Improving Customer Experience as a Mechanical Technician

The mechanical/HVAC industry is extremely competitive. Customers have a wide array of options when it comes to manufacturers, repair companies, and other players in this industry. As such, companies are always looking for any way to secure a competitive advantage over their rivals. Today, the wave of the future and the key to getting ahead in the industry is mechanical service software.

 

 

Mechanical Service Software Can Revolutionize Customer Service

Mechanical service software isn’t a hammer that’s looking for a nail; rather, it’s a set of tailor-made solutions built to meet the challenges of field technicians. When you dispatch your mechanical technicians, you’re engaging in one of the most important customer-company interactions. Professionalism and technical skill are at the forefront in the mechanical service industry, and it’s hard for any company to truly outdo its competitors on this front. As such, a fundamental rethinking of customer service and the application of new technologies is the key to overcoming the obstacles to providing flawless customer experiences.

 

 

Obstacles to Seamless Customer Experiences

When developing the FieldConnect suite of field service software, we kept a range of specific problems in mind. Some of the major obstacles we identified were the following:

 

Lack of Input and Response

Customers are often curious about the processes and services they’re paying for, which is only natural. While technicians must be professional, helpful, and transparent in such cases, it also places a greater burden on them and slows the overall process of the job. Worse, the technician might not have the answers to their question due to a lack of direct data access.

 

Slow Access to Important Data

Traditionally, mechanical service technicians have not had as much autonomy and independence as they should. In theory, it’s easy to say that a technician should have the ability to access all relevant data pertaining to things like inventory and pricing.

Decentralizing these actions would allow technicians to offer better assistance to customers and even recommend additional products and services the customer might enjoy. However, giving all of your technicians unfettered access to inventory would result in unpredictable shifts in availability and prevent the system from functioning; as such, centralized inventory management is an unfortunate necessity.

 

Hands Tied by Procedure

Processes and inquiries are often tied up by the internal bureaucracy of a company. This has real consequences; sometimes, a technician has to tell an inquisitive customer to wait for information that they feel rightly entitled to. Likewise, technicians will have to wait longer than necessary to receive all of the tools they need for their work.

However, this raises many questions; what if it were possible to automate much of this bureaucracy and empower technicians and management in the process? Your field teams could get the information and equipment they need, when they need it, while management will be able to reallocate their time to other aspects of the job. Thanks to breakthroughs in process digitalization, this and much more is now possible.

 

 

Digitalization Can Empower Your Technicians

Digitalization and computerized logistics have a revolutionary effect on the ability of complex companies to operate more efficiently. We’re living in the information age, and the resultant changes aren’t limited to office work. You can apply field service software to your own company today, and immediately start to see the benefits.

Offer Quotes On-Demand

Field technicians are rarely able to simply offer quotes on demand and need feedback from management first. However, it’s possible to computerize the quote calculation process and streamline these procedures so that any member of your company can offer a quote. Instead of requiring customers to wait hours on necessary information, or lose interest in an elective product or service, you can get their answers in moments. All that you need to do is implement the FieldQuotes software program into your operations.

Streamline Dispatch

Dispatch of back-office personnel and equipment is an essential part of providing your mechanical technicians with the tools they need to get a job done. However, dispatch processes can be unnecessarily slow due to the need to check inventory and reconcile the potential needs of other teams. By applying digitalization to the dispatch process with FieldDispatch, you can eliminate the roadblocks that slow down this vital process. Speed is one of the defining elements of a first-rate customer experience, so benefits such as this are invaluable.

Provide Instant Information

Digitalization is introducing robust, customer self-service tools to virtually every industry. While technology cannot replace human expertise and support, the key is that it’s not meant to. Rather, the role of the breakthrough FieldDirect program is that it complements your field personnel. By providing your customers with FieldDirect, they’ll be able to access much of the information they’d have to glean from your staff via their device instead. Likewise, they’ll have other, additional types of information at their fingertips as well as instant access, which are benefits only digitalization can provide.

Enhanced Management

The customer experience starts before you even dispatch your technicians. Efficient scheduling and management have a reverberating impact throughout operations, so you shouldn’t neglect to enhance management. Consider implementing FieldAccess so that your managers can track minute-by-minute operations and take a proactive rather than reactive approach to ensuring a job well done, every time.

 

 

Mechanical Service Software with FieldConnect

FieldConnect is one of the leading organizations that’s bringing digitalization to industry and the trades. By incorporating streamlined, software-based solutions for communication, inventory management, and operations, you’ll enjoy a competitive advantage at every level of your business. Digitalization is key to boosting productivity and enhancing the customer experience. Get in touch with the FieldConnect team to learn more about our field tech solutions and how they can help your business.

 

 

Technology is a wonderful thing—especially when it helps your bottom line. Technicians in various field service industries, at one point, used to have to visit a job site, take down project notes, and leave the customer waiting for days after their meeting to receive a project quote. This process was made even more challenging if the client decided to add extras throughout the project. Thanks to mobile quoting apps, technicians no longer have to deal with the back and forth between clients and the sales team.

How Do Mobile Quoting Apps Work?

Now, it’s important to note that not all mobile quoting apps are created equally. Some may have additional features or integrations that others do not. That said, many of these mobile quoting apps do work quite similarly. However, before we can jump into the mobile quoting process, it’s essential to review what a traditional quoting process looks like.

Traditional Project Quoting Process

A project quote is the breakdown of charges that will be involved in the completion of a project. This number should give your customers an idea of the total project costs and why the project costs what it does. This breakdown may include:

  • Estimated work hours
  • Cost of materials
  • Travel costs
  • Demolition costs, etc.

The process of drawing up a quote for your customer isn’t necessarily complicated. What made it challenging was the fact that it requires multiple parties to work together, and that meant it took several days for a quote to be created and then shared with the customer, who would then need to approve of it or request changes.

This was a time-consuming process because it required the field service technician to travel to the job site and speak with the customer about what they wanted. Once the technician had all their notes, they would need to travel back to the office and give the notes to the sales team, who would need time to assemble the necessary information to create the quote. Finally, once the quote was written up, it would need to be discussed with the client, and if they agreed, the project could begin. If they didn’t, then it was back to the drawing board—literally.

This process could become even more complicated if the customer decided to make changes partway through the project, as a new quote would need to be drawn up and agreed upon.

Digital Mobile Quoting Process

Thanks to technology, field service quoting has become much more streamlined. The digital mobile quoting process remains the same as the traditional process in that it requires:

  • Traveling/speaking to the client on the job site
  • Drawing together the project quote
  • The client agrees or asks for adjustments

Thanks to digital mobile quoting apps, this process is sped up significantly because technicians can access all relevant information via their app, allowing them to draw up a quote rather quickly. Even better, should they have questions, they can quickly contact someone in the sales department via the app and get the information they need.

This sped-up process allows the client to receive their project quote the same day and will enable them to ask questions about possible job add-ons as they go, since adding items to the quotes no longer requires having the sales team write up a totally new quote.

5 Ways Mobile Quoting Apps Can Help You Increase Your Sales

Sure, mobile quoting apps help you save time and money, but do they actually help you increase your overall sales? Absolutely.

