Complete Asset Tracking and Fault Reporting Workflow
Fieldmagic provides complete management of Assets including the ability to define Asset-Types, unique asset attributes, as well as define possible fault-types on assets to drive complete asset reporting.
Track Unique Asset Attributes
When setting up your asset types, Fieldmagic provides the flexibility to define as many unique asset attributes as you require, which allows you to then ensure you are capturing the correct readings and asset values at each service period.
Configurable Service Periods
Quickly and easily configure your various period types and which checklist options appear on each frequency of service.
Easily Manage Asset Inspection & Repair Work
When a technician inspects an asset in Fieldmagic and identifies a fault, the app prompts the technician to optionally add any products that are required to repair or replace that asset.
Consider the below workflow:
Data is immediately captured back into the system, allowing office users to review findings and convert the inspection job into a quote with the following pre-populated data:
- If the technician has specified products required for the repair, these products are automatically inserted into the quote along with the correct pricing for that customer (using price books if the client has special pricing).
- If the technician has not specified a product required for a given repair, a line item is created for each asset that fails the inspection.
From the pre-populated quote, the office user is able to generate a nicely formatted quote to the client.
If & when the client accepts the quote, the office user is able to convert the quote to a repair job with a single click. If the client accepts the quote by replying to the quote over email, the approval is automatically captured against the quote via our email archiving platform.
Once the user creates the billable repair job and associates all of the failed assets from the original inspection job with the new repair job, each of those assets can be re-inspected once the repairs are complete.
How does this benefit me as a Fieldmagic customer?
This workflow allows you to remove a large amount of manual entry work from both your field technicians and your office team.
- Improves job efficiency as asset inspection time in the field is reduced by allowing asset data to be recorded much faster and more accurately.
- Reduces the turn around time associated with providing repair quotes as failed assets can be rolled into repair quotes in a single click.