Would you be satisfied with just a basic form your field staff fills out during their visits? Or are you ready to explore what’s truly possible? A smart field service solution might be the answer… Keep reading—you might be surprised.
In many cases, when technicians complete their work on-site at a customer’s location, we rely on a fairly standard form. It typically captures general task information, client and location details, the work completed, and any spare parts used.
It’s true that this entire process is now digital, carried out on mobile devices like tablets or laptops. Of course, this is a definite step forward if you compare it to organisations still relying on handwritten forms. All that information on paper that you need to transcribe later back at the office.
But… what if we didn’t stop there? Keep on reading to find out more!
Smart field service: real-time input, centralised visibility
Imagine equipping your field staff with the ability to input data on the spot, as they carry out their tasks. What’s more, this data would be instantly accessible by their supervisors in real time. And in cases where there’s no internet connection? No problem. The information can be stored locally and synced with the central system once connectivity is restored. This is what a smart field service solution could do for you.
This data could include:
- requests for tools or replacement parts,
- access to reference materials, databases, or technical support,
- suggestions for service improvements or even upsell opportunities (why not turn a service visit into a commercial one?),
- scheduling follow-ups, inspections, or preventive maintenance.
With all this information flowing in, supervisors can better coordinate and align their teams. The result? Greater productivity and faster part delivery. And of course, a superior customer experience that adds real value. It would simply go far beyond simply resolving an issue on-site.
Intelligent workflows that trigger automated actions
And there’s still more a smart field service solution can do. What if the forms used by your field teams weren’t just for collecting data? They could actually trigger automated actions! By designing smart forms that incorporate predefined rules, tasks can move forward without needing direct input from a supervisor.
These rules can be based on various factors. Things like the type of service that your staff performed or the technician’s area of expertise. Other key points would be the specifics of the customer’s contract, or even the urgency level set by the SLA.
This approach not only streamlines operations, but also guides technicians in decision-making. It helps speed up task completion, and reduces the chance of human error. In short, it’s a smarter way to work! A smart field service solution empowers your teams while keeping things running smoothly.
Advanced analytics to turn experience—and mistakes—into insights
To support all of this, our solution Synchroteam allows you to create customized forms and reports with automated actions linked to the data entered. Once that information is captured, the system kicks in to carry out advanced analysis.
Thanks to our smart field service solution, you’ll be able to learn from past experiences and uncover areas for improvement. And then decide whether they come from best practices or avoidable missteps.
Our field service management solution gives you the tools to gain greater visibility and faster decision-making. And of course, total control over your mobile workforce too!
Curious to see how it works? Download our free demo—no commitment needed. You can test it on any desktop or mobile device. As you’d expect, it’s a cloud-based solution designed for mobility, giving you smooth, hassle-free access from anywhere.
Image by Mikael Blomkvist