For example, Tampa Bay Trane, a large Florida-based HVACR company, was able to grow its sales by using a mobile quoting app. While using this app over the span of two months, they increased their sales by approximately $25,000. Tim Barnes, General Manager of Tampa Bay Trane, stated that the results of implementing the mobile quoting app were rapid, and their team hasn’t looked back since.

So, what contributes to these sales increases? Here are five benefits of using a mobile quoting app that can help you increase your sales as well:

1. Draft/Approve Quotes from Anywhere

Unlike traditional quoting processes, utilizing a mobile quoting app allows your field technicians to draft up detailed quotes while on the job site and in the presence of customers. This allows the technician to show the client the initial quote, and should they not agree with it or want to ask about possible job add-ons, they can instantly make the changes.

Once the client is happy with the quote, most mobile quoting apps allow the client to approve the quote and sign off on it—all within a matter of hours (or less!).

2. All Required Information is Available on Your Device

Most mobile quoting apps often work in conjunction with other software. That allows your technician access to all the information they need to generate an accurate quote. This eliminates the need for waiting on other staff members to get technicians the answers or information they need, cutting down the time it takes to create a quote significantly—and in many cases, allowing the client to approve of the quote in the same day.

3. Improved Time Management with Instant Sales Quoting

With all the information needed to generate an accurate quote within your mobile quoting app, your technicians’ time management should also improve significantly. Since projects don’t begin same-day (in most cases), that means your technician can move from one customer to the next within a timely manner.

With device tracking available on most field service management apps, you can monitor how long it takes for a technician to complete a quote at each location, and should something come up and you’re noticing they are spending too much time in one location, you can ask them about it to see what is causing the holdup.

4. Close New Deals Faster

Working with an existing customer is often much simpler than trying to onboard a new one. When trying to close a new deal, your technicians not only need to be able to convince them that each step in the process is necessary, but that the cost is fair.

Mobile quoting apps allow you to break that information down for new clients quickly and easily, allowing them to make sense of the breakdown and approve of a quote once they are satisfied with the explanation.

5. Improved Customer Satisfaction

Speed and availability not only make life easier for your technician but helps you improve your customer’s overall satisfaction as well. For them, time is money, so the quicker the initial quoting process goes, the quicker the project can begin and be completed. When done swiftly and to the customer’s satisfaction, they’ll be more likely to return to your company for future projects and willing to recommend your brand to their friends and loved ones.

Make FieldConnect Your Go-To Mobile Quoting App

With FieldConnect’s FieldQuotes services, your technicians can quote add-on business while they are still on the job site. Even better, you can eliminate paper-based quotes while still ensuring that your technician’s quote complies with the pricing established in your ERP—minimizing back-office involvement and streamlining the entire quoting process.

Have questions about the many FieldConnect solutions available? Then contact us today for more information, or request your demo to experience it for yourself!

 

Bringing Digitalization into the Fire & Life Safety Industry

The fire and life safety industry represents the first line of defense against the risks of fire damage. Fire alarms alone likely save thousands of lives each year, not to mention that the hastened response reduces property damage. However, fire and life safety is on the cusp of a major leap in effectiveness and efficiency thanks to digitalization. Digitalization has vast potential in the fire and safety industry, both by empowering service technicians and making safety solutions better.

 

How Digitalization is Entering Fire and Life Safety

What is Digitalization?

Digitalization is a wide-ranging umbrella term that covers all sorts of different, technology-initiated developments. This trend is all around you, from your use of digital spreadsheets rather than paper documents or use of online video calling. At its core, digitalization is the process of transforming formerly physical, analog processes into digital, software-based ones.

Digitalization can enhance virtually any process and empower field technicians in any industry, but particularly fire and life safety. However, that’s not the only benefit of digitalization in the fire and safety industry; the rich capability of smart, automated processes is also essential.

 

The Relevance of IoT in Fire, Life Safety

One particularly powerful digitalization trend is the rise of the Internet of Things, IoT. This refers to the network of smart devices that are increasingly inhabiting our homes, workplaces, and other buildings. Phones, televisions, cameras, and more may contain complex sensors and draw all sorts of valuable data. The rise of the IoT-equipped smart home has huge ramifications in empowering devices to detect and deal with fire risks on their own.

 

 

Technologies to Watch in Fire and Life Safety

Intelligent Hypoxic Air Systems

Hypoxic air systems can reduce oxygen levels to the point that they will smother any fire in an area. Currently, hypoxic air systems occupy an awkward regulatory space as oxygen-reduction does not fit into a legally recognized framework for fire safety. Likewise, they do pose a danger in areas where people don’t wear suitable PPE.

While this limits the applicability of hypoxic air to uninhabited areas or areas where people have the needed PPE, it’s an incredibly powerful fire prevention resource. In a smart facility with IoT equipment feeding information on smoke, heat, and fire to the other devices, a hypoxic air system can automatically kill fire risks.

Video Image Smoke Detection Systems

Modern algorithms and machine learning have created exciting new possibilities in fire and life safety. Video image smoke detection systems employ cameras that capture visual data and computers that have learned how to identify smoke and other signs of fire in visual data. The end result is a powerful, proactive fire-detection resource that can alert human operators and trigger automated fire-suppression systems.

 

 

FieldConnect Digitalization Solutions

With time, digitalization will introduce even more exciting technologies that will make us safer and more efficient than ever before. However, it’s already possible for you to leverage digitalization in your operations and gain a competitive advantage. FieldConnect understands that this form of modernization is already critical to the fire and life safety industry, and has taken measures to help businesses within this industry incorporate recent advances.

 

Enhance Customer Connectivity

It’s highly important to provide customers with a responsive, transparent process. You should be able to answer their questions about timetables, progress, and the work that your technicians are performing. However, it’s challenging to offer this sort of service with traditional business models; compiling all of this information takes time.

However, digitalization neatly solves the problem with FieldDirect. This program provides relevant, routine inputs from your technicians and management in a convenient, accessible point of access for customers. Your clients can find virtually anything they’ll need on the spot with this program.

 

Centralize Technician Management

Digitalization is game-changing for fire and life safety managers. In the same way that FieldDirect provides real-time field data to customers, you can use FieldAccess to track operations as they happen. It gives management simultaneous, total access to every worksite while also offering insight into the location and work activities of each contractor. Hour-by-hour management is more efficient than ever thanks to FieldAccess, and it’s well-complemented by FieldGateway.

FieldGateway uses digitalization and smart design in a more big-picture, logistical-strategic sense than other programs. It places supply invoices, current, and near-future work schedules, and eliminates the need for check-in calls and other disruptive necessities of the analog workplace. With these two programs together, you’ll be able to run your business more efficiently than ever. However, digitalization also has benefits for your technicians in the field that will improve productivity and boost customer satisfaction.

 

Operate Dynamic, Responsive Field Teams

In the eyes of the customer, the most important thing is that a knowledgeable professional does their job correctly. If anything is the second-most important feature, then that is responsiveness and transparency. No one wants to talk to your technicians about a service they need and take hours or longer waiting for a quote or some necessary piece of equipment. In both cases, FieldConnect can streamline your operations with FieldQuotes and FieldDispatch.

