Field Service Guide for Mobile Forms and IOS

Executive Summary

For service-oriented businesses, field staff are playing more important and multifaceted roles than ever before. A more agile, efficient, and connected field team can be a major asset, helping to reduce operational costs, bolster revenue streams, and provide reliable business intelligence. Those individuals also own the only in-person interactions many customers ever have with a brand, making them valuable sales and customer relationship management assets.

In order to form such high-functioning field teams, business must aggressively cultivate data on projects and staff. That data contributes to a wide variety of core business goals, from operational efficiency to cost savings. However, many organizations struggle to gather actionable data from their field teams, due in large part to analog reporting processes and disparate systems.

This whitepaper will discuss how service-based organizations can more efficiently collect and compile data, and what business benefits that data can unlock. Those benefits include: better project management, pairing the right staff with the right jobs while avoiding unnecessary overtime; smoother and more accurate reporting and costing processes; and the discovery of new on-the-job sales and relationship management opportunities.