Streamline your field service with a work order system
Equip your field team with the best tools to handle work orders more efficiently. With Work Order, you can create work orders directly from cases in Lime CRM and send them to the right team member. From there, everything from documentation to reporting can be easily managed directly from a mobile device.
With Work Order in Lime CRM, the entire workflow is managed within one tool, ensuring no tasks fall through the cracks.
What is a work order system?
A work order contains instructions on how a task should be completed. It can include details like location, time, scope, expectations, and the person responsible for the task.
With a work order system, everything becomes digital. Work orders are created, shared, and managed online, eliminating the need for field staff to carry physical paperwork during their assignments.
Mobile work order management streamlines and automates the handling of work orders for your installers, technicians, repairers, and sales representatives. Customers are helped faster, and you avoid delays in reporting, as it happens directly within the system.
What can you use a work order app for?
From technicians to sales reps – a work order system can serve multiple critical functions for employees working outside the office. Here are six common use cases:
- Maintenance and repair of equipment: A work order system is indispensable for companies involved in equipment maintenance and repair. The technician can not only document and close the work order but also access detailed information about the equipment’s service history and manuals directly within the system.
- Installation of new systems and products: Whether it’s the installation of solar panels, heating systems, or coffee machines, the work order system can streamline the entire process from start to finish. Step-by-step instructions help technicians complete installations correctly, with all technical drawings and safety instructions readily accessible within the work order.
- Troubleshooting and urgent repairs: For mission-critical equipment or systems, it’s essential to quickly create a work order so a technician can troubleshoot and resolve the issue promptly.
- Ongoing support and service agreements: Companies offering ongoing support and service agreements can easily create and follow up on customer cases using work orders. This can include tenants reporting blocked drains or planned routine maintenance of machines covered by service agreements.
- Resource planning and scheduling: Use the work order system to schedule and assign tasks among field workers, ensuring the right person is in the right place at the right time. This is useful for project managers in construction or property managers planning building maintenance.
- Document management: The work order system can be used to document information related to tasks – simplifying reporting and follow-up and sending reports to customers detailing completed work.
How Lime CRM streamlines your work order management
Lime CRM is a flexible CRM system that connects all your departments with your customers at the center. With Work Order in Lime CRM, you get a simple and seamless workflow for managing work orders within a single system.
A work order can be easily created from a case, project, or other object in Lime CRM. The order is scheduled and sent to the right team member, who then completes the task and reports back directly in Lime CRM. Work Order provides your field staff with a mobile tool to handle workflows and execute tasks as efficiently as possible.
A typical work order flow with Work Order in Lime CRM
- A new case is created in Lime CRM. You can choose to assign the work order to a specific individual, send it to a group, let the system assign it to a default user, or base it on workload.
- The work order is assigned to the field worker responsible for the task.
- The worker receives the order directly on their mobile device.
- The worker completes the task, fills in any necessary forms, updates the status to “completed,” and adds any required details, including photos if needed.
- The original case is automatically updated with all the information from the work order.
Powerful features for your work order management
Resource allocation
Easily assign work orders to available team members.
Work order list
A color-coded, easy-to-read priority list providing field workers with a clear visual overview.
Documentation
Manage all documentation directly within the work order. Capture photos with just a few clicks and save them for future reference.
Map view
Display multiple work orders on a map or open a specific address in Google Maps.
Form protocol
A simple form tool ensures tasks are completed correctly and reported consistently.
Time and material tracking
Log time and materials directly on the work order for hassle-free billing.
Recurring work orders
Save time by creating automatic recurring work orders based on agreements or maintenance schedules.
Resource planner
A visual tool that makes it easy to assign work orders based on team members’ availability.
Efficient ticketing management for Veidekke
When Veidekke was looking for a ticketing management system, the choice landed on Lime CRM. Today, the software is used by everyone from service technicians and subcontractors to project managers at Veidekke.
A clear result of the implementation is that cases are now handled more efficiently. This is thanks to employees having better control over what needs to be done, who is responsible, and when it should be completed. Work Order in Lime CRM ensures that a work order can be managed both by internal colleagues and subcontractors in the field.
Work orders + ticket management = A perfect match
Keeping customers informed about their case status is essential for improving satisfaction. By linking Work Order with case management in Lime CRM, customers are automatically updated when a case is created, started, or completed. All updates are sent through automated messages directly to the customer – without you lifting a finger.
For companies using service forms in work orders, an integration with case management can automatically send a summary form to the customer once the work is completed. The result? Happy customers and less administrative work for your team.
Want to learn more about case management? Read our article on how to streamline your customer service with a support ticketing system.
Ready to take your work order management to the next level?
Let us help you find a solution that makes life easier for your field staff, simplifies reporting and follow-up, and leads to happier customers.
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