporate purchasing managers and HR 24/7 with scheduling, parts quoting, contract management and handoff to the dispatcher when parameters are exceeded.

Request a SELLIUM demo

Dato clave

Sellium is the service desk that answers without hanging up and triages before dispatching the truck.

It lives on the WhatsApp Business API and serves the operator's entire universe: the residential customer reporting a broken AC in the middle of a heat wave, the building administrator coordinating the monthly elevator maintenance, the retail purchasing manager requesting preventive maintenance for commercial refrigeration, the hospital maintenance lead with critical equipment down, and the IT manager opening a ticket under contract.

It identifies the customer against the FSM, validates coverage and runs the triage that avoids the unnecessary truck roll.

For field service, Sellium solves the sector's most critical scenarios:

Appliance service center handling 14,000 calls/month with high abandonment and triage that avoids unnecessary truck rolls

What practical value you'll find when you open this section

Consider an authorized appliance service center that handles thousands of monthly tickets for installation, warranty repair and maintenance of refrigerators, washing machines, AC units and water heaters, with a call center receiving 14,000 monthly calls, long wait times and a material share of abandoned calls.

With Sellium as the primary WhatsApp channel, the flow would be: handle the bulk of inquiries in under 90 seconds each, resolve remotely the ones that do not require a visit, and free up the team for complex cases, aiming for higher post-ticket NPS, less avoidable truck roll and more effective work orders per technician per day.

Typical results in Field Service:

  • Less call-center abandonment by absorbing the bulk of inquiries via WhatsApp
  • Auto-resolution of a large share of administrative tickets without human intervention
  • Structured triage that avoids unnecessary truck rolls
  • Support for first-time fix with prior triage and pre-assigned parts (the sector averages 75-80% and best-in-class exceeds 88%, according to Aberdeen Group and IBM 2024)

Key features for service centers, OEMs, telcos, maintainers and facilities:

  • Customer identification by national ID, contract number, tax ID, address or serialized equipment against the FSM (Salesforce Field Service, ServiceMax, Microsoft Dynamics 365 Field Service, Oracle Field Service Cloud, IFS Field Service Management, ServiceNow FSM, SAP Service Cloud, Praxedo, FieldEdge, WorkWave Service, ServiceTitan)
  • Conversational scheduling with contractual coverage validation, available window based on required skill, geographic zone and technician workload
  • Natural-language work-order status inquiry ('what time is the technician arriving?'): name, live ETA, current vehicle location and prior ticket events
  • Basic technical triage before dispatch with structured questionnaires by equipment and failure type (error codes, guided resets, electrical/network connection validation)
  • B2B and B2C parts quoting against the ERP (SAP S/4HANA, Oracle E-Business Suite, Microsoft Dynamics 365, Infor, EGA Futura ERP, NetSuite) with stock availability, current pricing, contractual terms and credit line
  • Service contract management: coverage validity, coverage terms, upcoming scheduled visits, early renewal with automatic commercial proposal
  • OEM warranty inquiries by serial number, coverage terms, covered parts and claim process
  • Coordination of scheduled preventive maintenance for contract customers (HVAC, elevators, medical equipment, critical infrastructure)
  • Conversational support with handoff to video or AR when the case requires remote visual assistance (TeamViewer Frontline, PTC Vuforia Chalk, Microsoft Dynamics 365 Remote Assist, Help Lightning, ScopeAR)
  • Escalation to a human dispatcher for emergencies, critical equipment out of service, safety cases (gas smell, water leak) and premium-SLA customers

Telco with 2.4M customers coordinating 12,000 weekly visits and elevator maintainer absorbing 70% of the commercial call center

What practical value you'll find when you open this section

A telecom operator with 2.4 million residential customers coordinates 12,000 weekly technical visits across fiber installations, outage repairs and plan migrations.

Its conventional service desk operates business hours only; Sellium runs 24/7.

Customers book, reschedule and check ETA on WhatsApp; technicians receive the work order with triage already completed; and the live ETA plus in-chat confirmation aim to cut down on 'the technician arrived and nobody was home' cases.

An elevator maintenance company serves 4,800 building associations across the capital and greater metro area.

Administrators call twice a week to coordinate mandatory monthly maintenance, report breakdowns, authorize major repairs and check the elevator logbook.

Sellium identifies the association, checks the FSM, offers a visit window, validates the administrator's authorization for repairs above the contractual threshold, and notifies the responsible technician, absorbing 70% of the commercial call center's volume.

Corporate IT provider with a 4-hour SLA and dispatch automatically escalated on risk

What practical value you'll find when you open this section

A corporate IT service provider serves 240 B2B contracts with critical SLAs (recovery in under 4 hours for equipment classified as critical).

Sellium receives the ticket over WhatsApp from the user or the client's IT manager, validates the SLA tier and triggers a priority dispatch workflow, notifying the client of the technician's ETA.

If the SLA is at risk (nearby technician unavailable, equipment out of stock), it escalates automatically to the supervisor.

REVIO FOR FIELD SERVICE

Alerts for preventive maintenance, renewals, recalls and reactivation with coverage far above email across 4,800 building associations in hours

Alerts for preventive maintenance, renewals, recalls and reactivation with coverage far above email in hours

Revio communicates with 4,800-50,000 customers with automatic triggers from Azure IoT/PTC ThingWorx on predictive alerts and from the FSM on administrative events.

Request a REVIO demo

Dato clave

Revio is the one who warns about preventive maintenance and renewal before they lapse, not after.

It is the operator's direct channel to its installed base: upcoming maintenance, contract renewal 60-90 days ahead, extended warranty, OEM regulatory recall with traceability, seasonal campaigns (pre-summer HVAC, pre-winter heating, back-to-school for retail tech), invitations to installer training and reactivation of dormant accounts.

The building administrator, the maintenance lead and the residential customer all live on WhatsApp; email gets buried among a hundred other messages that day.

Revio triggers the campaigns and hands off to Sellium whoever replies.

Elevator maintainer with 4,800 building associations announcing renewal 30 days before expiration

What practical value you'll find when you open this section

Consider an elevator maintenance company with 4,800 building associations that launches a preventive campaign 30 days before each annual contract expires: 'Your annual contract with [Sample Building S.A.] expires on 6/30.

Renew before 6/15 and keep the current rate plus a free preventive cabin inspection.' Where the legacy email campaign is barely opened, the same campaign through Revio, segmented, leverages the fact that industry studies place WhatsApp Business opening rates between 75% and 98%, versus a real-world 20-25% for email (Bird 2024; Brevo 2026), arrives with far more reading and direct replies, and hands off to Sellium the administrators who respond to close the renewal or schedule a meeting.

