Scenario: Energy technician uses FormConnect app for service
call.
Meet Alex, a field technician for GreenVolt Energy. Today, he’s
responding to a service call about a potential power outage at a
customer’s home. Here’s how the FormConnect app could assist him:
- Accessing Work Order & Customer Information: Upon
arrival, Alex opens the FormConnect app and retrieves the assigned
work order. He reviews the customer’s information, including contact
details, service history, and any reported issues.
- Diagnostics & Data Capture: Alex begins troubleshooting
the power outage using the app to:
- Record observations: He notes down visual inspections
of equipment, meter readings, and any error codes displayed.
- Capture photos and videos: He takes pictures
of malfunctioning components, damaged wires, or other relevant
visual evidence.
- Perform specific tests: The app might guide him
through pre-defined diagnostic procedures with step-by-step instructions
and data entry fields.
- Customer Interaction & Communication: While explaining
his findings and troubleshooting steps to the customer, Alex leverages
the app to:
- Share photos and videos: Visual aids clarify
the issue and potential solutions for the customer.
- Document customer feedback and concerns: The
app allows him to capture any additional information or questions
from the customer.
- Reporting & Next Steps: Back in his van, Alex uses
the app to:
- Complete a standardized service report.
- Recommend solutions: Depending on the app’s features,
it might suggest potential repair actions or escalate the issue
for further evaluation.
- Schedule follow-up appointments: If needed, he
can directly schedule a followup visit within the app for repairs
or further assessments.
- Obtain a digital signature: Allow the customer
to electronically sign the service report for immediate acknowledgment
and recordkeeping.
- Submitting & Sharing: With a tap, Alex submits the
completed report and recommendations to company management. The app
automatically sends a copy of the report to the customer for their
reference.
