Mobile experience for Field Service Management

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Mobile experience for Field Service Management

    The Field Service Management mobile application, built on the ServiceNow mobile platform, enables field technicians to manage their service tasks efficiently from anywhere, including offline scenarios. It allows users to plan, execute, and complete work orders and tasks, with automatic synchronization once internet connectivity is restored. This mobile experience empowers technicians and managers alike to optimize scheduling, asset management, and communication while providing real-time insights into operations.

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    Key Features

    • Task Management: Technicians can prioritize, accept or reject tasks, track travel and work time, start work, and close work orders directly via their mobile devices.
    • Offline Functionality: Users can continue to plan, execute tasks, manage assets, access schedules, and track updates without internet connection, with automatic syncing when back online.
    • Asset and Inventory Management: The app supports setting up inventory, procuring and receiving assets, locating parts through asset maps, and recording asset usage for tasks.
    • Scheduling and Navigation: It optimizes schedules by finding the quickest routes for multiple locations and provides task location maps for navigation.
    • Team Connectivity: Field technicians can easily contact customers and peers through calls or texts within the app, facilitating communication needed to complete jobs.
    • Information Access: Users can search knowledgebase articles and verify team members’ on-site status and schedule adherence.
    • Customer Interaction: Customers can acknowledge completed work through signatures on the technician’s device and receive work order summaries via email.
    • Questionnaires and Checklists: The app includes customizable forms for safety checks and work completion details, enhancing task documentation.

    Key Outcomes

    • Enhanced Technician Productivity: Mobile access and offline capabilities ensure uninterrupted task execution and efficient asset management.
    • Improved Scheduling Efficiency: Route optimization and schedule management reduce travel time and increase task completion rates.
    • Better Communication and Collaboration: Integrated calling and messaging streamline team coordination and customer interactions.
    • Data-Driven Insights for Managers: Customizable reports and dashboards provide real-time metrics on technician utilization, capacity, customer requests, and geographic work distribution, enabling informed decision-making and process improvements.

    Manage your field service tasks from anywhere using the Field Service Management mobile application. When not connected to the Internet, you can still plan, work on, and complete tasks. Your mobile device will sync the information with when it next connects.

    The Field Service Management mobile application runs on the ServiceNow mobile platform.

    Infographic with a smartphone and a list of functions for FSM Mobile. For the text description, refer to the following table.

    Table 1. Agent mobile application experience and its functions

    Manage your tasks

    Prioritize your work using the Now Mobile Agent application
    • Plan your tasks
    • Plan your schedule
    • Start work

    Manage assets

    Setting up inventory and asset management
    • Procure assets
    • Receive assets using Mobile app

    Optimize your schedule

    Find the quickest way to complete assigned jobs
    • Find optimal routes for executing tasks in multiple locations
    • Navigate to task locations using the task map

    Locate parts in real time

    Manage your inventory using the Now Mobile Agent application
    • Locate parts using the asset map on the app
    • Record assets used for a work order task

    Stay connected with the team

    Get help needed to complete jobs
    • Call customers directly from the app if more information is needed
    • Connect with peers by calling or sending them a text message

    Find helpful information

    Access the information you need using the Now Mobile Agent application
    • Search through knowledgebase articles for assistance
    • Verify when your team members are on-site and whether they are on schedule to complete their tasks

    When offline, you can still execute assigned tasks, manage assets, access your schedule, track the time stamp of updated tasks, and close work orders and work order tasks. The data for tasks performed offline is stored on your device and synchronized when the device goes online.

    Watch this four-minute video for a demonstration of the ServiceNow Field Service mobile application for managing field service tasks.

    Empower technicians with an optimized mobile application

    From their supported smartphones and tablets, field service technicians can do various tasks, such as accept or reject tasks, track travel and work time, display tasks and parts using map views, and access their schedules. Questionnaires are available to collect and complete necessary task details, such as safety or work completion checklists. When assignments are complete, customers can acknowledge the work with a signature on the technician’s mobile device. Customers can also receive a work order summary by email.

    The mobile app also supports offline mode, enabling technicians to work without internet connectivity.

    Use and customize reports available with your application to get insights into task metrics, such as mean time for resolving work order tasks. Get real-time understanding of utilization, capacity, customers, locations requesting work, and other metrics using the dashboard. Managers can easily customize reports and dashboards to gain real-time insight into technician utilization and capacity. Managers will better understand customer and employee work requests and locations to pinpoint improvement opportunities.