As
you can see, a field service technician has to take care of a lot of
things while working in the field. However, they are not all they need
to worry about. Field service is not all about grabbing a hammer and
hitting a nail on the head; it also involves a lot of routine
administrative tasks.
So, what
does a field technician do during his regular workday? What
responsibilities do they have to fulfill in order to carry out their
job? Let’s hear it from some of my esteemed friends working in this
industry.
Minhwan, a 37-year old
painting contractor, lives in Santa Barbara. He started his career as
an apprentice at the age of 20 in Los Angeles. At that point, a regular
day looked like reporting to the office in the morning, getting assigned
to a team of painting technicians, leaving for the job site, carrying
out instructions and learning through the process, and reporting to the
supervisor before clocking out for the day.
Eventually,
he was promoted to lead painting technician and had to supervise his
own team. During that time, he had to make a list of job orders he had
to complete during the day, assign roles and responsibilities to his
team members, and take stock of tools and equipment needed for the jobs
before he left the office in the morning. Upon returning to the office
in the evening, he again had to take care of all these things, including
filling out a log book reporting equipment, billable hours, material,
and parts, as well as any other issue that came up during the work, to
his manager. Also, he had to hand over the car key they took to the job
site.
Of course, this was a long
time ago, way before smartphones and tablets were commonplace. Most of
the administrative tasks were done using pen and paper. But now that
digital tools are readily available at our disposal, field service does
not look like this anymore. Well, for a major part at least!
When I met Mark, an HVAC technician
and business owner from Columbus, Ohio, a few years ago, he also
explained this entire tedious process to me in his business. He wanted a
solution that would save him from drowning in paperwork and make life a
bit easier for him as well as his field technicians. To this end, he
signed up for a field service software system. However, that did not
work out for him as much as he would have wanted. He said it was rather
difficult for him and his technicians to get the hang of the tool. But
more importantly, it was not suitable for a small business like his. But
at the same time, he had his doubts about switching to a more
affordable option, thinking it would not meet his needs once the
business grew.
I tried to help
him with that to the best of my ability and asked for his feedback later
on. I wanted to know how a field service technician explains his
day-to-day routine once he gets hold of a cutting-edge digital tool like
Field Promax. And if I may say so myself, things looked a tad bit
brighter than what Minwhan told me earlier.
Mark
said that with field service software available, his technicians do not
need to come to the office in the morning anymore. They can clock in
straight through the integrated mobile app and start their day. They can
also check all their schedules, routes, customer information, and
historical data on the same platform. So much so, the mobile app also
enables them to update job progress, attach photos and documents for
generating reports, add items to the invoice, even send the invoice
directly to the customer from the job site, and get paid instantly. That
saves a lot of time in a field technician’s life by eliminating the
need to visit the office or ask for assistance from the back office
multiple times a day.
This is
not just for field technicians. As Mark said himself, Field Promax has
made his life easier as well. Now he can view his entire staff schedule
on the dashboard, assign technicians to job orders, keep track of
employee time, create estimates with a click of the button, generate
invoices, and monitor his employees in real-time thanks to GPS
tracking—all from his own mobile phone. Even when he is not in the
office!
This is what Diana says
as well. She feels that Field Promax is an absolute lifesaver for her
organization. She especially mentions the QuickBooks integration feature
that makes accounting and bookkeeping so easy for her without having to
ever leave the platform.
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