Plan, Execute, Measure – How FieldAware can help

We held a FieldAware webinar breaking down the whats, whys and hows of the best Field Service Management Solution in the business. Jaclyn Cooksey hosted GPS Insight Vice President of Sales, Phil Eatman and Sr. Sales Engineer at GPS Insight, Walt Lubimec, in a discussion and Q & A on Plan, Execute and Measure—what makes FieldAware the field service solution businesses can trust to better manage your organization.

Watch the full webinar:

Plan, Execute & Measure

Plan, execute and measure. Phil and Walt broke FieldAware into those categories because they synthesize most current processes that companies are running.

1. Plan

You need to plan properly to overcome the challenges you face. When that initial customer contact comes in—whether it’s via phone, email, or text—how do you schedule that job? Is it a planned job or an emergency or priority job? What technicians are available? Is there a specific skill set required from the technician to complete that job?

Effectively managing your field operations requires focus and filters of the timespan and the specific categories of jobs coming in. FieldAware allows you to set them and we can see what work is waiting, what work is active, and what work needs to be scheduled to a field engineer.

Scheduling the actual jobs is drag and drop easy from the list of assigned jobs of unassigned jobs. Smart Scheduler employs machine learning to rapidly optimize your field work. From the unassigned list of jobs, you can choose one or all and engage the Smart Scheduler, accommodating for the start and endpoints of technicians skill sets required lunch breaks, optimizing jobs across your field staff. Those scheduled jobs are put into the schedule in planning mode, enabling additional manual changes as desired.

2. Execute

Once you have that information, and you’ve scheduled that call, how do you execute that? And how do you get that information out to your technicians in the field? How do they know what tasks are required to complete that job? And then ultimately, how are your field technicians communicating back to the office that that job is complete?

FieldAware provides a live map field to provide a real time view of the actual location of your field staff based upon their mobile devices. Technicians driving to a location are shown moving on the live map. The FieldAware mobile app is a user-friendly tool that breaks the bottleneck of information between the office and the field. The jobs list shows intended schedules of the many jobs that are dispatched, displaying the summary information and the location of the job.

The job history for the customer location is also available along with completed tasks and photos checklists. Knowing the history can dramatically impact the first time fix ratios for service technicians. Technicians do an excellent job, but FieldAware takes the guessing out of it and allows them to document what was done.

3. Measure

And then finally, how do you measure success? How do you measure success from a reporting standpoint? How do you measure success from a customer experience standpoint? Is that through signature capture out in the field? Is that a job completion process where you have pictures for each job? How does the FSM reporting help identify trends? For example, are you reporting on a weekly or monthly basis to understand if you have reduced the number of open jobs as compared to last month—or if you were able to add more net new jobs as opposed to warranty work, because those jobs cost the company revenue?

Documentation is the key to avoiding disputed service invoices. Once the work is done, the most important task is left. The technician can review with the client the service that was performed and capture customer signatures. This also supports the rapid collection of invoice service.

Why FieldAware?

So why should field service companies choose GPS Insight? Sure, way back in 2004, when we were young, GPS Insight was a tracking company helping other companies with their fleets of vehicles. Over time, however, we started tracking powered and non-powered assets, and soon learned the businesses need to track not only vehicles on the road, but technicians in the field. Now, we’ve grown into the industry standard, leading the way in combining fleet and field, from small businesses to mid-market and enterprise level organizations.

Today, GPS Insight is the foremost industry leader in fleet management software and telematics solutions, helping fleet managers cut costs, save time, increase revenue and improve service, and we’re always looking to innovate and improve. Creating best-in-class field service solutions and integrating them with GPS fleet management technology ensures greater visibility and efficiency for enterprises big and small. Our FSM suite empowers business leaders to ensure alignment among workers across both fleet and field. We’ve seamlessly connected critical tools to help managers and techs toggle between fleet and field applications, better schedule jobs based on technician working hours, skills, permits, and clearly see the full picture with a live map for a command center view of field operations.

Your customers expect top-tier service with real-time updates. Without telematics, fleet and field managers miss out on real-time communication that provides a better experience for everyone involved. Telematics also ensure managers can reduce costs and meet sustainability goals by helping set effective goals or measure KPIs at the technician level.

The future of the fleet and field industries are aligned. Tools that help align data and dispatch to optimize your workforce and maximize productivity are crucial to success.