In the field services world, things move quickly and communication between office teams and technicians are crucial to maintain accuracy, efficiency, and exceptional service. Using Dispatching and Teamwork are a great way to ensure communication flows effortlessly and give your technicians the support they need to perform at their best.
Here's how you can start streamlining collaboration and enhance communication across your teams:
Dispatch Forms
Dispatching allows you to send real-time forms to technicians in the field. Technicians can be sent out for services by office teams and ensure they have the latest information on their mobile devices. By eliminating paper-based forms, technicians can access their tasks instantaneously and ensure data accuracy. This also allows office teams to pre-populate Notes, Priority, Due Date and Location for your technicians to prioritize accordingly.
Please note that there are multiple ways you can dispatch a form:
Resources:
Teamwork for Real-Time Collaboration
Teamwork allows your organization create a dynamic and collaborative environment. Team members can seamlessly transfer incomplete forms between each other, ensuring that all individuals involved are on the same page. Whether a form needs to be sent to a technician, a supervisor or between technicians if expertise is required, or if incomplete forms need to be claimed by any team member, Teamwork provides clear communication and updates on jobs.
For example, if your service work requires multiple team members to perform at different steps in the process, technicians can utilize Teamwork by sending incomplete forms to a technician with a specific expertise or leave the form unassigned for other technicians to complete.
Resources:
If you have any questions or need help, please feel free to reach out to your dedicated Customer Success Manager and Account Manager.
#TechTalkSuccess #BestPractice
------------------------------
Jessica Chang
Customer Success Manager
TrueContext
------------------------------