Managing Field Technicians: How Technology Lowers Risk
As a service business owner, you often have no idea what your field technicians are doing out in the field. Driving company cars, handling expensive equipment, and serving customers, your field technicians are out of sight but definitely not out of mind. Since you can’t follow them to every job, how do you set your teams up be held accountable and ultimately succeed? The answer is processes and controls.
Training, rulebooks, and disciplinary codes can only do so much. Field technicians need to follow a specified process for their workday that is documented, audited, and controlled. But what kind of processes should they follow and how do we know they were followed? Modern software solutions.
Checkpoints and Check-Ins
To create your field technician’s workday process, you should begin by defining checkpoints along their journey that ensure they don’t deviate from the process. Start of the workday, en route to jobs, arrival at jobs, completion of jobs, and end of workday are good starting points, but you should adapt them as they apply to your workflow. But how should the field technicians perform these checkpoints without slowing down their day?
Modern workforce management software such as FieldPulse allows field technicians to easily and quickly log comments or status updates with a few clicks. While status updates for jobs indicate specific status changes, they can also geo-tag the user’s location from their mobile phone to show you where they were at the time of the status change. Were they at the job on time? Did they leave the jobsite when indicated? The geo-tagged locations with timestamps that display their location on a map can help answer those questions and hold your field technicians accountable.
Fleet Management and Tracking
Modern fleet tracking software allows you to effectively monitor the driving habits and locations of your trucks and vans in real time. With almost ‘plug and play’ technology, you can get simple solutions that plug into the console of the vehicle to provide information while also relaying GPS coordinates.
Are your technicians speeding? Are they wasting gas idling? Are they taking company vehicles outside of work? The data collected with fleet tracking tools can provide you with a lot of insights beyond simple GPS coordinates. It can provide information regarding distance traveled, average speed, peak speed, gas consumption, and more. Monitoring all of this data helps ensure your field techs are following your guidelines and policies to lower your liability and increase your profits.