The Paperless Trail: Modernizing Mobile Field

Service

?What does mobile field service actually look like?

What tools do technicians need?

What service-related capabilities do mobile devices have?

How do dispatch and management help turn the organization into a mobile powerhouse?

We understand you may have some questions about mobile. .

To answer them, we’ve outlined steps to implement a “truly mobile” field service process so you can...

…FREE YOURSELF FROM THE SHACKLES OF PAPER!

You’ll learn how a mobile field service strategy will improve:

I. Information Access II. Spare Parts & Inventory ManagementIII. Task Management IV. Field Asset Management V. Scheduling

Let’s get started!Sounds great!

Part I. Information Access

This guy knows what’s up.

Empower field techs with seamless information access and database syncing.

I like the sound of that.

With a cloud-based mobile field service app

How?

What positive effects will it have for my organization?

1. Improve Productivity • Techs have automatic access to the following

information: – Customer/Contact – Service and Invoice History – Equipment/Asset Details– Work Order Type– Customer Comments– Equipment Issues– Assigned Tasks to Complete Service

2. Increase Customer satisfaction With the help of service portals, technicians have the information they need to get a job done right the first time and leave the customer singing their praises.

3. Increase Profitability • Review customer contract information prior to

service to make the most of each visit • Make sales while on the job site• Retain current customers with quality service and

high success rates • Sell more preventive maintenance contracts

Part II. Spare Parts & Inventory Management

#1 challenge of inventory management:

How to get the right parts to the right customer as efficiently as possible.

How software can help:

• Establish an early warning system to alert managers to low inventories

• Utilize mobile devices to make technicians more integral to the inventory process

• Analyze insights collected from the field in order to improve and forecast parts planning

Automating Inventory Alerts

Establish alerts that inform key stakeholders when specific inventory conditions occur.

For example…• The company receives alerts when: – parts are running too low or high in a service van or

warehouse– allocated quantities of specific parts exceed their

availability – items haven’t shipped or arrived– items don’t have standard costing – items’ shelf life is about to expire– etc., etc., etc.

Managing Inventory in the FieldWith field service software, companies and technicians can see: • Spare parts in service vans and warehouses

• Which parts are needed for each work order

• Data that reveals trends in inventory purchasing, stocking, and allocation

Part III. Task Management

Task: Any action that needs to be completed on a work order or for a specific asset.

Field service firms want to be able to measure technician performance and know how each service call is handled in the field.

BUT…Asking technicians to record each of their many actions on pen and paper will cost more in hours than it

would pay off in insights.

A mobile field service app documents work order data and task performance so managers get a step-by-step understanding of the job from start to finish.

And, with mobile, technicians see pre-assigned tasks and sub-tasks that outline responsibilities for each order.

Task lists can also be used to organize service packages

Part IV. Asset Management

The more information a service firm has on their assets in the field, the greater opportunity they have to

improve, not just efficiency, but chances for up-sell, scheduling, customer satisfaction, and more.

Exceptional field asset management starts with detailed and accessible data

on every customer-site and rolling asset.

Equipped with asset data, technicians are prepared with:

• Service history• Parts information • Warranty and contract

details

And can improve:

Part V. Scheduling

Field service scheduling and dispatch is all about one key idea: Getting the right technician to the

right place at the right time.

Easier said than done…

How a mobile scheduling solution helps• Filters: – Location—GPS technology pings technician location back

to the main office– Availability—technician “work status” is always visible to

the scheduler– Skill-set—schedulers can see and filter by skills to make

sure the technician assigned can actually fix the problem

With access to tech location and asset information, schedulers can choose technicians that get to job sites faster, saving time and resources.

Ready to learn more about finding a mobile field service solution that’s

right for you?

Download our free, educational whitepaper:

A Buyer’s Guide to Mobile Field Service Software: 9 Tips for Choosing a Mobile Solution that’s Right for You

Download Whitepaper Now