Field Workforce Software

Field workforce management software device graphics

Field Workforce Software Solutions

Managing a mobile workforce is complicated because of all the moving parts. Every mobile worker is different. Every customer is different. Every task is different. Are customers forced to bear the brunt of this complexity in mobile workforce management? Or does the holy grail of efficiency AND customer service/satisfaction exist?

At MobileLogix, we make operational efficiencies in mobile workforce management software and customer service work in harmony, to both reduce operating costs and enhance the customer experience. This is because our basic premise is that these two issues are equally and completely intertwined. You cannot have one without the other.

Best way to add Revenue to your Mobile Workforce Management Solution

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Receive New Job Alerts

Send and Receive Notifications from the Field to stay on top of new and updated work requests.

Automate Customer Contact from the Field

Send SMS and email alerts to customers with status updates, QA surveys, and invoices with a push of a button.

Receive Real Time Updates

Gain total field transparency with updates when work is acknowledged, in transit, onsite, offsite and complete. View work orders by status to quickly identify potential problems with proactive adjustments.

View Historical Job Information

Access customer history from the field including: Job, Equipment, Vehicle, Materials and more. Reduce non-productive field time with real time access to valuable customer history. View Customer Information from anywhere including phone numbers, address and maps.

Eliminate Paper Forms with Tablets and Phones

Recreate familiar paper processes in digital form on phones or tablets. Replicate paper form data entry on mobiles. Receive field data in real time to expedite invoicing and improve cash flow.

Easy Mobile Device Forms

Add, modify, and remove forms and fields on mobile devices without programming using built in form editors and powerful field rules that will apply information to screens in relationship to the work. MobileLogix’s EasyField makes building new mobile screen’s a snap.

User Defined Flex Fields

Flex fields enable powerful field additions to each view including Job, Customer, and Work screens with Alphanumeric and Numeric field types. Flex Fields empower instant mobile form creation to add critical field data collection choices at any time.

Create and Schedule Jobs in the Field

Empower field teams to create and schedule new jobs on the fly from their phone or tablet.

Send Quotes, Invoices and Work Order’s from the Field

Create Quotes, Invoices and Work Orders directly from the field. Expedite Invoicing, improve cash flow.

Capture Photos in the Field

Use phones or tablets to capture pictures in the field. Photos attach to jobs, projects and customers.

Create Sketch Drawings in the Field

Drawing on mobile enables field teams to sketch site information and attach to jobs.

Record Customer Signatures

Record and attach customer signatures to each work order, job, and invoice from the field. Eliminate billing disputes and expedite time to invoice.

View Nearby Jobs

View a map of nearby jobs to assist other teams with a easy to use map view of surrounding work.

The SmartField mobile workforce scheduling software takes all of these factors into account and schedules the most efficient routes, gives real time views and communicates directly with customers to keep them in the loop.

As a result, with MobileLogix you can:

  • Increase daily job completion rates by 40+%
  • Improve on-time performance by 30%
  • Reduce dispatch staff by 45%
  • Decrease miles driven by 40%
  • Cut overtime by 75%
  • Reduce inbound “Where’s My Tech” calls by 50%
  • Reduce wasted truck rolls by 20%
  • … all while improving customer satisfaction by over 90%
FieldService Nearby Jobs

Mobile Workforce Nearby Jobs Search

Manage and Document Field Workforce GPS Position
Each time a field person reaches a job/project their position is uploaded into the system and recorded.  Track field members by last location, job history, status, and productivity.      Leverage historic data to reconcile and audit team history for time on site, to and from site reconciliation to payroll and job costing.

GPS job site position provides “Proof of Service” with customers to increase billing revenue and a competitive selling advantage against competitors.

Receive Field Service Acknowledgements

Solve the problem and eliminate the worry of assuming field resources have received and acknowledged work with “10-4” acknowledgement for each field service order.   View work orders by status to quickly identify potential problems with proactive work assignment.

Utilize Standard Video and Image Reference Libraries
Universal reference video, image and document libraries for field service personnel build work flow consistency, expedite training time, and get new hires up to speed faster.     Leverage existing documents, specs, and other reference assets in the field while building a consistent work flow across the organization.

