A solution for companies who require seamless real-time workflows between business systems and field service operations
A high level breakdown of the work order management workflow can be explained as follows:
- Dispatchers/Administrators create, assign, and schedule work orders. Back office personnel can use the GeoBusiness calendar scheduler to visualize/manage work order assignments
- Field crews use ArcGIS mobile Android/iOS devices to execute work orders.
- Field crews collect asset information.
- Back-office views asset information collected by field crews in ERP.
From the Microsoft Power Platform, dispatchers or customer service representatives use a drag-and-drop scheduler or multi-vehicle optimized routing method to schedule GeoBusiness Field Cases. Given a set of GeoBusiness Field Case locations, the GeoBusiness routing service will determine which stops should be visited, and in what sequence.
From the back office, personnel can create, modify, and prioritize work assignments in real-time via a drag-and-drop scheduler. Routes to GeoBusiness field cases are automatically optimized for efficiency. However, dispatchers, managers, or customer service reps are enabled to make manual edits to the schedule as needed.
Field Crew Workflow
When the routes are created, assignments are then pushed to technicians’ mobile devices. With Android and iOS-compatible mobile applications, technicians update the status of assignments as they progress through their routes. Work orders include status, due date, priority, assignee, location, and description. Field technicians’ location, assignment status, and any other Microsoft Dynamics 365 location data such as assets or customers are displayed in real-time to the back office in a map-centric GeoBashboard.
Back Office Workflow
With operational GeoDashboards, dispatchers can monitor the progress of all assignments and technicians are empowered to submit information pertaining to their assignments. This information then becomes visible to the back office in real-time.