Field Service Management

Modern and digital field service management

We have gathered the last 25 years of experience and valuable feedback from our users and based on this we have created a newly developed product – version 2 of REEFTmobile, which we call REEFTmobile 2.0. The updated version of REEFTmobile builds on the best of the previous versions and introduces several new features that will bring your user experience to the next level. You get a better user interface that is more intuitive, making it easier and faster to navigate. With the new tools and smart solutions, your everyday life will become more efficient – and you can customize the experience to suit your needs.

REEFTmobile 2.0 is aimed at service companies with mobile workers, especially those who want to optimize and streamline their fleet management and keep track of information and service history on all customer devices or fixed installations.

We created REEFTmobile 2.0 to help companies and their employees digitize their service business while ensuring that the resources available within the company are used in the best possible way.

On this page you can get an insight into what the REEFTmobile 2.0 solution consists of. We have organised the site into modules, each of which describes an area of the system. If you start from the top, you’ll get a complete overview, and you can watch a number of videos that show you the system in action.

Enjoy!

Find our REEFTmobile partners here

INTRODUKTION

With our REEFTmobile solution, you get two powerful tools at your disposal:

Planner is the administrative tool used at home in the company. With Planner, you always have an overview of the tasks that need to be carried out for customers, and it’s quick and easy to create and schedule new tasks.

REEFTmobile Touch App (Android, iOS, and PC), which is a digital tool and aid for all field workers. With the app, there is always a full overview and information about the tasks to be performed. There is easy access to customers’ service history and the possibility to register hours, materials, and create documentation and quality assurance.

The Planner and Touch App are closely connected and everything registered in one place is immediately updated and visible in the other. This ensures easy and close interaction between the planning in the office and the employees who drive out to the customers.

PLANNER

Effective planning and a good overview require digital tools that are easy to use and provide quick access to the information you need. With the new calendar view feature, you can keep track of when new tasks are created, which tasks are already scheduled, and much more.

Who is the customer? Which of the customer’s devices should be worked on? What is the task that needs to be done? Which employee will be doing the task? How long will it take to complete? When is there time to complete the task?

This is all important information that is relevant for planning but can also be a challenge to keep track of as the number of employees and tasks grows.

With REEFT Planner, all this information is collected digitally, making the processing of new and existing tasks much more efficient. The risk of errors is reduced, and it becomes easy to ensure the full utilization of employees’ time. The previous Management Console has been incorporated into Planner, so it is now possible to do all setup in one place – and there are several new attributes.

TOUCH APP

As a service technician, the focus is on the work and craftsmanship. It’s the joy of using your hands and head to deliver high-quality service that matters. That’s why it’s also important that the digital tools are intuitive, easy to use, and can provide the service technician with information and help that makes work and everyday life easier. Then there is support for digitization from the start.

This is the focal point of our REEFT Touch App.

With the REEFT Touch App, there’s no more pen and paper, and no longer the need to keep track of tasks, timesheets, materials, and documentation in paper format. We’ve put it all together in one easy-to-use solution that allows the service technician to access service history and detailed information about each customer and service unit.

The service technician is therefore always well-prepared and equipped for the tasks at hand. When the workday is over, the registrations are quickly completed. This results in happy employees who can spend more of their time on work and good service.

The Touch App and Planner are closely connected and everything registered in one place is immediately updated and visible in the other. This ensures easy and close interaction between the planning in the office and the employees driving out to customers.

SERVICE UNIT

It is now possible to find all information about the service units related to the customer, including geographical location, machine type, and when it is convenient for the customer to get service. Good customer relations and in-depth knowledge of each customer are important parts of providing professional service.

Depending on the industry, customers may have machines, plants, installations, equipment, or similar, which means that the work performed, and the things recorded are not only related to the customer but also to the individual service units. This requires that the company and its employees have an efficient system to help keep track of all this information. A new feature

in REEFTmobile 2.0 is the possibility to create a configuration for your customers, but also for the service units.

That’s exactly what REEFTmobile can do!