Field Tech Videos
Build and Send Invoice’s/Work Order’s from the Field
Create Invoices and Work Order approvals directly from the field.   Enable field resources the option to generate invoices and work order approvals directly from the field.  Expedite Invoicing while instantly improving cash flow.

Record Customer Signature’s
Record and attach the customer’s signatures to each work order, job, and invoice from the field.  Eliminate billing disputes and expedite time to invoice.

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Work “Disconnected” in Remote Areas
Remote, underground or poor coverage areas are no problem for remote field resources.  Field data is captured and stored until an internet connection is available to transfer field data.

View Reference Map’s of Work Areas
Each field resource has the ability to view a map of where the work is, by physical address as well as GPS coordinate for remote areas.

Reference Remote Directories
Empower everyone in the field with the information they need including company and customer directory phone and email lists.

Record and Reference Field Notes
Improve field operations with notes and reference solutions recorded in the field to reduce “repeat” issues and bring new hires on quicker.  Reference notes by job type, work, customers, locations, areas, and equipment.  Resolution notes are centrally referenced to build a common knowledge-base.

Include Weather Conditions
Enter and view site/location notes related to site conditions, schedule, weather, safety and other attributes to related areas.

Record and Validate Safety Requirement
Create a repeatable process to meet safety guidelines with safety checklists and mandatory processes to ensure safety.

Searching for Equipment in the field by Customer

Searching for Equipment in the field by Customer

One Solution, Multiple Devices
MobileLogix supports IPhones, IPad’s, Windows tablets, and Android Devices to span the enterprise with device agnostic remote data collection.

GPS Route Optimization, Vehicle Management and Mile Tracking

Drive the Shortest Distance with Route Optimization
Optimize routes and provide directions to decrease transit and down times. GPS mapping capabilities on mobile apps make it easy to navigate.

Simplify Mileage Tracking

Automate mileage tracking with GPS accuracy for billing and maintenance.

Record Field GPS positions

Each time a field team reaches a job/project their position is uploaded into the system and recorded. Track field members by last location, job history, status, and productivity. Leverage historical data to reconcile and audit team history for time on site, to and from site reconciliation to payroll and job costing. GPS job site position provides “Proof of Service” with customers to increase billing revenue and a competitive selling advantage against competitors.

Maintain & Manage Fleet Vehicles

Track maintenance, usage, lease and warranty info on all of your company vehicles and mobile assets.

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Inventory Management in the Field

Control Inventory from the Field

Search, manage, and track inventory, materials and consumables in the field. Barcode scanning allows fast and accurate transfer of data and materials. View inventory in warehouses and vehicles directly from mobile devices.

Scan Inventory from Warehouse to Customer

Simplify Warehouse-to-Vehicle, Vehicle-to-Customer inventory tracking with smart bar code scanning that tracks inventory every step of the way.

Capture Billing and Payroll Time…in the Field

Capture Crew Time or Single User Time

Capture Clock or Logged time for a single employee or an entire crew
Work “Offline” in Remote Areas
Remote, underground or poor coverage areas are no problem for remote field resources. Field data is captured and stored until an internet connection is available to transfer field data.

Expense Management…in the Field

Capture Expenses

Take photos of receipts, attach to job, capture one off purchases and other miscellaneous job expenses to recover from customer invoicing or track overhead.

Scale Teams Quickly – Maximize Efficiency

Automate Field Work Processes, improve Productivity

Optimize productivity with built in inspection forms, and work package assemblies that contain standard items for each type of assigned work. New teams scale quickly, eliminating guesswork by leveraging internal best practices built into the mobile device.

Measure Productivity in Real Time

Leverage gamification of field activities with precision activity tracking to understand which tasks take the longest on each job, which jobs are most profitable, which teams finish first. Real time tracking of tasks empowers the field and back office with valuable productivity information to increase revenue and decrease expenses.

Expedite Training with Video and Image Libraries

Universal reference video, image and document libraries for field service personnel build workflow consistency, expedite training time, and get new hires up to speed faster. Leverage existing documents, specs, and other reference assets in the field while building a consistent work flow across the organization.

View Employee Directories

Empower everyone in the field with the information they need including company and customer directory phone and email lists.

Create and View Customer Notes

Improve field operations with notes and reference solutions recorded in the field to reduce “repeat” issues and bring new hires on faster.. Reference notes by job type, work, customers, locations, areas, and equipment. Resolution notes are centrally referenced to build a common knowledge base.

