Scheduling & Dispatch
Mobile technicians plan their day around their schedule, and dispatchers rely on communication tools to quickly update job orders and assignments
Enables dispatchers to change-up schedules on the fly and have technicians automatically updated. Also sorts technicians by expertise, availability etc. for assigning new jobs.
Text notifications in this example are customer-facing and can be used as a service reminder as well as a notification either that a technician is close or needs to reschedule.
Keep track of mobile employees throughout their day so you can quickly assign the most closely located technicians to emergency jobs. Also enables monitoring compliance.
Notify customers automatically to remind them of their scheduled service or to schedule repeat services
Group customers into segments based on geographical location, type of service, time since last job etc. to execute targeted communications
Set up successful email marketing campaigns by tracking when emails are opened, when customers click through emails to your site etc.
Work Order Management (Digital)
Every time a dispatcher sets a technician’s schedule or dispatches out an emergency job, they are relaying work order information to technicians. That’s a lot of information to relay so frequently, so most field service companies use some form of paper or digital input to record and track work orders.
Service Tasks are the building blocks of Workorders
Record customer information and details of customer issues so that technicians are well-informed for the job
Dispatchers and other back-office employees can track when technicians complete each job during the day
Enable technicians to formally record notes on valuable job and customer information as well as potentially open or extend work orders for unseen issues.