Mobile Field Services Score Cards

Mobile score cards for field service technicians. That is an interesting notion that is written about in this article. You combine mobile work order management applications, with mobile business intelligence dashboards and perhaps even mobile customer surveys. The results are a score that is shared company wide to all field service technicians.

In this scenario, everyone can see the total number of work orders a technician has completed each week, plus the results of customer satisfaction surveys and the totals of any products or services each technician has sold. This score is presented on a mobile dashboard on each of the technician's mobile handheld computers or Smart phones.

The idea is that a competitive spirit and peer pressure will encourage and motivate field service technicians to do the things that most benefit the company.

The customer service survey, each service technician must have the customer fill out on the screen of the mobile device, helps keep the service technician focused on the customer's satisfaction level.

Have you seen this kind of mobile software application before? Please share your thoughts.

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Author Kevin Benedict
Independent Mobile Strategy, Sales and Marketing Consultant
www.linkedin.com/in/kevinbenedict
http://mobileenterprisestrategies.blogspot.com/
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FieldSync Automotive for Mobile Handheld PDAs Hits SEMA with a Storm

This week the MDF sales team attened the SEMA show in Las Vegas. If you are not familiar with the SEMA Show, it is the premier automotive specialty products trade event in the world. It draws the hottest products for the automotive industry to one place and we were there in force. The show attracts more than 120,000 industry leaders from over 100 countries.

Our booth was a HUGE success! We introduced the latest version of FieldSync Automotive, for use on mobile handheld PDAs, which hosts a slew of new features like Estimating, RO#/PO# reference and enhanced reporting capabilities. Our booth was surrounded by interested parties who were anxious to test drive FieldSync Automotive. After viewing FieldSync one visitor commented, "this will revolutionize our business."

That's our goal - delivering mobile solutions that extend business processes into mobile environments.

We are looking forward to 2009 with great anticipation!

I anticipate 2009 will bring more off the shelf FieldSync products so stay tuned as we move to bridge the gap between your field workers and the home office.

The Law of Mobility for Mobile Handheld PDAs and Mobile Software

The Law of Mobility states that the value of any product or service increases with its mobility. Improvements typically realized from a mobile solution include a reduction of paper, streamlining of non-value added and redundant processes, an increase in overall productivity, elimination of manual processes, reduced labor costs and overtime, and increased quality and reliability of information. ~Russell McGuire, The Power of Mobility

Russell McGuire has provided us with a concise description of the value of mobile software applications for use on mobile handheld PDAs. Here are 39 detailed reasons to mobilize your business.

Mobilizing business processes enables you to gain visibility into work done in the field, helps to ensure quality work, enables you to reduce administrative work and invoice for field services quicker.

- Kevin Benedict

Mobile Handheld PDA Technology in a Slow Economy

Slow economic periods are a time for reflection for many companies. Understanding how to react to an economic downturn is one of the hardest tasks for a manager. The focus must be on accomplishing more with less and reducing inefficiencies. How can you provide more services per person, lower administrative costs and reduce expenses while at the same time providing quality work and good customer services? This article is intended to help the reader start the process of self-evaluation - to explore where inefficiencies may be lurking in your own unique business environment.

The use of PDAs, Handhelds and other mobile software technologies, in the context of field services automation, is most often driven by the following 12 business motivations:

1. Efficiencies in communicating information between the office and the remote service technician or jobsite
2. Efficiencies in planning and scheduling work based upon location, parts and expertise needed
3. Reducing fuel costs
4. Reducing travel time
5. Reducing time consuming and error prone data entry activities in the office
6. Increasing productivity – more average service calls per service technician in a day
7. Increasing service contract sales
8. Increasing equipment upgrade sales
9. Increasing collections with mobile invoicing, mobile printing of invoices and onsite collections
10. Improving inventory control and management - visibility to parts needed, the location of inventory and parts used on each job or service ticket
11. Reduced risks by reminding service technicians of safety hazards and safety procedures on the job
12. Improving management visibility into work done in the field to ensure quality services

