CHECKLISTS INCREASE EFFICIENCY AND PRODUCTIVITY
Evidence shows checklists increase the efficiency and productivity of field service technicians and maintenance staff. By designing and deploying digital checklists, technicians can save time by having quick access to all necessary information.By eliminating unnecessary steps and redundant processes, the workflow is optimised. With the help of checklists, you ensure that sub-steps are completed in the most efficient order. Last but not least, with digital capture, downstream processes can be accelerated and data can be exchanged more easily (photos, sign-on glass etc, geocoded location history).
WHEN TO INTRODUCE DIGITAL CHECKLISTS
Often the introduction of digital checklists is a part of the implementation of a new field service management software. When choosing a provider, make sure that the solution offers user-friendly options for working with checklists and fits with your unique architecture (devices/CRM/ERP/Housing Management System). After testing with a small subset of users, it is important to consider what a successful training of field operatives looks like. All users must be engaged with the benefits and correct use of checklists
to ensure that they use them effectively, and have the opportunity to report issues as early as possible.
THE ROAD TO DIGITAL CHECKLISTS: ALL-IN-ONE APP
Modern apps designed for technical field service and field maintenance operatives should offer an easy extension for digital checklists. An FSM developer/provider should offer customisable forms to match your field workflows
. The coordination between head office and field service will be better organised via an app, so long as the mobile application is connected with appropriate read/write functions.Apps also offer many other possibilities that make life easier in field service and technical maintenance: mobile reports, access to service history, digital customer signature, continuous updating of appointment and route/tour planning and more.
Case study: Your Housing Group's 25-32% increase in job completion
CONCLUDING THIS INTRODUCTION
Digital checklists offer a simple and effective way to comply with occupational health and safety regulations in technical field service and maintenance. They support processes and help to avoid mistakes. They allow for easy service documentation and integration into your processes.
The easy integration into other systems and the possibility of collaboration between schedulers/dispatch, accounting, and compliance teams with field operatives significantly improves communication and the collection of data and information. Paper checklists should therefore become a thing of the past.