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10 04, 2013

Where are my Field Technicians?

By | 2017-08-11T16:14:00+00:00 April 10th, 2013|Android, getting started, iPhone, Mobile|0 Comments

Quick response to service and repair calls is critical for customer satisfaction.  Using Intuit Field Service Management you have the ability to see where your techs are and use that information to dispatch work orders in real-time to the “best” technician.  Depending on the scenario, “best” may be determined simply as the closest technician to the customer address.  As well, “FSM” lets you view only those techs with the necessary skills, and to see which techs are already busy and which are available for a service/repair/installation call. GPS

Inside your Field Service Management there are two different ways for the office to know where the technicians are located.  In both scenarios, the technician is a “login user” with the Field Service Management mobile app installed on a supported smart phone or tablet device.

  1. Action based GPS location of field tech – When a tech makes changes to a Work Order their location is displayed on both the Dispatch Board as well as the map tab of our Smart Scheduling Screen.  This is the most common usage scenario and shows you where your techs were when Actions occur on a Work Order (pick up, en-route, start, complete, pause, on hold).  In premise, the GPS dots should be on top of the customer address on the map (if not, the tech was somewhere other than the customer site when the action occurred).
  2. Time based GPS tracking – The FSM mobile app tracks techs throughout the day based on an interval you define back in headquarters (#3, below).
    1. On Android smart phones and tablets this will always work whether the app is up, device is locked, etc.
    2. On Apple devices, there are Settings on the mobile device itself that control how the GPS is updated.  Settings Help for Apple Devices
    3. To change the setting on how often the FSM software will reach out to the mobile device to determine its location:
      1. Settings / Mobile Settings / Device Settings
      2. GPS Settings  = The time set here is how often the phone will attempt to report its location to FSM

The screenshot below shows a “time based GPS with 5 minute intervals” on a Blackberry 8830 (click to see larger view of image) that is available when clicking on the People tab.

breadcrumb trail gps blackberry 8830_revised

4 01, 2013

Popular devices for field service technicians

By | 2017-08-11T16:14:00+00:00 January 4th, 2013|Android, iPhone, Mobile|0 Comments

Which mobile device platforms are the most popular for service technicians?  Corrigo’s research shows service technicians using the Intuit Field Service Management app on their mobile device prefer Apple devices to Android devices, roughly two to one.  The following data is for the period Dec. 27, 2012 – Jan. 3, 2013.

Apple = 58% of mobile technicians;
Android  = 30%;
Blackberry = 11%;
Windows Mobile =  1%

devices

Among those using Apple devices, the iPhone 4 and iPhone 4S account for over half the Apple devices.

We saw a great variety of Android devices: 170 different devices!  The most popular device is the rugged CASIO C771, which accounted for 10% of all devices.  The four most popular Android devices are:

  • C771, CASIO, 10%
  • DROID RAZR, 7%
  • Motorola Xoom, 4.5%
  • Samsung SCH-I800 4.5%

Notes regarding this data:  The data only counts those techs who logged into the Field Service Management app during the date range and does not include techs who were already logged into the app and remained logged in during the entire period.

Learn more about Intuit Field Service Management at
http://enterprisesuite.intuit.com/products/field-service-management/

26 01, 2012

iPhone: Making Invoicing Easier

By | 2017-08-11T16:14:00+00:00 January 26th, 2012|Android, iPhone, Mobile|0 Comments

This afternoon we released a minor revision to the iOS app for Field Service Management.  You can get the new version by updating your iPhone, iPad, or iPod touch.  If you are not using the app yet, you can download it for free from the iTunes App Store.

This update has bug several bug fixes, but the important addition is a change that makes adding items to invoices easier.  Now when you search for an item (or item group) the results will contain both the item name and the item description.  This is great for folks who have complicated item names, and for companies bringing on new techs who might not be familiar with your naming conventions yet.  Here is an example:

iPhone item list screen shot

Item Search Results

As you can see, we have left the familiar name content there so that your existing users won’t have to learn anything new. The smaller text is the newly added item description.

We hope this simple change helps save you all a little time out in the field.