Introduction

A reputed company wanted to improve the managing, scheduling, and tracking of their field executives in Service/Repair tasks for the company’s customer base. Trinetra was approached to solve these problems and pain points with a proper software solution. This is possible as we have a customizable field force management solution at hand.

The Problem Outline

A discussion with the client helped to identify the pain points of the client.

• To manage and streamline field executives’ attendance and schedules.
• Lack of visibility slowed down operations of sales and service personnel
• Management does not have a real-time tracking mechanism
• Can’t trigger alerts like non-compliance alerts via the web, or mobile to stakeholders in field

The Solution Summary

The interaction with the client found the requirement for a web-based solution capable of automating the schedules of each field executive. By providing a customizable field force management system accessible on both mobile apps and desktops the application helps to automate the process to manage and monitor all activities at the field in real-time, along with the location and progress of the schedules. Thus a significant reduction of personnel due to automation is possible for the client by implementing this employee tracking system.

Managers for service/repairs are helped by automation. The monitoring system with GPS tech (location tracking) also offers enhanced safety for the field force. It enables immediate alerts on non-compliance. Multiple alerts across Web Dashboards and Mobile can be enabled in the software. This web-based application stores all information online in a centralized hub accessible by stakeholders with authority or credentials.

The software can be customized for various report generation and easy visibility for all stakeholders. The software’s geo-fencing feature can also be used to set geographical boundaries for tasks and attendance. There The portal enables stakeholders to access and track relevant data for quickly delivering and sharing info. The system can also be integrated with HR and Finance departments if required, to help in daily reports or analytics, for more visibility.

Results:

• Transparent communication with/between stakeholders.
• All data is stored securely and accessible always.
• Get accurate, updated information on task/work status.
• Predictive analytics help optimize the scheduling of tasks/visits
• Mobile app integration for convenience and safety.
• Better time management and lesser manpower are required.
• Updation and reports are done online promptly and remotely.

Customization of field employee management applications can be done as per client requirements. Send a request online for a demo arranged at your convenience.