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Improving Efficiency in the Field with Mobile Technology: Event Summary

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On Friday, December 13, we held a Lunch & Learn event for HVAC companies located in the Chicago area who were interested in improving efficiency of their business operations. Attendees learned about how mobile devices in the field can help run their service company more efficiently.

Mobile Wireless Specialist from CDW, Eric Abel spoke to the security of mobile.  He reported that 60% of field service companies receive corporation information through their mobile devices already. Making sure that information is secured is an ongoing concern for businesses.  If a technician were to lose their phone, anyone who retrieves the device could have the opportunity to access customer data.

Eric concluded that while mobile devices can be a liability without the right controls, getting the proper security policies in place and handling support is often easier by partnering with a full service mobile vendor.

The second speaker was Ryan Picton from FieldLocate customer Canada Furnace.  Ryan is the Operations Manager and commented that before FieldLocate, the tracking of invoices and customer history was almost non-existent. Technicians were responsible for turning in carbon copy invoices and tiny credit card receipts. Needless to say, plenty of paperwork got lost in transit from the customer’s site to the office which resulted in lost revenue for the company.

Canada Furnace chose FieldLocate because it was cloud-based and had an easy-to-use mobile application that could locate technicians and track work orders from start to finish, including mobile payment. Ryan stated “If our office burnt down, we could still work the next day since our schedule and customer history are saved in FieldLocate, which we can access from anywhere.”

Since implementing FIeldLocate, Canada Furnace has seen significant savings in time and money. Compared to last year’s earnings, Canada Furnace has nearly doubled their revenue with the ability to consistently track invoices and payments in one system.  Ryan himself saves at least 4 hours per day in paperwork since they’ve gone paperless. He can easily run revenue reports at the end of the month for the business owners so they have visibility into the company operations.

Attendees were eager to hear Ryan’s story, especially about implementing the software and adoption rates of technicians.  Ryan answered saying “Moving to a field service management solution is a HUGE decision. FieldLocate’s on-boarding and training specialists were there for us and helped us set up the system and import our customer list and price book.” When asked about the technicians’ learning curve, Ryan commented after some training and use of the software, even the least tech-savvy techs are using the system proficiently.  FieldLocate’s mobile app uses large, mobile-friendly buttons and walks the technician through the work order from start to finish including prompts to complete checklists, capture customer signatures, and email the invoice directly to the customer.

To complete the session, FieldLocate Director of Sales Greg Hunter gave attendees a quick demo of how easily FieldLocate schedules and dispatches jobs to technicians using a map view of the technician’s current location.

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For more photos of the event, check out our Facebook page.

Stay tuned for more information on our next Lunch & Learn series in 2014!

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