Download - Field service best

Transcript
Page 1: Field service best

[email protected] 602-492-8940www.Mobile-Logix.com [email protected] 602-492-8940www.Mobile-Logix.com

Mobile Workforce Management

Field Service Game Changer SurveyHow 64 Companies Told Their Story and

Improved Their Bottom Line…

www.Mobile-Logix.com

[email protected] 602-492-8940

Page 2: Field service best

[email protected] 602-492-8940www.Mobile-Logix.com

Field Service Game Changers

64 Companies participated in a survey on how they moved the chain with their customer satisfaction.

The Results were an average of 34 % increase in Revenue

42% Reduction in “2nd Time Repairs”

Compiled here is a list of the steps they took and how they got there.

[email protected] 602-492-8940

Page 3: Field service best

[email protected] 602-492-8940www.Mobile-Logix.com

Field Service Game Changers

Allowing Customers to schedule their own appointments online reduced back office time and increased sales by 14%

Empower Customers to Schedule their own appointments online and through smart devices

www.Mobile-Logix.com [email protected] 602-492-8940

Page 4: Field service best

[email protected] 602-492-8940www.Mobile-Logix.com

Field Service Game Changers

Companies that set up alerts to customers on key metric equipment items increased sales by 13%

Notify Customers before they call with “status” updates on equipment and material health

www.Mobile-Logix.com [email protected] 602-492-8940

Page 5: Field service best

[email protected] 602-492-8940www.Mobile-Logix.com

Field Service Game Changers

Customer service cancellations were reduced by 31% when communicating with customers on date/time alerts electronically

Alert Customers of Scheduled Service Times along with Job Information Electronically

www.Mobile-Logix.com [email protected] 602-492-8940

Page 6: Field service best

[email protected] 602-492-8940www.Mobile-Logix.com

Field Service Game Changers

The number of cancellations and missed appointments were reduced on average of 16%

Communicate with customers when “en-route” to reduce cancelled appointments

www.Mobile-Logix.com [email protected] 602-492-8940

Page 7: Field service best

[email protected] 602-492-8940www.Mobile-Logix.com

Field Service Game Changers

Customer Satisfaction Increased with Customer Portal Transparency

Provide Customers with Personal Service Portals Online and Through Smart Devices

www.Mobile-Logix.com [email protected] 602-492-8940

Page 8: Field service best

[email protected] 602-492-8940www.Mobile-Logix.com

How to Gain Customer Wins

• Real Time Progress (Daily)

• Customer Portal

• Map View of Past/Current/Future

• History of Work Performed

• Notified en-Route Activity

• Picture of Field Rep / Foreman

Project Owner

Field Resources

Page 9: Field service best

[email protected] 602-492-8940www.Mobile-Logix.com

Gain Field Wins

• Notified when Scheduled

• “10-4” Accept Work, Status Work

• Spec Attachment

• Direct Work Entry into Mobile Device

• Map View of Work Location

• Proof of Service (GPS, Photo, Signature)

• Directory Assist - Employee/Customer

Field Resources

Page 10: Field service best

[email protected] 602-492-8940www.Mobile-Logix.com

How to Transform Back Office Field Service

• Resource Availability / Schedule

• Repeatable Work Package Steps / Training

• Real time view of work status

• Map View of Work Location(s), Equipment, Vehicles

• Proof of Location (GPS, Photo, Signature)

• Proof of Time (Planned / Logged / Actual)

• Expedited Invoicing / Change Approvals (field signature)

• Satisfaction Survey

• Historic Costs/Production Central Access (Sales, Support, Training, Customers)

Behind Schedule

Behind Costs

On Track

Project Admin

Page 11: Field service best

[email protected] 602-492-8940www.Mobile-Logix.com

Manage Across All Project Types

Capital Projects

Service/Short TermProjects Warranty

Schedule Resource/Cost Load

Schedule Daily/Weekly

Schedule Daily/Weekly/Annual

Page 12: Field service best

[email protected] 602-492-8940www.Mobile-Logix.comwww.Mobile-Logix.com

[email protected] 602-492-8940

Page 13: Field service best

[email protected] 602-492-8940www.Mobile-Logix.com [email protected] 602-492-8940www.Mobile-Logix.com

Quick Cost Reduction Results…

Revolutionize Field Expectations

• Arrival Verification

• Time of Work (Planned/Actual)

• Elimination of Wait Time 18% (Customer Validate)

• Reduction in Operating Costs 33% / Time on Tools

Increase Sales by 16%. Improve Productivity 34%.

Page 14: Field service best

[email protected] 602-492-8940www.Mobile-Logix.com

Project / Job / Phase Code / Activity

Hours Hours

Quantities

Job Level Activity Activity Detail

Equipment

Quantities

Hours

Page 15: Field service best

[email protected] 602-492-8940www.Mobile-Logix.com [email protected] 602-492-8940www.Mobile-Logix.com

Owner / Subcontractor Portal

• Project Status

• Plan vs. Progress

• % Complete/Qty Update

• Cash Flow, Earned Value

• Resource Planning

• Exception Alerts

• Expedite Invoicing

Visibility:

How the Project/Work is doing….

Page 16: Field service best

[email protected] 602-492-8940www.Mobile-Logix.com [email protected] 602-492-8940www.Mobile-Logix.com

Attach Images and Notes from Field

Insert User Based Reminder Notes for Daily / Weekly

Tasks

Page 17: Field service best

[email protected] 602-492-8940www.Mobile-Logix.com

Activity Scheduler

Activity by Expertise

Schedule by Expertise

www.Mobile-Logix.com

Page 18: Field service best

[email protected] 602-492-8940www.Mobile-Logix.com [email protected] 602-492-8940www.Mobile-Logix.com

Material / Inventory Reorder Alerts

MaterialInventory

Page 19: Field service best

[email protected] 602-492-8940www.Mobile-Logix.com [email protected] 602-492-8940www.Mobile-Logix.com

Vehicle/Equipment Maintenance Management

Vehicle / EquipAssigned to Sub /

Supervisor

Update / AlertVehicle / Equipment

Page 20: Field service best

[email protected] 602-492-8940www.Mobile-Logix.com

Field to Control Tower Workflow

Field Select ActivitySelect In ProgressSelect Complete

Time/GPS Reflected in Record

Updates from Field on All Activities Are displayed in

Control Tower Status

www.Mobile-Logix.com

Page 21: Field service best

[email protected] 602-492-8940www.Mobile-Logix.com

Safety Certification Reports / Meetings

Sub Contractor Insurance On File

Safety Qualification

Meeting Requirements:Pre Construction Meeting

Site Safety OrientationForeman’s Site Requirement Review

Foreman’s MeetingSafety Review

Daily Safety Walk Around Checklist

www.Mobile-Logix.com

Page 22: Field service best

[email protected] 602-492-8940www.Mobile-Logix.com [email protected] 602-492-8940www.Mobile-Logix.com

Key Integration ERP / CRM Points

Leverage existing•Configure All Master Data

– Employee Master– Inventory Master– Vendor Master– Equipment Master– Material Master

Connect master data with Event Monitor for Master Data Updates