The system is designed so that users can quickly and easily get an overview of each customer relationship, and access detailed information and service history for each of the customer’s service units. The individual service units can even be configured so that the information in them is tailored to each company and the industry they work. You can customize at the company level and set up the system according to each customer’s needs.

GPS AND FLEET MANAGEMENT

Professional service means fast response times and resolving customer issues in the shortest possible time. Wasted time and waiting time cost a lot of money. Not only for customers when their equipment malfunctions, but also for the service companies themselves if the right person is not chosen for the job.

With the GPS module in REEFTmobile and the installation of REEFT’s GPS trackers in the service vehicles, there is an overview of all employees’ locations. The map view is an integrated part of the Planner, where you can quickly search for customers and their service units and see which employee is closest. This significantly reduces response time and driving costs, while guaranteeing customers the shortest possible time from breakdown to resumption of service.

All addresses, times, driving times, and distances are stored in the system, making it easy to quickly reconcile the information with the tasks performed. This provides transparency and documentation for driving and driving time – both internally and externally.

The GPS module also provides an overview of all existing tasks and their locations, making it easy to find new tasks nearby if an employee has spare time. If a service technician needs urgent assistance from a colleague, it’s also easy to see who is closest and can respond quickly.

MATERIALS REGISTRATION

Spare parts and materials can make all the difference when it comes to providing fast and efficient service. A single spare part can be the difference between a breakdown being fixed quickly or the customer having to wait longer before operations can resume.

However, stocking spare parts can be a major financial burden for most service companies. That’s why it’s important to have an overview and insight into your inventory, so you know that the right things are in stock in the right quantities.

With REEFTmobile, each service technician can be assigned a storage location. This means that there is always an overview of what spare parts and materials are in each service vehicle, and stock levels and consumption registration are part of the integration with the ERP system. This means that there is always an overview of what is in each service vehicle at home in the company.

When a service technician registers a customer’s consumption, REEFTmobile ensures that it is automatically done from the right service vehicle, and the information is sent back to the ERP system immediately. From the Touch app, it is even possible to see where a specific spare part is in stock. If you need a specific spare part yourself, you can quickly see which of your colleagues has it in their service vehicle. It is also possible to find alternatives for discontinued products and there is improved handling of service units.

A new feature in REEFTmobile is that you can also scan materials with the camera and be notified immediately if an item is discontinued or replaced by another. You can easily see pictures and descriptions of the item, and if you don’t have the item in stock, you can quickly find out who has it so you can get the part you need without delay.

TIME REGISTRATION

As a service and craftsman company, a large part of your earnings are based on the sale of services and hours. That’s why it must be quick and easy to work with time registration – both for the company’s administration and for the field staff.

With REEFTmobile, we have created an efficient system that provides an overview of the number of hours, overtime, supplements, vacation, time off in lieu, illness, etc. for the company’s service employees. Everything is handled digitally and is an integrated part of both Planner and Touch App.

When employees’ time registration is digitized, it means that the administration no longer must wait for the information or spend time manually entering time registrations filled out on paper. The information is sent from the Touch app for approval in the Planner the moment it is completed by each employee.

This means that completed tasks can be invoiced much faster and there is always an overview of whether all timesheets have been completed and sent. This reduces errors and ensures that all employees’ hours are invoiced.

A new feature in REEFTmobile 2.0 allows you to apply hours to a task/case without starting a time registration. You can easily get an overview of who has worked on the case, their time spent and see which days the order is split up. So, you have the full overview in one place.

JOB REPORTS AND CHECKLISTS

As a service company, you often need to be able to document your work. This is especially a requirement if you work with statutory inspections, but documentation is generally an effective way to create transparency and insight into the services provided to customers.

With REEFTmobile, job reports and individual checklists can be generated automatically every time a task is completed. The system collects and saves various information about the work that has been done and creates a Job Report and a Checklist in PDF format.

The content of the checklists can be targeted to the specific types of work performed, and both job reports and checklists can be distributed to customers automatically by email.

