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Field Service Execution

About Field Service Execution

Field service execution is the process of performing field service tests, checks, or maintenance actions, typically on-site, as part of an organization's larger field service management strategy.

Field service management is a key component of several industries including:

  • Oil and gas
  • Telecommunications
  • Property maintenance
  • Construction
  • Health care
  • HVAC

Individual workers involved in field service execution – typically known as field service engineers or technicians – have traditionally completed their various checklists and forms with pen and paper. This has led to inefficiencies in data collection which in the field can eventually lead to equipment failure and injuries.

Field Service Execution in the Mobile Age

With the advent of smart mobile forms for field service execution, field service engineers are now able to perform and log a wider variety of tasks faster, more accurately, and more efficiently than ever before. 

Engineers can use dynamic forms and checklists to complete tasks and record data, capture and upload photos of equipment or other on-the-ground realities, and create detailed reports for monitoring safety and compliance purposes. Mobile forms can also provide real-time analysis of work status, reduce administration costs associated with paper-based records management, and increase an organization's first-time fix rate.

It's also possible to dispatch smart mobile forms to users performing field service execution in real-time with pre-filled information that saves users time on data entry by pushing data that's already available into the field, and providing them pick lists of assets, sites, and more. These forms can include detailed, standardized task lists and safety instructions to ensure jobs are done correctly the first time, along with critical documents such as instructions or warranty information, equipment history, and any related safety issues or concerns.  

Mobile forms for field service execution also provide the data necessary to perform robust analytics to spot trends or anomalies, improving safety for workers, and uptime for customers.