Key automations

  • Typical results in Field Service:
  • Opening rate far above email: industry studies place WhatsApp between 75% and 98% vs. a real-world 20-25% for email (Bird 2024; Brevo 2026)
  • More direct response than email with in-chat CTAs (WhatsApp CTR of 15-45% vs. 2-3% for email; Bird)
  • Reactivation of dormant accounts (12-18 months) that email no longer recovers

Better contract renewal rate through managed anticipation

  • Regulatory recall coverage in hours with auditable traceability
  • OEM issuing a recall on electric water heaters to the installed base with regulatory traceability
  • An OEM issues a safety recall on a specific batch of electric water heaters due to short-circuit risk. Revio identifies customers with the affected serial number in the installed base, launches an official recall notice with immediate instructions, and hands off to Sellium to book a free technical visit. The traceability of the communication (timestamp, receipt, response) is available for regulatory audit. Common campaign types in field service:
  • Automatic preventive maintenance alerts (15-30 days before contractual expiration) with available windows to schedule

Contract renewal ahead of expiration (60-90 days) with a personalized proposal based on real work-order history and handoff to Sellium

What practical value you'll find when you open this section

Extended-warranty campaigns for equipment with OEM warranty nearing expiration (12-24 months post-purchase)

Smart automations

  • Recall and technical-update communications with urgent, traceable notice for regulatory audit (gas, electrical, medical, automotive)
  • Seasonal campaigns: pre-summer HVAC, pre-winter heating, back-to-school for retail tech
  • Technical training for installers and authorized partners (R-32 refrigerants, GPON fiber, certifications)
  • Reactivation of dormant customers (90-180 days without service) with a personalized offer and handoff to Sellium
  • B2B client news updates: SLA changes, account-executive changes, expanded geographic coverage

Event-triggered alerts from IoT and predictive-maintenance platforms

What practical value you'll find when you open this section

Automatic triggers from Azure IoT, AWS IoT, PTC ThingWorx, GE Digital and Siemens MindSphere

ARCONTE FOR FIELD SERVICE

Intelligent processing of service reports, elevator logbooks, certificates, SLA contracts and OEM warranty claims with cross-validation

Reports, logbooks, certificates and OEM claims processed without manual entry

Arconte reads, cross-validates and structures service reports, logbooks, certificates, contracts and warranty claims to speed up billing and compliance.

Request a ARCONTE demo

Dato clave

Arconte is the one that closes the report and releases the warranty claim before the OEM bounces it.

It combines modern OCR with language models (IDP) to read, interpret and extract data from any document, with no templates, no fixed-position rules, and learning with every batch.

In field service it processes the sector's whole document universe: service reports, work orders, maintenance certificates, elevator logbooks, OEM warranty forms, service contracts, parts invoices and calibration certificates.

It reads them, cross-checks them and validates them so the invoice and the claim go out in minutes, not days.

Elevator maintainer with 4,800 building associations and 9,600 monthly visits with stamped logbooks

What practical value you'll find when you open this section

Consider an elevator maintenance company with 4,800 building associations that generates 9,600 monthly preventive-maintenance visits, each with its own signed report and stamped logbook, and an administrative team dedicated to typing data into the FSM and validating it against the conservation plan.

Arconte processes each report and logbook in under 90 seconds, validates that the licensed conservator's stamp is current, loads the date into the FSM, updates the next scheduled visit, and files the document with traceability for municipal audit (CABA Law 161), freeing the administrative team for higher-value tasks.

With Arconte:

  • Service reports signed on site with technician, date and start/end time, equipment serviced (serial number, brand, model), work performed, parts used (PN, quantity, batch), labor time, customer signature, notes and attached photos
  • Mandatory maintenance certificates: elevator logbook (licensed conservator's stamp, inspection date), ENARGAS-licensed gas-fitter certificate, licensed electrician certificate, refrigerant-charge certificate (RAEE license)
  • Work-order capture from heterogeneous formats: signed PDF, photo of the paper report, subcontractor's Excel sheet, legacy FSM proprietary format. Arconte normalizes and loads into the primary FSM (Salesforce Field Service, ServiceMax, Dynamics 365 FS, IFS)
  • Technical inspection reports: regulatory electrical inspections, gas inspections, medical equipment inspections, facilities audits, environmental reports, validation against current regulations, and loading into the EAM (IBM Maximo, SAP EAM/PM, Oracle EAM, Infor EAM/Hexagon, Bentley AssetWise)
  • Service contracts: validity, covered equipment, SLA by event type, penalties, payment terms, service windows, exclusions. Every future work order is automatically validated against the active contract
  • OEM warranties: validity by serial number, coverage terms, covered parts, claim process. Validation when a ticket comes in over who pays
  • Technical spec sheets and manuals: extraction of operating parameters, maintenance cycles, error codes, step-by-step procedures to feed a knowledge base
  • Supplier invoices (parts, tools, vehicles, tolls, per diems, outsourcing) reconciled against the purchase order and loaded into the ERP
  • Cross-validation: service report vs. FSM work order (technician, equipment, parts, time), parts vs. mobile inventory and central stock, logbook vs. conservation plan, certificate vs. current license, invoice vs. purchase order, OEM warranty vs. applied coverage
  • Integration with the FSM, EAM, ERP, IoT platforms (Azure IoT, AWS IoT, PTC ThingWorx) and regulatory systems (AFIP/ARCA, SAT, SUNAT, SII, DIAN, Receita Federal, IRS, ENACOM, ENARGAS, ANMAT)

Typical results:

  • Document processing time from manual minutes to automated seconds
  • High straight-through processing: Gartner recognizes ML accuracy in the high-90% range on machine-readable documents and 85-90% touchless on PO-backed invoices
  • Collections recovered from OEM claims with correct documentation, previously lost to inconsistencies and rejections
  • Documentary regulatory compliance (logbooks, licensed-technician certificates) filed within the legal deadline
  • Work-order closeout time from days to minutes

Appliance service center with 8,500 work orders/month and OEM with 80 regional partners reporting in heterogeneous formats

What practical value you'll find when you open this section

Consider an authorized appliance service center that receives 8,500 monthly work orders with a report signed on site (outsourced or in-house technician), a photo of the equipment, a list of parts used, and the customer's signature.

Arconte processes each report, extracts the information, validates that the parts used fall within those authorized under OEM warranty, releases the invoice to the OEM for the covered repair, and releases the invoice to the customer for what is out of warranty, cutting the administrative closeout of the work order from days to minutes.

Or an OEM of medical equipment that operates with 80 regional service partners across Latin America running preventive and corrective service under contract, where each partner sends hundreds of signed PDFs of work orders monthly in heterogeneous formats.

Arconte normalizes them, validates calibration traceable to INTI/NIST, identifies sentinel events (out-of-spec equipment, expired calibrations, unauthorized parts) and loads them into the OEM's central FSM with regulatory traceability (ANMAT, FDA).

Corporate IT processing 240 contracts with 15-30 page SLAs and discrepancies caught at closeout

What practical value you'll find when you open this section

A corporate IT company manages 240 B2B contracts with detailed SLAs (4 hrs / 8 hrs / 24 hrs depending on equipment criticality).

Each contract is a 15-30 page document with specific terms.

