Field Workers Mobile App
Technicians carry their working day on their phone: the day's jobs on a map, the customer and machine information before ringing the bell, and the work report closed on the spot.
What this solves is concrete and measurable: the calls to the office asking for an address, a service history or a spare part reference. All that information already existed in the system; the only thing missing was getting it into the pocket of whoever needs it.
During the job, the technician records what was done, the materials used (deducted from their van's stock) the issues spotted and the time spent. They take before and after photos and capture the customer's signature on screen with their name and the time.
When they close the report, the office has it. That is the whole change, and it is what removes the weeks that usually pass between work done and work invoiced.
Before going in
All the customer information before ringing the bell
The technician opens the app and sees their day: the day's jobs on a map, in whatever order suits them, with the route between them. Before getting out of the van they have what they need in front of them.
- The customer record: exact address, contact person, terms and any specific warnings.
- The equipment history: what was done last time, which parts it carries and which issues were left open.
- The job detail: what has been contracted and which checks it requires.
That last point avoids the most awkward moment in field work: arriving and having to call the office in front of the customer to ask something that was already written down somewhere.
During the job
What gets recorded as you go does not have to be remembered later
The report is filled in while working, with the questions that apply to that service type and the mandatory ones flagged, so it cannot be closed half done.
Materials
Parts used are recorded and deducted from the technician's own stock, because a van is a warehouse too. At month end you know what left each vehicle and what needs restocking, instead of finding out when it runs out.
Photos and signature
Before and after photographs are worth more than any description written at seven in the evening, and the customer's signature is captured on screen with their name and the time.
Time
Logging the time spent on each job feeds labour cost, which is what later tells you whether a maintenance contract is profitable.
On closing
The weeks between work done and work paid for
That gap is the real problem with paper reports, and it is almost never measured. The technician finishes on Friday, hands in the reports when they next pass the office, somebody types them up if they are legible, and the invoice goes out in the middle of the following month. In between, the work is done and the money has not come in.
When the report is closed at the customer's site, the office has it right then: it is reviewed, invoiced and the loop closes. From that same report the job margin is calculated, the machine history is updated and the issues found are opened.
And the customer gets their signed copy by email without anyone scanning anything.
Clearing things up
Frequently asked questions
Answers to what we get asked most.
What does the technician see before arriving?
The day's jobs on a map with the route, the customer record with its exact address and contact person, the equipment history (what was done last time and which issues were left open) and the detail of what was contracted. It is what prevents having to call the office in front of the customer.
Are materials deducted from stock?
Yes, from the technician's own stock, because a van is a warehouse too. At month end you know what left each vehicle and what needs restocking, instead of finding out on the day a part is missing during a job.
How long does the report take to reach the office?
No time at all: when the technician closes the report at the customer's site, the office has it. That is the change that removes the weeks usually passing between work done and work invoiced, and with it the deciphering of handwritten reports.
What is recorded from each job?
The work done through that service type's questions, materials used, before and after photos, issues found, time spent, and the customer's on-screen signature with their name and the time.
Field service and after-sales
Digital work reports with forms built to your needs, a mobile app for technicians, on-screen customer signature and invoicing with no waiting.
Events
Visual scheduling of jobs on a calendar, with technician and vehicle assignment and each person's workload in view.
Issues
Issues the technician spots during a job are logged and followed through until they are fixed.
Work Areas
Split the customer's site into areas with their own questions and checks: a floor, a washroom, a green space, a route, a building or a playground.
Workshop Services
Complete management of workshop repairs: equipment intake, diagnosis, quote to the customer, repair and handover, with time logged and spare parts recorded.
View moduleWork Reports
Digital work reports with forms you configure yourself: each service type has its own questions, with the mandatory ones flagged so a report cannot be closed half done.
View moduleMachinery
An inventory of machines and equipment, yours or your customers', with location, serial number, warranty, running hours and full service history.
View module