Welcome to Documill – Ana Rosa
Today we welcome the second fresh marketing specialist of the year: Ana Rosa. She has already kickstarted productivity by writing articles and creating new visuals.
Read morePrakhar Sharma · January 20, 2023 · 8 mins
There is no denying the fact that documents are the lifeline for every business in the world, as all fundamental functions like communication, analysis, transactions, etc. are heavily dependent on documents. Therefore, in this series – Know your docs- we will explore crucial documents in the business world.
In this second article let’s deep dive and explore field service reports, most commonly used in industries such as telecommunications, Heating, Ventilation and Air Conditioning (HVAC), construction, engineering, property maintenance, landscaping and transportation.
In simple terms, a field service report is a document that field technicians use to provide a summary and results of their service tasks after completing them (inspection, maintenance, site visit, etc.) to their respective service managers as well as dispatchers.
It is the responsibility of the service managers to monitor things like the work progress, and efficiency of the assigned technician on the site and manage the resources required to complete a job. Therefore, a field service report document provides an essential holistic view of what’s happening on the field to the service managers.
As for the dispatcher, whose job is to respond to customer work orders, the field service reports provide them with a log of who did what. These logs make their job easier in deciding who is the right person for the job based on availability and proximity to the site, especially in cases where regular maintenance is required.
These reports are usually stored in appropriate systems such as the Salesforce Field Service Management system so that if needed, a field service report can be used for billing purposes, to track the time and materials used for each job, and to document any warranties or guarantees associated with the work that was performed.
It is important to note that, as the reports often contain customer details, customer approval might be required before the field effort that was carried out is invoiced.
Field service reports are typically needed whenever a technician or engineer performs work in the field. They can be used to document routine maintenance work, emergency repairs, or new installations.
As mentioned above, field service reports are typically used to:
Furthermore, these reports help the management identify trends and patterns in equipment or system performance, which can then be used to improve maintenance schedules, prevent future problems, or even reduce costs.
The process of writing a field service report usually goes as follows:
Drafting a field service report is not a complicated process at all. A field service report does not follow any strict format as quite often different service managers have different standards for it, depending on the client. Nevertheless, what matters is that all the key details of the field service projects are documented accordingly. The best way to make sure no essential details are missed from a report is by including the following four elements while drafting a field service report:
Field service is when a company provides its services beyond its own brick-and-mortar office/site by completing projects in the client’s preferred location.
For a comprehensive view of their workforce management, companies that provide on-site service (construction, Heating, Ventilation, and Air Conditioning (HVAC), property maintenance, telecommunications, healthcare and engineering industries) often use field service management (FSM) systems. One such FSM software is the Salesforce Field Service, an extension of the Salesforce Service Cloud of the world’s #1 CRM platform. It empowers its users by connecting their frontline workforce and back-end operations which has proven to increase overall productivity and deliver on customer expectations.
In addition to storing data and ensuring compliance, the Salesforce Field Service helps businesses increase profitability and employee productivity by using automation and AI to provide more efficient and timely service. Moreover, it strengthens teamwork, too, by allowing data to be shared between the back-end operators (dispatchers, service managers, service agents) and on-field engineers.
Field service reporting has a key role in a company’s FSM system. Here are a few advantages of using field service reports:
Now that everything’s out of the box about field service reports, the next step is to create one for your business. Take a quick look (or watch the video ) and see for yourself how easy it is to draft a field service report using the Documill Dynamo document automation tool!
At Documill, we understand the challenges of drafting vital business documents very well. That is the reason Documill Dynamo comes equipped with features like fully customizable templates, fully compliant electronic signatures, document workflows, etc.
Get in touch and see how you can save time while reducing costs while generating documents inside Salesforce with our help!
Written by
Prakhar is a Marketing Specialist at Documill. After graduating with a bachelor's degree that specializes in marketing, Prakhar now creates content marketing material for Documill. He currently focuses on B2B marketing opportunities for tech companies in the SaaS industry.
Today we welcome the second fresh marketing specialist of the year: Ana Rosa. She has already kickstarted productivity by writing articles and creating new visuals.
Read moreHow do the prospects look for auto the lucrative vehicle aftersales market? We see radical changes ahead, driven by new technologies and buyer requirements.
Read moreWhile Vlada is a talented pianist, she has recently spent most of her time on another keyboard, creating marketing content for Documill. Welcome!
Read more