Collecting Field Data: Your Guide to Creating Superior Customized Forms

By Cristina Maria

Posted On: Posted In: FSM Software

collecting field data with custom forms and people around a table discussing findings

Imagine having the above team of analysts in the palm of your hand when collecting field data… Pretty useful, right? But how do your technicians collect this precious data, so important for perfecting the customers experience? The easy answer is by using forms.

Forms. Reports. Questionnaires. Certificates. We call them by many names, but all of these are basically lists of questions that a technician fills in, whether before a job, after, or both. They might serve a formal/official purpose, such as confirming a property is safe and fit for purpose, a risk assessment, or they might simply exist in order to help the technician conform to the company’s standard of work. 

Skip to what matters most to you:

1. Common issues with forms and checklists features

2. How to customize your own forms and help technicians gather better field data?

3. What are the benefits of customizing forms?

While it’s one thing to get started on a job by asking basic (but no less important) questions in order to collecting field data – i.e. confirming their arrival time, collecting signatures, or confirming their general safety – the standard questions that your system asks in the pre- and post-job forms is probably not relevant for every type of job.

Simply using digital forms is a big step-up from the paperwork nightmare that used to be collecting field data. This is especially true for technicians who, frankly, have bigger fish to fry rather than rummaging for the right form, realizing they’ve run out, and, worse case scenario: having to go back to the office to pick up more!

Nowadays, they can breathe a sigh of relief knowing that all their forms and reports are accessible via their mobile app; it’s one of the most basic features of any job management software worth its salt. 

This being said, just having a forms & checklists feature on hand isn’t enough. Sure, it checks a box (pun intended!) in a list of “must-have” management software functionalities, but just like with anything else, some are better designed than others, some are more user-friendly, and some are more complex. The one who is all of those while remaining accessible to most service companies, is the one to rule them all. 

As your business grows and you face new challenges (which, as the forward-thinking business leader you are, you’ll be turning into opportunities), you’ll naturally find yourself demanding more and more from your tools, including your job management software. So, what issues can you expect from a basic forms feature when collecting field data? 

1. Common issues with forms and checklists features: 

  • Too few/too many details

Pencil writing on paperNo software provider is ever going to have the perfect form for every service business, right out of the factory. 

Some take care of this by foregoing the usual set of questions for creating “free form” spaces on their checklists. This means there are blank sections where pretty much any text or images can be placed, as a way to make up for the fact that every business is unique in its own way.

This isn’t necessarily bad, at least, not until  you’ve got busy technicians who don’t have time to collecting field data, write down every single risk or measure they’ve taken to ensure safety. 

On the other hand, you’ve got the opposite with checklists that go into so much detail trying to cover all possible scenarios, that it’d take less time to write down the information by hand. 

  • Too expensive/troublesome to have others designing them for you

One solution for the above problem is to have a software provider or third party design your forms for collecting field data. But while the industry standard reports exist for good reason, your business will have a need for others that are more likely to be unique to your company and speciality.

However, this can be expensive, time-consuming, and results may not always be quite how you’d like them to be, leading to a wasteful (and potentially expensive) back-and-forth over moving that box to the left just a bit more. 

  • Need another edit down the line? 

You could try to make your own forms for collecting field data outside of your software, fully aware that it would mean switching between screens and inputting data multiple times, but it’s not efficient.. 

The problem is that a DIY form may not look as professional as you’d like and can take even more time to create. Every admin is familiar with the pain of getting everything to go where it’s supposed to in a Word document. This only gets exponentially more frustrating as your requirements change and you may need to keep making edits time and time again. 

  • Keeping forms organized is a challenge 

tablet deviceThe number of forms your team has to manage, beyond what’s legally required of electrical, oil, fire & security, gas specialists, are numerous, to say the least.

While the physical action of filling in a form has gotten easier thanks to software, the actual number of checks and forms you have to complete means it’s essential to keep them organized. System filters are a great help here, helping to keep things neat and quick to use when necessary. 

  • Can’t share a form with another field service business

Many service managers and business owners have close relationships with other similar companies. For example, if you’re running an HVAC business, it makes sense to know a couple of reliable electricians that you could recommend to a customer.

Collaborating and being part of a community is important and you never know where you can find a bit of inspiration. You might see your electrician friend whip out a brand new Covid-19 secure risk assessment that puts their customers at ease and think “I wish they could just share a form like one would share a Word doc” but that’s hardly ever an option unless your software provider is really forward thinking when it comes to forms

Subscribe US newsletter

2. How to customize your own forms and help technicians gather better field data? 

How do you fix all the issues with collecting field data highlighted above? The easiest answer is with a superior form customization feature, where you’ve got the power of a software developer, but managed via a user-friendly interface that anyone can understand, without the need to take them on a computer science course. 

