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Field Services

Field services are all about the provisioning and delivery of services in the field. In a business context, these services are often performed by field technicians, inspectors, or even salespeople. They can include technical tasks such as vehicle and equipment inspections, equipment maintenance, scheduling and dispatching work, or other visits to a client's property or facilities. 

Field service management (FSM) is all about the management of field resources to provide the best level of services – specifically when it comes to the installation, management, and maintenance of off-site systems or equipment. This includes the installation of cable and fiber lines by telecom companies, the maintenance of expensive equipment and heavy machinery by industrial firms, or the execution of HVAC work orders on heating and cooling equipment.

Several cloud-based software offerings exist to help companies streamline their field service management, including SalesForce Service Cloud, mHelpDesk, Jobber, Service Fusion, and ServiceMax. These platforms can then be augmented by field service mobile apps like ProntoForms, which allow for low-code full integrations for one seamless workflow and improved record-keeping.

Smart mobile forms for field services

Smart mobile forms and mobile apps are transforming the world of field services and field service management. That's because this technology empowers workers in the field to become more productive. A work order app, for example, can help technicians scale their effectiveness while performing installation and maintenance tasks through the following features:

  • Easy and powerful data collection to allow the embedding of multimedia, signatures, and location data directly in the forms
  • Offline capabilities mean your technicians don't need to revert to paper if they lose connectivity
  • Automatic uploading of completed forms to back-office systems, so you never have to worry about valuable data, invoices, or work orders being misplaced in the back of a truck

But these apps aren't just great for field technicians – smart mobile forms also help empower back-office workers and systems through:

  • Low-code integrations with existing platforms, so they're easy to deploy and manage
  • Easy deployment as a standalone solution or a mobile front-end to other back-office systems
  • Conditional logic, so you can implement rules for automatic dispatching, notifications, and data storage
  • Better data collection, storage and baked-in KPI dashboards for real-time analysis

A work order app integrated with QuickBooks, for example, can shave hours off an administrator's daily workload by removing menial tasks like data entry and manual uploads. It can also help prevent costly mistakes, like when someone forgets to bill the client.

ProntoForms provides seamless integration with field services management software like ServiceMax through an API. This extends the mobile effectiveness of an organization's already-existing field service management software, to help you:

  • Improve and exceed compliance standards through razor-focused tracking
  • Speed up your process for both preventative maintenance and repair work
  • Boost the accuracy, timeliness, and completeness of field inspections, audits, and other tasks

A ProntoForms integration with ServiceMax, for example, provides seamless app-to-app integration. You can launch ProntoForms from inside ServiceMax. You can see all your ServiceMax data from within your ProntoForms app. And field data collected in the ProntoForms app shows up in ServiceMax automatically, complete with a link to the associated work order and any other relevant attachments.

Field Service Mobile Forms | ServiceMax Integration | ProntoForms

Of course, ProntoForms isn't the only field services mobile app out there. Others such as IFS Field Service Management, Forms on Fire, GoCanvas, and GoFormz provide similar functionality and integration possibilities. But ProntoForms consistently scores better than the competition in a number of areas including the meeting of requirements, the quality of support, ease of doing business, product direction, and other factors. 

Review websites such as G2 or GetApp provide comprehensive comparisons of field services mobile apps, including ProntoForms vs. GoCanvas.