These 12 business motivations become increasingly important during slow economic times. In rapid growth periods inefficiencies are often overlooked in a rush to keep up with the market and business growth, and hidden under the onslaught of new sales and revenues. However, when the economy slows down, it is time for companies to re-evaluate business processes in order to eliminate the inefficiencies and bad habits that have developed. Let’s now review some common and costly inefficiencies:

1. Inefficiency # 1 -Wasted time and fuel driving back and forth to the office to pick-up and deliver new work orders, tools and parts. With the high cost of fuel, reducing driving distances is a necessity. Can you dispatch a service technician directly from their home to a nearby jobsite? Can you make sure your service technician has the most common parts in the van before they travel to the jobsite?
2. Inefficiency #2 – Wasting time and fuel by being unprepared for the job and driving around looking for parts. Can you reduce travel time and fuel costs by being better prepared for the job before traveling? Can you ask customers for more information on the equipment such as brand, serial number, year, location, problem etc? Can you ask the customer for a digital photo of the equipment, serial number, etc., and email it before dispatching the service technician?
3. Inefficiency #3 – Sitting outside of a locked and vacant location wasting time waiting for the owner to arrive. Can you set up an automated phone call to let the customer know you are on the way? This avoids showing up at a vacant house or closed business and wasting time.
4. Inefficiency # 4 – Sending service technicians to a distant location, when another service technician is closer and wasting time and fuel. Can you use GPS tracking on the vans to better know the location of all service technicians so you can dispatch the closest and best service technician for the job?
5. Inefficiency #5 – Missed opportunities to sell more services, parts and equipment to the customer at the time of work. Can you automatically remind the service technician to promote service contracts by using a mobile handheld work order system? This will help increase service contract sales.
6. Inefficiency #6 – Poor scheduling and routing. Can you schedule service contract visits based on geographic location to reduce fuel costs and wasted travel time? Can a service technician complete more service calls in a day if they are routed more efficiently?
7. Inefficiency #7 – Driving large and heavy vehicles when not required. If you have a better understanding of the parts required for today’s service calls, can you take a smaller, more fuel efficient vehicle to the jobsite?
8. Inefficiency #8 – Poor cash management and collect processes. Can you collect money, swipe credit cards and print receipts from a mobile handheld device to improve collections at the jobsite? Are you wasting time, paper and postage sending out invoices weeks after the work was completed?
9. Inefficiency #9 – Too much administrative costs. Can you reduce the costs of data entry and administrative staff by automating the dispatch process by using wireless work order dispatch that is integrated directly with your work order management and accounting systems?
Every company, upon self-evaluation, will be able to identify additional inefficiencies that can be corrected and reduced. Many of the costly inefficiencies can be resolved by automating and mobilizing field services business processes.

Mobilized Work Orders

What does an automated and "mobilized" work order system or service request dispatch and management system look like? A customer calls in to report a broken heating system. The office staff takes the phone call, enters the relevant information into the work order application on the desktop computer which then creates a unique work order and number.

The work order database application, with GIS integration, can compare the location of each service technician to determine which service technician is closest to the work location. The dispatch system can also look at the estimated time the nearby service technicians are committed to completing their existing assignments. Once the appropriate service technician is identified, the work order is dispatched to the handheld computer used by the service technician. Included in the electronic work order is driving directions from his/her current location to the next job location. In addition to the work order information, warranty, repair, users manual, maintenance history and product information on file can also be dispatched to the handheld computer for reference and parts inventory management.

Once the service technician arrives at the location, he opens the work order on the handheld computer. Opening the work order automatically captures the service technician's name, the date/time stamp and the GPS coordinates of the jobsite and enters them into the mobile application’s work order.

Next the service technician examines the broken heating system and determines which parts need replaced. He can pull out his handheld computer and check whether he has the needed parts in his vehicle inventory, if not, it can automatically search for nearby service vehicles that may contain the part (GPS tracking enables this). If another nearby service vehicle is determined to have the required part, then driving directions can be sent.