FieldQuotes correlates all sorts of pricing information from your inventory to services and calculates quotes on the spot. Likewise, FieldDispatch enables technicians to immediately identify and request the tools they need to get a job done. With this combination, your technicians will be able to take the initiative and give customers the information and services they need in a matter of minutes rather than hours, or hours rather than days.

 

 

Get in Touch with the FieldConnect Team

Companies that make use of the advances of digitalization will be able to operate more quickly and efficiently than competitors. If you want to reap the benefits of digitizing your organization, then your next step is to contact FieldConnect. Our representatives will happily answer your questions about the applicability of our solutions, pricing, and more.

Empower your fire and life safety technicians; schedule a consultation with us and incorporate FieldConnect into your operations.

https://www.fieldconnect.com/fieldquotes-software/

 

 

 

Experience the Difference with FieldConnect

FieldConnect stands out amidst the competitors because we think differently. Our solutions are distinct from the field service resources you have known. We have years of experience and dedication to providing the most innovative software solutions. The list of features and benefits sets us apart from companies like MSI Data.
But we prefer to let the facts speak for themselves. Below is a long list of features and functionality that give you a clear understanding of the distinction you can expect from FieldConnect. You will find that we are genuinely a one-of-kind set of solutions for field service management.
Our mobile integrated applications offer you the freedom to stay ahead of the game and maintain consistent efficiency. Native and seamless integration with your legacy systems ensures continuity and expansion of your current operations. You will experience the freedom to use a variety of devices, hardware platforms, and operating systems. There’s no need to worry about the cost of new equipment. Amongst many other features that set us apart, you’ll gain access to the power of cloud-based technologies—at no additional charge.
Explore the difference with FieldConnect.

 

 

Mobile Integrated Applications

FieldConnect has developed a unique ecosystem of applications. Each of these applications has native integration capacities with Vista by Viewpoint. This integration produces a powerful combination of mobile resources with the insights and efficiency of seamlessly integrating with your existing ERP/accounting system. 

 

Inspections workflow

Elevate your workflows with functionality designed for inspections. Our applications come fully equipped with the following features: 

    • Functionality for site equipment and serviceable items
    • Assign a task for multiple job items—with native associations to your work orders in Vista
    • Compliance for inspection with enforcement
    • Configure workflows with controls installed to ensure process flows are completed

Work orders for projects and jobs

Take your work orders to the next level with specifications for various projects or jobs. Utilize the following features to ensure efficient and accurate work orders: 

    • Costing for project and phase codes
    • Resources Scheduling 

Work orders for equipment costing

Generate work orders for capital equipment or internal assets. 

 

FieldProject application

Integrate our FieldProject application’s capacities with the Vista PM Module for accelerated project status and detailed reporting. Our FieldProject solution is a refined mobility tool that allows you to quickly collect the data required for your projects. 

Combined with the integration to the Vista PM module, you can look forward to the following features: 

    • Project and phase time entry
    • Job costing
    • Equipment usage and costing
    • Phase progress
    • Daily logs
    • Inventory and materials
    • Hybrid user interface (UI) for service and project

Timesheet

Amplify your ability to keep timesheets with the added benefit of reviewing and approving the process. Our solutions also offer you the capacity to consolidate service and project time entries, including unapplied time. 

 

FieldQuotes application 

Our FieldQuotes application takes native integration with Vista a step further. You can generate quotes on the spot and convert each into a work order in Vista. 

 

Customer portal

The customer portal we offer distinguishes us from the competition. It provides you a personalized and efficient way to access your account and numerous features. Gain visibility into real-time work order status or request new service. 

But our customer portal is even more dynamic. The portal also has the following features: 

    • Access service and equipment history
    • Forms
    • Attachments
    • Invoices
    • Quotes

 

Attachment and document management

Our ecosystem of integrated applications also has a rich set of features for managing attachments and documents, including thumbnail views for technicians. 

 

Work orders/scheduling permissions

Utilize our innovative applications to empower your technicians with the ability to create new work orders and schedule permissions. 

 

 

Integrated Service and Project Modules

In addition to our ecosystem of mobile applications, FieldConnect offers a series of service and project modules. These modules also offer native and seamless integration with Vista by Viewpoint. Transform your productivity by extending the power of your Vista Service Management Module. 

 

Reads and writes

Our service and project modules go beyond simply syncing your data. You gain the ability to perform real-time reads and writes to your existing Vista database. Even further, Field connect provides Source of Record Integrity. 

 

 

Device Agnostic Applications

You no longer have to worry about compatibility issues. Our applications work across all hardware platforms and operating systems—including iOS, Android, Windows, smartphones, tablets, or laptops. We know how critical it is to have consistent access to your data without worrying about the device you’re using or whether you have connectivity.

Offline technology

You will no longer be reliant on an internet connection to access your data. FieldConnect applications employ offline technology—keeping your data accessible in a disconnected mode. 

Our offline feature offers the same user interface (UI) experience, content, and performance. FieldConnect applications will immediately sync and upload all data when you return to connected mode. 

 Real-time data

FieldConnect allows you to log in with any device without worrying about data or applications being stored locally on the device. This capability provides access to real-time data without reliance on batch syncing schedules. 

 

 

Forms Engine

FieldConnect distinguishes itself from the competitors by providing a superior platform for customizable forms. 

Structured Query Language (SQL) database

With our forms engine, you can enter data in a SQL database for reporting. Forms are saved as embedded attachments to work orders in your existing Vista platform. 

Busines Rules framework

FieldConnect’s forms engine allows you to configure a proper framework for Business Rules, including the following dynamic capabilities: 

    • Enforcement
    • Offline use
    • Mapping and compliance
    • Validation
    • Logic

The forms solution also includes an HTML forms builder and editor. 

 

 

FieldGateway and Front-End Graphical Dispatch Board

We also set ourselves apart with the FieldGateway solution. You gain a front-end graphical dispatch board with unlimited licensing for dispatchers, administrators, supervisors, and back-office roles. 

 

 

Cloud-Based Solutions

FieldConnect is proud to utilize the most critical resources available in the modern technological environment. Cloud-based solutions are a vital and necessary resource for your business to excel and succeed over the competition. 

This offering is fully hosted and managed by FieldConnect in the Microsoft Azure Cloud at no additional cost to you. Even more, there are no IT resources or bandwidth required for your organization to utilize our powerful cloud-based resources.  

 

 

Viewpoint Strategic Partner 

FieldConnect understands how vital strategic partnerships are to your success. We distinguish ourselves by partnering with the most advanced and trusted brands. And we pride ourselves on extending the native functionality of Viewpoint solutions. 

Our partnership with Viewpoint offers you a unique opportunity to enhance your service to clients. Viewpoint chooses to partner with us because we deliver best-in-class solutions with seamless integration. This collaboration allows us to tap into a vast set of experience, knowledge base, and best practice—with more than a hundred implementations with Vista by Viewpoint.     

Offer your Vista customers a superior mobile field service solution by using FieldConnect to elevate your success.

