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A Guide For Implementing Automation In Field Services

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Avee Mittal
A Guide For Implementing Automation In Field Services

Lookout in the business ecosystem, What is the best possible advice you can receive regarding improving your business operations? Yes, it is digitization. From market analyzers to business leaders to customer behavior, everything will advocate the need for digitization in businesses, including field service businesses like HVAC. Digitization is a very broad umbrella term that covers various aspects. For instance, digitization can refer to having a website, or it can also mean developing a custom app for your business. Digitization may also mean automation of business processes; it can also be implied to servitization. This blog will discuss digitization in reference to the automation of business processes, specifically field operations of an HVAC business.

 

Why Is Automation Needed In Field Operations?

 

One of the strongest reasons why field businesses like HVAC need automation is because it operates through a dispersed team. A dispersed model of operations reduces field visibility and also slows down the speed of processes. More there will be human intervention in managing such dispersed processes and workforce, more will be the scope of errors. Field workers' dependency on others, communication gap, management's poor field visibility, field technician's poor access to the enterprise knowledge base, excessive traveling, all such factors lead to compromised productivity and lower efficiency, especially when processes are regulated manually. 

 

However, automation can make a big difference. Not just it streamlines the processes, but it also brings order to them, reduces human interference, and improves the transparency in the system. All these combined together improve workforce and operational efficiency. Let's check out more about it.

 

How Automation Improves The Operational Efficiency Of An HVAC Business?

 

Before understanding how automation can improve the operational efficiency of a field business, it is important to know how automation can be implemented in field services. HVAC business software is a cost-effective and easy way for field automation. It can be said that this software is designed as HVAC management software which means they are effective in managing field processes such as job scheduling, route planning, workflow management, performance tracking, payment and invoice, and client servicing to some extent. 

 

Here describing the automation benefit offered by the tool as an HVAC scheduling software: 

In HVAC services, one of the crucial processes is job scheduling. Right scheduling is like the foundation of the overall service. Reduction in scheduling conflicts, quick turnaround time, first visit effectiveness, everything depends on how efficiently jobs have been scheduled. HVAC software automates everything around job scheduling. 

 

The software can track the live locations of the field agents and quickly analyze their proximity to a job site. Also, the software can scan the schedule calendars of each and every field agent in no time and identify who is the available technician for a particular job. The software also assesses the skill sets of the technician in comparison to the job requirement. Combining all these, the HVAC scheduling software can identify who is the nearest available rightly skilled technician for a particular job. This ensures that the job is scheduled to a technician, who can reach the job site at the least possible time. This also ensures that the technician is available for the job and that his schedule is not being overlapped by any other commitment. Finally, the intelligent scheduling done by the software ensures that the technician has the right set of skills.

 

Matching tasks to the skills is very important for improving the first visit effectiveness. Low first visit effectiveness means repeat visits to the job site, which leads to poor customer experience and causes overhead fuel or gas expenses.

 

Likewise, there are various other functionalities of HVAC business software that facilitate field automation. Here listing a few.

 

  • The software can do real-time route planning, enabling the field technicians to travel by the shortest and safest route, avoiding traffic jams and detours.
  • The software also functions as a cloud-based centralized repository that can be accessed by the field technicians from remote locations also. This provides them real-time access to the enterprise knowledge base so from anywhere and anytime, they can check on troubleshooting tutorials and demonstration videos.
  • The software also facilitates real-time collaboration upon data.
  • The software improves transparency in the system as every communication and collaboration among the team members can be tracked in real-time.

 

Conclusion


Can field services survive without mobility? Of course not!. Field service businesses have struggled real hard to implement mobility in their operations. But things have changed drastically with the boom of digitization and automation. Now a move to mobility is much more feasible than it was a decade back. Now, automation can be implemented so conveniently with the aid of simple software like HVAC software. Businesses must not procrastinate and take the leap to automation for improving business operations and achieving customer satisfaction.

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