Increase the efficiency in your company by automating workflows in the field.
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.
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.
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.
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.
Work collaboratively on actions while logging operations.
Schedule and assign inspections so that they get conducted reliably in time.
Push notifications, emails or SMS remind your team of inspections that need to be done.
Add text comments and photos during an inspection.
Use logics to guide your team through each inspection in a standardized way.
Customize your reports so they fit your needs exactly.
Trigger and assign actions automatically based on an inspector’s answer.
Involve external partners in action resolution at no extra cost.
Connect Lumiform via API to your existing systems.
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.
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
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.
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.
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 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%.
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.
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.
Keep track of your schedule and use the information to identify opportunities to increase your efficiency.
Monitor your team's inspection performance and identify opportunities to improve your facility's process and efficiency.