 

 

Experience the Difference 

Since 2002, FieldConnect has provided mobile solutions designed around the needs of field service organizations. We have led the industry of software solutions for Mobile Field Service providers with a powerful and easy-to-use solution for service organizations of all sizes. 

For nearly two decades, we have been refining the way we stand out from the competition. Our extensive suite of software solutions can also help you. FieldConnect will support you in forging a distinct advantage and competitive edge. 

We are ready to share the FieldConnect difference with you. Request a demo today.

 

 

Post-Pandemic Employer Guide for Re- Opening Office Space

One of the biggest challenges companies are dealing with is how to re-open as Covid restrictions are lifted. Even as of the time of this writing (April 2021),  the situation with COVID-19 is prone to rapid change. Some states are still struggling with vaccines rollout, while others are ahead of the curve. While the national guidelines are largely easy to comply with, the states also have their own requirements for offices to reopen. Re-opening requirements are fairly uniform across the nation while intricacies incertain states (California and New York) should be discussed.

 

 

Adhere to CDC Guidelines

Every business should strive to comply with the nationwide CDC requirements for reopening. These consist of a mixture of requirements and recommendations. Let’s take a look at some steps every business should take before reopening and inviting employees back into the office place.

 

 

Step One: Thoroughly Evaluate Your Building

Continued occupancy has the effect of preserving a building thanks to the lighting, heating, and cleaning that accommodates its occupants. Office buildings that have gone unoccupied for the duration of the pandemic might have generated a number of risks that need to be assessed.

 

For instance, mold can easily take root in office buildings that have been cold and dark for months. Your first step in preparing to resume business operations is to examine the building for any mold growth, as well as architectural and structural problems that may have developed. After assuring the basic safety and cleanliness of your office building, you can move on to COVID-specific requirements.

 

 

Step Two: Assess Common Areas and Items

Crowded common areas and items such as coffee pots and drinking fountains can be flashpoints for COVID transmission. Before reopening, look for points that might present a high COVID risk and either dispose of them or enable a means of touch- free operation. You might install a foot pedal-based drinking fountain rather than the more common hand-operated ones. Additionally, providing snacks and drinks in one- time packaging and encouraging employees to bring drinks from home are inventive solutions. Consider installing hand sanitation stations and encourage employees to keep their hands washed and desks clean.

 

Step Three: Comply With and Enable Effective Social Distancing

Make it clear that you expect employees to comply with social distancing requirements. Put down visual markers such as tape, signs, and other cues in parking lots and hallways. Additionally, make sure that your floor plan and office layout enables workers to do their work from a safe distance. If it’s not possible to rearrange seating to give workers six feet of distance, then install physical shields in the spaces between them.

 

 

Step Four: Improve Air Quality

Ventilation and air cycling are – alongside masks – some of the most important ways to reduce COVID transmission. The CDC offers a few recommendations to improve air quality and ventilation. For instance, you might operate the air conditioning system to maximize air replacement for two hours before and after working hours or simply open windows and turn on fans to improve air quality. Upgrading Air filtration systems may be needed. It is recommended (at a minimum) to replace air filters and update maintenance timing on those filters so they are changed out more frequently.

 

 

Step Five: Develop Administrative Procedures

In the pre-COVID landscape, it was fairly normal for someone to come into work if they exhibited a minor cold or light flu. Now it is safer to suggest employees stay home if they exhibit any symptoms of illness. If someone does come into work with what could be COVID symptoms, management is required to act.

 

Take steps to immediately separate the employee from the rest of the population. Keep masks on hand and provide the employee with a face mask. And kindly direct the employee to go home. Recommend that the employee follow up with their healthcare provider, who will be able to provide testing or otherwise instruct the employee on the latest guidelines for those who may be sick. And if necessary, ask the employee to provide a doctor’s recommendation on returning back to a work environment (this can be awkward and uncomfortable to ask, but important to keep down the possible spread of infection).

 

 

Step Six: Communicate any Changes to Employees

Communicate, communicate, and communicate. Be sure all employees understand the new expectations. Advise and tell them what management has done to help them successfully comply with COVID restrictions. Likewise, inform employees of any changes in sick day policies that are meant to help them stay home and avoid spreading illness should they appear to be presenting symptoms.

 

 

Final Step: Comply with Local/State Guidelines

Overall, the CDC guidelines are straightforward, the CDC has left many details of reopening policies to the states. Most states have fairly negligible requirements for office buildings, although these vary and are prone to change.

Currently, the two states with the most challenging requirements to meet are California and New York.

 

 

COVID-19 Resources:

 

 

California COVID-19/Pandemic Guidelines

 

California manages COVID on a county-by-county basis and uses a color-based tier system; yellow, orange, red, and purple. In counties with the purple designation, office buildings cannot resume work and office workers must continue to work remotely. More and more countries are reaching the milder designations; San Francisco county recently reached an orange designation. As such, office buildings were allowed to reopen but are expected to maximize their use of remote workers.

 

While the situation is susceptible to change, the current publication of the California Employer’s Playbook allows office buildings to reopen and proscribes the following reopening process:

 

  1. Perform a detailed risk assessment and create a work site-specific COVID-19 prevention plan
  2. Train workers on how to limit the spread of COVID-19. This includes how to screen themselves for symptoms and when to stay home
  3. Set up individual control measures and screenings
  4. Put disinfection protocols in place
  5. Establish physical distancing guidelines
  6. Establish universal face covering requirements (with allowed exceptions) in accordance with CDPH guidelines.

 

While somewhat more stringent than the CDC process, the steps are fundamentally similar. Most important is the step of setting up control and screening measures, plus the necessity of adhering to the CDPH mask mandate.

 

 

New York COVID-19/Pandemic Guidelines

 

New York is currently in stage 4 of its phased COVID reopening program. Office buildings were able to reopen under Phase 2, so long as they comply with the minimum state requirements. You can find these requirements in the Interim Guidance for Commercial Building Management During the COVID-19 Public Health Emergency. While most of the requirements are the same as the CDC recommendations, there are some noteworthy additions.

 

For instance, elevators and small meeting rooms may only be used at 50% capacity with all occupants wearing a mask. It’s also necessary to keep the onsite workforce at a sufficiently low level and social distance those at the office. Above this level, you need to rely on remote workers to supplement your employees who are onsite.

 

New York also requires employers to procure face covers and provide them to the onsite staff without charge. Beyond these requirements, the state-specific guidelines largely comply with guidance from the CDC.

 

 

NOTE: This guide is not meant to replace any recommendations by your local, county, state, or federal government health officials. It is not all inclusive, nor has it been vetted by a licensed health professional. This article is informational only, read at your own discretion.

 

 

If you have any further questions, or feel like we missed something, please reach out. All updates to this document will be published (and kept up to date) on the FieldConnect Field Service Software Blog.

 

 

Follow FieldConnect on your favorite social media platform for more guides and field service information:

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Customer Portals Help Improve Customer Retention in the Field Service Industry

It doesn’t matter what business you’re in; customer retention is vital to your success. It leads to future business opportunities and is also much cheaper than attempting to bring in new customers. In fact, recent studies show that acquiring a new customer actually costs approximately five times more than retaining an existing one. The overall success rate of selling to a customer you’ve already done business with is approximately 60 to 70% as compared to attempting to sell to a new customer which results in a success rate between 5 and 20%. So, how can you improve your customer retention rates? Through the use of customer portals in the field service.