When the service technician arrives at the service vehicle with the needed part, then the part is scanned using a bar code scanner in the handheld computer to log its removal from the vehicle's inventory and assigns it to the appropriate work order number.

Back at the work site, the service technician runs into a challenge. He has never worked on this model before and needs advice. He snaps a digital photo of the equipment and synchronizes it back to the office. His supervisor reviews the photo and calls him with advice.

Once the work is completed, the service technician signs his name on the handheld computer screen, and has the customer sign the work order screen as well. The service technician prints an invoice on a mobile printer and collects the payment or swipes the customer’s credit or debit card. The collection is noted on the mobile work order and synchronized back to the office.

As soon as the work order is completed and synchronized, the mobile application reminds the service technician to promote a 2 year service contract. The service technician reviews the details with the customer and signs them up for a 2 year service contract. Next, the work order system reviews job locations and priorities and assigns the next optimized work order to the field service technician.

Smart Meters, Mobile Handheld PDA Solutions & Utilities

MobileDataforce is working on a number of very powerful mobile handheld PDA applications to help electrical and water utilities manage the maintenance, installation and repair of meters. These applications contain several different software components including:

• Work Orders
• Digital photos of meters before, during and after installation
• Safety inspections and reporting
• Mapping/GPS
• Inventory
  Logistics

These applications are integrated with mapping software to enable the user to view current, future and past jobsite locations.

MobileDataforce is working on many custom mobile software projects for water and electrical utility companies and contractors both in North America, South Africa and in Europe. Please visit our website or contact us if you would like to discuss your mobile field data collection or work order project requirements.

Visibility & Accountability in Field Services with Handheld PDAs

I must confess that I am much more of a people person than a numbers person. However, in my role as CEO of MobileDataforce I am accountable for understanding and using a large amount of numerical data. My responsibilities include:

• Collecting the important business data


• Analyzing the meaning of the data


• Reporting the data to my managers, my board and financial institutions


• Forecasting future growth and business performance based upon the data


• Improving my business processes to enable better performance in the future


• Investing in future products and services that will reap rewards in the future

My responsibilities are very similar to many officers and managers of small to medium sized businesses. The key to effective management is having accurate and timely data, understanding the data and making effective business decisions based upon the data.

Let's take a moment to ponder the process of collecting data in the world of field services (mobile service technicians). The field service manager often finds it difficult to collect the data from the point of work in a timely manner. Often the paper forms stay in the truck or van for hours, days or weeks before the data is entered into a computer system. This means the data is unusable for that period of time. The manager has no way of analyzing it. If the entire system is paper based and filed, then the information that is contained on the paper forms is not available for analysis, reporting or quick business decisions.

Mobilizing and automating the field services operations with handheld PDAs enables managers to have near real-time access to business data from work done remotely in the field. 75 service technicians can be synchronzing data throughout the day from a large geographic area and the data can be instantly viewed and analyzed. Decisions can be quickly made about issues such as:

• Equipment location
• Service Technician location
• Job status, job delays
• Equipment break downs
• Problem issues
• Change in schedules
• Personnel changes
• Customer issues
• Payment issues
• Unforseen technical challenges
• Unexpected costs
• Changes in inventory
• Much more

This is the kind of near real-time data/information that allows a manager to make good decisions that benefit the business TODAY. If managers are always working from data that is days old, they are too late to impact the quality of business today.

Mobile Handheld PDA Case Study: Utility Inspections, GPS and Field Data Collection

Company Overview:

LYNN-EDWARD Professional Services, Inc. (LEPService) delivers a full range of metering, SCADA and communications services to the utility industry. Based in Covington, Georgia, LEPService has served the utility industry throughout the Southeast since 1990, and is rapidly expanding into other geographic regions.

Research Challenge:

LEPService needed a mobile software solution that could efficiently track the installation and service of load management devices. The mobile software solution would enable the utilization of GIS mapping to effectively identify switch locations. A key requirement of the project was that it be designed modularly so that additional utility inspections could be added at a future date to cover their vast service offerings.

