Top 10 WaysMobile Solutions Drive Field Service Productivity

/ E B O O K

Mobile technology has changed the way people do their jobs.

If your company installs, monitors, or services equipment in the field,

your productivity is intimately linked to how efficiently you collect

and share data between field workers and the office. The evidence is

clear: traditional, manual processes tend to throttle productivity, while

mobile solutions drive it.

Outdated data collection workflows, like paper-based forms, come

with significant and well-documented productivity bottlenecks:

• They can’t capture critical visual information

• They are often hard to read due to illegible handwriting and

smudges

• They require separate manual data entry – a time-consuming,

costly, and error-prone process

• They come with ongoing purchasing, printing, storage, and

data retrieval costs

• The provide limited control over quality and completeness of

data collected in the field

• They delay access to data – often days, sometimes longer

This eBook highlights the top 10 ways mobile solutions can make field teams more productive.

Capture rich and accurate data directly in the form

• Photo capture/sketch pad, audio recordings, and barcode scan functions let users collect media-rich field data

• A user-friendly interface, designed specifically for field users, streamlines the data collection process and prevents entry errors – ensuring the captured data is accurate

• All images, sketches, and audio recordings are embedded directly in the form, so there’s no need to attach files separately in emails

1

Maintain full functionality – even offline

• Mobile forms can be filled out even without network connectivity, and can be auto-sent once connectivity is restored

• Unlike simple browser-based mobile forms, native apps work in remote areas or in sensitive facilities where field teams have to keep mobile devices in Airplane mode

• If teams need to put away their devices in a sensitive environment, all partially filled out forms are automatically saved as drafts and can be completed at a later time

2

Access and analyze field data in real time

• Mobile solutions ensure that data captured in submitted forms is available for review and analysis in real time

• Forms are never damaged or lost

• With up-to-date information, management teams can respond more quickly to emerging and time-sensitive issues

3

Focus on your business

• Field teams no longer have to make constant trips to the office to pick up and drop off forms

• Field teams can receive dispatched forms (such as work orders) from the office and submit completed forms in real time

• Less time on the road means more time spent with customers

4

“In the year 2015, we saved over $250,000.”

Jeff Peel, COO Pesado Energy Services

Empower field teams with up-to-date information

• Provide mobile users with the most up-to-date information in dropdown menus within forms (such as asset lists, parts lists, price lists, CRM data...)

• Edit form data at the office and it will automatically update in the field

• Field teams no longer need to return to the office to get the most recent data. It’s readily available and up to date within forms

5

Assetslist

Parts/Pricelist

DATA DATA

Eliminate manual data re-entry into office systems

• Data from submitted forms can be automatically entered directly into a range of back-end systems or cloud services

• No more duplicated manual data entry by field workers or office staff

• Eliminating manual data entry saves on administration costs and allows you to allocate resources to other business areas

6

VFC Lightning Protection accelerated and streamlined data submission from the field to their administration department. The company’s efficiency gains translates into $340K savings every year.

Read case study

Accelerate customer billing

• Field teams can fill out and submit digital work orders on their mobile devices

• A work order can be automatically processed into an invoice and directly dispatched to the customer via email as a professional-looking PDF

• A mobilized invoicing process makes billing departments leaner and more cost effective and leads to improved cash flow

7

Watch how Movers Specialty Service accelerates billing time by 50%

Expedite data sharing8

• Streamline your business processes with a workflow that automatically distributes form data to multiple destinations

• A submitted inspection form can be simultaneously sent via email to a customer as a branded PDF, stored in Box for audit purposes, added to your Salesforce records, and exported to an Analytics engine for compliance reporting

• Mobile workflows maximize the value of the data your field teams collect and minimizes time wasted on manual processes. Get more done with no additional resources!

PDF

Cloud & Back-O�ceStore & Share

AnalyticsReport & Analyze

CustomersInvoices, Estimates...

Uncover business insights with Analytics9

• Analyze collected field data using Analytics tools. Uncover deep insights into your business to prioritize tasks, optimize resource allocation, and respond to challenges/opportunities faster and with greater accuracy

• Monitor and analyze the performance of your field workers to elevate overall productivity, improve quality of service, and meet and exceed compli-ance requirements and service level agreements

• Share easy-to-read reports and dashboards with partners, customers, and other stakeholders

Are we meeting safety targets?

Which sites face critical issues?

What workers or regions are

underperforming?

Gauge and enhance customer satisfaction10

• Capture customer satisfaction ratings via mobile surveys, which can be completed on a mobile device during a site visit

• Track historical customer satisfaction ratings and measure how well you’re trending against service level agreements

• Use collected insight to concentrate on business areas that need work

/ S U C C E S S S T O R Y

Analytics Works for The Matworks

BUSINESS GOALS

Improve efficiency of operations

Establish a consistent data collection process

Create key performance leading indicators

Increase consistent delivery of high level services

RESULTS

75% reduction

in non-scheduled work orders

Improved consistency

positioned for significant growth

Improved customer relations

with proactive ops management

“The Analytics dashboards provide

the information and analysis we

need to make credible, data-driven

recommendations for operational

process improvements.”

– JARED AGAN, VP OF OPERATIONS

Read case study

Find out how The Matworks has raised customer satisfaction

prontoforms.com/request-demo

Want to see how ProntoForms can drive your productivity? Request a free consultation with a mobile forms expert