Arconte processes the contract at signing, extracts the SLAs by equipment type and location, loads them into the FSM, and every future work order is automatically validated against those terms.

It used to be a master spreadsheet the dispatcher checked by hand, and sometimes got wrong.

At each work-order closeout, Arconte validates the match between the service report, mobile inventory, applicable OEM warranty, and the customer's electronic signature.

If it detects inconsistencies (a part listed but not scanned, an expired warranty, a missing signature), it notifies the technician, the customer or the sales team as appropriate.

METRIX FOR FIELD SERVICE

Conversational business intelligence: FTFR, SLA, MTTR, utilization, cost per visit, contract renewal and NPS in natural language

FTFR, SLA, MTTR, utilization and cost per visit answered in natural language

Metrix connects the FSM, EAM, CRM, IoT platforms and data warehouses to deliver actionable answers in seconds.

Request a METRIX demo

Dato clave

Metrix is the BI the regional director checks from their phone on Monday morning, no SQL and no waiting for the analyst.

From the COO to the field supervisor, anyone can ask about FTFR, SLA or cost per visit in natural language and get the answer in seconds.

We connect the FSM (Salesforce Field Service, ServiceMax, Dynamics 365 Field Service, Oracle Field Service Cloud, SAP FSM Coresystems, IFS, Praxedo, ServiceTitan, Jobber, FieldEdge, Mobiwork), EAM/CMMS (IBM Maximo, SAP EAM/PM, Oracle EAM, Infor EAM, Rockwell's Fiix, Hippo CMMS, eMaint, UpKeep, MaintainX, Limble CMMS), CRMs (Salesforce Service Cloud, Microsoft Dynamics 365 Customer Service, ServiceNow Customer Service Management, Zendesk, Freshdesk), IoT platforms (Azure IoT Hub, AWS IoT Core, PTC ThingWorx, GE Digital Predix, Siemens MindSphere, Bosch IoT Suite, IBM Watson IoT), data warehouses (Snowflake, Databricks, BigQuery, Redshift, Microsoft Fabric, Azure Synapse), traditional BI (Power BI, Tableau, Qlik Sense, Looker, SAP Analytics Cloud), telematics (Samsara, Geotab, Verizon Connect, Fleet Complete) and NPS/customer-feedback platforms (Medallia, Qualtrics, SurveyMonkey).

For the CEO, COO, Director of Service, Regional Director, Head of Customer Experience, CFO, Partner Manager and CIO

What practical value you'll find when you open this section

Decisions that used to wait for Monday's 11 AM report now happen in real time.

Some questions Metrix answers for different roles in the sector:

CEO / Founder

What is global FTFR this month?

Service MRR vs. target?

Post-service NPS?

Contract churn by segment?

COO / Director of Service

FTFR by technician and by zone?

Why did AMBA South drop?

Top 10 technicians with the worst FTFR?

Repeat tickets by zone?

Regional Director

My region's FTFR vs. others?

SLA compliance of my technicians?

Visits per technician per day?

CFO

Cost per visit by sub-vertical?

Contract renewal rate?

Service DSO?

Margin by contract line?

Head of Customer Experience

Post-service NPS by technician?

Repeat tickets in 14/30 days?

Customer no-show rate?

Partner Manager (OEMs)

SLA compliance by partner? · FTFR cross-referenced with end-customer NPS? · Warranty costs paid? · Partners on the watch list?

Access from WhatsApp for regional directors, service managers and field supervisors without going through IT, extending reach to non-technical users (traditional BI adoption stalls at 25-35% of employees, according to Gartner and BARC)

Structural benefits

  • Sales Director: Renewal rate by segment? · Cross-sell of premium services? · B2B customer lifetime value?
  • Field supervisor: My technicians' performance? · Mobile inventory sized for top failures? · Expired certifications?
  • Structural benefits for field service
  • A single source of truth with no arguments between operations, sales and customer experience over what the correct FTFR is
TRAZZO FOR FIELD SERVICE

Dynamic dispatch with assignment to the right technician with the right part, WhatsApp window for the customer, and digital POD with before/after photo

Dynamic dispatch with mobile stock, WhatsApp windows and digital POD

Trazzo assigns the right technician with the right part, coordinates the visit window with the customer and captures the digital POD with real-time operational visibility.

Request a TRAZZO demo

Dato clave

Trazzo is the one that sends the right technician with the right part to the right window.

It orchestrates the field's daily choreography: 14,000 monthly HVAC visits with 180 technicians, 6,000 fiber installations a month, 9,600 elevators with scheduled visits, and 8,400 medical devices with quarterly calibration across 18 sites.

Every visit is a meeting between a technician, a customer, a piece of equipment and a part that have to coincide in the right place, at the right time, with the right qualification, or the day is lost.

HVAC service center with 180 technicians and 14,000 visits/month pushing first-time fix toward best-in-class

What practical value you'll find when you open this section

Consider an HVAC service center with 180 technicians across Latin America that manages 14,000 monthly visits split between contracted preventive maintenance, new installations and break/fix, with a traditional planning process starting at 6 AM and five dispatchers working on spreadsheets.

Trazzo assigns work orders in real time factoring in qualification, zone, customer window, part availability in each van, and SLA priority; re-routes in response to unforeseen events; captures a digital POD; and validates mobile inventory against the service report.

The goal is to push first-time fix and SLA compliance toward the sector's best-in-class levels (first-time fix averages 75-80% and best-in-class exceeds 88%, according to Aberdeen Group and IBM 2024), lower cost per visit, add effective visits per technician per day, and free up dispatchers to supervise exceptions instead of building routes by hand.

With Trazzo:

  • AI-driven route optimization factoring in the customer's window, required technical qualification (ENARGAS-licensed gas fitter, electrician, RAEE-licensed refrigeration technician, IEC 60601-certified biomedical technician, FTTH-certified telecom installer), service type (installation, preventive, corrective, calibration), estimated work-order time, SLA priority, real-time traffic and urban restrictions (low-emission zones, downtown, entry to corporate buildings)
  • Dynamic work-order assignment to the right technician: an automatic dispatcher that selects the closest technician with the required qualification and the necessary part in their mobile inventory, respecting legal shift hours and mandatory breaks
  • Combined optimization with mobile stock: when two technicians are equidistant, the one who already has the part in their van wins
  • Visit-window coordination with the customer over WhatsApp: pre-visit notification with a 2-4 hour window, in-chat confirmation, an option to reschedule, a reminder the day before, and a 30-minute-before-arrival alert with the technician's name, license number, photo and vehicle plate
  • Dynamic re-routing in response to unforeseen events: customer not home, a work order running long, a broken-down vehicle, a new failure requiring an additional part
  • Digital POD with a before-and-after photo of the repair, a photo of the equipment serviced, a photo of the replaced part, the customer's electronic signature, geolocation and timestamp. For OEM warranty it includes the specific documentation the manufacturer requires to release the claim
  • Mobile-inventory validation against the service report: at work-order closeout, Trazzo verifies that the declared part matches the mobile stock withdrawal registered in the van. Inconsistencies are routed to Arconte for reconciliation
  • Coordination of access clearances for sensitive sites: corporate buildings, hospitals, industrial plants, telecom sites requiring prior authorization
  • Live visibility into the field operation: the dispatcher sees each technician's location, the status of every work order in progress, ETA, risk of SLA breach in the coming hours, and parts consumed
  • Support for remote assistance and augmented reality (TeamViewer Frontline, PTC Vuforia Chalk, Microsoft Dynamics 365 Remote Assist, RealWear, Librestream Onsight, ScreenMeet)