Capture Weather Conditions

Enter and view site/location notes related to site conditions, schedule, weather, safety and other attributes to related areas.

Record and Validate Safety Requirements

Create a repeatable process to meet safety guidelines with safety checklists and mandatory processes to ensure safety.

Field Platform

One Solution, Support for Multiple Devices

MobileLogix supports IPhones, IPads, Windows tablets, and Android Devices to span the enterprise with device agnostic remote data collection.

Work Offline and Online

Work offline or online for days and weeks in remote areas with offline mode.

Simple Configuration, Reports and Search

Advanced Security Fields

Configure user groups and views at the field level. Turn on and off fields depending on user type, job skill, and organizational roles.

Easy Mobile Device Forms

Add, modify, and remove forms and fields on mobile devices without programming using built in form editors and powerful field rules that will apply information to screens in relationship to the work. MobileLogix’s EasyField makes building new mobile screen’s a snap.

User Defined Flex Fields

Flex fields enable powerful field additions to each view including Job, Customer, and Work screens with Alphanumeric and Numeric field types. Flex Fields empower instant mobile form creation to add critical field data collection choices at any time.

Adhoc, Auto Scheduled, and Standard Reports

MobileLogix’s powerful built in reporting engine enables configured and standard reports. Configurable reports can be created on demand without training with search on and report save capabilities, including MS Excel, CSV, and Graphic reporting.

User Defined Dashboards

Configurable dashboards enable users to view the information they need, when they need it, in an easy to understand way, eliminating wasted time searching through data and creating manual spreadsheets.

Quick Search

Search the entire system with SmartSearch fast results from any view including: Customers, Employees, Equipment, Jobs, Material, Payroll, Purchase Order, Service Agreement, and Vehicles.

Manage Customer Types

Set up and identify customers by type or industry segment: Commercial, Residential, Warranty, Service, Mining, O&G, Environmental, Power, and other customer types.

Create Unique User Security Types

Set up and identify user by type, Customer/Owner, Back Office, Field, Accounting, and more. Types can be organized by expertise and by field and back office operations to report and allocate resources according to job/project demands.

Manage Equipment Types

Equipment types indicate what “types” of equipment are tracked. Types are configurable to industry type work. Examples include, Purchased equipment, Rented Equipment, Small Tools, Owner owned.

Manage Job Skills

Job Groups organize job types, technician skill sets, and other job information at the highest level of job organization. Job skills can automatically feed rates to jobs and work orders, eliminating the guess work of costs.

Track Unique Job Type Descriptions

Job Types can get work started with little or no information. A benefit when details are unknown until resources are on the job site. Job types provide additional layers of tracking to the job to measure work productivity. Job types can roll up to Job Groups. A maintenance job type of work can roll up to a specific Job Group.
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Create Payment Types

Payment types can be utilized to record methods of payments accepted as well as classification of internal department chargeback category types.

Flexible Unit Measurements

Establish unit types of measurement for any type of work performed including, quantity (each), linear foot, inch, meter, pound, ounce, ton, and other unit measurement types related to the job type.

Vehicle Model

Track vehicles in the field by vehicle model, location, work type, operator or other information. Manage vehicles by VIN, registration date, model year, purchase price, cycle of maintenance interval, mileage maintenance.

Warehouses and Material

Manage Serialized Material

Barcode scan materials. Store item information with aisle, bin, and other location information.

Warehouse Inventory Tracking

Manage multiple warehouse locations with warehouse codes for each location. View materials, inventory, and team members by warehouse. Transfer materials and inventory between fixed and mobile warehouses.

Material Type Management

Track and sort material by code, categories and descriptions. Flexible material tracking to match inventory.

Manage Vendors

Maintain a list of vendor information, including contact information on each vendor including telephone, email, address and other vendor information. Indicate “preferred” vendor status on inventory and equipment reordering.

Create Cost and Labor Loaded Work Types

Create work types to track work type codes, description of work anticipated price (value), job groups associated with, anticipated hours, and alternate (standard) price for each work type. Work types activities are the core of the work order, allowing work to be tracked at the activity level.

Personalized 1v1 SmartField Software Demo

A no-cost demo led by an expert in field services industries and modern workforces. Call us today +1 (480) 447-9198 or submit a demo form for more information.

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