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The Road to Revenue:<br />

How Mobile Communication is Making<br />

Field Service Companies More Profitable


Introduction<br />

The road to profitability is paved with<br />

good, fast customer service. “Do it fast,<br />

do it on time, and do it right the first<br />

time” is the mantra of successful service<br />

companies. But if everything that field<br />

service companies do is centered around<br />

the service experience, why aren’t more<br />

of them using mobile communications to<br />

improve that experience?<br />

In the field service industry,<br />

communication is central to good service.<br />

Even the repair itself is called a service<br />

“call.” It’s the string of communication<br />

that happens after that initial customer<br />

call, however, that determines the<br />

success of the service repair. Dispatchers<br />

need to talk to field technicians, who<br />

in turn need to talk to the customer,<br />

followed by communications between the<br />

technicians and their field office, and so<br />

on throughout the day. Add a few gaps or<br />

delays into that conversation, and service<br />

companies can quickly get off schedule<br />

or, worse, fail to get the product fixed on<br />

the first visit. And fewer first-time fixes<br />

(FTFs) lead to more productivity loss at<br />

the customer site and, ultimately, more<br />

revenue loss for the field service provider.<br />

Mobile devices such as smartphones<br />

and tablets increase our potential to<br />

communicate and collaborate, but<br />

can still fall victim to the same old<br />

inefficiencies including missed calls,<br />

unchecked emails and voicemails,<br />

misplaced information and simple<br />

miscommunication. In order to<br />

be effective and efficient, mobile<br />

communication and collaboration needs<br />

to be embedded into the business<br />

process in a way that is simple, reliable<br />

and, most of all, truly mobile.<br />

If everything<br />

that field service<br />

companies do is<br />

centered around the<br />

service experience,<br />

why aren’t more of<br />

them using mobile<br />

communications<br />

to improve that<br />

experience?<br />

01<br />

The Road to Revenue:<br />

How Mobile Communication Is Making<br />

Field Service Companies More Profitable


Equip your mobile<br />

workforce for<br />

service greatness<br />

As anyone in the field service industry<br />

can tell you, excellent service is a<br />

team effort. It takes co-ordination,<br />

communication and collaboration<br />

between a team of experts to make<br />

a service call go right, from the<br />

dispatchers in the main office to<br />

the men and women in the field.<br />

It only takes one weak link in the<br />

chain—a subject-matter expert who<br />

isn’t available to verify warranty<br />

information during a service visit, for<br />

example—to significantly reduce the<br />

odds of fixing the problem on the first<br />

visit. And studies show that firsttime<br />

fixes have a direct correlation<br />

to customer satisfaction; drop below<br />

50% FTFs, and your customer<br />

satisfaction will also be below 50%.<br />

FieldAware understands the<br />

importance of a strong team effort.<br />

Our software and mobile apps help<br />

thousands of field service companies<br />

work together smarter by giving<br />

dispatchers deeper visibility into<br />

scheduling and repair status, and<br />

field technicians instant access<br />

to detailed work orders from any<br />

location. With FieldAware Messenger,<br />

we’ve added the power of Mitel<br />

Networks’ embedded voice, text<br />

and video communications to our<br />

solution, leading to even better realtime<br />

collaboration and exceptional<br />

customer service.<br />

For field service companies,<br />

FieldAware Messenger is a game<br />

changer. It brings together realtime<br />

communication and mobile<br />

information into a single solution that<br />

connects customers, office workers<br />

and field technicians into a simple,<br />

seamless conversation.<br />

FieldAware Messenger streamlines<br />

the service experience. Technicians<br />

don’t need to rely on dispatchers for<br />

product and warranty information.<br />

Everything they need to know—<br />

customer records, work order details,<br />

etc.—is a tap away on their mobile<br />

device. As a result, dispatchers can<br />

spend more time fielding customer<br />

calls and reduce their call hold queue.<br />

FieldAware Messenger ensures<br />

everyone is on the same page.<br />

