Lumiform Mobile audits & inspections
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Field Service Management Software

Increase the efficiency in your company by automating workflows in the field.

Optimise processes with Lumiform's field service app

Manage the service requests in the field service

Manage the service requests in the field service

Lumiform's field service app allows you to make service requests more effective. Using the dashboard, you can ensure that employees arrive at the site on time and solve the customer's problem. Through automated workflows, employees are immediately notified of their schedules, and the completion of each work order is tracked.

Optimise workflows continuously

Optimise workflows continuously

With Lumiform your workflow is completely dynamic and not static like pen and paper. The field service software allows you to continuously create new work orders, change individual aspects and assign tasks on-the-fly. This allows field staff to carry out their work without delay and improves the initial condition.

Better insight through analysis

Better insight through analysis

Keep track of critical performance areas at all times by transferring and analyzing data collected in field reports to the Lumiform analysis dashboard. 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.

Optimise bookings and services with Lumiform

Lumiform's field service app allows you to manage service requests effectively. Automated workflows make it easier for the entire team to work on-site and in the office.

Create custom forms within minutes. Organise inspections to make sure the right person does all the checklists reliably.

Create forms

Conduct audits and inspections whether with a tablet or smartphone, Android or iOS – online or offline.

Conduct via App

Make sure all issues are quickly reported and seamlessly documented. Keep track of the troubleshooting, and solve issues together as a team.

Solve Issues

Don’t waste time on post-processing and digitisation of audit and inspection reports – everything is fully automated. Uncover areas that need your attention through in-depth analyses.

Results, Reports and Analyses
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Take the path to zero-harm culture with the Lumiform safety audit app

Digitize all quality and safety efforts and cut down on inspection time with the Lumiform app. And even more importantly, continuously optimize your quality and safety operations easily with the Lumiform flow.

A flow chart of inspectors and employees doing the Lumiform flow: create, conduct, correct, analyze, optimize. A flow chart of inspectors and employees doing the Lumiform flow: create, conduct, correct, analyze, optimize.

Featured templates

Field Service Work Audit Checklist

Field Service Work Audit Checklist

Use this field service work audit checklist to check whether safety regulations are being observed when working on site. See template

Field Service Management Checklist Template

Field Service Management Checklist Template

Field service technicians use the templates for field service aork audit for quality control during on-site commissioning. See template

Field Service Report Template

Field Service Report Template

Use this template to record all services performed in the external service. See template

A Field Service Management Software as a daily support

Field service employees are much occupied with observing, documenting, analyzing certain processes, behaviors, and customer relations. It is especially important to summarize the log in a visit report.

In most industries, field service calls must be summarized in a report. No matter whether they are service technicians, surveyors, or, for example, delivery people. Reports are an important tool for field service employees or sales representatives to document and maintain customer contacts. Customer contacts are of secondary importance: During conversations on-site at the customer and a conference or a trade fair.

A field service management software supports you and your employees on the road on-site and directly with the customer. A field service management software forms the central link between all parties involved and enables more efficient work and the automation of processes.

Even if several conversations are held one day, using a template when writing the visit report makes sense. Here, thoughts should be made in advance about which data should be recorded and which further steps are aimed at the customer. These fields can be created in the field service report template so that no important aspects are forgotten when filling out.

With a field service app, managers can help their employees switch between multiple jobs faster and improve the overall efficiency of on-site services.

Find out more about the following topics:

1. How does the field service management software help with reporting?

2. 5 reasons to use a field service management software

3. The features of a field service management software

Our tip:

Conduct this checklist easily and digitally via mobile app and save 50% of your inspection time. Try for free now

How does the field service management software help with reporting?

Reporting is an essential element in field service operations. All 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.

With field service management software, you can get a real-time overview of all the checks and actions that take place in the field. Within the Lumiform dashboard, you'll monitor negative responses, overdue inspections, and average audit scores. Also, track problem resolution of all reported incidents in real-time.

The field service management software automatically generates a professional inspection report once you complete the inspection. The 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.

5 reasons to use a field service management software

Workflows and processes can change constantly. To ensure that all employees are constantly up to date with tasks, it makes sense to use an app to support them. With the flexible form builder of the field service management software, you can adapt all templates to changing internal processes and new legal requirements at any time. In addition, the app allows you to always collect up-to-date data for your analyses. In the following, we will give you 5 reasons why a field service management softwarewill make your everyday work easier.

  1. Get a overview of everything happening in the field.
  2. 100% availability of job data
  3. Dynamic workflow ensuresmore efficiency in processes
  4. Accelerate processes through better communication via app
  5. Easily integrate external service providers

Benefit from smooth workflows with a field service management software. Organize workflows by assigning schedules, people, groups and locations to checks. Reminders through the field service management software ensure that all exams are completed on time. Supervisors are notified when this is not the case. Assign corrective actions and track progress in real time.

The features of a field service software

The use of a field service management software has many advantages. The visit report can be created digitally via an app without pen and paper. On the one hand, no relevant information is lost, and on the other hand, the reports and documents can be accessed by all parties involved.

Inspectors are easily guided through all inspections on-site and receive clear instructions for corrective actions and next steps by predefining logic. Audit results thus have a consistent standard, and data can be analyzed in a snap. Areas that need your attention can be identified faster. In conclusion, documentation time can be reduced by up to 33%.

3 Benefits of Lumiform's Field Service Management Software

With Lumiform's mobile field service management software, field service reports are easily created via tablet or smartphone - online or offline. Desktop software is used to create field service report templates and analyze data collected in the field. This significantly reduces the risk of information and quality loss, documentation errors and reputational damage.

1. Scheduling and Notifications

The Lumiform app ensures that the schedule is met. All employees receive notifications about the procedure and due dates. Managers automatically receive notifications when assignments are overdue and issues have occurred. The Lumiform App ensures that the schedule is followed.

2. Timed work steps

Keep track of your schedule and use the information to identify opportunities to increase your efficiency.

3. Track facility inspections over time

Monitor your team's inspection performance and identify opportunities to improve your facility's process and efficiency.

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Your contact for all questions concerning Field Service Management Software

You have questions or would like to schedule a personal demo? We are happy to help you!