What are Customer Portals?

The customer portal is essentially a profile that your customer can use to do several different things, including:

  • Directly contact your customer service team
  • Review past services
  • Schedule future appointments, etc.

Having these customer portals in the field service industry is essential because they give your customers direct access to something that customers nowadays demand from all businesses they choose to work with. In fact, when it comes to customer service expectations, approximately 75% of all customers expect to receive a quick response when they put in a request or inquiry for something.

Now, these customer portals do more than just give customers access to your team members. They are also an excellent way to get to know more about your customers and their needs. That’s because most customer portals allow the individual to customize their profile with more than just their name but information such as personal preferences. Finally, once they’ve started doing business with you, both you and they have a full record of their past completed services, allowing you to gather important information about what your customers turn to you for the most.

So, aside from getting to know who your customers are and opening up a channel for direct communications, how can customer portals help improve customer retention in the field service industry?

 

Four Ways Customer Portals Help Improve Customer Retention in the Field Service Industry

Customer retention in the field service industry requires a brand to pay special attention to its customer’s needs. Why? Because success in the field service industry relies entirely on customer satisfaction. So, what are the benefits of customer retention in the field service industry?

1. Adds Convenience for Your Customers

Arguably one of the most beneficial aspects of having a customer portal is that It makes things convenient for your customers. Whether they need to set up an appointment or review cost breakdowns of a previous project, having a customer portal makes it easier to find what they need and complete various tasks in a matter of minutes and without having to go out of their way or spend hours on hold waiting for a customer service representative. Instead, they have everything they need at the tip of their fingertips.

Customers are willing to pay premium prices for convenience, especially when it comes to the field service industry. Approximately 43% of consumers have stated that they would pay more for greater convenience. Consumers want things done when they need them done, and having to sit around and wait just convinces them that they should turn their attention elsewhere.

This is where customer portals come in. By giving your customers direct access to various tasks, such as scheduling, they have the power to make decisions. Depending on the business, customers can choose not only the service they need help with but the time they need it done, and oftentimes they can choose to work with a previous technician or opt to work with a new one depending on who’s available when they need their service completed.

2. Provides Customers with Access to Important Information

Customer portals can also be a wealth of knowledge for your clients. Customer portals don’t have to be limited to just the client’s history with you. When it comes to customer retention in the field service industry, including relevant content within your customer portals such as FAQ or recent blog postings can prove extremely beneficial to your brand.

How? Your customers are bound to have plenty of questions that they’re going to need answers to. So, instead of making them search the internet for those answers, you could be providing your customers with those answers right in their portals. This shows that you care about the needs of your customers and that you are an authority figure within your industry.

Authority is crucial in customer retention and customer loyalty. The more authoritative your brand is within the industry, the more likely your current customers are to encourage others to seek out your services as well. That means having customer portals helps improve your customer loyalty in the field service industry and could very well lead to improved lead generation rates.

3. Provides Complete Transparency

Now, you already understand just how important it is to give your customers access to the information they need. However, when it comes to customer retention in the field service industry, you also want to make sure that the information you’re providing them with is relevant to their needs and allows you to be completely transparent with them.

Transparency, in this case, means being open and honest with your customers about what’s going on with your brand, within the industry, etc.

Why is transparency important? Because customers not only expect that you attend to their needs but that you address things with them directly. If something comes up with your brand or within your industry, they want to know how it will affect them. Being transparent with them helps boost your authority. It will help them see you as an honest brand, one that isn’t afraid to be completely open and truthful about anything. This honesty will go a long way when it comes to customer retention, especially in the field service industry.

4. Improves Overall Customer Satisfaction Rates

Finally, with access to unlimited knowledge, brand transparency, and thanks to the convenience that customer portals provide, you’ll start to notice that your customer satisfaction rates also start to improve. This is because you’ve gone out of your way to give your clients access to everything they need.

The more satisfied your customers are, the more likely they are to do future business with you. Even better is the fact that they will be more likely to leave positive reviews on your website, social media platforms, and other service platforms, which will encourage others to seek out your business as well. In fact, research shows that approximately 79% of consumers trust online reviews just as much if not more than they do personal recommendations from a friend or family member.

Start Utilizing Customer Portals Today with FieldDirect

If you’re looking to improve your customer retention rates in the field service industry, then you want to consider utilizing customer portals. Not sure where to begin? Then consider FieldDirect from FieldConnect.

FieldDirect is a customer self-service portal that allows your customers to request services and track them. Not only that, but your customers will get direct access to their invoices, both past and present, and it gives them the convenience of scheduling services on their time.

Curious how FieldDirect could help improve your customer retention? Then contact us today for more information!

Technology is a wonderful thing—especially when it helps your bottom line. Technicians in various field service industries, at one point, used to have to visit a job site, take down project notes, and leave the customer waiting for days after their meeting to receive a project quote. This process was made even more challenging if the client decided to add extras throughout the project. Thanks to mobile quoting apps, technicians no longer have to deal with the back and forth between clients and the sales team.

How Do Mobile Quoting Apps Work?

Now, it’s important to note that not all mobile quoting apps are created equally. Some may have additional features or integrations that others do not. That said, many of these mobile quoting apps do work quite similarly. However, before we can jump into the mobile quoting process, it’s essential to review what a traditional quoting process looks like.

Traditional Project Quoting Process

A project quote is the breakdown of charges that will be involved in the completion of a project. This number should give your customers an idea of the total project costs and why the project costs what it does. This breakdown may include:

  • Estimated work hours
  • Cost of materials
  • Travel costs
  • Demolition costs, etc.

The process of drawing up a quote for your customer isn’t necessarily complicated. What made it challenging was the fact that it requires multiple parties to work together, and that meant it took several days for a quote to be created and then shared with the customer, who would then need to approve of it or request changes.

This was a time-consuming process because it required the field service technician to travel to the job site and speak with the customer about what they wanted. Once the technician had all their notes, they would need to travel back to the office and give the notes to the sales team, who would need time to assemble the necessary information to create the quote. Finally, once the quote was written up, it would need to be discussed with the client, and if they agreed, the project could begin. If they didn’t, then it was back to the drawing board—literally.

This process could become even more complicated if the customer decided to make changes partway through the project, as a new quote would need to be drawn up and agreed upon.

Digital Mobile Quoting Process

Thanks to technology, field service quoting has become much more streamlined. The digital mobile quoting process remains the same as the traditional process in that it requires:

  • Traveling/speaking to the client on the job site
  • Drawing together the project quote
  • The client agrees or asks for adjustments

Thanks to digital mobile quoting apps, this process is sped up significantly because technicians can access all relevant information via their app, allowing them to draw up a quote rather quickly. Even better, should they have questions, they can quickly contact someone in the sales department via the app and get the information they need.

This sped-up process allows the client to receive their project quote the same day and will enable them to ask questions about possible job add-ons as they go, since adding items to the quotes no longer requires having the sales team write up a totally new quote.