Typical results in Field Service:

  • First-time fix pushed toward best-in-class (the sector averages 75-80% and best-in-class exceeds 88%, according to Aberdeen Group and IBM 2024)
  • Better SLA compliance through assignment with the right qualification, part and priority
  • More effective visits per technician per day
  • Lower cost per visit by avoiding truck rolls and second visits
  • Fewer residential customer no-shows with live ETA and in-chat confirmation
  • OEM warranty time-to-claim from days to hours with a complete digital POD

Maintainer with 9,600 elevators and faster emergency response · biomedical with 8,400 devices across 18 sites

What practical value you'll find when you open this section

Consider an elevator maintenance company with 4,800 building associations and 9,600 units under contract that manages 12,000 monthly preventive visits and 3,500 break/fix emergencies.

Trazzo combines preventive planning with real-time emergency response: when a 'elevator stopped with people inside' ticket comes in, priority reassigns the closest technician and frees up space in their agenda for that critical visit, shortening emergency response time.

Or a biomedical service operation for a clinic network that maintains 8,400 medical devices across 18 sites.

Quarterly calibrations have strict windows (no-clinical-activity hours, critical equipment cannot be out of service simultaneously).

Trazzo plans the quarterly calendar coordinating with each site's clinical engineering team, assigns technicians with current licenses (ANMAT/IEC 60601), generates a digital calibration certificate with NIST traceability when applicable, and releases the invoice against the POD.

Appliance OEM with an 80-partner service network and telco with 1.2M fiber users

What practical value you'll find when you open this section

Consider an appliance OEM with an 80-partner service network managing 18,000 monthly warranty repairs across Latin America.

Trazzo orchestrates the network: the end customer books through Sellium, Trazzo assigns the closest partner with availability and stock, records a digital POD, validates that the part used is OEM-authorized (not aftermarket), and releases the warranty claim with complete documentation, cutting the partner's time-to-claim from days to hours.

Or a telco with 1,200,000 fiber users receiving 6,000 new installations plus 8,000 repairs a month.

Trazzo assigns technicians factoring in FTTH qualification, distance, customer window, available equipment (the right ONT model, ROSETT) and priority.

For cases where the customer was not home, it automatically schedules a reschedule with the customer over WhatsApp within 24 hours.

VANTEGRATE ECOSYSTEM SYNERGIES

Where it really shows: when all five agents close the same work order

The value shows up when service, dispatch and documents share one flow

A preventive-maintenance alert becomes a scheduled visit, a dispatched technician with the right part, a digital POD and a released warranty claim without anyone retyping the same data.

Vantegrate ecosystem

One AI Platform, Unified & Integrated
into every process and system in your company

Go-live in 4–8 weeksTypical ROI in 3–6 months24/7 operation · 6 countries
Vantegrate agent hubCentral AI engine connected to the five agents: Arconte, Sellium, Revio, Trazzo and Metrix.

Vantegrate

AI Platform

Arconte

 -

Document AI

Sellium

 -

WhatsApp Sales

Revio

 -

WhatsApp Marketing

Trazzo

 -

Logistics AI

Metrix

 -

WhatsApp BI

IntelligenceConversationOperations

Regional coverage

Argentina
Mexico
Colombia
Chile
U.S.
Spain
Brazil
+ all of Latin America
Native languages🇪🇸 ES · 🇺🇸 EN · 🇧🇷 PT

Dedicated implementation

We are not self-service. We configure every agent with your rules and your integrations.

1Step 1: Demo and assessment
2Step 2: Proposal and kickoff
3Step 3: Go-live and ongoing support
35+ Integrations
MercadoPagoStripeWhatsApp Business APISAPOracle NetSuiteJD EdwardsDynamics 365Tango GestiónBejermanSalesforceHubSpotShopifyVTEXTiendanubeMercadoPagoStripeWhatsApp Business APISAPOracle NetSuiteJD EdwardsDynamics 365Tango GestiónBejermanSalesforceHubSpotShopifyVTEXTiendanube
Partners and platform standards
Salesforce PartnerOracle PartnerSOC 2 Type IIISO 27001PCI DSS99.9% SLA

Dato clave

A service center, an OEM or a maintainer could buy five disconnected tools: a chatbot, a WhatsApp marketing platform, an OCR for service reports, a BI connected to the FSM, and a dispatch module.

That would mean five contracts, five vendors, five implementations and no data flowing from the ticket to the technician, to the closeout and to the warranty claim.

Dato clave

Vantegrate goes the other way: each agent was designed to hand the work order to the next, and a single team implements it all.

These are the synergies that most move the needle in the sector:

Revio + Sellium

From the preventive-maintenance or renewal notice to the appointment booked in the same window

Revio triggers the preventive campaign 30 days before each annual contract expires to 4,800 administrators.

Ricardo (Cabildo Ave.

2340 Building, 12 units under contract) replies over WhatsApp to coordinate the pre-summer check.

Revio hands the conversation to Sellium with the full context: customer identified, building with 12 units, active contract, windows with available technicians.

Sellium confirms preventive visit PRV-2026-44218 for Saturday 11/22 between 8:00 and 12:00 with two technicians assigned (Pablo M.

and Federico A.), manages the health declaration and technical staff access credential for entry to the building.

The administrator goes from 'I read the notice' to 'I booked the preventive visit' without switching channels.

Sellium + Trazzo

An open work order with triage that triggers dynamic dispatch with a pre-assigned part

Diego opens a ticket through Sellium for the BGH unit showing error E4.

Sellium runs structured triage, identifies an outdoor temperature sensor failure, and books work order SRV-2026-118447 with the part pre-assigned (BGH temp sensor PN 17B-4471).

Trazzo receives the order, assigns technician Sebastian G.

(RAEE license 4471, current) with the part already in his van, coordinates the 9:00-11:00 window the next day, sends a live ETA 30 minutes before with the vehicle's plate and the technician's name, captures the digital POD at closeout with a before photo (E4) and an after photo (normal operation), a 10-minute functional test at the target temperature, and an electronic signature.

The invoice for the work is issued at $0 to the customer and the warranty claim to OEM BGH is sent automatically.

Trazzo + Arconte

Digital POD processed to validate the match and release the OEM warranty claim

The digital POD generated by Trazzo at each visit is processed by Arconte to validate the match between the service report, the scanned mobile inventory, the applicable OEM warranty and the customer's electronic signature, releasing the invoice and warranty claim in minutes.

