FSM software for industrial equipment service teams
From a compressor on a 4,000-hour service interval to a forklift fleet under a full-maintenance contract, FSM Flow tracks every serial, generates the agreement visits, dispatches breakdowns by skill and proximity, and gets the warranty claim and the invoice out the day the job closes.
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Agreement visit closed
Compressor · 4,120 run hours · oil & separator changed
At a glance
Industrial equipment service software is field service management software for the companies that install, maintain and repair machinery on customer sites: equipment manufacturers (OEMs), their authorised dealers and distributors, and independent service firms. It keeps a serialised install base of compressors, forklifts, pumps, CNC machines, packaging lines and generators, generates planned maintenance visits from contract terms or machine hours, dispatches breakdown calls against SLA response targets, tracks OEM warranty claims and parts, and records commissioning and load-test results per machine.
FSM Flow puts the machine at the centre of the record. Each unit has its own entry under the customer and site, with model, serial, install date, warranty end, contract, run-hour readings, parts fitted and every visit since commissioning. Agreement visits are generated automatically, the drag-and-drop scheduler and AI technician matching send a technician trained on that model and carrying the right parts, and the offline-first mobile app captures readings, photos and close-out notes on a plant floor with no signal.
The result is a service business that can sell planned maintenance and outcome-based contracts with confidence, because it knows the cost to serve every machine, can prove SLA response, and turns completed work into warranty claims and invoices without a re-keying step.
25%
Manufacturers who have fully implemented outcome-based service models, though 94% say such models already affect operations (2025)
Source: IFS, State of Service in Manufacturing
35%
Share of industrial servitisation offerings that are service contracts and extended warranties, the most common type (2025)
Source: PTC / Field Service Insights
49%
Industrial firms naming improved margins as the top motivator for servitisation (2025)
Source: PTC / Field Service Insights
71%
Median first-time fix rate for industrial machinery service organisations (2025)
Source: Aquant Field Service Benchmark
Job types
Each job type carries its own duration, checklist, required skills and billing rule, so dispatch and the AI scheduler already know what a call involves before it hits the board.
Planned maintenance (agreement visit)
Generated from contract terms or run hours, with the model-specific service checklist and parts kit attached.
Breakdown / break-fix
Priority dispatch against the contract's response target; downtime start and end recorded on the work order.
Commissioning & start-up
New machines commissioned with load-test results, settings and serials captured; warranty clock starts here.
OEM warranty repair
Covered repairs flagged at intake, parts and labour coded for the claim, customer invoice suppressed.
Compressor service by run hours
Oil, filter and separator changes triggered by hour-meter readings logged on the previous visit.
Forklift & material handling PM
Fleet rounds across a customer's sites with OSHA 1910.178 inspection points on the checklist.
Generator test & load bank
NFPA 110 monthly tests and annual load banks scheduled per unit with readings and run time recorded.
Pump & rotating equipment overhaul
Multi-day shop or site jobs with parts, crew and before/after readings on one work order.
CNC & packaging line call-out
Fault codes, firmware and settings captured against the machine; repeat faults tagged to the original job.
Crane & hoist periodic inspection
OSHA 1910.179 frequent and periodic inspections with the written monthly record kept on the asset.
Rental & fleet equipment service
Units on hire serviced against the fleet record, with swaps and returns tracked by serial.
Contract renewal & upgrade quote
Expiring agreements surface automatically with a renewal quote built from the machine's cost history.
Where time gets lost
The problems that show up in every service manager's inbox, and what FSM Flow does about each one.
Agreement visits slip because nobody tracks machine hours.
Run-hour readings taken on each visit are recorded on the machine. Planned visits are generated from the contract interval or the hour meter, so the next service is on the board before the customer notices it is due.
See how it worksBreakdowns get the nearest technician, not the right one.
AI scheduling suggests the technician trained on that model, closest to the site and carrying the likely parts. Breakdown jobs carry a priority flag and jump the unassigned pool.
See how it worksWarranty claims are filed late, or not at all.
Warranty end dates sit on the machine record. Covered repairs are flagged at intake, parts and labour are coded on the work order, and the claim pack is a report generated when the job closes.
See how it worksTechnicians can't see what was done at the last visit.
Every machine has a record: serial, settings, readings, parts fitted, photos and close-out notes from every visit since commissioning. The mobile app shows it before the technician opens the panel, even offline.
See how it worksParts on the van are a mystery until the job stalls.
Per-vehicle and warehouse stock with low-stock alerts, parts kits per job type and parts linked to the work order, so first-time fix is planned rather than hoped for.
See how it worksInvoices wait for the paperwork to come back from site.
Close-out notes, readings and parts are captured on the job. The invoice is generated the moment the work order is completed, with covered items held back for the claim.
See how it works
Built for industrial equipment service teams
One platform for the service desk, the technicians on site and the AI that connects them.
Serialised install base
Every machine from commissioning to retirement: model, serial, install date, warranty end, contract, run hours, parts fitted and full history.
- Customer → site → line → machine hierarchy
- Warranty and contract dates per unit
- Replacement and upgrade candidates by age and cost
Planned maintenance contracts
Sell the agreement once; FSM Flow generates the visits, applies contract pricing and raises the renewal before expiry.
