The Solution: FieldAx Implementation

Medical Equipment Company implemented FieldAx, a comprehensive field service management platform, to address these critical operational challenges:

Job-Based Workflow Management

• Separate job and case management: FieldAx enabled the field service team to work on jobs rather than cases, allowing cases to be closed immediately when field service work begins

• Accurate time tracking: This separation enabled proper capture of turnaround times for both tech support and field service teams

Advanced Dispatch Capabilities

• Powerful dispatch board: Dispatchers gained complete visibility into technician availability and real-time location data

• Visual prioritization: Color-coded job classification based on urgency and equipment type enabled dispatchers to prioritize and assign work appropriately

• Skill-based routing: Technicians could be matched to jobs based on their specific expertise and availability

Comprehensive Inventory Management

• Real-time part tracking: Every part consumed by technicians is automatically tracked and recorded

• Serialization control: Equipment with serial numbers is monitored by location, providing complete asset visibility

• Return management: Parts replaced by technicians are properly accounted for and returned to the factory for refurbishment

• Inventory allocation: Parts given to technicians are tracked, giving inventory managers tight control over equipment distribution

Mobile Technology Integration

• Technician mobile app: Field technicians received a powerful mobile application for day planning and route optimization

• Real-time notifications: Instant push notifications alert technicians to new job assignments

• Streamlined workflows: The mobile app simplifies job updates, parts consumption tracking, and customer signature capture in just a few steps

• Inventory visibility: Technicians can view their assigned inventory directly through the mobile interface

Results

The FieldAx implementation delivered measurable improvements across all operational areas

Conclusion

The implementation of FieldAx transformed Medical Equipment Company’s field service operations from a fragmented, inefficient system to a streamlined, data-driven operation. By addressing critical challenges in dispatch management, performance tracking, inventory control, and reporting, the solution delivered.