Customers automatically receive an<br />

SMS when a technician is assigned<br />

to their repair and again shortly before<br />

the technician arrives. This ensures<br />

that the customer knows who is<br />

arriving and when, so they can be<br />

prepared when the technician arrives<br />

at their business. And if technicians<br />

need to reach out to a subject-matter<br />

expert during the repair, FieldAware<br />

Messenger’s presence detection<br />

makes sure they connect to an<br />

available expert in moments,<br />

not minutes.<br />

FieldAware Messenger is made<br />

for the millennial future. As more<br />

millennials enter the workforce,<br />

customer service will need to adapt<br />

to their preferences—and millennials<br />

clearly prefer mobile devices for their<br />

communications. With FieldAware<br />

Messenger, they can choose to<br />

communicate by voice, text or video,<br />

and have everything organized in one<br />

app, even as they move from one<br />

mobile device to another.<br />

Combining field awareness with<br />

mobile unified communications has<br />

a direct impact on a field service<br />

organization’s profitability. It removes<br />

delays and leads to quicker repairs,<br />

which means an increase in FTFs and<br />

faster service visits. And that, in turn,<br />

leads to more revenue, as field service<br />

companies now have a greater pool<br />

of available technicians who can be<br />

assigned to more projects per week.<br />

In some cases, our customers have<br />

seen an increase of 17% or more<br />

in schedulable hours with<br />

FieldAware Messenger.<br />

www.fieldaware.com


Anatomy of a great service call<br />

Here’s an example of how FieldAware Messenger changes the game for service<br />

industries. Let’s say a customer wants to contact AAA Repair Services…<br />

• Customer Bob Jones accesses<br />

AAA’s branded customer portal<br />

(powered by FieldAware) and<br />

submits his order details.<br />

• In seconds, the dispatcher<br />

generates a new job, sets an<br />

appointment and uses FieldAware<br />

Messenger to send Bob his<br />

appointment information.<br />

• The dispatcher then sends a<br />

service request directly to the<br />

closest available technician<br />

through their FieldAware<br />

mobile application.<br />

• When the technician is free, he<br />

accepts the request and the<br />

customer is notified via an SMS<br />

from FieldAware that a technician<br />

is on their way, along with the<br />

approximate arrival time and<br />

personal details (name, ID<br />

number, etc.).<br />

• When the technician arrives, Bob is<br />

ready and the detailed work order is<br />

available through FieldAware on the<br />

technician’s smartphone.<br />

• As the technician is working, he<br />

notices that the product ID is only<br />

partially visible. Unable to confirm<br />

the product’s warranty status, he<br />

calls a warranty expert in the home<br />

office through FieldAware<br />

Messenger, switches the call to<br />

video and shows them the partially<br />

visible ID. Together, they’re able to<br />

fill in the missing information and<br />

confirm the warranty’s validity,<br />

allowing the technician to<br />

move forward.<br />

• 20 minutes later, the job is<br />

completed and logged into<br />

FieldAware as well as AAA’s ERP<br />

and accounting systems. The<br />

technician is ready for his next<br />

assignment, with his presence<br />

status on FieldAware Messenger<br />

changed to “available.”<br />

03<br />

The Road to Revenue:<br />

How Mobile Communication Is Making<br />

Field Service Companies More Profitable


Deliver great<br />

service on the<br />

first visit<br />

In life, they say, you don’t get a<br />

second chance to make a first<br />

impression. The same could be said<br />

of service repairs. Get it right the first<br />

time, and you’ve got a customer for<br />

life. But if it takes two visits, it won’t<br />

be too long before you’re looking for<br />

new clients.<br />

Your FTF rate is the most important<br />

metric in your business, because<br />

it’s the most important metric to<br />

your customers. There are other<br />

factors that determine customer<br />

satisfaction, from courtesy to cost,<br />

but fixing the problem is far and away<br />

your customer’s chief concern. So<br />

how do service companies elevate<br />

their FTF rate? Through better<br />

communication, collaboration<br />

and information.<br />

Communication with your customer<br />

should be clear and constant. Telling<br />

a customer that a technician will<br />

