CASE STUDY: FIELD SERVICE OPERATIONS

From Whiteboards to Real-Time Field Tracking in 10 Days

Case Study: Field Service

A regional maintenance and inspection company was managing crew schedules on dry erase boards and spreadsheets—leading to lost jobs, double bookings, and zero visibility into active fieldwork.

A woman using a dry erase marker on a whiteboard at her field service job.

The Challenges

No unified job calendar—each supervisor had their own spreadsheet

Lost revenue from missed follow-ups and incorrect labor logs

No documentation of job completion or timestamps

No documentation of job completion or timestamps

The Fireflight Solution

We delivered a tailored solution using these FireFlight modules:

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Scheduling & Dispatch

Centralized daily and weekly dispatch views by crew and region

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Work Orders

Mobile-friendly job forms with photo attachments and sign-off fields

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CRM/Contact Logs

Centralized crew and client records

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Custom Checklists

Guided mobile forms for inspections and sign-offs

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Manual Library

On-demand access to service procedures and repair guides

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Site & Location Management

Assign jobs and equipment by facility and zone

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Documents History

Timestamped storage of photos, reports, and certificates

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Notes History

Audit-proof logging of field notes and issue comments

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Inventory Control

Real-time tracking of parts and supplies

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Materials & Parts List

Pre-built material lists auto-populated per job type

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Certifications

Ensured technician credentials and training were up to date

The Outcome

System launched in under 10 days with zero disruption

100% adoption by field technicians within 3 days

 

 

Dispatch time reduced by 75%
Revenue leakage stopped with proof-of-service logs

Related Workspaces

icon-scheduling_1080x1080

Scheduling & Dispatch

Centralized daily and weekly dispatch views by crew and region

icon-work-orders_1080x1080

Work Orders

Mobile-friendly job forms with photo attachments and sign-off fields

icon-crm_1080x1080

CRM/Contact Logs

Centralized crew and client records

icon-checklists_1080x1080

Custom Checklists

Guided mobile forms for inspections and sign-offs

icon-doc-libraries_1080x1080

Manual Library

On-demand access to service procedures and repair guides

icon-sites_1080x1080

Site & Location Management

Assign jobs and equipment by facility and zone

icon-docs_1080x1080

Documents History

Timestamped storage of photos, reports, and certificates

icon-notes_1080x1080

Notes History

Audit-proof logging of field notes and issue comments

icon-inventory-control_1080x1080

Inventory Control

Real-time tracking of parts and supplies

icon-materials_1080x1080

Materials & Parts List

Pre-built material lists auto-populated per job type

icon-certifications_1080x1080

Certifications

Ensured technician credentials and training were up to date

We went from chaos to total control—in less than two weeks.
Operations Lead, Field Services Client
This system was built using FireFlight for rapid deployment and long-term adaptability.