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Best Field Service Management App

Best Field Service Management App

Increase your company’s efficiency by automating your workflow. Go digital with Lumiform to organize and optimize operations performed on the field.

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Key benefits

1.

Make your service requests more effective and thorough through Lumiform's Field Service App. Using the dashboard, you can ensure that employees arrive on site on time, ensuring you always stick to the schedule. Through automated workflows, employees are immediately notified of their schedules, and the completion of each task is tracked.

2.

Watch your workflow become completely digital and dynamic unlike pen and paper with the Lumiform app. Our field service management software allows you to create new work orders, change individual aspects, and assign tasks on-the-fly. This allows you and your team to carry out work more efficiently and without delays.

3.

Keep track of your critical performance areas at all times by analyzing data collected in field reports to the Lumiform analysis dashboard, which is added automatically through the completion of your inspections. The filter function helps you to quickly identify the areas that need your increased attention. Lumiform allows you to view work histories and schedules to better evaluate the effectiveness of your employees.

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Field Service Work Audit Checklist Template
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Key features

1. Set up forms in a snapSelect from over 12,000 ready-made inspection templates or create powerful custom forms in a flash.
2. Inspect with ease via appConduct inspections efficiently via the intuitive Lumiform inspection app. From wherever you are, online or offline.
3. Solve issues fasterShare observations and assign corrective actions directly to colleagues and track the entire troubleshooting process.
4.Share results and get valuable insightsShare your automatically generated inspection reports directly with all stakeholders while thoroughly analyzing all data.

Chat and logs for actions

Work collaboratively on actions while logging operations.

Scheduler

Schedule and assign inspections so that they get conducted reliably in time.

Notifications

Push notifications, emails or SMS remind your team of inspections that need to be done.

Text and photo comments

Add text comments and photos during an inspection.

Logics

Use logics to guide your team through each inspection in a standardized way.

Customize report

Customize your reports so they fit your needs exactly.

Automatic actions

Trigger and assign actions automatically based on an inspector’s answer.

External assignees

Involve external partners in action resolution at no extra cost.

APIs

Push notifications, emails or SMS remind your team of inspections that need to be done.

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Conduct property surveys with a building condition survey template

A Field Service Management Software For Your Daily Use


Field service employees are heavily occupied with observing, documenting, analyzing certain processes, customer relations, and so much more. With so many responsibilities lying on each employee, it is especially important to summarize their data in one safe and accessible space; that’s where Lumiform comes in. Field service calls must be outlined in a report, so it is imperative to provide personnel with a digital app where they can submit their data and have it promptly converted into a report.

To save you time and create a more efficient and cost-effective workflow in your business, Lumiform’s Field Service Management App helps employees and management with all of the aforementioned documentation processes. It is an essential tool that aids in the completion of your daily audits, making them faster and of higher quality.

From setting up reminders and notifications to taking useful photos and videos of task completion and signing off on them, the tools that are at your fingertips with the Lumiform app are indispensable. You can create templates from scratch to aid in inspections during your field service work, or choose from one of our 12,000+ premade templates that are at your disposal. Lumiform takes your workflow to the next level, eliminating paper usage along the way.

You can get from job to job faster and improve your efficiency while doing so with the Lumiform Field Service Management App.



Find out more about the following topics pertaining to our Field Service Management App:


1. Using the Field Service Management App as a Reporting Tool

2. Five Advantages to Lumiform’s Field Service Management App

3. Top Lumiform Features to Aid With Your Daily Workflows



Simplify Reporting With the Lumiform App


Reporting is an essential element in field service operations. All of the important information regarding the deployment plan is recorded in this report. The field service report is also used to monitor employees efficiency and safety and to manage supplies and tools.

You can benefit from a real-time overview of all the checks and actions that take place on the job with Lumiform. You can monitor negative responses, overdue inspections, and average audit scores on the Lumiform dashboard, which is accessible to any responsible personnel in the app. Real-time tracking of problem resolution is available to you and your team for the betterment of your company.

Have the data from your inspections generated into a professional report automatically that is saved in the safety of the cloud. This inspection report is fully customizable to your individual needs and includes all results, images, negative responses, and reported issues. Save time by instantly sending the report from the app to all responsible parties.



Five Benefits of Implementing Lumiform Into Your Processes


Workflows and processes change constantly. To ensure that you’re always up to date with your tasks, Lumiform’s digital app is the best way to follow your schedule to a tee. With the app’s flexible form builder, you can adapt all templates to the ever shifting internal processes and new legal requirements at any time. In addition, the app allows you to collect up-to-date data for your analyses. Below are five other benefits of implementing the Lumiform app into your daily workflow:


  1. Having an overview of everything happening in the field in real time.
  2. Access to all collected data at all times and from anywhere – even offline.
  3. Dynamic workflow means improved efficiency in daily processes.
  4. Increased communication between you and your team with our built-in messaging system.
  5. Easily integrate external service providers with our versatile API (application programming interface).


Top Features of Lumiform’s Field Service Management App


As discussed throughout this article, the use of a field service management software has many advantages. All of your documentation can be created, edited, and stored within the app, meaning no more stacks of wasteful paper. This ensures that no relevant information is lost, and that reports and documents can be accessed by all parties involved at any given time.

Auditors are easily guided through all inspections on-site and receive clear instructions for corrective actions and next steps by predefining logic within the app. Audit results will always have a consistent standard, and data can be analyzed in a snap. Areas that need your attention can be identified faster and with more thorough detail. Because of these and other features, documentation time can be reduced by over a quarter!

Your field service reports can be easily created via tablet or smartphone – online or offline with Lumiform’s mobile software. You can create field service report templates and analyze data collected in the field, significantly reducing the risk of information and quality loss, documentation errors and reputational damage.

Scheduling and Notifications: Ensure that your schedule is met with Lumiform. All employees receive notifications about the procedure and due dates. Managers automatically receive notifications when assignments are overdue and issues have occurred.

Timed Workflow: Keep track of your time spent on individual tasks and use the information to identify opportunities to increase your and your team’s efficiency.

Track Facility Inspections Over Time: Monitor your team’s inspection performance and be preseted ways to improve your facility’s process and efficiency.


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Related categories

  • Qualität
  • Allgemein
  • Geschäftsprozesse
  • Record Management

Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Checklists

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Topic guides

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