Customizing forms yourself through your job management software can turn the challenges highlighted above on their head. It essentially removes a potentially costly burden from your business, by giving you access to the tools you need to create forms that both look the part and fit the bill, regardless of how specific you need them to be.

toolsAs far as customizing forms yourself goes, it takes some effort but with a user-friendly software at your back, it will be worth it. The right tools needn’t be complex, but give you the options that let you create and develop any number of forms as you see fit.

This way, you can ensure that your field service business meets the needs of any situation and delivers a professional, efficient service, every time. Think of it as the equivalent to creating a website nowadays, as opposed to a decade ago.

It used to be that you needed a professional web designer or knowledge of coding and HTML even for the most simple of pages, whilst now all it takes is a free Wix (or WordPress or the myriad of other options) account, and you’re off creating your own via a “build-it-yourself” interface that does all the coding in the background, leaving only the design decisions to you. 

Software that allows you such a deep level of customization can help you personalize and diversify your services, whether your customers are commercial, private, or a mix of both. This, in turn, leads to better service that you can price accordingly and directly increase your revenue.

Take the idea of creating your own Covid-19 security check. Most competitors have hardly even thought of it, while the few that have are stuck waiting around for their expensive customized form to come back from their providers. With the ability to create your own on the spot, you’re miles ahead of them, which reflects positively on your business. 

Behind the scenes, when it comes to creating forms for collecting field data using your management software, the editor should give tons of options and let you add the fields you need, then configure them accordingly. Standard elements include, but are not limited to: date, time, checkbox queries, text box comments, signature boxes, photo options, and dropdown choices or lists. Furthermore, the better a system is, the more “options within options” it provides, without losing any points on user-friendliness.

Money - piggy bankLet’s say you add a risk assessment and mitigation to your Covid-19 security form. Most standard forms features wouldn’t have a Covid-19 specific one to begin with, but if they did, having a “Risks” section would be essential. 

However, what happens when you’ve got multiple potential risk sources on site with multiple mitigation actions? You’re either stuck writing everything in a box that probably doesn’t allow more than 1-200 characters or you’re potentially liable for accusations of slacking on your risk assessments. A great custom forms feature would provide the option to have a customizable list for the Risk part, with another list within it for the mitigation part. 

Additionally, dynamic versions of these fields can give technicians the flexibility to give non-standard answers, if need be (like selecting “other” from a list of options, then noting down what “other” is on the form. Having reactive options gives your team more control and lets techs work not only faster, but more accurately too.

field service tools to run your business from home article with icon of a wrench

3. What are the benefits of customizing forms? 

  • Provide a premium pre- and post-job experience then charge accordingly

As mentioned, depending on the job type, you’ll likely have industry-specific forms that you’re required to fill in, as well as questions you want to ask for your own needs. It’s a great way to demonstrate accountability and compliance to your own high-standard and provide a consistent experience time and time again. In turn, this can inspire confidence in your customers and help you build trust with your own staff too. 

These extra questions can be great for simple checks, or for more complex queries at the start or the end of a job. With customizable software, whatever needs you can think of, you can create a form to cover it. 

For example, we’ve seen successful field service companies employing a pre-job form that was mandatory for every technician to complete on arrival in order to make sure that they’re as customer-service oriented as possible. It asked questions like:

  • Are you wearing protective shoes? 
  • Do you have your name tag on? 
  • Do you know the customer’s name so you can greet them politely?

At the same time, the post-job form asked: 

  • Is the work space cleaned and organized? 
  • Does the customer understand the best practices of maintaining their new install? 
  • Did you offer the customer a maintenance subscription?
  • Did you ask for an online review? 

Asking these questions can make the difference in the quality of the service provided. While you’d expect and hope techs are taking these steps anyway, providing a helpful reminder never hurts.

  • Keep your team working on what matters

As we’ve said, your technicians aren’t meant to be admin specialists; sure it’s necessary for them to collect information as part of their job, but it’s hardly the highlight of their day. 

It can be understandably frustrating if they have to collect data they find irrelevant or, even worse, forget to do it and then input random information into your system that’s useless to make up for it. This only helps to clog up your system and waste time later down the line when someone has to tidy it up again.

Instead, by designing forms yourself and having a system that responds to specific situations, it means you can create user-friendly experiences that keep the focus on the data you need and that which is just as important as  getting the job done. 

 

The takeaway on collecting field data with custom forms:

All in all, to really elevate your efficiency, a dose of automation can pack a real punch thanks to intelligent workflows that take over. 

With the inclusion of smart templates for your checklists, reports, and forms, a job management software can auto-fill and generate PDFs (with all the relevant job information collected live on-site), without your techs having to lift a finger.

However, all these ideal scenarios hinge on having the right tools. This is why Commusoft has worked close together with field service companies in order to develop a highly customizable and user-friendly forms feature that will help you offer a remarkable customer experience and increase revenues. If you’re ready to take a look at it, book a demo here, or download our guide to creating professional customer forms!

customized forms for collecting field data
 

Related Blog Posts