Technician Visit

Digitise the after sales support if an equipment is not working properly. Record the visit done to the customer and intervention done.

Categories

What is this workflow ? This workflow is designed to track the interventions done by your technicians on the field. It will allow you to ensure a high quality of service and satisfaction from your customers.

With it you benefit trom the following features:

  • Access to the customer profile (contact information, existing subscriptions, GPS location, etc)

  • Technical documentation on the equipment to maintain

  • History of previous interventions done

  • Equipment on which the intervention applies

  • Report of intervention

  • Customisable intervention questionnaire

  • Electronic signature of the client

  • Pictures of the intervention

Who is this workflow for ?

  • Field Technicians

  • Maintenance Officer

  • Technical Inspector

What KPIs will you get ?

Field Force Monitoring

  • User On Boarding (Log in, active on the app)

  • Field Activity (activity levels per day per user)

  • Time worked (start, end time, visit and transport time, visits per hour)

  • GPS tracking (movements during the day, timeline with customers visited)

  • New customers created (per user, per day, per type, etc)

  • Visits (number of visits, time spent, % of customer portfolio visited)

Workflow specific

  • Journey Plan compliance

  • Interventions made (type, duration, success)

  • Problems identification

FieldPro templates show you how with our no-code app builder you can obtain different workflows to digitse and automate your field processes. Our mobile app enables a flexible data collection in the field and our web app allows you to visualize all the information gatehered and obtain analytics for your business.

"

FieldPro has been the ideal tool to help our field force improve their performance. It is an easy to use solution that facilitates day-to-day monitoring of the team, achieve objective through improving performance of the team on the ground."

Pascal Simon

Director

Amarante Consulting

Illustration

Ready to try this workflow?