arrive between 9:00 AM and 2:00<br />

PM is a lot different than telling them<br />

the technician will be there at 11:30<br />

AM. With FieldAware Messenger,<br />

service companies can automatically<br />

notify a customer by SMS when<br />

a technician has left for their job<br />

and when they’re 15 minutes away.<br />

That kind of communication sets<br />

real expectations that the customer<br />

can meet, so there’s less chance of<br />

having a technician show up when<br />

nobody’s available (an automatic<br />

FTF eliminator) or waiting while the<br />

customer prepares the job site.<br />

Collaboration should happen in<br />

real time. If technicians have to wait<br />

for answers while they’re on the job<br />

site, then customers have to wait<br />

too. And while your customers are<br />

waiting, they’re losing productivity<br />

and potential revenue as people and<br />

machinery are out of commission.<br />

FieldAware Messenger promotes<br />

real-time collaboration by embedding<br />

presence and communications<br />

into the FieldAware application.<br />

Technicians can quickly see who<br />

is available, reach out to them by<br />

voice, text or even video, and get<br />

the answers they need quickly, while<br />

they’re on the site.<br />

Information should also be readily<br />

available. Technicians have a lot on<br />

their plate and can’t be expected to<br />

memorize the details and customer<br />

information for each job. FieldAware<br />

puts that information right at their<br />

fingertips on their mobile device.<br />

If a question arises- e.g., does the<br />

manufacturer’s warranty cover a<br />

specific scenario?- FieldAware<br />

Messenger ensures the answer is<br />

never more than a call, tap or<br />

text away.<br />

With convenient communication,<br />

real-time collaboration and detailed<br />

information at a glance, technicians<br />

have a much better chance of fixing<br />

the problem quickly and correctly,<br />

the first time. With FieldAware<br />

Messenger, you’re not just raising<br />

the level of the conversation within<br />

your company and between your<br />

customers, you’re raising customers’<br />

perception of your business:<br />

• When you arrive at a fixed time,<br />

on time, they see that you respect<br />

their time;<br />

• When you support your technicians<br />

with live subject-matter experts,<br />

they see your entire organization<br />

supporting them;<br />

• When you have all of the job<br />

details and customer right in your<br />

hands, they feel like they’ve put<br />

their repair in their right hands too.<br />

www.fieldaware.com


And never forget<br />

that safety<br />

comes first<br />

Commercial service repair can be a<br />

risky business, particularly when you’re<br />

working with complex equipment in<br />

the field. Your business and your field<br />

technicians are keenly aware of these<br />

dangers, and take extra precautions to<br />

stay safe. Yet not every occupational<br />

risk has a danger sign printed on it.<br />

Texting while driving, for example,<br />

is a safety risk. Admitting people<br />

into your building without the proper<br />

identification is another. Safety isn’t<br />

something that starts when the repair<br />

begins. It should be built into your<br />

business process, from the moment a<br />

service call is received.<br />

Our customers have told us that<br />

safety comes first for their employees<br />

and their customers, and we got the<br />

message. That’s why FieldAware<br />

Messenger supports a safer work<br />

environment through unique features<br />

that you won’t find with other field<br />

service solutions, such as:<br />

as well. It’s a dangerous<br />

combination that can lead to more<br />

road accidents. One of our primary<br />

goals in creating FieldAware<br />

Messenger was to reduce the<br />

amount of time that technicians<br />

spent texting or talking and driving.<br />

With automated alerts, technicians<br />

no longer need to contact their<br />

customers or dispatchers while<br />

they’re on the road because<br />

FieldAware handles the<br />

communicationsfor them.<br />

• Human Error Reduction - Writing<br />

job information down in a hurry or<br />

recalling it from a conversation can<br />

lead to human error in a repair.<br />

FieldAware provides instant access<br />

to detailed work orders and<br />

customer records from any mobile<br />

device, so technicians always have<br />

the right information on hand.<br />

• Mobile Identity Protection – With<br />

FieldAware Messenger, technicians<br />

