Discover the benefits of field service automation

In the field service industry, especially when it comes to inspection companies, management’s biggest challenge is to have eyes in the field. But that doesn’t mean there aren’t measures and tools that make field service management manageable as they ensure trackable services, efficient scheduling, effortlessly filing inspection rapports and more.

Tackle these service management challenges

Every company has challenges according to the type of service they deliver. This is also the case for inspection companies, who are responsible for inspecting and approving assets such as elevators, fire extinguishers and anything that applies to a building’s safety. Problems such as a lack of workflow control, planning, an abundance of paperwork and a slow flow of reporting and invoicing, as a result, are challenging these companies every day. Want to prevent inadequate analytics, scheduling overlaps and mismatching, invoice delays and so on? Then there are certain tools that help you smooth over your everyday workflow and optimise your efficiency. 

The solution

Using customised Field Service Management systems, such as Resco Inspections or Microsoft Dynamics 365 Field Service, help overcome these challenges by increasing efficiency as the system allows you to organise processes to any workflow.

Advantages

1 | Standardisation

As an inspection company, you can gain from working by a standardised workflow. This way you can make sure every customer of your inspection gets the same quality level of the provided service.

2 | Get rid of paperwork

Without the use of field service tools, the amount of paperwork your inspectors and management have to go through, is a loss of important time. A mobile tool, which can also be accessed and used when there’s no internet connection available, gathers data quickly and effortlessly and makes reports instantly accessible to the client, and anyone who needs it. Moreover, manual paperwork often indicates errors due to hard to read handwriting or manual mistakes. When using a specific Field Service Tool (D365 Field Service or Resco Inspections), there are no more opportunities to makes such errors.

3 | Planning & task management

Using an online field service tool also offers an advantage for your planning officers, who’s work becomes substantially more efficient. They can use the online app to plan and oversee which inspector is certified for certain types of inspections and who isn’t, preventing possible mismatches, ensuring an efficient and correct planning. The system can also automatically notify your client when an inspector will arrive and the inspector gets notified of certain security measures that need to be taken when on site. 

4 | Dynamic questionnaires & reporting  

When conducting an inspection, your inspector will often work through several questionnaires. These become accessible through your mobile application anywhere you need them, with a dynamic question field that can be personalised without interference or help from a third-party provider. All data is stored online and even data from previous inspections can be accessed, which is extremely helpful for the inspector on-site. After every inspection, the inspector can easily summarise and rapport according to the question checklist and approve or disapprove the inspected asset. This report can be signed directly by the client and be sent to them with extra information attached. 

5 | Quicker invoicing

As a result of less manual paperwork, quick and easy reports, access to an online databank and thus a quicker and more efficient workflow, your invoicing can be done almost immediately after finishing an inspection. There’s no more need to physically collect all data and manually calculate all hours and costs for your client. 

6 | Analytics

For any company, data is important to make the right business decisions and to find ways to improve any existing workflow or operation. Using Dynamics 365 Field Service allows you to analyse your inspections from basic information to in-depth reports, including the number of jobs scheduled or completed per day, time spent on a job, idle time, travel time, return visits, and more.

 

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