Field service and mobility solutions
When your team is out in the field, the gap between the office and the work is where things go wrong. Jobs booked on one system, scheduled on another, completed on paper and invoiced from memory. We help field service businesses close that gap and get their operations running the way they should.
What's included
The scope is shaped to your situation, so the specifics shift between engagements. A typical scope of work covers:
- A review of your current field operations, including scheduling, dispatch, job management, and how information flows between the office and the field.
- Technology selection and implementation for field service management, chosen to fit the way your business works rather than the other way around.
- Process redesign to streamline scheduling, job completion and invoicing so your team spends more time on the tools and less time on the admin.
- Mobile capability that gives your field team what they need in the field: job details, customer history, forms and the ability to update the office in real time.
Who it's for
This service is for trade and field service businesses where the operations between the office and the field are not running smoothly. That might mean too much time on the phone coordinating jobs, too much paper-based admin, or too long between job completion and invoice. It might also mean a growing business that has outgrown the informal systems it started with and needs something more structured.
How we typically engage
Every engagement is tailored, but the shape stays the same.
Understand
We look at how your field operations work today, from the moment a job is booked through to when it is invoiced and paid. We talk to your office staff and your field team, not just the business owner.
Articulate
We define what a well-run version of your field operations looks like and identify the technology and process changes needed to get there.
Implement
We manage the implementation, working with you to configure the systems, redesign the processes, and make sure the field team is trained and ready.
Embed
We support the transition, troubleshoot the early issues, and make sure the new way of working is actually sticking before we step back.
Frequently asked questions
What software do you work with?
We work with the leading field service management platforms as well as general-purpose tools that can be configured for field operations. We recommend based on fit, not preference.
We are a small trade business. Is this for us?
Yes. Some of the biggest gains from better field service operations come in smaller businesses where the owner is spending too much time on scheduling and admin. The solutions we recommend are scaled to the size of the business.
How long does a typical engagement run?
It depends on the scope. Shorter, well-defined pieces of work can be completed in a few weeks. Larger transformation programs typically run several months, and some run across multiple years. We agree the shape and timeline before we start, with checkpoints along the way.
How do you price your work?
Fixed scope and price for well-defined work, and time-and-materials for discovery and longer programs. We always agree the commercial model in writing before we start.
Will I be working with the senior consultant who scopes the work?
Yes. We also tailor the consultant skillset to your needs and budget, so you get the right mix of experience for the engagement without paying for more than you need.
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