Smarter Week

How to automate it

How to automate “call the office for job details, addresses or history”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

15 min
typically, every day
50%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Look up job details, history and equipment in the app instead of calling the office

Field apps show the customer's past visits, equipment, notes, gate codes and photos. When the office records them there, techs stop phoning and dispatchers stop being interrupted.

Typically saves about 45% of the time1 h to set up
  1. 1Agree that every job note, gate code and equipment detail goes into the job record, not a text or a sticky note.
  2. 2Show techs where to find customer history and past photos on the mobile app.
  3. 3Add model and serial numbers to the equipment list on each visit.
  4. 4Dispatchers reply to repeat questions with "it is in the app" and add it if it was missing.

Tools: ServiceTitan, Jobber, Housecall Pro, FieldEdge, Workiz or simPRO

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Field service technician

HourLeak · the 8-minute work audit

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Other common tasks for Field service technicians