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Service planning: what is it and what are the benefits?
Service scheduling is a hugely important part of daily operations for companies that work with a field service. But how is scheduling and managing appointments or service visits arranged at
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User-friendly field service app
Mechanics always have all work orders, service history, contracts and required documents at hand through our FieldBuddy Swift app. Even when there is no internet connection. There is no need to take extra devices with you: the app works on the tablet and smartphone that the mechanic always has with him.
The mobile app is the link between the internal and external services.
One workspace for technicians
Both indoor and outdoor employees can focus on their work with FieldBuddy instead of dealing with secondary tasks.
After completing their work, work orders are automatically processed and invoiced. The app also tracks material usage and working hours.
Through the app, technicians can access the history of installations and locations. FieldBuddy ensures that the outdoor team can work from one environment and have all the information at their fingertips!
- All the necessary information is available within the app
- Reduce the margin of error with digital checklists
- The FieldBuddy Swift app is easy to use
Check, check, double-check
Create checklists for each work order to ensure nothing is overlooked. Fewer errors and more job satisfaction. Digitize your checklists and let technicians work faster compared to paper checklists.
- Automate your routine tasks
- Prevent errors with built-in checks
- Integrate your (service) mailbox with FieldBuddy
See what FieldBuddy has to offer
Personalize the app!
Configure the screens within FieldBuddy Swift to fully align with your service process.
Based on specific criteria, different work order layouts can be assigned.
For example, based on different types of work or installations, other work order statuses, validation rules, or additional fields and information.
This way, the system adapts to each job.
Complete the work order with a digital signature.
The customer provides a digital signature, thereby approving the completed work. Afterward, a customized work order PDF is automatically sent to the customer via email.
Make your forms dynamic!
Set up certain fields of a form to be displayed only when specific criteria are met. This way, the service personnel always have the appropriate checklist for the specific task.
You can then use this smart checklist to compile a customer dossier.
All mobile app features at a glance
iOS, Android
FieldBuddy works on the most common operating systems: iOS and Android.
Tablet, smartphone
Complete freedom through a wide choice of supported devices.
Work order with a single installation
A work order with just a single installation.
Custom fields
View custom fields on the work order in the mobile app.
Automatic work preparation
Predefined templates which, when creating a work order, depending on the type of work and type of installation, automatically and pre-emptively add activities, checklists, or parts to be replaced to the work order.
Activities, materials, other costs
The technician selects activities, materials and other costs from pre-prepared lists. These lists can also be automatically loaded from your accounting system. You can read more about this under the theme of integrations.
Hours and mileage registration, weekly statements
By using start and stop buttons, the travel and working hours are automatically registered. The technician’s driven kilometers are also easily recorded.
Attachments from the Service Center
Receive attachments from the back office on different levels (product manuals, installation photos, floor plans, etc.).
Create or link installations to the work order
Link existing installations to the work order (via QR-code scanner) or create an installation directly.
Multiple configurations
Different groups of users can have a completely custom mobile configuration, with their own fields/screens/company rules.
Work offline
No reception? Technicians can still work. FieldBuddy ensures that data is locally available.
GPS
With location tracking, you always know where your technicians are. This way, you can also send an SMS to your clients when the technician is on their way.
Barcode scanner
Read barcodes and QR codes on data easily for parts and installations.
Forms and checklists
Make your own forms or checklists and link these to certain activities or parts.
QR code or barcode scanner
Use the barcode or QR-code scanner to link installations or to add parts.
Sublocations
Navigate to a sub-location (GPS coordinates), see on which floor/room the installation is located.
Link documents and take photos
Add handy documents to the work order, such as manuals, photos, and technical datasheets.
Installation history
For each installation, there is a complete history of performed activities available. This way, the technician immediately sees which actions have been performed in the past.
Create work orders on mobile
The technician is not dependent on the back office and can create new work orders themselves within FieldBuddy Mobile.
Smart forms
Certain sections or fields in a form are only displayed when certain criteria are met, allowing the form to adapt to what the technician inputs.
Customizable screens
Customize the screens within FieldBuddy Mobile so that they fully align with your service process.
Navigation
From FieldBuddy is your favorite navigation app starts without manual entry of addresses.
Automatic time tracking
Automatically register your time using a stopwatch that starts automatically upon changing the status.
Validation rules
Configurable rules that the Work Order must comply with. Required serial number? Photos? No problem.
Work order validation rules
Validation rules within FieldBuddy Mobile help the technician avoid mistakes and are alerted to incorrect data.
Multiple work order layouts
Based on certain criteria, a different work order layout can be assigned. For example, based on the type of work (installations, malfunctions, etc.), or type of installation or business unit.
Buttons, links, actions
Buttons and links on a work order can automatically execute actions, such as automatically changing the ‘owner’ of the work order.
Work order with multiple installations
View multiple installations on one work order. It’s also possible to add existing installations to the work order or create a new installation.
Location history
View the history of the entire location including all present installations.
Taking pictures
Take photos in checklists or on the work order.
Stopwatch
Accurately register the working time or travel time.
Custom work order status
Add extra status to the work order? No problem.
Digital signature
The customer places a digital signature and agrees to the work performed.
Creating work orders
Create a work order from the mobile app.
Time tracking
Automatically or manually register your time on the work order.
Permissions
Determine per data what the user is allowed to do with it (read-only, edit, etc.).
Save GPS coordinates
Record or save the GPS coordinates of an installation.
Navigation
Navigate with your favorite mobile app to the address of the work order.
Martijn
Project Manager Installation & Service at United Care
We can handle our growth through digitalization and the added value of FieldBuddy
Martijn
Project Manager Installation & Service at United Care
Project Manager Installation & Service at United Care
See other field service management features
Real time insights and user-friendly planning software.
Create work orders in minutes and use drag-and-drop to easily schedule.
Back office
Manage all assets information in one place
Managing incoming issues and tickets
Convert work orders automatically into invoices
Organize parts, returns and inventory with ease
Planning
Streamline all your planning process
Create work order in just a few clicks
Efficient planning with FieldBuddy's AI
Technician
Mobile app
The user-friendly app for your field service employees
Transform and streamline your checklists
Platform
Automate your processes with flow builders
Integrate with all your favorite back office systems
Let your customers schedule appointments online
Get insights into your service process
Want to know more about mobile app?
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5 essential questions for service managers
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