If Arconte detects that the PN shows as used on the report but the mobile inventory did not register a stock withdrawal, it routes it to the administrative coordinator for reconciliation and issues an alert to operations if it is the third work order from the same technician with an unscanned part (it could be a training issue or an app bug).

Arconte + Sellium

Documentary discrepancies flagged conversationally to the technician or the customer

When Arconte detects documentary discrepancies (an unscanned part, an expired warranty, a missing customer signature, an expired licensed-technician certificate), Sellium notifies the technician, the customer or the sales team as appropriate for conversational resolution.

The technician gets a WhatsApp instruction to scan the missing PN; the customer gets a request for a deferred electronic signature; the sales team is alerted about the technician's expired certification before their next shift.

Metrix + all

A 360 view of the business in natural language with conversational drill-down

Metrix consumes the data generated by Sellium (ticket volume, successful remote troubleshooting, referrals, interaction NPS), Revio (campaign engagement, conversion to work order/renewal, dormant reactivation), Arconte (document processing time, discrepancies detected, claims approved by the OEM, collections recovered), and Trazzo (FTFR, SLA compliance, MTTR, visits per technician per day, cost per visit, time-to-claim).

The COO asks 'how did the week close on FTFR and where are the worst cases?' from their phone on Monday morning and gets an answer with drill-down all the way to an individual technician and root cause.

IoT + Trazzo + Sellium

A predictive alert that triggers a work order and proactively notifies the customer

An IoT predictive-maintenance alert (clogged filter, abnormal vibration, low battery, degraded efficiency) triggers a work order in Trazzo, which assigns a technician with the right part and notifies the customer through Sellium, offering a proactive window before the equipment fails.

The customer experiences it as 'the brand getting ahead of my problem.' In sectors with IoT deployed (smart HVAC, continuously monitored elevators, medical devices with telemetry, critical infrastructure with sensors), this flow changes brand perception.

VALUE BY TYPE OF FIELD SERVICE COMPANY

We design every implementation around the company's operating model

A service center, an OEM and a maintainer need different focuses

Service centers, OEMs, telcos, maintainers and facilities companies share technology, but not the same operating goals.

Dato clave

There is no single "field service company." Each sub-vertical and each operating model (Break/Fix, preventive maintenance, IoT predictive maintenance, SLA service contracts, Field Service as a Service for OEMs) has its own metrics, cycles and pain points.

That is why every Vantegrate implementation is tailored.

For appliance and consumer-electronics service centers with an authorized OEM network

What practical value you'll find when you open this section

The focus is on ticket volume, call-center auto-resolution, triage that avoids truck rolls, the authorized technician's FTFR, the OEM-approved claim rate and time-to-claim.

Vantegrate handles 14,000 monthly calls over WhatsApp with auto-resolution of a large share of tickets, avoids unnecessary truck rolls with structured triage, processes reports with validation against the OEM warranty, and releases claims in minutes instead of weeks.

For OEMs with a regional service-partner network (FSaaS) and operators with a distributed fleet

What practical value you'll find when you open this section

The focus is governing the distributed network: SLA by partner, FTFR cross-referenced with end-customer NPS, warranty costs paid, partners on a watch list, and normalization of subcontractors' reports in heterogeneous formats.

Vantegrate consolidates multi-partner data in Metrix, validates POD and authorized parts in Trazzo, normalizes partner documentation in Arconte and triggers mass campaigns to the installer network with Revio.

For telcos and utility operators with massive residential and B2B technical visits

What practical value you'll find when you open this section

The focus is coverage of high-volume visits (fiber installation, outage repair, meter reading), reducing residential customer no-shows, corporate-client SLA compliance and regulatory compliance (ENACOM/ANATEL/FCC for telco, ENARGAS/ENRE for utilities).

Vantegrate handles 12,000 weekly visits over WhatsApp 24/7, reduces no-shows with live ETA and in-chat confirmation, dynamic dispatch with FTTH/gas-fitter/electrician qualification, and automated regulatory reports.

For elevator maintainers and facilities companies with mandatory conservation

What practical value you'll find when you open this section

The focus is compliance with mandatory monthly conservation (CABA Law 161 and provincial regulations), the elevator logbook filed on time, emergency response time (elevator with people trapped inside) and annual contract renewal.

Vantegrate absorbs the bulk of the commercial call center with Sellium, processes stamped logbooks in 90 seconds with Arconte, shortens emergency response time with Trazzo and triggers renewal campaigns with coverage far above email with Revio.

For HVAC with strong seasonality and a residential + commercial + industrial network

What practical value you'll find when you open this section

The focus is managing seasonal peaks (pre-summer and pre-winter), mobile inventory sized by zone, refrigerant handling (F-Gas Regulation, Kigali Amendment) and certifying refrigeration technicians (RAEE).

Vantegrate orchestrates dynamic dispatch with mobile stock that pushes first-time fix toward best-in-class, triggers pre-season campaigns through Revio, validates current licenses on every assignment and reports environmental compliance for audit.

For hospital biomedical services and service centers with traceable calibration

What practical value you'll find when you open this section

The focus is calibration traceable to INTI/NIST, ANMAT/FDA/IEC 60601 compliance, strict windows at hospital sites and regulatory traceability.

Vantegrate plans the quarterly calendar coordinated with clinical engineering, assigns technicians with current licenses and specific certification, generates a digital calibration certificate with NIST traceability, and loads it into the hospital EAM with regulatory audit.

For corporate IT and POS devices with critical B2B contracts

What practical value you'll find when you open this section

The focus is strict SLA compliance (4 hrs / 8 hrs / 24 hrs depending on criticality), automatic escalation on risk, monthly contractual-compliance reports for corporate clients, and critical parts stock.

Vantegrate validates contracts with Arconte, escalates automatically with Sellium when the SLA is at risk, dynamic dispatch with available parts in Trazzo, and automatically generated per-client contractual reports with Metrix.

WHY VANTEGRATE

We do not sell you a license: we leave AI resolving on the first visit

We do not sell software: we deliver artificial intelligence implemented in the service center, the OEM network and the field

Our team configures, integrates, trains and supports the field-service operation so artificial intelligence works on the ground, not just in a demo.

Dato clave

The market is full of self-service platforms that promise a lot and deliver little: a low fee and then you configure, integrate, train and maintain it yourself.

Given time and a technical team, something eventually works.

But the customer reports the failure now, the SLA is running, and every avoidable truck roll costs money: there is no room to configure.

Dato clave

Vantegrate is something else.

We are a premium implementation team with experience across service centers, OEMs with their own or outsourced service network, maintenance contractors, telecom operators, manufacturers with a post-sale network, HVAC companies, elevator and facilities maintainers, appliance distributors and service centers, technology integrators, medical-hospital maintenance providers, utility companies and technical inspection firms across Latin America and the United States.