don’t need to communicate directly<br />

with customers from their mobile<br />

devices. This means that their<br />

personal phone number remains<br />

protected, which provides an extra<br />

layer of security between your<br />

employees’ personal identity and<br />

their professional relationships.<br />

• In-Field Tracking – Tracking<br />

technicians in the field is critical not<br />

only for scheduling purposes but also<br />

for safety. FieldAware Messenger<br />

alerts dispatchers when technicians<br />

arrive at or leave a site, so dispatchers<br />

can be proactive if a longer-than-usual<br />

delay occurs.<br />

Of course, there’s risk in every<br />

business. Using hands-free, automated<br />

communications and mobile access to<br />

the right information can significantly<br />

reduce that risk. With FieldAware<br />

Messenger, you’re not only ensuring<br />

the safety of your customers and<br />

employees, but you’re also saving time.<br />

Our customers have reported time<br />

savings of 80 hours per week or more,<br />

simply by reducing the amount of time<br />

that dispatchers and technicians spend<br />

together on the phone reviewing work<br />

orders and delivering status updates.<br />

And improving your productivity is<br />

one of the best things you can do to<br />

protect your business’ financial future.<br />

• Technician ID - Once a field<br />

technician is assigned to a repair,<br />

FieldAware Messenger automatically<br />

sends the customer an SMS or email<br />

with key information including the<br />

technician’s name and estimated<br />

time of arrival. That way, customers<br />

can give the technician the<br />

necessary clearance to enter the job<br />

site when they arrive.<br />

• Automated Alerts – Field<br />

technicians spend a lot of their day<br />

on the road and, often, on the phone<br />

l<br />

05<br />

The Road to Revenue:<br />

How Mobile Communication Is Making<br />

Field Service Companies More Profitable


Provide service excellence<br />

with FieldAware Messenger<br />

The service experience is the very essence of your business.<br />

Get it right, and you’ll get more business. With FieldAware<br />

Messenger, you can elevate your service experience, get more<br />

business and get more done with the people and resources you<br />

have today. Your business will benefit from:<br />

• Better communication and<br />

clearer expectations between<br />

you and your customers<br />

• Shorter service visits and<br />

more first-time fixes<br />

• Improved real-time collaboration<br />

between SMEs and<br />

field technicians<br />

• Clear visibility into when jobs<br />

are complete and technicians<br />

are available<br />

• Increased security on the<br />

road and on the job<br />

To learn more about our solutions<br />

or to schedule a demo:<br />

Call us on 800-935-0736<br />

Email us at sales@fieldaware.com<br />

Visit www.fieldaware.com/messenger<br />

www.fieldaware.com


About<br />

FieldAware<br />

FieldAware are re-shaping the field service industry.<br />

Our made-for mobile, cloud-based software was<br />

designed from the ground up to provide ease of use<br />

with incredible flexibility. This combination enables<br />

field service organizations to enable their field<br />

teams and deliver customer service excellence. Our<br />

software was architected as a mobile platform, with<br />

no incumbent legacy technologies.<br />

To learn more about our solutions<br />

or to schedule a demo:<br />

Call us on 800-935-0736<br />

Email us at sales@fieldaware.com<br />

Visit www.fieldaware.com/messenger<br />

Based on our founders’ intimate knowledge of the<br />

unique needs of engineers and technicians in the field<br />

– and the operational personnel and management<br />

that support them – FieldAware is focused on<br />

providing field service organizations, both large and<br />

small, with:<br />

• Intelligence about your Customers: So<br />

you can increase revenue, expand into new<br />

markets, differentiate your services and create<br />

customer advocates.<br />

• Intelligence about your Business: That enables<br />

you to increase the productivity of your staff, use<br />

company resources more efficiently, simplify your<br />

business processes and “right size” your parts and<br />

repair inventory.<br />

We combine our software with the industry’s best<br />

implementation, on-boarding and support services<br />

enabling companies to take full and rapid advantage<br />

of today’s mobile environment.

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