MobileDataforce Solution:

The initial mobile handheld software application developed for LEPService was for the tracking of load management devices. The application was initially designed to work on the Itronix Tablet PC running Windows Tablet PC Edition. The Tablet PC device was chosen over a rugged handheld computer to work with Delorme’s XMAP 4.5 GIS mapping software which required larger screen dimensions for GIS maps. Additional applications were developed that did not require GIS mapping, which made the less expensive and more compact Symbol MC70 PDA a better fit.

The professional services team at MobileDataforce developed a mobile software solution that combined the strengths of Delorme XMAP mapping features with PointSync’s mobile data collection features. The mobile solution leverages Delorme’s XMAP mapping features to allow a technician to search for locations based on Atlas Page, Grid, Street Name and Account Number. The PointSync Mobile application was designed to capture and view all inspection data related to utility load management switches and equipment at those specific locations including GPS data.

By using mobile software applications rather than paper forms, LEPService was able to:

Collect field data electronically
Synchronize the data directly from the Tablet PC and handheld devices to a central database
Reduce data entry time
Verify GPS data in both the PointSync and Delorme Systems
Ensure data accuracy through the use of data validation features in PointSync
Provide a foundation to add additional mobile inspection applications

By selecting MobileDataforce’s PointSync Mobility Platform and professional services, LEPService obtained a powerful and flexible enterprise quality mobility platform. They also were provided a team of experienced mobility experts to create and support their software application. MobileDataforce enabled LEPService to build upon their first mobile application using PointSync development tools and extend the capabilities of the application over time to include many new features.

“MobileDataforce has been spectacular to work with” said Mike Aiello Jr. President of LEPService. “PointSync has enabled our company to truly offer a superior product and improve our field service inspection services to our customers”. He further added, “The exceptional reliability and stability of PointSync Server platform has been exceptional. In over two years of full deployment, we have not had a single lost day of productivity due to software systems related issues. There have literally been none.”

About PointSync Mobility Platform:

PointSync Mobility Platform is an enterprise class mobile software platform used to rapidly design, develop, and deploy critical business mobile applications. It is architected to provide database centric mobile applications with bi-directional synchronization, connectivity, security, and enterprise database integration all within one product suite.

About MobileDataforce:

MobileDataforce is a global leader in the development of enterprise class and business critical software solutions for use on mobile handheld computers including Smart Phones, Tablet PCs, PDAs, and laptops. MobileDataforce has offices in Europe, North America, and Australia to support their ever expanding customer base and sales channels. Privately held, MobileDataforce has been mobilizing business solutions since 2000.

Conclusion:

LEPService was able to combine the strengths of two software programs, Delorme and PointSync, to more effectively inspect and service utility switches for their clients. MobileDataforce built a mobile solution that met the current inspections needs of LEPService’s clients while providing a foundation to develop and extend additional mobile inspection components in the future. The stability of the system has allowed for rapid deployment and growth of LEPService service offerings.

MobileDataforce assists organizations around the world in mobilizing business and field data collection processes. For additional information please visit our website at: http://www.mobiledataforce.com/.

Sybase iAnywhere, Mobile Handheld PDAs and Mobile Software Applications

The attached newsletter from Sybase iAnywhere and Gartner includes many different case studies of companies that have implemented enterprise mobile solutions for use on mobile handheld PDAs. One of the articles is on MobileDataforce's customer Janssen-Fritzen. They used MobileDataforce's PointSync Mobility Suite to customize a wireless work order system for use on mobile handhelds that run on Windows Mobile.