5 Ways Mobile Quoting Apps Can Help You Increase Your Sales

Sure, mobile quoting apps help you save time and money, but do they actually help you increase your overall sales? Absolutely.

For example, Tampa Bay Trane, a large Florida-based HVACR company, was able to grow its sales by using a mobile quoting app. While using this app over the span of two months, they increased their sales by approximately $25,000. Tim Barnes, General Manager of Tampa Bay Trane, stated that the results of implementing the mobile quoting app were rapid, and their team hasn’t looked back since.

So, what contributes to these sales increases? Here are five benefits of using a mobile quoting app that can help you increase your sales as well:

1. Draft/Approve Quotes from Anywhere

Unlike traditional quoting processes, utilizing a mobile quoting app allows your field technicians to draft up detailed quotes while on the job site and in the presence of customers. This allows the technician to show the client the initial quote, and should they not agree with it or want to ask about possible job add-ons, they can instantly make the changes.

Once the client is happy with the quote, most mobile quoting apps allow the client to approve the quote and sign off on it—all within a matter of hours (or less!).

2. All Required Information is Available on Your Device

Most mobile quoting apps often work in conjunction with other software. That allows your technician access to all the information they need to generate an accurate quote. This eliminates the need for waiting on other staff members to get technicians the answers or information they need, cutting down the time it takes to create a quote significantly—and in many cases, allowing the client to approve of the quote in the same day.

3. Improved Time Management with Instant Sales Quoting

With all the information needed to generate an accurate quote within your mobile quoting app, your technicians’ time management should also improve significantly. Since projects don’t begin same-day (in most cases), that means your technician can move from one customer to the next within a timely manner.

With device tracking available on most field service management apps, you can monitor how long it takes for a technician to complete a quote at each location, and should something come up and you’re noticing they are spending too much time in one location, you can ask them about it to see what is causing the holdup.

4. Close New Deals Faster

Working with an existing customer is often much simpler than trying to onboard a new one. When trying to close a new deal, your technicians not only need to be able to convince them that each step in the process is necessary, but that the cost is fair.

Mobile quoting apps allow you to break that information down for new clients quickly and easily, allowing them to make sense of the breakdown and approve of a quote once they are satisfied with the explanation.

5. Improved Customer Satisfaction

Speed and availability not only makes life easier for your technician, but helps you improve your customer’s overall satisfaction as well. For them, time is money, so the quicker the initial quoting process goes, the quicker the project can begin and be completed. When done swiftly and to the customer’s satisfaction, they’ll be more likely to return to your company for future projects and willing to recommend your brand to their friends and loved ones.

Make FieldConnect Your Go-To Mobile Quoting App

With FieldConnect’s FieldQuotes services, your technicians can quote add-on business while they are still on the job site. Even better, you can eliminate paper-based quotes while still ensuring that your technician’s quote complies with the pricing established in your ERP—minimizing back-office involvement and streamlining the entire quoting process.

Have questions about the many FieldConnect solutions available? Then contact us today for more information, or request your demo to experience it for yourself!

How Updated Technology Can Save Your Field Service Company Big

Within the field service industry, there are many moving parts. Technicians are out on calls, customers need quotes and invoices, and management has to keep track of it all. Paper methods of handling these pieces are becoming more and more outdated with new technological advances like AI and the Internet of Things, and industry leaders are taking advantage of some of the benefits.

Benefits extend beyond tracking moving pieces, covering such topics as risk management, sustainability, and customer self-service.

 

Sustainability

Sustainability is often confused with eco-friendly. While most sustainability solutions do help the planet, sustainability is defined as meeting our own societal needs while not comprising the ability of future generations to meet theirs. Several factors go into sustainability, but some can be used by the field service industry.

 

Kindness for the Climate

Using such programs as route tracking can reduce the emissions from cars by cutting down driving time. This, in turn, reduces CO2 emissions and promotes a cleaner environment. Not only does route tracking reduce CO2, but it also reduces fuel consumption. This creates a smaller carbon footprint and improves the health of the environment as a whole.

 

Paper-Free Everything

The popularity of using online forms has skyrocketed with the use of tablets and smartphones. Gone are the days of using a punch card system to track hours for employees, thanks to software such as FieldAccess.

Customer invoices and orders are easily sent via email. Signatures for services are obtained on the spot and immediately uploaded to the appropriate server, and work orders are sent to and received by technicians with ease. All of these processes happen in minutes and are virtually hassle-free. Some services can even be performed offline, eliminating the worry of potentially unsecured Wi-Fi networks.

 

Less Asset Waste

With the development of the Internet of Things (more on that later!), predictive maintenance is becoming more and more common. In predictive maintenance, objects are equipped with smart sensors that recognize when they need maintenance. This leads to fewer trips by technicians into the field (incidentally also protecting the climate) and less waste from broken and non-repairable objects.

 

Cloud Capabilities

Instead of using a desktop that has a hard drive filled with files and a high energy bill, organizations are taking advantage of the Cloud, a wireless network where files can be stored and shared. This contributes to a paper-free environment, with forms and work orders able to be shared and sent by technicians right from the field. Techs can also access various work orders and send work records via the Cloud right to their superiors.

 

Portability

81% of Americans own some sort of smartphone.

The portability of these devices is part of their broad appeal, and industry leaders are capitalizing on it by using software like FieldGateway to send assignments to technicians—instead of having the techs come all the way back to the office for the details. Everything, including the address, services required, and quickest route to the call, is sent right to the technician’s phone or tablet.

 

Risk Management

Being in the field has its own risks, especially in more recent months during the spread of COVID-19. Trying to keep track of where technicians have been and who they have been in contact with is nearly impossible without the aid of technology. Not only can the pandemic be tracked, but technicians can also be warned ahead of time if they are heading into high-risk areas.

 

Risk Assessment

A huge part of risk management is prevention. Software companies will often offer a three-tier risk system (red, amber, and green), and using either basic or advanced assessment tools they will assign a color based on the level of danger in an area.

With a basic risk program, areas are only given a color rating. With a more advanced system, areas can be measured with various tools and given a more detailed safety rating.

 

COVID-19 Contact

Many companies offer COVID-19 tracking.  Technicians’ whereabouts are monitored, and if they fall sick, their superiors have a record of who they have been in contact with. This helps keep technicians out and working instead of stuck in quarantine.

Technicians can also see “hotspots”—areas where COVID has been more active—and prepare accordingly. Hotspots can be updated frequently in accordance with the numbers from the CDC.

 

Workers Compensation

Reporting injuries once required phone call after phone call, making sure your information was reported to the right person. Thanks to mobile apps, workers can almost immediately report when they’ve been hurt on a job site.

The birth of telemedicine also ushered in a whole new era of treatment and prevention. Being able to get on-site help from a nurse without needing to go to an in-person clinic is a great advantage, particularly for those constantly on the go in the field.

 

Your Bottom Line

The bottom line is the lifeblood of any company. Smart business leaders look for solutions to increase their bottom line and keep it there, but they don’t sacrifice customer or employee satisfaction. Technology is helping to keep everyone happy and coming back for business and work.

