In an industry as critical as field services, lost productivity isn’t just frustrating; it has a direct impact on bottom lines. And while many organizations are quick to blame inefficiencies on employees, the truth is that the problem runs much deeper.
Rather than pointing fingers and micromanaging, organizations must instead focus on empowering employees with the tools, technologies, and workflows needed to enhance collaboration and manage tasks more appropriately.
It’s only by making these strategic improvements that field service managers can shift their focus to what really matters — the customer.
Wondering where to begin? At WizyVision, we’ve spent years developing solutions that help mobile teams stay more agile, efficient, and focused. In this article, we’ll show you how to organize your workflow to maximize productivity.
What’s Holding Field Technicians Back?
Between 2021 and 2022, a Salesforce State of Services report surveyed over 8,000 field professionals across 36 countries to arrive at a rather telling statistic. It found that case loads for most teams had risen by 54% in the span of a single year.
While the report suggested that many organizations rose to the challenge by increasing budgets and going on hiring sprees — there’s no denying that field workers are still left struggling with a lot on their plate. Some of the biggest challenges they must contend with on a daily basis include:
- Manual Practices: While several industries have made huge strides in digitizing processes, field operations lag. Only 23% of frontline workers report that they had the technology required to be productive.
- Inefficient Routing: Technicians who are expected to complete multiple jobs a day often spend the bulk of their time navigating complicated routes instead.
- Miscommunication: Without access to proper resources, field technicians are left operating in the dark, while a lack of real-time updates often leaves back-end teams out of the loop.
- Improper Scheduling: No matter how skilled a field technician is, when they’re at the wrong location at the wrong time, the only victim is productivity.
- Outdated Technology: The last few years have been dominated by talk of AI and machine learning technologies — but several field technicians still find themselves struggling to record data with clipboards and pens.
- Poor Connectivity: Field technicians often work in environments with low or no internet connectivity. This results in many only entering data manually once they’re home, which is exceptionally error-prone and frustrating.
To make matters worse, these barriers are hard to identify — and even harder to fix. But that’s exactly where enhanced workflows come into play.
By implementing an advanced management solution like WizyVision, organizations can help employees adopt a more structured approach to their daily tasks.
For example, our solution allows technicians to automate repetitive processes, leverage cutting-edge technologies to improve agility, and enhance communication.
How To Organize Your Workflow To Maximize Productivity
For every problem, there’s an appropriate solution — and things are no different when it comes to field service.
The average technician is estimated to complete 4-6 inspections a day. But with a more organized workflow, there’s no reason why this number shouldn’t dramatically increase without sacrificing quality or increasing workloads.
Here are some steps you could take to ensure a smoother workflow:
Leverage Mobile Solutions
In 2025, an overwhelming majority of Americans own a smartphone, with the average user estimated to check their device 58 times a day. Despite the proliferation of this tech, many field workers are still expected to fill out paperwork manually. This is a practice that poses a serious threat to productivity and bottom lines.
Frontline workers with a field service mobile solution, like the one offered by WizyVision, can enjoy many benefits. For example, technicians can complete digital forms and checklists on-site, or capture photos and videos for visual documentation. A mobile solution could also allow them to access work orders or troubleshooting manuals on the go.
WizyVision’s platform is designed to function in areas with limited connectivity, which means technicians don’t have to store information for later, but simply input it into an app that will automatically sync once connectivity is restored.
This eliminates the need for end-of-day entries while allowing managers to inspect critical job information and customer history in real-time.
Optimize Scheduling and Routing
Getting to the job on time has always been a challenge for field technicians, who are expected to visit multiple locations in a day. However, mobile solutions equipped with GPS tracking significantly ease this burden. These apps allow managers to gain real-time visibility on technicians, assess the right person for the job, and determine whether they’ll get there on time.
These capabilities also allow managers to make adjustments on the fly. For instance, when scheduling, you could consider critical factors like location, customer preference, job priority, or availability before assigning a technician. GPS tracking further enables intelligent routing, helping frontline workers arrive on the scene faster, save fuel costs, and carry out more inspections per day.
As you’d imagine, a wholly automated dispatching and scheduling system that uses advanced algorithms and real-time data to assign staff is the ultimate productivity tool, helping managers better manage resources and workers for maximum efficiency.
Enable Automation with AI Tools
In the last couple of years, very few industries have remained unaffected by the staggering rise of artificial intelligence. And while adoption hasn’t progressed as fast as anticipated, the capabilities of AI in enhancing workflows cannot be denied.
One of the key advantages is that it enables the automation of several critical but time-consuming and repetitive processes. For instance, generating work orders, filling out routing updates, or assigning jobs are all tasks that can be handled by an AI-powered software. Managers can also leverage cutting-edge technology to categorize said work orders, track the status of a job, and make smarter decisions.
AI-powered tools are a godsend for technicians as well. Consider, for instance, how they stand to streamline maintenance. By allowing teams to analyze vast amounts of data in seconds, the tools can determine when a piece of equipment is due for service, study its performance, as well as predict failures. This level of automation was previously unheard of, but it stands to introduce a more proactive and organized approach to everyday challenges in field operations.
Enhance Communication Between Teams
There are few things worse for productivity than miscommunication. Teams struggling to remain on the same page or are focused on different goals naturally won’t get as much done as those with clear communication channels.
Once again, a field management software like WizyVision can make a big difference. These solutions enable the real-time flow of information between frontline teams and managers back at the office, significantly optimizing workflows. For example, the information relayed could include safety protocols and risk assessments, which go a long way in reducing downtimes and preventing sudden equipment failures.
Monitor, Manage, and Train
At the end of the day, your expertise is the greatest tool in your arsenal for enhancing workflows. By constantly monitoring field staff, equipment performance, as well as metrics like completion rates, you can make great strides in enhancing productivity.
A workflow management solution could equip you with the analytics tools you need to find patterns and trends, identify areas for improvement, and reward high-performing technicians. This data could also guide future training programs, allowing you to take an iterative approach to optimizing workflows.
Experience the Benefits of WizyVision’s Workflow Management Tool
McKinsey research suggests that the average technician spends 40% of their workday on activities that add no value. This is, obviously, not ideal.
That’s why at WizyVision, we’re committed to ensuring that no second is wasted. Our field service management solution leverages cutting-edge AI and years of collective expertise to enable frontline staff to do their jobs faster, more efficiently, and with customer satisfaction in mind. To learn more about how to organize your workflow to maximize productivity, reach out to the WizyVision team today!