The benefits of digitising paper field service forms

Current situation: My company is using paper inspection forms. How can I improve this for my department and company?

The way your company works might be outdated. You want a change that not only makes life easier for the person filling out the form in the field but also ensures that different departments get the right insights efficiently. That means the process is starting with you and the questions you need to ask.    

• Does valuable data often get lost?
• Does collecting data take up too much time?
• Are my colleagues and customers unhappy with the current way of working?
• Does making adjustments cost my team or me lots of time?
• Can the result be improved?

If the answer to the questions above is yes, the answer to improve the process for your sector is also yes. Digital field service forms are the starting point for many sectors such as construction, installation, energy & utilities and real estate. While many types of forms can be digitised, we specialise in inspections.

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The implementation: How to make the move to digital field service forms to be a smooth process.  

It’s part of the job to define the duration of the implementation of a digitisation project. Moving to a fully digital process for your inspections takes time, but creating the actual forms doesn’t. Your company’s digital transformation will be guided by our expertise and can be a smooth transition.

1. Transform your files into digital inspections
2. Choose the right format for your reports
3. Add all the team members you need to get on board
4. Set up your existing data sources with equipment, materials and location
5. Connect to other digital tools already in use

Once your account and forms are set up, on-site inspections can take place directly. Submissions of the particular form are managed from the submission overview.

“It’s realising how easy it is to bring your current work to MoreApp. We focus on understanding your needs, understand your pain points and actually show you that in a few clicks it can be solved within the Platform.”

Gerard - MoreApp Team Lead  

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The new perspective: How will my new digitised inspection process look like?

Digitised field service forms are a part of a fully digitised inspection process. You can define and adjust form fields at any time to match your inspection requirements.

Enable colleagues to complete and submit on-site inspections by automatically pre-filling tasks of what needs to be done. Once the on-site inspection has been filled out, the completed form (called the submission), can be sent automatically to your other tools. This way, a follow-up action can be set in motion and takes care of the communication and creates an entire workflow. Eliminating delays and errors results in a smooth workflow and happy customers, project managers, and field teams.

Get more into detail on how to actually create an inspection form? Read more here.

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A summary of the main benefits of digitised field service forms

A digitised field service process allows you to be in charge all the time. Other benefits are:

1. Organised data: Digital forms management systems make it easier to search and retrieve information.
2. Priority on security: Security and encryption measures and safe data storage maintain data privacy.
3. Instant access to information: Collected data is immediately available for analysis and decision-making.
4. Accessibility: Digital forms can be completed and submitted from mobile devices, providing greater flexibility for employees and customers. Data can be collected in the field and from remote locations.
5. Reduced environmental impact: Reducing the use of paper helps to cut the carbon footprint and aligns with your company’s sustainability goals.

Well-set-up digitised field service forms are the doorway to a fully enhanced inspection process. With MoreApp, you can be guided step by step through your digitisation journey, so you can demonstrate internally that digitisation doesn’t have to be a complicated and painful process.