Sybase-iAnywhere-Newletter-V1.pdf

QuickBooks and Mobile Handheld PDA Software Applications

MobileDataforce provides mobile business applications for use on handheld PDAs that are integrated with QuickBooks. These applications are highly popular with field service technicians and contractors that use QuickBooks in their office and work orders in the field. Mobile applications include:

• Mobile Service Tickets, Work Orders, Service Requests, etc.
• Mobile job estimates
• Mobile time tracking
• More

MobileDataforce provides a wireless work order management system called FieldSync that integrates mobile handheld devices with QuickBooks. Work orders can be wireless dispatched to the field service technicians, once they are completed they can be directly synchronized with QuickBooks in the office. MobileDataforce offers both off-the-shelf mobile business applications and customized mobile business applications to fit their customer's specific requirements.

For more information please visit their website or contact by email.

MobileDataforce and IBM's Maximo for Mobile Handheld PDAs

MobileDataforce has recently completed a mobile software development project that integrates the PointSync Mobility Platform with IBM's Maximo application. This project was developed by MobileDataforce and implemented in both Australia and New Zealand. Our customer is a very large engineering and construction firm that works throughout the Asia/Pacific region and needs field services dispatch, work orders and asset tracking on mobile handheld PDAs.

The software application is a mobile work order management application.

This is Not the Way to Mobilize Work Orders for Handheld PDAs

I was in Starbuck's on friday. I must confess this is not out of the ordinary for fridays, nor any other day, but I witnessed an event that was. Two service technicians were sitting at a table reading a work order on their mobile phone screen. This phone had about a 1" x 1" screen. They squinted at the screen and then filled our a paper work order on a clipboard. This is certainly one way of mobilize field service technicians, but I would recommend some better ways, and different mobile handheld PDAs or smartphones.

1. Provide a service technician with a full work order on a mobile device that has a big enough screeen to read. I can still see both service technicians squinting at their tiny screens over their mochas.


2. Don't make them rewrite the work order. Use a mobile work order software application on the handheld mobile device. Let them read the service ticket, fill it out, and sign the screen.


3. Don't use a paper work order. Wirelessly send new and completed work orders back and forth wirelessly. There is no need for paper.


4. Track inventory on the mobile work order application so inventory levels are automatically deducted when parts are used.


5. Let service technicians view their schedules on the mobile device.


6. Let service technicians view the status of ordered parts on the mobile device


7. Track time on various projects using the mobile device. Compare actual time with estimated time.


8. Complete job estimates on the handheld mobile devices and wirelessly send back to the office


9. Dispatch new work orders directly to the mobile handheld device

There are many more reasons to mobilize field service operations. MobileDataforce has been helping companies mobilize their businesses since 2000 and deploying powerful work order software applications for use on mobile handheld PDAs.

Growing a Business Using Mobile Handheld PDAs

One of the major reasons small service companies call MobileDataforce is to investigate our mobile field service solutions for use on mobile handheld PDAs and smartphones and to try to understand how they can grow their business without adding additional administration resources and costs. This is the age old problem of how do you grow beyond the capabilities of the immediate owner/manager. The answer is to automate the business processes that are related to field services.

1. Use wireless dispatching of service orders


2. Synchronize completed service orders directly to the office accounting system


3. Accept digital signatures on service orders completed in the field


4. Use a mobile printer to print completed work orders


5. Use time tracking on the handheld computer to monitor the time spent on each job


6. Track inventory used on the handheld computer and have this information synchronized to the office so all parts and equipment usage is tracked


7. Include a customer survey on the handheld device and associate the survey with each work order


8. The handheld computer can remind the service technician to upsell warranties, maintenance programs and new upgraded equipment sales

Building Businesses with Mobile Handheld PDAs and Mobile Software

I have written a great deal on the value of specific mobile solutions like the following:

• Mobile Work Orders
• Mobile Inspections
• Mobile Job Estimates
• Mobile Asset Tracking
• Mobile Delivery Solutions

Today I want to focus on some key problems businesses face, and how mobile solutions can help solve these problems. When a company expands beyond the capabilities of the owner/manager, new employees or contractors must be added. This can often introduce the following kinds of problems:

• Inexperienced workers
• Unreliable workers
• Irresponsible workers
• Uncommitted workers
• Forgetful workers
• Thieves and felons on the payroll

