8 Benefits of Using Mobile Forms and Checklists

Every day, your field service technicians collect and manage piles of paper-based form data that they then hand over to your back office staff. Accurate and consistent data collection is essential for the success of any field service business. Many field service businesses still rely on paper forms and checklists. This opens up plenty of room for error, from misplaced papers and mis-keyed entries, to inconsistent processes and procedures. The solution? Ditch the paperwork! Paper forms simply aren’t cut out to manage the unpredictable and remote nature of field service operations.

Replacing paper-based forms and checklists for maintenance, service, and inspections with customized field service mobile forms and checklists enables the standardization of processes and procedures across the entire organization. The technician can follow and document approved maintenance or service procedures, including the performance of tests and collection of data, while on-site which is automatically synched to the back office.

FIELDBOSS’s automated mobile forms and checklists enable your field team to easily capture required information, add notes and pictures, and go completely paperless while streamlining workflow for inspections and maintenance schedules with an easy to follow to-do list.

8 benefits of mobile forms and checklists:

  1. CUSTOMIZABLE AND CONFIGURABLE
    Your business is unique and so are your forms and checklists. Whether it’s industry-specific or for different kinds of service calls, with configurable mobile forms and checklists, you can empower your technicians with clear instructions to reduce the margin of error.
  2. SMART CHECKLISTS
    Advanced feature that prompts additional questions or actions based on the technician’s answers.
  3. ALWAYS STAY COMPLIANT
    With ever-changing regulations, complicated equipment and so many customers, it can be hard to stay on top of what needs to be done. Automated checklists mean no step is ever skipped so you always stay compliant and avoid fines.
  4. COMPLETE AUTOMATION
    Have checklists automatically applied to inspection or maintenance work orders and synched directly to technician’s mobile.
  5. MANDATORY FIELDS
    Mandatory fields ensure no part of the inspection or procedure is missed before a work order can be closed out.
  6. SAVE TIME AND MONEY
    Removing the need for a technician to return to the office to hand in paperwork allows for more time spent making money.
  7. ACCURATE AND DETAILED DATA
    With the ability to customize forms and utilize automatic calculations, submitted data is always accurate and instantaneous. Technicians can also note when each task is completed, and follow up with pictures and notes.
  8. STREAMLINED PROCESSES
    Your technicians follow the same procedures to keep your standards consistent and high, completing the same work each time.

Automated mobile forms and checklists have the potential to revolutionize the way your business manages data, and if you’re not capturing accurate data, you’ll be unable to make smart data-driven business decisions. Streamline workflows and drive operational efficiencies by enabling a flow of information directly from the field into the back office system. Drive consistency, efficiency and compliance within your field services team with FIELDBOSS’s mobile forms and checklists.

Contact FIELDBOSS or request a demo to see how mobile forms and checklists can save your field service company time and money.

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