Digital forms help reduce paper waste and costs of printing and storage. FieldElite app can help your business get started creating digital forms for your Field Service Workers.
How to create a custom form with Field Elite
A common requirement for most Field Service Workers is to complete various forms and paper based inspection checklists when visiting customer sites and remote area locations. Often the data collected is often used in collaboration efforts across multiple teams and organisations.
Using paper forms, binders, cameras, and filing cabinets can make this process complicated, frustrating, and often, near impossible.
If you consider that, even though we are entering the third decade of the new millennium and despite the proliferation of Smart Phones and Tablet computing an incredibly large percentage of field service teams are still making use of paper based systems!
Read more about the benefits of digital forms data collection
Field Elite Customised forms
Field Elite enables Field Service organisations to easily create their own customised forms which can be attached jobs.
The creation of forms can be done using the Web Based Administration Portal which is provided as standard to all customers when signing up for an account.
To access the form builder from Side Navigation navigate Settings –> Form Templates –> Create Form
You will then be presented with Form Builder utility which will contain an Empty Default Form and a list of fields types you are able to insert.
There are a variety of fields you can use to create all manner of forms. There is no restriction on the number of fields or field types you can choose to create forms suitable for your purpose.
If you can think it you can create it
In the example, we’ll work through, we are going to create a Simple Conference Room Inspection Report, to be used by Facility Managers to assist in carrying room inspection reports for conference centres.
To add fields to your form simply Drag and Drop the fields onto the form.
Once you have completed adding which fields you require to your form and you are satisfied with the layout.
Select Settings tab to provide a meaningful name for your form.
You can also select a Form Layout you wish for your form. For the purpose of this post we are going to leave it as Vertical.
Once you are satisfied with your form you can select Save Form
Once your form has been saved it will be available for selection when defining jobs in the system.
Summary
It is really easy to define custom forms using the Field Elite from templates module. The Form Template module enables you to create any manner of forms your organisation may require.
One single app brings together your back office, mobile workers & customers in perfect harmony.
Mobile Workforce Management in a nutshell
It is fairly common for businesses to have staff working across many different locations across the country or even the world. Engaged in various activities like door-to-door sales, delivery and installations, service maintenance, conducting inspections & investigations or even data collection.
Managing and co-ordinating tasks, scheduling activities, planning and monitoring activities and communicating can often be challenging.
Mobile Workforce Management is the automation of the entire end-to-end workflow management and operations of any field service workers.
Mobile Workforce Management Synonyms
Mobile Workforce Management is also known as
- Field Service Management
- Job Scheduling Software
- Job Management Software
Advantages of Mobile Workforce Management
It is increasingly clear that there needs to be a certain sense of discipline and streamlining of field operations and important to automate certain tasks within field sales and operations, primarily because it helps you to track your assets remotely and ensuring contact with your workforce when required. Enabling your team to get in touch when required.
Most importantly, engineers, sales representatives and customer care executives can easily send information, scan receipts, Invoice customers and retrieve other crucial information in a standardized and streamlined manner. Assisting in regulating your business and also bringing some order to what is usually a very chaotic mode of working.
Why choose Mobile Workforce Management
Work Force Management tools help you to stay in control. They assist in automating what can and should be automated leaving only the crucial human-human interactivity. Helping you to keep a record of all interactions and important data within a database, without you having to manually go through sales receipts, complaint slips and other such details.
A Field Force Management tool is a time-saver and efficiency tool for companies. Moreover, these tools help to automate several aspects of your day to day operations, leading to an increase in productivity and motivation.
Streamlining operations, will also ensure that important stakeholders are well informed and management visibility is enhanced. Helping your business to make smarter decisions and help serve your customers better.
Field Force Management is similar to an Enterprise Resource Planning (ERP) solution but is vastly different. It is specifically targeted at staff that work on the field and is intended to make their and your work more streamlined, transparent and easy to track.
One single app brings together your back office, mobile workers & customers in perfect harmony.
Cloud based solutions help you automate
Field Force Management is usually cloud based which means all data is stored and accessible on secure cloud servers. There is no question of losing important data or not being able to retrieve something important. If something goes missing, there will usually be a backup available. Field force management tools include the software, the hardware and also the kind of training that is required for users to use it efficiently.
The software usually helps in saving and processing information while the hardware helps employees to enter important data into devices while they are on the job. Sometimes, field force solutions can also be a mobile app which negates the need for a specific or special device.
This is very important when it comes to field jobs as carrying different devices can prove to be a cumbersome job. At the end of the day, field force solutions are meant to reduce the burden on staff and not actually inadvertently increase it.
Denizon’s FieldElite Mobile Workforce management application provides significant improvements in efficiency and service with a switch to digital working and the elimination of paperwork.
All the information that is stored on the cloud can be run through analytics software so that you get the kind of reports that you are looking for to improve your business.
Field Force Management Process
A field force management tool helps you to remain in contact with your staff while they are at work on the field. This helps you to track your personnel in real time. Field personnel or your staff can log in and enter their attendance using a smartphone. You can assign that particular day’s task remotely using a web console or your own smartphone.
Next, they can carry out whatever duties they need to while you get all the alerts that you set to receive. This helps to increase transparency. You can choose to receive alerts on your phone or on your desktop.
Finally, staff can tag completed tasks with audio and images, instead of they having to type reports. This helps to focus more on the job than on job reporting. Last but not the least, location tags help you to ensure that the job is done at the right place. Your staff will not be able to take your generosity for granted.
