Automate Business Workflow With Mobile Data Collection

Mobile Field Data Collection For HVAC, Plumbing, Electrical And Other Mechanical Contractors

Mobile field data collection helps HVAC, plumbing, electrical and other mechanical contractors to convert paper based service records into electronic records, which are stored in the secure cloud, accessible on demand and easily searchable. Field technicians can use mobile devices to record equipment installation, service and maintenance, as well as for accessing all information on the equipment: specs, pdf documentation, operating instructions, service and repair history.

Field Data Collection Using Mobile Forms

HVAC, plumbing and electrical contractors are field service businesses, which means that field employees need to document equipment service, repairs and maintenance, and conduct equipment inspections in the field (on the clients sites, construction sites, etc.). Using paper forms for this process is outdated and inefficient. Mobile forms, on the other hand, allow employees to fill out all necessary paperwork on site using mobile devices, and immediately submit completed records to the centralized cloud location. Electronic records obtained in this manner are never lost or misplaced, require minimum time to complete, reduce errors and allow you to search and access data on demand from anywhere.

QR Mobile Data software makes field data collection easy for the mechanical contractors. It replaces paper forms with the mobile forms and checklists that field service technicians can fill out on their smartphones. Maintenance forms, service and repair forms, parts and time invoices, inspection checklists - all your physical paperwork can be converted into the mobile forms for paperless field data collection.

Administrator(s) create all required forms and checklists via the web dashboard. You can base your mobile forms on the current paper or pdf forms, or you can create completely new forms from the scratch. If you need to add or update something in the existing form, or add a new form, you can do it at any time - and field technicians will have current form(s) on their mobile devices to fill out.

Once technicians fill out any of the forms in the field, they submit it to the central database, and the record is instantly available to all authorized users. A customer can sign off on the mobile device for the completed job or invoice, and the signature becomes a part of the record.

Technicians can create pdf report based on the collected data, and e-mail it from the mobile device to all involved parties (customer, supervisor, etc.). Pdf report may contain your branding, information on the equipment, collected data, images and signature. You define pdf document format, look and layout via MS Word template.

As a result, technicians have an efficient way to document their work, and office employees have immediate access to all collected data. All documentation is securely stored, available on demand to authorized employees and is easily searchable.

Instant Access To The Equipment Information In The Field

Instant access to the equipment specifications and past service history leads to better and more efficient field service. Using QR Mobile Data mobile application (available for Android and iOS), field employees can easily access all necessary information by scanning QR code or barcode on the equipment with a smartphone.

The information can include equipment specifications, pdf documentations, installation instructions and past service / maintenance history.

You define what information technicians should be able to access in the field via the web dashboard. Field employees with the right permissions can update equipment information on the mobile devices and add pictures.

Time Tracking For HVAC / Plumbing / Electrical Field Projects

While your employees are working on the projects and filling out equipment related forms, they can also track time they spent on the specific project, equipment or a clients. Field technicians will use the same QR Mobile Data mobile application for filling out mobile forms and for tracking their time on the project. Keeping track of time is easy - a technician just needs to scan QR code on the equipment / location, press "Start Time Tracking" button when he starts the job, and "Finish" button when he is done.

When an employee clicks "Finish" button, the time information (including an employee ID, GPS location, equipment or customer location, start and stop time, and when / where start / stop was recorded) is sent to the central database.

Office employees can review and group time sheets by any parameters they need for payroll, billing and reporting. You can review raw time data by employee / customer / equipment, as well as total aggregated time for selected time period by employee, equipment, customer, location or any combination of the above (e.g. how much time an employee X spend during last month fixing equipment A).

Reminders, Warnings And Alerts

With QR Mobile Data you will always be on top of all routine tasks in your HVAC / plumbing / electrical business. Create alerts on preventive maintenance / routine inspections, and receive automatic e-mail with the list of equipment for which preventive maintenance is due. Create alerts on warranty expiration and other important dates. Receive an alert if value in the number field (temperature, pressure, etc.) falls below or raises above a threshold.

QR Mobile Data allows you to create custom fields for anything that you need to be alerted about, and configure when you will receive an alert, who will receive an alert and what will e-mail message say.

Work Tools And Inventory Tracking For HVAC, Plumbing, Electrical Contractors

All mechanical contractors (HVAC, plumbing, electrical, roofing, etc.) have work tools that field technicians check out for the job and then return back. Often technicians can pass tools to each other, and if there is no tool management system in place eventually valuable tools are misplaced or lost.

Similar situation exists with managing inventory, parts and material. Technicians have to track inventory in the field, as they pick it from the warehouse, store in the service vans, use for the job and return back unused inventory. If inventory tracking is not done, you have no idea what inventory you have, and either purchase parts that you already have in stock or run out of materials when you need them.

QR Mobile Data software can be used in combination with QR Inventory mobile inventory and asset management software. With QR Inventory, you can easily track tools check out and check in, and track inventory in the field using QR Inventory mobile application for barcode / QR code scanning and recording assets and inventory transactions.

As with QR Mobile Data, all inventory and tools transactions recorded on the mobile devices update central database in real time. Your employees can always access inventory stock in all locations, check where tools are, who is using them, for what projects and what do you have available.

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