- Modernize the audit survey process
- Transform the way data flows between the field and office
- 1 hour saved per inspector per day
- Improved tracking of complete and incomplete work
- Improved customer satisfaction now that they quickly receive reports
The engineers at Faith Technologies are required to perform regular audit surveys of electrical equipment to ensure that the installations continue to perform efficiently and safely for years to come. In the past, this audit process was handled manually. Typically, an engineer used a clipboard and pen to fill out paper forms - capturing everything from client address and contact details to equipment type, model and serial numbers, and parts that needed service or replacement.
After completing the survey, the inspector would hand a paper copy to the client, and fax or mail the original form to the office, where it would be reviewed, processed, and stored in a file cabinet, never to be looked at again.
"There was no easy way to update the old forms with new fields, or quickly review previously filed audit reports. More importantly, there was no way to include photos from the sites which serve as Faith Technologies' main reference point for formal reports and records," continues Greg Parenteau, Electrical Engineer in Faith Technology's Mission Critical Team.
In an effort to modernize the audit survey process, and transform the way the company manages the flow of information between the field and the office, Faith Technologies deployed the ProntoForms mobile workflow solution running on iPads.
"The new process makes it easy to fill out the survey forms on site, and, back in the office, quickly locate information buried in previous reports - a huge improvement over the dusty old file cabinet. Faith Technologies also appreciates the skip logic feature that automatically skips questions and sections that aren't relevant for a particular form - a great time-saver that makes for a seamless user experience."
The mobile solution allows the inspection teams to incorporate up-to-date data stored in their own CRM system into the mobile forms. When visiting a site, the inspector simply selects the site from a drop-down menu and all the linked fields are auto-populated - address, phone, company contact, emails, etc.
During the audit surveys, the inspectors often take photos of the equipment using a mobile device, and sketch directly on top of the image with their fingers to highlight areas of concern or identify components that need to be replaced.
When building their forms, Faith Technologies uses structured sections - a feature that organizes the information in a structured way that makes it much easier to integrate collected data with back-office systems and visualize business trends using analytics engines.
Structured sections also allow a whole series of questions to be quickly inserted as a block, making it possible to bypass the sometimes time-consuming process of adding questions to a form one by one. For example, a company that performs safety inspections in a series of similar buildings doesn't have to build the full form by entering all the questions individually. Each building can be treated as a section and copied all at once.
When these forms are viewed in the mobile app, the structured sections are displayed using intuitive show/hide toggle switches that show either just the header of a section or all the questions listed. This makes it easy to quickly navigate all the sections of a long and complex form. By hiding all sections except the one being worked on, the user experiences the best of both worlds at-a-glance overview of the hidden sections headers and all the individual questions in the open section.
"The old paper-based process was slow and cumbersome, and we knew we needed a change," says Greg Parenteau.
Parenteau estimates that replacing paper forms with a mobile solution is saving Faith Technologies about one hour per inspector per day. With hundreds of audits done annually, the savings in time spent completing the audits in the field alone add up quickly.
"ProntoForms has helped Faith Technologies transform its field service operations," concludes Greg Parenteau.
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Past & upcoming events
On September 1st, 2021, we will be holding our annual user conference: EMPOWER'21. From executive and field technician panels to technical demos, sustainability talks, and interactive round tables, there's a lot to look forward to. But have no fear, ProntoForms is here! Join Danika Weiss, the EMPOWER Event Manager, and Mark Scott, VP of Marketing, as they give you the insider EMPOWER'21 secrets to help you empower your conference experience.
WATCH SNEAK PEEK
Exploring New & Expanded Revenue Opportunities for Future Growth Abstract Blurb: The pandemic taught field service professionals a lot about their field force's resilience, speed and agility. Find out how service leaders pivoted their business models to capture revenue through new/different business sectors, and improved processes for onboarding and training technicians in these new sectors to maximize this revenue.
Field technicians are the customers' face of the company and techs' job processes—for good or bad—influence their happiness and job satisfaction. But what happens when many technicians are debating their future in field service? Join a stacked field panel that brings together executives and technicians from Schneider Electric, Trane Technologies, and Cummins to talk shop on improving satisfaction across the board.
At Phillips Healthcare, low-code apps are part of their solution for ensuring technicians automatically complete work in-compliance and that potential audits are painless. Join us as we dive deep into exactly how Philips uses ProntoForms to service some of the most stringently regulated assets on the planet.
SUEZ, a global water expert in the water and waste sectors, was looking to improve operational efficiency and put the right tools in technicians' hands. Watch this webinar for a deep dive into how digital transformation in asset management is possible with custom field apps and agile technology.WATCH SESSION
Gain valuable insights from a squad with numerous years of field service experience working at Fortune 500 companies. Pat Foley, ProntoForms' Client Director will be joined by Dominique Vaes, Founder and Senior Partner at Field Service in Motion, and Johan Franck, Associate Partner at Field Service in Motion, to discuss their lessons learned with digital transformation trends. Come learn how to hit targets no matter how agile and fast digital goals are becoming.
In this session discover:
- How digital transformation is now table stakes in 2021
- What leading field organizations are asking about digital transformation
- How to gain organizational commitment and then manage change
- The power of low-code apps for field service productivity
Don't make rush digital transformation decisions or implementation mistakes. Chris Bade, VP Field Service & Customer Support at Analogic Corporation and David B. Bishop, Director of Service Operations, Building Solutions North America at Johnson Controls discuss how to ensure internal buy-in and business goal alignment in your organization and that tech you invest in today will delivers value to your customers in the long-run.
Service Council and ProntoForms get together for a fluffy talk on lofty dreams of achieving digital transformation nirvana, but for actionable and meaningful takeaways to help you build out your bulletproof digital transformation strategy for 2021.
This virtual town hall brings together field service expertise and learnings from ProntoForms, an organization that has helped deploy countless COVID-related and 2020 response apps in the past year, and one of their prominent customers who will discuss strategies and actions that has helped their organization stay agile and accelerate digital transformation to meet new and unique service requirements and health and safety guidelines
Field and tech executives join Alvaro Pombo, CEO of ProntoForms, to discuss how their organizations have accelerated their digital transformation and tackled the growing demands and evolving requirements of this new business climate.
Learn, innovate, and network. Whether you're a seasoned ProntoForms guru or just getting started with digital transformation and field automation, get ready to become a field efficiency and safety hero at the EMPOWER'20 virtual conference.
Hear from inspiring keynote speaker Jon Barr, CIO of KONE Americas, and watch virtual panels with Ryan Tidd, the Engine Operations Capability and Innovation Director at Cummins, and ProntoForms' VP of Operations and scaling expert, Aly Mawani.