Field Techs Use Automation to Become More Efficient
Are field service teams overdue for workflow improvements? Plenty of executives think so. In a recent Forbes Insights and Microsoft survey, more than 80 percent of executives say “empowering first-line workers with the tools and platforms they need has a direct impact on customer satisfaction, growth and worker job satisfaction.” And there’s good news in this regard: technologies like field services management applications, automation and embedded communications have the potential to transform both the workflow and the customer experience.
How? To start, let’s look at how service calls have traditionally worked. They start when a customer calls a support line and talks to an agent, who captures the details of the service request by typing it into both the CRM and the field service management application. Next, the dispatcher reviews the order and schedules a technician for the next day.
Let’s say the technician is unable to resolve the issue on their own at the customer site. They pl..