These problems can lead to the following set of issues:

• Unhappy customers
• Cost overruns
• Incomplete and/or incorrect paperwork
• Inaccurate job estimates
• Work quality issues
• Slow work production
• Lost tools and equipment
• Management headaches

Believe it or not - many of these issues can be improved and corrected by using mobile software applications on handheld computers to help ensure the best work in the field. Mobile handheld PDAs can help the owner/manager keep better tabs on the work and equipment in the field, ensure completed and correct paperwork, monitor customer satisfaction, and get real time notification if the job is taking longer than anticipated.

For more information on mobile solutions that can help in these areas please visit our website.

Mobile Handheld PDA Applications for Inspections on Hospital Equipment

MobileDataforce is working on a mobile software application for use on handheld PDAs and barcode scanners by a biomedical equipment company that provides services to over 200 hospitals. The mobile field services application provides:

• Work Orders software
• Inspection Software
• Breakdown repairs and preventative maintenance on all biomedical equipment
• Safety and performance testing of all biomedical equipment
• Loan equipment to minimise inconvenience
• Acceptance testing of all new biomedical equipment
• Training and education on equipment operation and maintenance

Our mobile application will integrate with their pre-existing CMMS (computerized maintenance management system) to provide mobile handheld PDA applications for their service technicians.

Mobile Handheld PDA Software & HVAC Service Technicians

The poor HVAC service technician didn't see it coming. My wife tried to warn him. She said, "Don't answer any of his questions!" It was too late.

• Kevin -"What have you got there on the clipboard."


• Unsuspecting HVAC service technician -"This is a work order form."


• "How do you know where to go for your next job"


• "I call Pam at the office. Problem is my Nextel phone takes 10 minutes to connect to the office...I hate it. Sometimes I use my own personal phone to call her."


• "What does Pam do?"


• "She talks to all the service technicians and dispatches all the work. She tries to keep track of where all the service technicians are and what they should be doing, and where they should go next."


• "What happens if Pam elopes to Las Vegas with a circus clown?"


• "We would just close down the shop and lock the door. She is critical to our business...I call her 5-7 times a day to have her look up archived work orders so I know what previous work has been done on a furnace or air conditioner, and what parts were replaced."


• "How long do you spend on the phone with Pam for each of those 5-7 times a day?


• "About 10 minutes each time."


• "Do all the HVAC service technicians call her for information on archived work orders?"


• "Yup...she also dispatches all work orders to us by calling us on the phone and reading us the address of our next jobs and instructing us on what to do. We stop working or driving and write down all the information for the next job."
• "How does the work order information get entered into the accounting software?"
• "Another person enters the data into the accounting software each day."

At this point -my wife stepped in between us and pushed the HVAC service technician out the door and he escaped!!!"

OK...some math and ROI considerations:

• 7 HVAC service technicians
• 60 minutes/day/HVAC service technician on the phone with Pam looking up archived work orders
• 20 minutes/day/HVAC service technician on the phone with Pam writing down new work orders
• 10 minutes/day/HVAC service technician waiting on the Nextel phone system to work
• Pam spends 8 hours a day dispatching and talking to HVAC service technicians on the phone

If my numbers are correct that would equal 18.3 hours per day that the HVAC company is wasting on tasks that could be automated and mobilized by using a mobile handheld PDA work order software application (from MobileDataforce) synchronized with the work order management system in the office. If you multiply 18.3 by $20/hour you have $366. Now multiply $366 by 22 work days in the average month and you have $8,052. Now multiply $8,052 by 12 months and you have $96,624.

The total cost of a mobile work order management system running on ruggedized handheld computers that synchronize wirelessly with the office dispatch system would be a fraction of this expense. Plus I did not even include the cost of entering the data into the accounting system.