We take the measurements, understand the operation, configure the suite, integrate with Salesforce Field Service, ServiceMax (PTC), Microsoft Dynamics 365 Field Service, Oracle Field Service Cloud, IFS Field Service Management, ServiceNow Field Service Management, SAP Service Cloud, Praxedo, FieldEdge, WorkWave Service, ServiceTitan, IBM Maximo, SAP EAM/PM, Infor EAM, Azure IoT, AWS IoT, PTC ThingWorx, Samsara, Geotab and your existing systems, train the team, and stay on as a long-term operating partner, including preparation for critical seasons and regulatory changes.

What sets us apart

Six pillars that define how we work in field service

End-to-end managed implementation

The client only validates and approves. No programming, no API configuration, no model training on the internal team.

Native integration with Salesforce Field Service and ServiceMax

For service centers and OEMs already running those platforms, we come in as first-class citizens, without replacing the FSM.

Focus on mid-sized and large field-service operations

We do not serve thousands of small accounts; we serve a few operators in depth across the sector's nine sub-verticals.

Complete suite, a single partner

Service, mass communication, documents, BI and dispatch integrated in one project, one team, one contract.

Verifiable results

Every implementation includes the client's baseline metrics and quantifiable targets: FTFR, SLA compliance, MTTR, cost per visit.

Continuous post-go-live support

We do not abandon the operation after launch. We stay through every critical season, regulatory change and new partner rollout.

Security and compliance

International certifications inherited from the platforms your implementation runs on, Salesforce and Oracle Cloud Infrastructure, E2E encryption, granular access controls and compliance with sector regulations. For a field-service operation that handles customer address data, serialized equipment and OEM warranties, that is not optional: it is a requirement.

SOC 2ISO 27001PCI DSSGDPRAES-256
View policy
Other platforms
Vantegrate
✗

The client configures, integrates and maintains

✓

End-to-end managed implementation

✗

APIs and connectors left to your IT team

✓

Native integration with Salesforce Field Service, ServiceMax and your FSM

✗

Thousands of accounts with standardized attention

✓

A few field-service operators, maximum depth

✗

Five tools from five vendors

✓

Service, mass communication, docs, BI and dispatch in one

✗

No baseline metrics or per-zone targets

✓

Verifiable results from day one

✗

The vendor disappears after launch

✓

An operating partner through every critical season and regulatory change

Verifiable results of artificial intelligence in field service

Service, retention and efficiency indicators that measure real impact

Every implementation starts from a baseline and is evaluated with concrete field-service indicators.

Every implementation is measured for maximum results. These are the fronts where our clients in the sector see consistent improvement when adopting the full suite:

In conversational service (Sellium)

What practical value you'll find when you open this section

  • Less call-center abandonment by absorbing the bulk of inquiries via WhatsApp
  • Auto-resolution of a large share of administrative tickets without human intervention
  • Structured triage that avoids unnecessary truck rolls
  • Support for first-time fix with prior triage and pre-assigned parts (sector 75-80%, best-in-class 88%+; Aberdeen, IBM 2024)

In mass communication (Revio)

What practical value you'll find when you open this section

  • Opening rate far above email (WhatsApp 75-98% vs. real-world 20-25% for email; Bird, Brevo)
  • Better contract renewal rate through managed anticipation
  • Reactivation of dormant accounts (12-18 months) that email no longer recovers
  • Regulatory recall coverage in hours with auditable traceability

In administrative processes (Arconte)

What practical value you'll find when you open this section

  • Document processing time from manual minutes to seconds
  • High straight-through processing (Gartner recognizes ML accuracy in the high-90% range on machine-readable documents)
  • Work-order closeout time from days to minutes
  • Administrative FTEs freed up for higher-value work

In decisions and business intelligence (Metrix)

What practical value you'll find when you open this section

  • Time to get an FTFR/SLA/MTTR/utilization figure from days to seconds
  • Higher executive and middle-management adoption (traditional BI stalls at 25-35%; Gartner, BARC)
  • Proactive alerts on FTFR drops, SLA risk, repeat tickets
  • Automatically generated monthly contractual-compliance reports for corporate clients

In dispatch and field operations (Trazzo)

What practical value you'll find when you open this section

  • First-time fix pushed toward best-in-class (sector 75-80%, best-in-class 88%+; Aberdeen, IBM 2024)
  • Better SLA compliance through assignment with the right qualification, part and priority
  • Lower cost per visit and more effective visits per technician per day
  • OEM warranty time-to-claim from days to hours with a complete digital POD

We show you how this lands on your technicians and your SLAs, not on a generic service center

A personalized demo built around your actual operation

The first conversation identifies frictions, prioritizes products and projects returns with data from your specific case.

Dato clave

We do not do catalog demos.

The first conversation is a working session: we understand your model (Break/Fix, preventive, IoT predictive, SLA contracts, FSaaS for OEMs) and your sub-vertical (telco, industrial, HVAC, utilities, appliances, corporate IT, biomedical, facilities, inspections), and where your margin is leaking.

We flag which agents would give you the most impact and project results with your own numbers: FTFR, SLA, MTTR, utilization, cost per visit, truck roll, renewal, no-show, time-to-claim, NPS.

Anyone who requests a personalized demo walks away with

What practical value you'll find when you open this section

  • A clear diagnosis of the friction points in their field-service operation
  • A prioritized recommendation of which AI Platform products to implement first
  • A return-on-investment projection calculated with their data and the sector's KPIs
  • An implementation plan with a timeline and resources, aligned to critical seasons and regulatory changes
  • Want to learn more about pricing and engagement models? Our team puts together a tailored proposal after the discovery session.
Preguntas frecuentes

Frequently asked questions about artificial intelligence for field service

The essentials to understand how Vantegrate is implemented across service centers, OEMs, telcos, maintainers and facilities companies.

Platform

What kinds of field service and technical service companies can use Vantegrate?

Vantegrate is built for the sector's nine typical sub-verticals: telecom field service (fiber, telephony, corporate networks), industrial field service (machinery, automation, plant maintenance), HVAC and climate control (air, heating, industrial refrigeration, cold chain), utilities and energy (electricity, gas, water, smart meters), appliances and consumer electronics (repair, installation, OEM warranty), technology and devices (corporate hardware, POS, networking, IT infrastructure), medical-hospital equipment (maintenance, calibration, biomedical support), construction and facilities (building maintenance, elevators, facilities management), and technical inspections and audits. It applies to all five operating models: Break/Fix, preventive maintenance, IoT predictive maintenance, SLA service contracts and Field Service as a Service (FSaaS) for OEMs.

Platform

Does Vantegrate replace Salesforce Field Service, ServiceMax, Dynamics 365 FS or my current FSM?