With REEFTmobile you get full control and flexibility. The system offers templates that make it easy for you to set up and manage your tasks yourself. You can share jobs between multiple people, while REEFTmobile automatically keeps track of shared documents and materials so everything is in one place. You can also send job reports to multiple recipients, use checklists to ensure overview and quality, and even configure everything to suit your needs.

DOCUMENTATION

With REEFTmobile 2.0, we introduce an upgraded documentation platform with improved image handling and a host of new features that give you full control.

New features include the ability to add images to materials, take pictures directly on your checklist, and add files and images on customers and service units. This provides more detailed and professional documentation for your customers.

You can also be notified if the item is discontinued or replaced by another. If you don’t have the item in stock yourself, you can see who does and obtain the part.

Finally, REEFTmobile 2.0 also allows the technician to add checklists to the order to share with other technicians. In this process, all documentation is preserved in the history so you can easily track who added what and when it was done.

CUSTOMER PORTAL

REEFTmobile is designed with a focus on managing customers’ service items and on being able to register and store information about the individual items when working with them. Up-to-date service histories and details about the items are always available during everyday work. This creates a strong platform for both the scheduling and work of service engineers.

That information is not only valuable for the service company. It can be just as valuable for the customers. It creates an overview and insight into all the customer’s service items and it shows what work has been done on them and when the next service is due. If the customer is subject to various statutory inspections of their items, it is crucial to be able to present the information and documentation when the Danish Working Environment Authority visits.

That is why we have created the REEFTmobile Customer Portal.

This is a web-based solution that enables service companies using REEFTmobile to offer their customers online access to all information and documentation about their service items. Service reports, checklists, photos, etc. are available 24/7 and can be accessed and displayed when needed. This helps customers in managing e.g. statutory inspections and at the same time creates a stronger bond between the service company and individual customers.

STATISTICS

REEFTmobile contains a lot of data. This is data that is continuously collected as the system is used and provides valuable insight into how a service company uses its resources.

How well is the employees’ time utilised? How much time is spent on warranties/complaints and how much is invoiced? How much is driving time and how much is working time? How many overtime hours are there compared to normal hours. Most importantly, how do these things evolve over time?

The above are only examples, because there are no limits to how the data in the system can be utilised. A common thread is that all the information can be used as a starting point for optimising your service business.

REEFTmobile contains a comprehensive statistics database, which is linked to the well-known reporting tool myDBR, which has been fully integrated as a module in Webplanner.

Based on SQL programming, with the REEFTmobile statistics module it is possible to create reports and visualisations that create valuable insight into operations. This means it is no longer guesswork where optimisations can be achieved, the REEFTmobile system can tell you

INTEGRATION

REEFTmobile integrates with a wide range of ERP systems, so no matter which one your company uses, it is possible to add REEFTmobile and strengthen the service business with a modern and value-creating digital platform.

In addition to the above, REEFTmobile includes modern web services so that other types of integrations can easily be established. You can find a list of our partners here. You are also welcome to contact REEFT directly by calling +45 70 210 211 or emailing info@reeft.dk and we will help you find the right partner for your company.

For many companies, investing in a modern field service management system is a big decision. However, it is also a decision that will clearly have a positive impact on the company’s finances. The investment in a REEFTmobile system is typically recouped in 1 to 1.5 years and afterwards the system helps ensure efficient operations and earnings, every day and for many years to come.

With REEFTmobile, many practical and administrative processes are optimised and digitised, including companies’ fleet management. This means that employees can save valuable time and work more efficiently, allowing more hours and materials to be invoiced quickly and correctly and that the risk of errors and omissions is minimised. This has a direct impact on the company’s finances and helps ensure maximum earnings from the company’s activities.

Thomas Andersen

Managing Director & Partner

+45 40 29 52 10
tha@reeft.com

Want to know more about REEFTmobile and the opportunities for your company?
Then contact our managing director & partner Thomas Andersen by emailing tha@reeft.dk or calling +45 40 29 52 10.

You can also see how we have helped other companies with REEFTmobile under our references here.

This post is also available in: Danish