Chart Industries recently turned to Mountain Point to implement Field Service Lightning for their Flow Instruments division. This division utilizes technicians who service their customers on multi-week “tours” or groups of appointments spanning multiple days with multiple customers and pieces of equipment; the company needed a way to make their field technicians more efficient while also reducing the paperwork and manual processes of the back office support staff.
A major component of the Field Service Lightning deployment was the customization of the mobile application, which works with or without internet connectivity, for the technicians. Mountain Point was able to add features such as categorizable time logs with start and end time recording, work orders with automated service appointment creation, barcode scanning for items linked to real-time inventory updates and expense reporting. Plus, with voice-to-text, technicians can dictate updates. All of these enhancements reduce the amount of time technicians spend entering data, improve data accuracy and reduce paper processing after the fact.
For users not in the field, the Field Service console makes planning and reporting much more efficient. Users can easily view all work orders in a “tour” with related records, create expense reports with a click of a button and view a Gantt chart of upcoming resource usage.
Regardless of in the field or in the office, the Flow Instruments division of Chart Industries is now enjoying a seamless, optimized experience when it comes to their field service work.
If you are interested in optimizing your business’ operations using Salesforce, contact us today.