Business Process Optimization for Mobile Handheld PDAs

How do you improve upon a paper forms-based business process? The plumber, electrician and appliance repair person have been using a clipboard with paper work orders and service tickets forms forever. How do you improve upon this tried and true process? Let me provide some ideas for your consideration:

1. The office can wirelessly dispatch new work orders directly to a handheld device
2. Small service companies, with an owner/operator, can take calls from customers while on the road and enter new work orders on their mobile PDA phones. These work orders can be synchronized with the office and dispatched immediately to other service technicians
3. Wireless work orders can be integrated straight into office database applications and accounting systems so there is no additional paperwork to be entered
4. The wireless work orders can contain all the information on the customer, warranties, equipment type and model, history of the account, driving directions, etc. No need to call the service technician on the phone and dictate all the information.
5. Re-prioritize work orders automatically from the office to the mobile handheld device
6. Print invoices directly from the handheld using a mobile printer and give to the customer
7. Get a digital signature from the customer on the electronic work order
8. Take digital pictures of the work both before and after and integrate with the wireless work order
9. Get an automatic date and time stamp on the work order when it is opened at the customer's site
10. Track the time it took to complete the work - record for job scheduling and cost analysis
11. Wirelessly synchronize completed work orders directly to the office accounting system for instant invoicing.
12. Send parts orders directly to the office via the mobile handheld for quick processing
13. Parts and inventory can be queried from the field. Do we have the needed part in stock either in the office or another van? If it is available in another van, where is the van? Can you drive over and retrieve it?
14. If you implement a GPS system on your handheld computers, the office can see the location of all service technicians and optimize job dispatch
15. The service technician can schedule future service visits on his mobile handheld computer and synchronize back to the office
16. The service technician can estimate a new job on the handheld computer and sync this information back to the office for reference and database integration
17. The service technician can record parts, equipment and services sales on his handheld for immediate syncing with the office
18. The service technician can view past work orders on his handheld device for improved customer service

I heard a story about why Sears Service Technicians implemented a wireless work order system in their service vans. They wanted to be able to increase the sales of warranties, parts and other appliances while at the customer site. The results are said to be impressive. There is no better time to sell additional services, parts, warranties and other products than when you are with a happy customer in their home. The wireless mobile computer enabled them to fill out product and service orders at the point of work, reference online product catalogs, check shipping status and a variety of other customer friendly activities.

MobileDataforce develops wireless work order systems. If you would like to discuss your business and your requirements please contact us here or visit our website.

Concrete Sawing and Drilling and Mobile Handheld Computers

I had the opportunity to be the keynote speaker at the Concrete Sawing and Drilling Association meeting this week in Phoenix, Arizona. It was a cool 112 degrees on Wednesday when I arrived. I was able to spend a lot of time with these CSDA folks (who would go outdoors in that heat?) and learn even more about their individual businesses.

Here are some of the reasons companies in this industry are interested in mobilizing their field services:

1.Wirelessly dispatch job tickets to mobile handheld computers
2.Pre-task planning to prepare for job and have all required equipment loaded on vehicle
3.Track equipment that is needed and removed from warehouse
4.Record the person who checked out the equipment
5.Record the vehicle that equipment is assigned to
6.Document the tasks that need to be performed on the job. Were they all done?
7.How much time did each task take? Improve job estimates
8.Wirelessly synchronize data back to the office for instant invoicing
9.Was all equipment checked back into the warehouse?

These are similar requirements to many different field service industries. The business owners I spoke with were all looking to decrease loss, reduce unnecessary expenses and increase productivity and profits.

MobileDataforce has a great deal of experience helping field service companies mobilize their operations and accomplish the goals listed above.

MobileDataforce and HVAC Service Software on Handheld PDAs

MobileDataforce supports mobile software applications for many different kinds of service technicians and handheld PDAs. This time of year (summer 2007 and hot weather) has us working with many HVAC (heating, ventilation & air conditioning) companies.

