1) Don’t micro-manage
your field technicians
complete calls for potential issues?
2) Don’t try to replicate
your paper form exactly
Rely on the field service software to report on work details such as technician, start time, location and duration details.
Design your Android form to make data capture easy:
Data input by despatch should automatically pre-fill the relevant fields on the Android form.
Technicians should not enter any redundant details, such as reference numbers, order and job numbers or client information.
Use drop down lists where ever possible to ensure that technicians can quickly and easily complete forms.
3) Don’t buy hardware
clearly visible under direct sunlight?
specifications (IP54 / IP64) ratings?
4) Implementing field
service is never easy
There is always some negative feedback when adopting new technology that more closely monitors your field technicians.
Identify a “technology champion” in your team and train them on the software. They will be an invaluable resource for other team members to consult when they have questions.
Ensure your software enables you to manage issues before they become urgent by consulting the dashboards throughout the day.
Listen to constructive feedback from your technicians and improve the data entry process.
5) Final note on reporting & integration
Full end to end integration, sending the data automatically to your field service solution and then returning the data to your CRM or ERP system takes some planning and time and is often underestimated. It is a fairly iterative process and you should cater for that in your project timeline.