 

Faster Tools

Through the use of mobile applications developed specially for an organization, employees are able to access the tools and information they need for a job. Research has shown that 45% of field technicians say that their tools are just too slow, and 38% complain that they can’t access the right information. With the proper applications, devices, and software like FieldDirect, technicians have everything they might need right at their fingertips.

 

Fully Utilized Schedules (and More Jobs)

Mapping out the best routes to take to service calls not only helps the environment, but also the company’s profit. Thanks once again to mobile software, technicians can fill their days with jobs, leaving less themselves with less time in transit or sitting and waiting at an office.

Device tracking can also be used to find and notify technicians of nearby jobs, maximizing the tech’s workload while minimizing drive time. Less drive time means fewer repairs and lower fuel costs for company vehicles.

 

Customer Satisfaction

Communication is not only important between leaders and technicians, but also between organizations and customers. Using mobile software enables customers to see where their technician is, what services will be performed, and even a quote for the repairs or maintenance.

Some software programs allow customers to leave reviews or ratings for their technicians, boosting a company’s reputation and earning them possible new customers.

 

What Can We Learn from This?

While there are countless working pieces in a field service organization, advancing technologies have made it so much easier to track, predict, and solve issues within industries. Using the Cloud, going paperless, utilizing digital tools, and boosting sustainability is just the beginning of the advantages of using the newest technology.

Check out FieldConnect’s wide array of mobile software and help bring your industry to the future.

 

How to Extend your Instance of Vista by Viewpoint with FieldConnect

As a field service company, you already understand just how vital it is to have the right field service management software on hand to help you run your company efficiently.

While many field service management tools are available to choose from, finding a tool that integrates all your systems across multiple departments into a single, streamlined database can be quite challenging. If you’re on the lookout for a system that can do just that, then you’ll want to consider enhancing your current field service management system with Vista by Viewpoint.

What is Vista by Viewpoint?

Vista by Viewpoint is a well-known enterprise resource planning (ERP) software utilized in the construction industry and other related field service industries, such as landscaping, industrial cleaning, including those who sell and maintain a variety of home and building security systems.

An ERP software helps companies manage and integrate different parts of their business into a single software that is easily accessible by all who need it and often comes in the form of a mobile app. The Vista by Viewpoint ERP becomes your primary database where all your business’s current information is stored.

By integrating it with your current field service management app, it allows the synchronization of all your data, including your:

  • Work order management
  • PM contract management
  • Scheduling & dispatch processes
  • Field service mobility
  • Reports and analytics

These types of software are fundamental to those in the field service industry because it helps manage several different processes and streamlines them into a single process that can be completed while out on the job site.

8 Benefits of Utilizing an ERP System like Vista by Viewpoint

Deciding whether or not to invest in new software for your company can be a complicated process. Not only is learning how to use a new software time consuming, but it also can create frustrations amongst workers.

If you’re still on the fence about investing in an ERP system, such as Vista by Viewpoint, then you’ll want to review these eight benefits of integrating an ERP system with your current field service management setup:

1. Allows Your Technicians to Better Manage Their Time

One of the most frequently discussed benefits of ERP systems such as Vista by Viewpoint is that it allows your technicians to manage their time better and, therefore, increase their overall productivity. Instead of sitting idly by, your dispatch team can schedule your technicians in advance as your customers send job requests through their customer portal.

Once your technicians have their to-do list for the day, they’ll head to each job site and attend to the customer’s needs. Whether it’s an initial project quote or the completion of an ongoing job, your technicians will have access to all the necessary software for quickly putting a quote together and/or the necessary forms to be filled out after a project is completed. With direct access to this information, your workers will not be bogged down with unnecessary paperwork and can quickly and efficiently move from one project to the next.

2. Encourages the Automation of Common Workflows

As your field service business continues to grow, your operations are likely to become more complex. For example, the more in-demand your company becomes, the more technicians you’ll need to hire to meet those demands. With more technicians come more paperwork as they move through each of their necessary workflows.

To encourage your technicians’ productivity and keep them moving as efficiently as possible, they need their daily workflows optimized. To do this, you’ll want to invest in the automation of their most frequently used workflow, such as quoting and/or project completion reporting. Automation allows you to streamline these processes. When utilizing an ERP system, such as Vista by Viewpoint, these processes become 100% digital, removing the unnecessary complication of filling out, delivering, and organization of paperwork.

3. Speeds Up the Quoting Process with Mobile Quoting

One of the most time-consuming processes in the field service industry is the quoting process, especially if you have yet to upgrade from a traditional paper process to a digital quoting process.

What makes the traditional pen-and-paper quoting process so inefficient is that your technician must visit the job site, take note of all that needs to happen, and then deliver that information to your sales team. From there, the sales team must look up all the relevant information, price it all out, and return it to the technician, who then delivers the news to the customer. Typically, the client will then approve or disapprove of the breakdown. If they disapprove, the technician will need to revisit the sales team to have a new quote drawn out.

This entire process can last anywhere between a few days to an entire week, and that doesn’t include having to reevaluate a quote that your client disapproves of.

By switching over to an ERP system, all your technicians’ information is at the tip of their finger, literally. The right ERP integration will enable mobile quoting for your technician, allowing them to draft a quote for the customer without leaving the job site. It also enables your customer to sign off on any documentation required to get their project started, taking the quoting time from days to mere minutes.

4. Reduces Overall Operational Costs

With such an emphasis on automation and digitization of everyday tasks, field service companies utilizing an ERP system start to see significant savings regarding their overall operational costs. With less paperwork, there is less need for supplies to help complete said paperwork and then organize it.

During the past year, businesses witnessed a drastic need to cut costs wherever they could, and remote working options became more popular than ever before. With the right ERP system in place, you could effectively eliminate the need for your technicians and other staffers to come into the office, allowing them to work remotely and still get jobs accomplished on time.

5. Improved Customer Service and Satisfaction

While an ERP system can be extremely beneficial for your brand, it’s important to note that it can also prove beneficial to your customers, help you improve your overall customer service processes, and boost your customer satisfaction rates.

An ERP system that includes a customer portal allows your current customers instant access to you, allowing them to reach out to you as needed. This is important as consumers now expect timely, almost immediate responses from companies that they do business with. In fact, recent studies show that 75% of consumers expect a quick response time when they put in a request or have a question. Integrating an ERP system boosts customer experience.

With access to a customer portal that is directly tied to your ERP, customers can expect prompt responses from your team. In the case of field service, that means they’ll receive an acknowledgment of their request, followed up with either a technician response or confirmation that a technician’s visit has been scheduled to address their problem.

Thanks to these quick responses, customers will feel your company genuinely cares about their needs. This will boost their overall satisfaction and their likelihood of suggesting your company to their friends and family.

6. Reduces Your IT Costs and Improves IT Efficiency

Another benefit of integrating your current field management software with an ERP system such as Vista by Viewpoint is that it reduces your overall IT costs while maintaining (or improving) your IT efficiency.

Most businesses outsource their IT needs because they simply don’t have the staff required to properly maintain their software. If your IT team is unfamiliar with your field management software, you may not be getting your money’s worth.