A recent report from Aberdeen Group says that field service automation can lead to an 18% increase in service revenues and 9% reduction in Mean Time to Repair. The typical conversation with the owner of an HVAC company goes as follows:

"I am getting buried in paper work orders! Is there a way to have an electronic work order on a handheld PDA or Smart Phone that wirelessly synchronizes directly to my accounting software? Can work orders be dispatched from my office to a handheld computer? I would like my service technicians to enter their time, parts used, work status and get a digital signature on a handheld computer. Can that be done cost effectively for my 18 service technicians?"

My answer - "Yes sir...we deploy integrated mobile work order solutions weekly."

Click the image on the right to enlarge.

Here are some common features:

• Dispatch of service tickets/work orders


• Reassignment, Cancellation handling, Emergency calls


• Routing and event status, Maps and routing information sent with jobs


• Status of jobs


• Job data and description


• Customer data


• Technical Data


• Equipment data


• Parts and part orders


• Inventory checks


• Locating parts


• Parts orders


• Shipping status


• Invoicing


• Customer signatures


• Mobile invoice printing


• Sales and Mobile CRM


• Up selling products and service packages


• Warranties and renewals


• Job estimating


• Customer Survey


• Inspections

If you would like to discuss mobile software applications for handheld PDAs in detail please contact MobileDataforce, or click here to request a personal demonstration.

Additional articles on mobile handheld computer solutions - click here.

Additional mobile Work Order related articles

Unscientific Analysis of the Mobile Software Market for Handheld PDAs

If you are looking for a scientific study, with verifiable statistics, on the trends to be found in the enterprise mobile software application market, this is the wrong place. What I can share is the following examples from the past few days in Boise, Idaho, USA.

Last week I looked out of my office window (I do this a lot to appear contemplative), and see a mobile dent repair van in the parking lot. We have been involved with many mobile dent repair business application projects - my sales team swarmed him. Later that day the paintless dent repair technician visited our website to download information on our mobile solutions for paintless dent repair.

Yesterday, I visited Starbucks (this was not my first time), and saw a gentleman wearing a shirt that had a "Carrier" logo. Carrier is a manufacturer of Air Conditioning equipment. We have been involved with numerous mobile software application projects with HVAC (heating, ventilation and air conditioning) companies.

I said, "Howdy! I work for a company that develops software applications for handheld PDAs used in the HVAC industry." He looked at me with surprise (I get that a lot when I talk to people) and then he said, "I am looking for mobile work order software for my HVAC business right now."

Later, I was working in my tomato garden (a world class production) last week and my neighbor came over. He leaned against my fence and said the software company he works for is interested in mobilizing their work order management software application. I know just the company I told him. He is coming over to the office later this week.

Again yesterday I was returning to the office after having visited a unique, one-of-a-kind place called Starbucks, and there in the parking lot was a van with the words "Mobile Windshield Repair" on the side. I went down the hall to our sales department and pointed out the window. With an explosion of papers and headsets the room cleared. The Mobile Windshield company has many locations and vans operating across multiple states. They are interested in mobilizing their dispatch and work order processes.

My truly unscientific analysis suggests the market is very interested in mobilizing business processes today. I want to be the first to raise my hand and say - talk to us here at MobileDataforce. We have operations in North America, Europe and in Australia. We are helping companies achieve inspiring returns on their investments in mobile solutions and providing significant competitive advantages around the world.

Field Services, Work Orders and Mobile Handheld PDAs

I have written a number of articles over the past year about the value of using handheld PDAs and Smartphones for field services and work orders. Here are a few of them for your reference:

Tools, Parts & Mobile Work Order Solutions on Handheld PDAs

HVAC Maintenance and Mobile Handheld PDAs

HVAC Service Orders on Handheld PDAs

Mobilized Work Order System

Mobile Inspection Software, Service Requests & Asset Management

Toilets and Handheld PDAs

More on Mobile Workflow & Business Processes

30 Reasons to Mobilize Your Business

Business Analytics and Mobile Handheld Computers

Mobile Service Orders for Furniture Repair and Delivery

Automobile Work Order Solution for Handheld PDAs

To read more articles on mobile business solutions click here.