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How the Mobile Field Service App Has Helped Fieldpoint Clients

Mobility in the field service industry has been a game changer for many enterprises. Fieldpoint has seen many of our clients utilize the Fieldpoint mobile app functionality that has empowered their technicians in the field with access to all work order information, checklists, inventory and billing functions.

Organizations are turning more and more to mobile apps, as in a recent survey by RapidValue Solutions, 44% of service organizations say that mobile field service is required due to competitive pressures, and when evaluating a field service management software, mobility is a key functionality that many in the HVAC, industrial equipment maintenance, and facilities maintenance spaces are looking to add to their organizations.

Here is how three of Fieldpoint’s customers are using the mobile app, and the success they are having since implementing mobility into their workforce.

Mobility helps Waibel speed up billing times

When Waibel Energy Systems introduced mobility into their HVAC field service organization, it changed on quickly billing could be done and made it much more accurate across the board in terms of how much time technicians were billing for. Prior to the mobile app, Waibel had technicians working on projects, contracts and individual work orders, and each had a separate way of tracking time. It wasn’t a cohesive system to track the different departments and get accurate billing, so they needed a better solution.

Fieldpoint’s field service mobile app offered the ability for their technicians to access work order information and track their time for more accurate billing. Whether they are working on a new installation of a preventative maintenance call, time is tracked the same across the entire organization and fed back into the HVAC field service software. Technicians can also capture signatures by their customers to close out a work order, reducing the time it takes for Waibel to generate invoices.

“It speeds up our ability to bill the customer,” said Mike Cooper, Director of Information Technology for Waibel. “The technicians enter the time and get a signature as they finish the work that they’re involved with. It gives us a lot more flexibility to generate our invoices and get them to our customers quickly. That has shortened pretty dramatically for us.”

Greater speed, accuracy, and efficiency of Kraft Power going mobile

Kraft Power was doing everything manually before they turned to Fieldpoint’s field service software with a mobile based solution. Work orders and checklists were all done on paper, putting in a request for a quote was added onto a work order for someone at the head office to catch, and invoicing the customer was slow as work orders had to be manually turned in to the office and entered into their system for billing.

Today, Kraft Power is 99% paperless, and they are enjoying the Fieldpoint mobile apps many abilities and functionalities, including the ability for their technicians to collect their own time on a job, while also giving them access to work order information and checklists to make the workflow process much easier for them in the field. As well, quoting has been streamlined, as no more are back-office staff hoping to catch a technician’s note that a quote needs to be done from a hard copy work order, but instead the technician is making the note from the field and instantly has it in front of the administrative staff.

“The technicians were still using paper at the time. We were looking for something that had a mobile component to it for the technicians,” said Brian Donahoe, Information Technology Manager for Kraft Power. “Between the scheduling and the timesheet detail, where they’re entering work details on the work order, or entering in their indirect time to a project we created to capture that information, they’re in charge of their own time now. Now all of that is entered into the mobile app.”

Quick and efficient work order response for Design Storage and Handling

With technicians all across the country, Design, Storage, and Handling needed a faster way for their technicians to return work orders for repairs. Prior to adopting Fieldpoint’s field service management software, technicians would mail a hard copy of a work order back to the main office, which meant billing times were extremely slow.

Armed with a mobile web browser to input work order information, technicians were now able to submit their information electronically, drastically cutting down on the time it took to get information into their hands and invoice the customer. It also helped them build a legacy system in the field service software, which made it easy for them to return information to the customer quickly, as opposed to having to search through file folders for old work orders and sending them a synopsis.

“It speeds up our billing by quite a bit,” said John Morfit, Technical Support Manager with DSH. “It easily saves us seven to 10 days on billing, which is a big deal. A lot of companies want to narrow down their cash flow and want to speed up billing and get paid for what they have done. It puts all of our resources right at your computer and it helps us in the office do our jobs better and it helps us organize data and information for us or for the customer in a better fashion.”

 

 

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