ERP software can be quite an investment; however, many of them come with a fully staffed IT department capable of handling all IT issues that may arise and addressing them on time. Not only does that help you reduce your overall downtime in the case of an IT problem but having a team available to actively address these issues will ensure that your customers aren’t left waiting, which will improve your overall customer satisfaction rates.

7. Improved Data Security

Data is a vital part of any business, and ensuring that your data stays secure is an absolute must. So, how does investing in an ERP system help improve your data security efforts? It allows you to minimize the number of input systems that require access at any given point.

An ERP system allows you to merge all your systems into a single database. While this may seem like a rather risky move, these systems allow the administration to set very specific controls on who gets to access and/or edit the information stored on the database. For instance, while technicians may have access to end of project reporting templates, only administration officials may have access to edit the actual template. This means your company gets to run efficiently, with less need to worry about internal mistakes.

With more and more focus on digitizing workflows and these databases becoming increasingly popular, more brands are willing to spend on security to ensure that your systems aren’t being hacked. Remember – the safety of your information is their priority.

8. Improved Reporting and Analytics

Finally, with all your information being digitized and synced to your database, you’ll have access to improved analytics and reporting. When all your information is in one easily accessible location, ERP software can seamlessly gather information and import it into relevant reports for each department. This can help in various areas, including generating income and other financial reports and monitoring for operation strengths and weaknesses.

Extending Your FeildConnect Experience with Vista by Viewpoint

For those who currently utilize FieldConnect, the Vista by Viewpoint extension allows you to help your field technicians streamline their daily tasks, which saves time and allows them to visit multiple sites in a single day. So, how does the Vista by Viewpoint integration help extend your FieldConnect experience?

The process begins when your customer visits their customer portal and requests a service or a technician to come out to a site. From there, your digital dispatch team will assign your technicians to appropriate clients, depending on their availability and location. Once your technician receives the assignment, they can digitally review the assignment and make their way to the job site to complete the necessary work.

After your technician has completed the necessary work at the job site, the customer can provide their digital signature, indicating that work has been completed to their expectation. As the technician finalizes their work, they will update the final report with all necessary information. These include any necessary photos as proof of work/completion, all of which will be included on the final report that the customer will receive. Once all is said and done, the technician’s timesheet is automatically updated with all billable and unbillable project-related time, according to your company’s integration parameters.

Thanks to the digitization of the entire process, aside from the actual work that the technician completes, your company saves not only valuable time but resources as well. The latter is especially true since you will no longer require extra individuals to help you with complicated paperwork and organizational needs. This will also help you save money in the long run, increasing your overall revenue earned.

Who Would Benefit from the Vista by Viewpoint FieldConnect Integration?

This field service management software integration can be extremely beneficial for service providers across several industries, including:

  • Construction
  • Landscaping
  • Electrical
  • Plumbing
  • Facilities maintenance
  • Security/fire/alarm systems
  • HVAC
  • Mechanical
  • Restoration work
  • Industrial cleaning, and more

Empower Your Field Service Company with Vista by Viewpoint

The field service industry is a competitive one. To stay relative, you need to be implementing the best technology available that helps you communicate with your clientele and helps your staff complete their tasks in an efficient, timely manner.

That’s why here at FeildConnect, we encourage all of our customers to check out Vista by Viewpoint and see what it can help them optimize for their brand.

Curious how integrating Vista by Viewpoint could increase your field service company’s productivity? Then contact us today for more information!

Improve Technician Productivity With Mobile Field Solutions

Paper-intensive processes and manual data entries cause delays, errors, and duplicates – mostly as a direct result of overworked technicians. By taking a more digital approach to field service management, your workers can work smart instead of working hard. 

Nowadays, companies running field service operations can equip their workforce with digital tools that maximize efficiency and convenience. This includes artificial intelligence, real-time monitoring, and mobility across all communication platforms.

With integrated cloud-based software and remote tools, you can sync workflows and create more effective strategies based on real-time data. In this article, we’ll be giving you tips on how to improve technician productivity and customer experience with reliable mobile field solutions. 

Provide Dispatch And Scheduling With A Cloud-Based System

Without integrated field management software, you risk double-bookings, missed appointments, or late on-site visits – all of which negatively impact customer experience. For seamless scheduling and dispatching, your technicians need instant accessibility and data syncing. 

Through dispatch and schedule management tools, technicians can work at a faster pace without compromising accuracy and quality. Cloud-based integration allows you to track bookings as they come, assign them to the correct technicians, and monitor the progress of each job from start to finish. 

Technicians get real-time updates, ensuring that they’re working on the right tasks in the most efficient order. Companies that switched to a dynamic dispatch system saw an 80% increase in job completions per day and a 30% reduction in waiting time for customers. 

Enable Route Mapping And Planning With Device Tracking Capabilities

Without a device tracking system, you have no way of monitoring technicians and how much time they spend on the road. This could result in longer waiting times for customers, increased dissatisfaction, and higher gas and vehicle maintenance expenses.

Field service companies can keep up with time-sensitive jobs and cut down on costs by finding more efficient routes. With route mapping and planning, technicians can make on-site inspections in a timely manner – improving efficiency as well as the customer experience, while also reducing travel-related costs.

Technicians will be able to navigate through traffic and find faster alternative routes. If they’re servicing multiple clients in one area, route planning allows them to efficiently travel from one customer to the next. In addition to this, device tracking also logs your technicians’ every move – back-office staff get real-time updates, which allows them to assign tasks and schedule visits more effectively.

Digitize Inventory Management And Support With Remote Accessibility

Technicians who conduct on-site visits and inspections need reliable access to customer and company information at all times. Without mobile features, working remotely becomes stressful and disorganized – technicians have to wait for assistance if they encounter technical issues or require additional parts for a customer. This means more delays and more frustrated techs.

By digitizing inventory management and support systems, you empower your technicians to handle complicated situations from their mobile devices or tablets. An interconnected mobile network gives staff instant access to inventory, nearby technicians, and support documents – making it easier for your team to collaborate and solve problems. 

Automate Analytics To Monitor Technician Performance

Getting a clear picture of your daily operations takes more time when you have to manually analyze customer data, inventory, and technician productivity. And when there are delays in reporting, managers can’t provide accurate feedback or make data-driven decisions. 

Automated analytics can help you understand how efficient your operations are at a glance. If you notice that technicians are overloaded, you can quickly delegate responsibilities to staff with lighter workloads. With real-time data syncing, you’re always sure that you’re working with the latest figures and making the best decisions.

Making projections is also more convenient and more accurate when you have all of your information in a single dashboard. This gives you a better idea of which areas need the most improvement, which in turn makes it simpler to find solutions and improve customer experiences.

FieldConnect | Boost Productivity With Innovative Technology

Investing in cloud-based, end-to-end technology can improve your technicians’ productivity and help you monitor their progress. With FieldConnect, your field service staff will have all the tools they need to perform their jobs well and according to your business standards. 

Our platform simplifies scheduling, device tracking, accounting, reporting, and inventory management. You can even automate tasks, freeing up valuable company resources for other jobs.

Equip your team with the digital tools they need to increase efficiency, capacity, and profitability. Get in touch with us to request a demo of our software today.