- Visits by interval or run hours
- Covered versus billable shown on the work order
- Renewal quotes built from cost-to-serve
AI dispatch for breakdowns
A drag-and-drop board with day, week and month views, priority flags and AI technician matching by model training and proximity.
- Response target visible on every breakdown job
- Skill and OEM training matching
- Unassigned pool for triage
Warranty & claim tracking
Covered repairs flagged at intake, parts and labour coded for the OEM claim, and the customer invoice held back automatically.
- Warranty end date per machine
- Claim pack generated from the work order
- Claim status tracked separately from paid work
Parts, kits & van stock
Know which filters, separators, belts and sensors are on which vehicle, and reorder before they run out.
- Parts kits per job type and model
- Low-stock alerts and warehouse-to-van transfers
- Parts linked to jobs, claims and invoices
AI assistant & workflows
Ask “which compressors are within 200 hours of service?” or let a workflow open a job when a reading breaches its limit.
- Natural-language questions on live data
- Entity-event and schedule triggers for escalations
- Document intelligence for service bulletins and manuals
A day with FSM Flow
How a 15-technician dealer gets through agreement rounds, a line-down breakdown and a commissioning without a second coordinator.
- 6:30 am
The agreement rounds are already built
Overnight, the scheduler placed this week's planned visits by site and run-hour due date, leaving a breakdown slot in each territory.
- 7:30 am
Technicians leave with machine records and kits
Each technician opens the mobile app, sees the machines on the round, their last readings and the service kits picked for each, and marks the first stop en route.
- 8:50 am
A line-down call comes in
A packaging plant's compressor has tripped. The coordinator logs it as a breakdown under a four-hour response contract; AI suggests the technician trained on that model who is twenty minutes away.
- 11:10 am
Diagnosis to quote on the plant floor
The fault is a failed airend bearing outside warranty. The technician photographs it, builds a repair-versus-replace quote from the price book and sends it for approval before leaving site.
- 1:30 pm
Commissioning a new generator set
The install crew records serials, settings and the load-test results on the commissioning checklist. The warranty clock and the NFPA 110 test schedule start from this job.
- 3:45 pm
Claims and invoices go out as jobs close
A warranty-covered controller swap closes with a claim pack and no customer invoice. The out-of-contract bearing repair, once approved, becomes an invoice the moment it is completed.
- 5:15 pm
Next week is planned before the office closes
The AI assistant answers “which agreements expire in the next 60 days and what did each machine cost us to serve?” and the service manager prices the renewals.
Compliance & records
FSM Flow stores the evidence against the machine, the job and the technician, so an OEM audit, a customer's safety officer or a warranty reconciliation is a report away.
OSHA 1910.178 powered industrial trucks
Forklift inspection points on the PM checklist, defects recorded per unit, and operator re-evaluation dates (at least every three years) held against the customer's fleet where you provide training.
OSHA 1910.179 overhead and gantry cranes
Frequent (daily to monthly) and periodic (one- to twelve-month) inspections scheduled per crane by exposure to wear, with the written monthly inspection record kept on the asset.
NFPA 110 emergency power systems
Monthly tests at 30% of nameplate for 30 minutes, annual load banks (50% for 30 minutes then 75% for one hour) and the 36-month four-hour test scheduled per generator with readings recorded.
OEM warranty claim evidence
Serial, install date, run hours, fault description, parts used and labour time captured on the work order in the form the manufacturer's claim process requires.
Commissioning and load-test records
Start-up settings, load-test results and sign-off attached to the commissioning job and carried on the machine record for the life of the asset.
Technician training and certification
OEM model training, electrical and lifting qualifications and expiry dates on each technician profile, matched to the machine at dispatch.
Numbers worth watching
Every one of these is a dashboard widget in FSM Flow, or a question you can ask the AI assistant.
First-time fix rate
Driven by parts kits, machine history and sending the right-trained technician; repeat visits are tagged to the original job so the number is honest.
Industrial machinery median 71% (Aquant 2025)SLA response attainment
Breakdown jobs carry the contract's response target; time from call logged to technician on site is reported per contract and per territory.
Mean time to repair (MTTR)
Downtime start and end captured on breakdown jobs roll up to the machine, the model and the customer, which is what outcome-based contracts are priced on.
Contract attach rate
Share of the install base under a planned maintenance agreement; FSM Flow prompts the offer at commissioning and at every out-of-contract repair.
Industrial equipment average 32.7% (TSIA 2021)Warranty claim approval and days to reimbursement
Claims coded from the work order and tracked separately from paid work, so denied or late claims are visible by model.
Days to invoice
Should be zero: invoices are generated when the work order closes on site, with covered items held for the claim.
What is industrial equipment service software?
How do OEMs and dealers manage planned maintenance contracts in FSM Flow?
Can it track machine hours and OEM warranty?
How does servitisation change what service software needs to do?
Does it handle commissioning and multi-day installations?
Does the mobile app work on a plant floor without signal?
How much does FSM Flow cost for an equipment dealer or OEM service team?
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