Field service workflows can get very complex. Every business has its own challenges, own process and own tools that dictate how they do things. Many field service platforms either provide a point solution to a specific need such as time clocking or advocate an inflexible workflow that businesses have to adapt to by changing the way they do things. Neither of these approaches will work in the real world.
Developing a custom workflow for a business has to ensure minimal IT overhead for the customer. This can only be achieved by a low-code platform such as allGeo which can onboard and setup most field operations workflows within 24-48 hours. This on top of limited training overhead for the employees and operations managers gives allGeo a distinct advantage.
To provide a specific example of a real world workflow, here is allGeo’s time and attendance workflow and a Salesforce workflow that helps setup employee schedules & job sites; track & monitor field employees’ attendance in real time; and generate editable payroll reports that the authorized supervisor / HR manager can audit and fix before submitting to payroll. The workflow also sets up exception monitoring by comparing live events against the pre set daily schedule. As a final step, custom reports can be generated for client billing based on site attendance, compliance requirements and KPI measurements.
Here are some additional examples of business specific workflows with exception monitoring:
- Employees can only check-in if they within 100 yards of the job site
- Drivers cannot start their trips unless they have been offline for at least 8 hours (DoT requirement)
- Employees need to be reminded to take periodic breaks and lunch breaks based on State regulations
- Employees need to be automatically clocked out after stipulated hours so as to avoid overtime costs
allGeo’s “one platform, many workflows” flexibility is critical for seamless deployment of field service management technology for businesses. The ability to rapidly customize workflows and reports and have the information seamlessly flow in/out of a company’s CRM and payroll system can help businesses improve their operational efficiency and field performance by 2x. Contact us to see a live demo.
Abaqus, based in Silicon Valley, CA, is a leading provider of cloud-hosted, low-code / low-IT field service automation platform that helps midsize and Enterprise businesses achieve field service excellence. The allGeo platform helps businesses customize and automate their field service workflows to better manage and optimize their operations, field employees & assets. With allGeo, Field service businesses can significantly reduce payroll and operations costs while improving productivity and accountability. The allGeo platform hosts a suite of turnkey apps that can be rapidly deployed in a wide range of industries e.g. Scheduling, Time Clock, Tracking & Monitoring, Mileage, Dispatch, Electronic Visit Verification, Lone Worker Safety, and Field Inspection using QR / mobile forms. Visit www.allgeo.com for more information.