Mobile App for Service Businesses: What You Need to Know

Why service businesses need a mobile app

Managing requests and field visits

The app consolidates all service requests into a single system with statuses, change history, and assigned personnel. Managers can see the real workload of the team and coordinate every stage of the process. Scheduling field visits becomes more manageable, taking into account location, technician availability, and urgency. This gives field staff clear tasks with routes and all necessary information at their fingertips, while the business benefits from predictable outcomes and reduced downtime.

Transparency and client communication

Clients have access to the current status of their requests, the assigned technician, and the scheduled work, with all notifications sent automatically. Managers and technicians receive clear, organized information for each job, while the company can track SLA compliance, delays, and actual work times.

Quality control of work

Quality control is ensured by recording every stage of the work: photos, videos, checklists, client signatures, and technician comments. Managers can verify compliance with standards, track deadlines, and quickly identify repeat requests or problem areas. The history of completed jobs simplifies audits, while service technicians follow clear instructions and established standards.

Reducing operational costs

Operational costs are reduced through business process automation and clear planning. Less time is spent on unnecessary manual work, while digital checklists and photo documentation minimize repeat visits and paper records. Workload analytics and actual job time help allocate resources more efficiently, and quality control reduces errors and claims.

Access to analytics

The mobile app provides a comprehensive view of the company’s operational activities. Real-time metrics help quickly identify delays or deviations from standards and adjust schedules and priorities. Dashboards with actual data simplify resource planning and allow for an objective assessment of team performance.

Case: mobile app for Viessmann

Viessmann Service Portal is a cross-platform mobile app with personal web portals for installers and service organizations of Viessmann, a leading HVAC manufacturer. It combines the capabilities of a custom PRM system with the convenience of a mobile application and includes a range of unique features.

The app allows contractors to register completed work offline: all data is stored and validated as soon as an internet connection becomes available. The barcode scanning feature automates the entry of equipment serial numbers, minimizing human errors and significantly speeding up task registration.

We also optimized the equipment startup registration process by adding two steps to the form for this type of work: selecting the equipment type and completing a technical questionnaire. Upon completing the registration, an electronic certificate is automatically generated, containing all questions and answers from the technical questionnaire for that equipment.

If you’re looking to optimize your business processes with a mobile app, leave your contact details in the form. Our manager will reach out and recommend the best solution for your company.