Job Management Software: 3 Best Practices When Finishing a Field Job

What a fee­ling! Your team has success­ful­ly finis­hed a field job, and eve­ryt­hing seems to be in order. Howe­ver, just because the actual ins­tal­la­tion is done, doesn’t mean that the job is completed.

Emvi­sa­ge Field Workflow Softwa­re is the ideal sys­tem to help your tech­nicians and back-office team pro­vi­de a well-roun­ded expe­rience to your customers.

In this article we’ve gat­he­red 3 best prac­tices when finis­hing a field job:

1. Taking pho­tos befo­re & after the job
2. Pro­vi­de your back office team with key insights
3. Make it easy for main­te­nance & follow-ups

Taking photos of the job site

In our pre­vious article (Kee­ping your field ser­vice team safe: 4 best prac­tices), we emp­ha­si­sed on the impor­tance of taking pho­tos befo­re your tech­nicians start the work. This is a good prac­tice to ensu­re your busi­ness against financial lia­bi­li­ty and a loss in reputation.

Likewi­se, after the work on site has been comple­ted, it’s essen­tial that your tech­nicians also take ‘after’ pho­tos that show the comple­ted work, along with any changes/deteriorations of e.g. pre­vious­ly out­li­ned pro­per­ty damages.

Tipp: All pho­tos that are uploa­ded into Emvi­sa­ge Job Mana­ge­ment Softwa­re are auto­ma­tical­ly tag­ged with the uploa­ders names and times­tam­ped. This makes it real­ly easy to ret­race and con­tact the tech­nicians that were at work.

For some regu­la­to­ry compliance docu­men­ta­tion, you might actual­ly need pho­to­grap­hic proof or a job comple­ted. We’ve deve­lo­ped templa­ting pro­grams that fill out regu­la­to­ry compliance word/pdf docu­ments with mini­mal input from your tech­nicians. Simply, it takes a customer’s details, along with the site details, com­pi­les all of it and fills in regu­la­to­ry compliance forms for each pro­ject site. This not only remo­ves the risk of human error, but this prac­tical auto­ma­tion fea­tu­re also frees up time for your admin staff.

Provide your back office team with key insights

After taking pho­tos and log­ging any poten­tial issues, your tech­nicians should call in with back-office staff to run through the pro­ject and brief them about any complications. 

Your tech­nicians can use Emvi­sa­ge to let your cus­to­mers read through the terms of the cont­ract and ack­now­led­ge the work done by sig­ning off onli­ne. The­se sig­na­tu­res are named and times­tam­ped and replaces the need to lug around the paperwork. 

Make it easy for maintenance & follow-ups

After a pro­ject has been comple­ted, the­re might be a need to con­duct main­te­nance periodically. 

With Emvi­sa­ge, you’ll never lose infor­ma­tion and the his­to­ry of pre­vious work on pro­jects. When you sto­re all your data onli­ne, the­re’s no need for phy­sical sto­ra­ge and orga­niza­tion of paperwork. This will save your enti­re team sig­ni­ficant time in the futu­re, thus impro­ving your busi­ness’ efficiency.

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You star­ted your busi­ness, because you were pas­sio­na­te about your work. You wan­ted to crea­te somet­hing on your own and deli­ver value to people that need your ser­vices. You defi­ni­te­ly didn’t want to be stuck in an office, and drow­ning in paperwork due to hea­vy regu­la­tions regar­ding audit trials. You shouldn’t be! 

If you want to set your field busi­ness up for growth, there’s only one solu­tion to it: Emiv­sa­ge Field Workflow Softwa­re - Request your per­so­na­li­sed demo now!