All in all, a field force management tool helps you to track and control your staff without you having to be physically present with them and this is the beauty of this tool.
Summary
Field Force Management helps companies to reduce administration expense and improve productivity. This helps to automate data integration which is usually done with the help of cloud servers. Moreover, you can set invoice parameters that help you to also keep track of stocks, inventories and engage in P.O. and task management.
A number of field force management users also use it as a tool to engage in credit management. Banks and insurance companies particularly find this tool helpful as payments can be received on the job, instead of asking customers to pay online or offline. This also helps in building valuable customer relationships and enhance loyalty.
Thirdly, a field force management tool helps to increase planning efficiency. This means, you will be able to allocate tasks and optimize routing. All this helps to increase your ROI at the end of the day and get back the money you invest on field force management.
Finally, you will have more control over productivity and sales thanks to automation of data collection. You will also have more control over the execution of tasks and that will invariably make your company leaner and smarter.
Want to find out more?
Contact Denizon today to find out how we can your organisation overcome business challenges.
- 0843 289 4539 (UK)
- +353-1-443-3807 (Irl)
What is work force management?
For organisations to ensure they provide the right service. In order to do they need to assign the right employees with the right skills to the right job at the right time to meet demand.
Workforce Management Background
Workforce management (WFM) is a strategy used by companies to increase their efficiency and performance. It entails all activities aimed at maintaining a steady output, such as human resource management, forecasting, field service management, budgeting, scheduling, performance and training management, analytics, recruitment and data collection.
Workforce management utilizes a unique set of performance enhancing tools and software to bolster corporate management, workers, and other categories of managers and supervisors in the manufacturing team, distribution, transportation, and retail operators. This is sometimes called HRM systems, or part of ERP systems, or workforce asset management.
Unlike the conventional outlay that only needed staff scheduling to improve time management, workforce management is now all-inclusive and demand-oriented to optimize staff scheduling. Apart from focusing on demand-orientation and optimization, workforce management also incorporates:
- Estimating the workload and resource utilisation
- Job scheduling
- Management of working times and accounts
- Monitoring the process of workforce management
Each task should be clearly defined and performed efficiently based on set engineering standards and methods of optimizing each task as much as possible. Out of this framework and demand based forecasts, workers are scheduled and given tasks, performance measured, give feedback, and incentives computed and paid.
Workforce management is an entire scheme aimed at building the capacity of workers, increase productivity and client relations, and where possible reduce labour costs.
What is Mobile Workforce Management (MWM)
Mobile workforce management (MWM) is a software-based service used to oversee employees outside of the institution’s premises; MWM sometimes refers to the field teams. Mobile workforce management encompasses all activities done to monitor and schedule the field workforce.
The entire process includes procurement, management and using mobile devices, applications and computer software. Related support services like tracking, logging, dispatch, productivity management, and other types of communication are also to make it efficient.
Companies do not have the same needs and MWM firms need to fine-tune their software and devices to sufficiently bridge this gap. Some providers are suited only to a specific type of company because of specialization, like managing the electric grid. This experience makes the MWM company suited to provide applications that are relevant to the company for them to continue operating smoothly and efficiently.
With the increase in mobile devices, applications, secured wireless networks and virtual desktop, there comes a stream of opportunities for small and medium-sized businesses (SMB) and other ventures. Nevertheless, a mobile workforce needs better controls, security and support, as well as a functioning mobile workforce management strategy.
MMS (managed mobility services) is often used interchangeably with MWM, but they should not be confused. MWM is related to software and applications used by mobile and computer devices to manage on-field work while MMS focuses on enterprises, and is like a way of keeping in touch with the company, other employees, and linking the mobile while at work to servers and the database.
Benefits of Mobile Workforce Management
MWM allows the utilization of technology to drive productivity. Here are the top five advantages of MWM..
- Customer focused. The customer is the backbone of any business. The team needs to keep in touch with up-to-date information about every interaction. In the end, better client relation makes sure that the customer is always happy.
- Information has the power to build or destroy. A cloud-based system is easier to manage and can help with collection of data which is used to make business decisions. This can help cut costs, increase the workforce support, and identify areas where polishing needs to be done.
- Improved efficiency. Mobile workforce management is majorly used in taskforce allocation. If the company adopts a cloud-based work force management system, allocation is done automatically saving a lot of time.
- Increased revenue. Each business seeks to maximize the profit. With cloud-based mobile workforce management some operations like task management, data analysis, customer communication, reporting, and performance monitoring can be automated. This reduces the costs incurred for multiple applications and saves time.
- Ease of communication. Communication is vital. Constant communication with customers drives sales rates and everyone loves that. Quick communication will help customers solve their problems faster and get instant feedback.
Additional WFM benefits
Other WFM benefits are:
- Operations are made efficient as all complex processes are automated.
- Employers learn more about worker engagement, productivity and attendance, allowing them to modify training, coaching and processes aimed at streamlining performance.
- Automation and easy manipulation of data to improve HR, productivity and slash administrative costs.
- It increases employee productivity by reducing absenteeism and late arrivals.
- Boosts the morale of employees by encouraging transparency and facilitating manager-employee communication.
- WFM analyzes market and schedule requirements to pick the right employee with the best set of skills for a certain task.
Companies which embrace workforce management and mobile workforce management have a higher operational efficiency. They have lower operational costs and limit manual work as much as possible
Want to find out more?
Contact Denizon today to find out how we can your organisation overcome business challenges.
- 0843 289 4539 (UK)
- +353-1-443-3807 (Irl)