Field Service Mobile Forms and Checklists with FIELDBOSS Software

CRM Blog Field Service Mobile Forms and Checklists with FIELDBOSS Software

Despite the technological advances that have led to the widespread adoption of mobile devices in the field service industry, many field service businesses still rely on paper forms and checklists. Replacing paper-based forms and checklists for maintenance, service, and inspections with customized field service mobile forms and checklists empowers you to drive the standardization of processes and procedures across the whole organization. This way the technician can follow and document approved maintenance or service procedures, including the performance of tests and collection of data, while on-site and automatically send it back to the office or the customer.

FIELDBOSS’s automated field service 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.

The benefits of mobile forms and checklists:

  • CUSTOMIZABLE AND CONFIGURABLE
    Every business is unique and so too are their forms and checklists. Configuration is not only industry-specific but also individual checklists for different kinds of service calls can be created, allowing for even greater configuration and customization.
  • SMART CHECKLISTS
    Additional questions or actions are prompted based on the technician’s answers.
  • STAY COMPLIANT
    With so many different pieces of equipment, rules, and ever-changing regulations, it can be hard to stay on top of what needs to be done. Automated checklists mean no step is ever skipped and you will always be compliant. No violations. No fines.
  • COMPLETE AUTOMATION
    Have checklists automatically applied to inspection or maintenance work orders so technician has easy access?
  • STREAMLINE WORKFLOWS
    Mandatory fields ensure no part of the inspection or procedure is missed before a work order is closed out.
  • SAVE TIME AND MONEY
    Removing the need for a technician to return to the office to hand in paperwork allows for more time spent with customers in the field.
  • MOBILE FORMS RECORD MORE 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.
  • INCREASE INFORMATION SHARING ACROSS YOUR ORGANIZATION
    Allows crucial field data to be synched in real-time and easily accessed across your organization by various team members, departments, and their systems.

FIELDBOSS’s mobile forms and checklists bring greater efficiency to the technician’s time and ensure that important checklists and inspection reports are not lost in the shuffle of papers. It also means faster turnaround times for jobs to be completed and the customer to be invoiced Creating a streamlined and efficient environment lowers mistakes created in the field and brings the maintenance and inspection process into real-time allowing for all details to enter the system quickly and accurately.

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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