selecting all assets in the app

When filling out a form in the app, it’s sometimes needed to select all assets that belong to a parent asset. Or even all of the customer’s assets.

Example one:
You are asked to inspect every fire extinguisher belonging to XYZ Ltd. So you create a job in your FieldMotion fire risk assessment software, assign it to the customer, and set the form (maybe a PAS-79) so it selects its assets only from that customer’s. Thanks to a handy little trick we have, you can do a two-click “insert all assets” which will select all of the customer’s assets and put them in different columns of your form’s table, saving you time and making sure you have details on all of them.

Example two:
You’re asked to go out to a customer and check one of their boilers. You’ve worked with this boiler before and have a list of all the parts in it recorded as assets owned by the boiler (which is also an asset). So you create a job in your FieldMotion boiler service software, assign it to the customer, and select the boiler from a field in the form. Later on in the form, there is a table of the sub-parts that need to be inspected. You have set that to pick from the asset selected earlier in the form. You “insert all assets”, which inserts all assets that are recorded as being in that selected asset.

In both cases, the field service system has already saved you maybe half an hour.

The second example is possible as of today, as we just added that method of sourcing assets.

If either of these scenarios fits your business and you want to see how else our workflow software can save you time, ask for a demo and we’ll show you what is field management all about.

if you used FieldMotion, you would already be setting up the barbecue

It’s already well-known that field service management software cuts down on the time you waste filling in reports, so let’s just get past that.

image: barbecue image by Kornekar

Wouldn’t you prefer to be outside working on your sunburn or showing the neighbours how well you can burn your kebabs?

If you want to take advantage of the time-saving that you get from using workflow management software that automates all of your paperwork and builds your reports for you so you don’t need to do it yourself, ask us for a demo. We promise to not disturb you during your barbecue. After all, we’re too busy working on our own annual lawn-mowing and gardening to care! But, we’ll get back to you as soon as the rain comes back (you know; tomorrow).

I was going to write a load of industry-specific stuff, like how we’re saving time for fire and safety inspection officers by automating their PAS 79 records, or how our pest control software’s recurring jobs make the business a pleasure to do, but you know what – I’m off out into the sun to enjoy myself.

PAS 79

We’ve recently been working with fire safety inspectors to help reduce their workload.

One of the early adopters of our field service management software was HSP (Health and Safety Professionals), of Belfast, who were kind enough to work with us (the best uk field service software on the market)the to help them reduce their amount of time they were spending writing up their reports.

When a fire and safety inspector does the job, the copious notes taken turn into an even longer form, which can look different depending on what was discovered at the scene. For example, if the premises does not use gas canisters in their work, then there is no need to include gas safety checks in the end report.

One very common standard form in this industry is the PAS 79, created by the UK’s national standards group, BSI.

When the engineers at HSP were finished taking their notes, they would go back to the office or home, where they would spend the next few hours converting their notes into a report. We were told that very frequently, this would involve typing and editing well into the evenings!

After working with HSP, we developed a form which the inspectors can fill out on-site in their field service software. As soon as they are done (within seconds of them marking complete), the service management software prepares the end report, which is ready for printing or sending to the client within seconds. No more late evenings slaving away!

If you feel like your fire and safety inspection work is sapping time from your life that you would prefer to spend elsewhere, then please contact us to ask for a demo of our field service engineer software.

field service software for fire and security

Fire and security inspections are hard work. Everyone we’ve dealt with had the same problem – they would do the inspection, which might take only a few hours, but then the tedious work happens – hours and hours of documentation. Of all the field service management industries we’ve addressed, fire and security inspections appear to have the longest reports.

One of our clients told us that he would regularly be up almost to midnight writing documentation for an inspection he finished around noon.

We worked closely with that client to determine exactly how his reports are put together, and worked up a field service management system solution for him. He now finishes his inspection the same as usual, and by the time he gets back to the office, the report is already generated and ready for him to adjust if needed (for personal touches) and send off to the customer.

Inspections generally involve photographs, lots of report sections depending on what’s found at the inspected area, and finally the customer’s signatures.

If the inspector were to fill out a form that had every possible question on it, then the form would be even worse than just writing it by hand. Instead, we use skip logic so that if a question needs further information (for example, if compressed gas cylinders are on-site, there would be a section questioning how they are stored), we show that section, but if there is no need for the questions, they simply don’t appear.

This way, the inspector fills out a form which contains exactly the questions needed answering, saving time.

After completion of the form, we can set up automated workflow management triggers based on the answers. For example, if the answers suggested that safety was inadequate, then a further inspection may be needed in a few weeks to determine if any progress has been made to address the problems identified.