No. Vantegrate integrates with existing systems: enterprise FSM (Salesforce Field Service, ServiceMax PTC, Microsoft Dynamics 365 Field Service, Oracle Field Service Cloud OFSC, IFS Field Service Management, ServiceNow Field Service Management, SAP Service Cloud), mid-market FSM (Praxedo, FieldEdge, WorkWave Service, Jobber, Housecall Pro, mHelpDesk, ServiceTitan, ServiceNet, FieldAware), EAM (IBM Maximo, SAP EAM/PM, Oracle Enterprise Asset Management, Infor EAM/Hexagon, Bentley AssetWise, Aveva APM), CMMS (Rockwell's Fiix, Hippo CMMS, eMaint, UpKeep, MaintainX, Limble CMMS), IoT platforms (Azure IoT Hub/Central, AWS IoT Core/SiteWise, PTC ThingWorx, Siemens MindSphere, GE Predix, Cisco IoT, Hitachi Lumada, Bosch IoT Suite), remote support and AR (TeamViewer Frontline, PTC Vuforia Chalk, Microsoft Dynamics 365 Remote Assist, Help Lightning, ScopeAR, Atheer, Librestream Onsight), and route optimization (Salesforce's ClickSchedule, FLS Fast Lean Smart, OptimoRoute, Routific, Routyn, SimpliRoute, Bringg, Onfleet).

Product

Does Sellium integrate with Salesforce Field Service, ServiceMax and Dynamics 365 Field Service?

Yes, natively. We support Salesforce Field Service, ServiceMax (PTC), Microsoft Dynamics 365 Field Service, Oracle Field Service Cloud (OFSC), IFS Field Service Management, ServiceNow Field Service Management, SAP Service Cloud, Praxedo, FieldEdge, WorkWave Service, ServiceTitan and others. For proprietary systems or middleware we use REST APIs, web services or standard connectors. Work-order lookup, scheduling, technician ETA and ticket closeout all run against the official FSM; Sellium never duplicates the source of truth.

Product

How does chat-based triage reduce unnecessary truck rolls?

Sellium triggers structured questionnaires specific to the equipment and failure type before booking a visit: error codes, basic electrical-connection checks, guided resets, network-connection validation, display readings. Many failures get resolved remotely. For cases that require a visit, prior triage lets the technician arrive with the right part, which supports first-time fix. As an industry benchmark, first-time fix averages 75-80% and best-in-class exceeds 88% (Aberdeen Group; IBM 2024); prior triage with a pre-assigned part aims to move the operation closer to that range and reduce unnecessary truck rolls.

Product

Does Arconte process service reports, elevator logbooks and licensed-technician certificates?

Yes. It is one of the sector's core use cases. It processes service reports signed on site (PDF, photo, scanned paper) with technician, date and time, equipment serviced (serial number, brand, model), work performed, parts used, labor time, customer signature, notes and photos. Official elevator logbooks stamped by a licensed conservator (CABA Law 161 and provincial rules). Certificates for licensed gas fitters (ENARGAS), certified electricians, RAEE/halocarbon refrigeration technicians, elevator technicians and IEC 60601-certified biomedical technicians. Technical inspection reports, OEM warranty forms, SLA contracts, spec sheets, manuals, supplier invoices, extended-warranty insurance policies, refrigerant-charge receipts and calibration certificates traceable to INTI/NIST. Cross-validation: report vs. FSM work order, parts vs. mobile inventory, logbook vs. conservation plan, certificate vs. license validity, invoice vs. purchase order, OEM warranty vs. applied coverage.

Product

Does Trazzo integrate with Salesforce Field Service, ServiceMax and IoT platforms?

Yes. Trazzo operates as a complementary layer to enterprise FSM scheduling (Salesforce Field Service's advanced scheduling engine, ServiceMax PTC, Microsoft Dynamics 365 Field Service, Oracle Field Service Cloud TOA, SAP FSM Coresystems, IFS Field Service) powering dynamic dispatch with mobile stock, remote support and digital POD. For mid-sized companies without an FSM or with a basic one, it can take on the role of the primary scheduler. For IoT it integrates with Azure IoT Hub, AWS IoT Core, PTC ThingWorx, GE Digital Predix, Siemens MindSphere: when they detect an anomaly or predict a failure, they trigger an event Trazzo processes, classifying criticality, assigning the work order to the technician with the right qualification and part, and notifying the customer with a proactive window. For AR it connects TeamViewer Frontline, PTC Vuforia Chalk, Microsoft Dynamics 365 Remote Assist, RealWear HMT-1.

Product

How does it assign a work order factoring in qualification, zone, part availability and SLA at the same time?

Trazzo combines multiple variables in every assignment decision: distance to the site, technician qualification (current ENARGAS gas-fitter license / electrician / RAEE refrigeration technician / IEC 60601 biomedical license, OEM certification, PPE loaded), part availability in the technician's van, contract SLA priority, remaining shift capacity, real traffic, customer window, urban restrictions (low-emission zones, downtown). When there are conflicts (a nearby technician without the part vs. a distant one with it), it chooses based on the prioritized KPI target (FTFR vs. response time vs. cost). The digital POD is built with a before/after photo, part scan, legally binding electronic signature (Argentina's Law 25.506, eIDAS, ESIGN Act), geolocation and timestamp.

Product

Does Metrix connect with FSM, EAM, IoT and Power BI/Tableau?

Yes. Metrix connects on top of your current data stack: FSM (Salesforce Field Service, ServiceMax, Dynamics 365 Field Service, Oracle Field Service Cloud, SAP FSM, IFS, Praxedo, ServiceTitan), EAM/CMMS (IBM Maximo, SAP EAM/PM, Oracle EAM, Infor EAM, Fiix, UpKeep, MaintainX), CRMs (Salesforce Service Cloud, Microsoft Dynamics 365 Customer Service, ServiceNow, Zendesk), IoT platforms (Azure IoT, AWS IoT, PTC ThingWorx, GE Digital, Siemens MindSphere, IBM Watson IoT), data warehouses (Snowflake, Databricks, BigQuery, Redshift, Microsoft Fabric, Azure Synapse), traditional BI (Power BI, Tableau, Qlik, Looker, SAP Analytics Cloud), telematics (Samsara, Geotab, Verizon Connect, Fleet Complete) and NPS platforms (Medallia, Qualtrics, SurveyMonkey). The COO asks 'last week's FTFR by zone?' and gets the answer with a breakdown by technician, root cause and a proposed course of action in seconds.

Platform

Does Revio comply with the WhatsApp Business API and trigger automatic messages on IoT alerts?

Yes. We work exclusively with Meta-preapproved templates, manage explicit opt-in for every contact, and respect initiative-vs-response messaging windows. Revio includes real-time monitoring of Meta's quality rating. For event-triggered alerts from IoT and predictive maintenance: if Azure IoT, AWS IoT, PTC ThingWorx, GE Digital or Siemens MindSphere detect a predictive condition (clogged filter, abnormal vibration, low battery, degraded efficiency), Revio triggers a customer communication proposing a preventive visit before the failure occurs. When a customer replies with intent (to book, renew, or get a quote), Revio hands the conversation to Sellium with the full context loaded.

