Case workflow
A day in the life of a field worker
Start-of-day checks, three jobs, a parts question and a receipt from the van.
The situation
The engineer starts the day with a paper list and a phone that may or may not have signal. The office wants updates, the customer wants an arrival time, and the parts question is urgent.
The workflow
Start the day
Complete the start-of-day check and the vehicle walk-around.
Open the first job
The job package has the site, access notes, asset and checklist.
Work through the visits
Accept, capture evidence, get signatures and note the parts used.
Ask the office
Send a message in the job thread when a part is not on the van.
Close the day
Complete the end-of-day check and upload the receipts from the van.
Features used
Field worker app
Checklists
Instant messaging
Signatures and photos
Receipt OCR
What happened
The first job is a boiler service at a managed office. The engineer has the access code, the plant room location and the previous service sheet before leaving the depot. The second job is a call-out where the customer is not on site; the signature is captured from the building manager by phone. The third job needs a part that is not on the van, so the engineer sends a message from the job thread. At the end of the day, the van receipts are photographed and queued while the engineer is still in the yard. None of it needs a trip back to the office.
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Book a demoMore from the field
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