Implementation

How long does an implementation take for a service center with 8,500 work orders/month or an OEM with 80 partners?

Sellium's typical go-live is 8-14 weeks: 2 weeks of discovery and FSM/CRM/ERP integration, 2-3 weeks configuring triage flows by equipment type, 2 weeks configuring skill matching and dispatch rules, 2-3 weeks of a closed pilot with one sub-vertical or service type, 2-4 weeks of gradual rollout. We recommend starting with one equipment type (for example, residential AC units) before expanding. Arconte for high volumes: 8-14 weeks. Metrix over FSM + IoT + data warehouse: 6-12 weeks. Revio: 3-6 weeks. Trazzo dynamic dispatch with mobile stock: 10-16 weeks. For an OEM with 80 regional partners, the typical project is 12-18 weeks with a region-by-region rollout.

Platform

How does Vantegrate's artificial intelligence work at a service center, OEM or telco?

The AI agents integrate with the FSM (Salesforce Field Service, ServiceMax, Dynamics 365 Field Service, Oracle Field Service Cloud, IFS, ServiceNow FSM, SAP Service Cloud, Praxedo, FieldEdge, WorkWave Service, ServiceTitan), EAM (IBM Maximo, SAP EAM/PM, Oracle EAM, Infor EAM, Bentley AssetWise), CMMS (Fiix, Hippo, eMaint, UpKeep, MaintainX, Limble), CRM (Salesforce Service Cloud, Microsoft Dynamics 365, ServiceNow, Zendesk, Freshdesk), IoT platforms (Azure IoT Hub, AWS IoT Core, PTC ThingWorx, GE Digital, Siemens MindSphere, IBM Watson IoT), remote support and AR (TeamViewer Frontline, PTC Vuforia Chalk, Microsoft Dynamics 365 Remote Assist, RealWear, Librestream), telematics (Samsara, Geotab, Verizon Connect) and ERPs (SAP S/4HANA, Oracle, Microsoft Dynamics 365, Infor, EGA Futura, NetSuite). They serve customers over WhatsApp with structured triage; process reports/logbooks/certificates with OCR + LLM (IDP); answer operational questions in natural language over complex stacks; and orchestrate dynamic dispatch with mobile stock, digital POD and inventory validation. All without replacing current systems.

Product

How does it cut OEM warranty time-to-claim with a digital POD?

Trazzo's digital POD is built with every field the OEM requires to release the claim: before/after photo, equipment serial number, part number used (scanned from mobile inventory), technician license number, labor time, technical diagnosis, legally binding customer electronic signature and geolocation. It is sent automatically to the OEM's platform (Salesforce Manufacturing Cloud, Veeva, SAP Warranty Management, or proprietary systems) and the claim is processed in minutes instead of weeks. Time-to-claim drops from days to hours. Arconte validates the match between the service report, scanned mobile inventory, applicable OEM warranty and electronic signature before issuing the claim.

Security

Do you comply with CABA Law 161, ENARGAS, ENACOM, ANMAT, F-Gas, IEC 60601 and electronic signature requirements?

Yes. Your implementation runs on Salesforce and Oracle Cloud Infrastructure, which maintain SOC 2 Type II, ISO 27001 and PCI DSS: those certifications belong to the platforms, not to Vantegrate. On that foundation, documentary traceability covers the sector's own regulatory framework. That includes professional licensing (electricians, ENARGAS gas fitters, RAEE refrigeration technicians, elevator technicians under CABA Law 161, biomedical technicians), telecommunications (ENACOM, ANATEL, FCC, IFT), gas and energy (ENARGAS, ENRE), elevators (CABA Law 161, EN 81 regulation), medical equipment (ANMAT, FDA 21 CFR, MDR 2017/745, ISO 13485, IEC 60601, calibration traceable to INTI/NIST), HVAC and refrigerants (ASHRAE, the Montreal Protocol, the Kigali Amendment, F-Gas Regulation), quality and asset-management standards (ISO 9001, ISO 55001, ISO 14001, ISO 45001), inspection and calibration (ISO 17020, ISO 17025), and legally binding electronic signature (Argentina's Law 25.506, Brazil's MP 2200/2024, the EU's eIDAS, the US ESIGN Act). Privacy: Argentina's Law 25.326, LGPD, LFPDPPP, GDPR, CCPA/CPRA.

Implementation

Does it work for break/fix, preventive, IoT predictive, SLA service contracts and OEM FSaaS with a partner network?

Yes, all five operating models. For break/fix it dynamically assigns with prior triage and dispatches the nearby technician with the part. For preventive maintenance it plans with an annual/monthly calendar and triggers mass campaigns with Revio 15-30 days before expiration. For IoT predictive maintenance it integrates Azure IoT/AWS IoT/PTC ThingWorx to trigger a proactive work order before the failure. For SLA service contracts it monitors compliance and triggers the work order with the agreed lead time. For OEM FSaaS with a distributed network (80 regional service partners), it manages from a single panel the assignment to the nearest partner with availability and stock, POD and authorized-parts validation, warranty claim release and comparative partner performance reports. For emergencies (elevator with people trapped inside, a critical data-center failure, medical equipment out of service), it immediately reassigns the nearest technician and frees up space in their agenda.

ROI

How do you measure the ROI of artificial intelligence at a service center, OEM or maintainer?

ROI is measured by combining incremental revenue (auto-resolution of a large share of the call center that frees up the team, triage that avoids unnecessary truck rolls, better first-time fix through triage with a pre-assigned part, better contract renewal rate through anticipation, dormant-account reactivation, cross-sell of premium services and extended warranty, and capturing tickets outside business hours) with operating savings (work-order closeout from days to minutes, administrative FTEs freed up for higher-value work, OEM warranty time-to-claim from days to hours, lower cost per visit, more effective visits per technician per day, fewer residential customer no-shows, better SLA compliance and less manual dispatch). As an industry benchmark, first-time fix averages 75-80% and best-in-class exceeds 88% (Aberdeen Group; IBM 2024). Every implementation starts from an agreed baseline and is measured with concrete sector KPIs.

Each AI agent applied to field service is part of a broader suite. Get to know each product in detail, the technology it runs on and how to engage us.

Products

Explore each agent in depth: Sellium for conversational WhatsApp service with triage, Revio for retention and mass communication, Arconte for document processing, Metrix for conversational business intelligence and Trazzo for dynamic dispatch.

Technology

Vantegrate integrates with the stack you already run: Salesforce Field Service, Oracle Field Service Cloud, and meets the security and compliance standards demanded by an operation exposed to multi-country sector regulation.

Company

Behind the suite is a premium implementation team focused on mid-sized and large field-service operations. Learn more about Vantegrate and review the available engagement models.

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Salesforce
ISV Partner
AppExchange Partner
Salesforce · Since 2009
Oracle
OCI Partner
Marketplace & OCI Partner
Oracle Cloud Infrastructure