Create Digital Checklists with L-mobile service: More Process Reliability, Productivity, and Transparency

L-mobile. Field Service Management Software, digitale Checklisten erstellen, digitale Formulare, mobile Service App, Checklisten für den technischen Außendienst

Increase your technical field service staff’s success rate through the use of digital checklists. The L-mobile service field service management software makes it easier for your service technicians to complete service calls by creating individual digital checklists that support standardized service processes. Use the user-friendly and intuitive editor in the field service software to create digital checklists and other templates, such as for maintenance protocols or customer visit reports, thus making it possible to structure service calls.

All these forms and lists can then be accessed and processed via the mobile service app in L-mobile service with just a few clicks. This enables your service technicians to complete their service calls more quickly, more efficiently, and without error—which ultimately improves the quality of your customer service.

Optimize processes and success rates in technical field service by creating digital checklists

Your service technicians usually have to handle a wide variety of applications in field service: from simple maintenance work on systems to complex repair orders for entire manufacturing systems. In order for technicians to complete the service call to the customer’s satisfaction, they need to be informed about the required work steps, test protocols, and safety measures. The higher the order volume, the more difficult it becomes to comply with all these regulations and process steps. This is how errors can quickly occur and problems are not neatly resolved. In the worst case scenario, the service technician will ultimately have to travel back to the customer to correct any issues. This could not be described as top-quality customer service and a good first-time fix rate. However, depending on the type of order, device type, and industry, there are always field service orders that are similar in terms of the requirements and necessary procedures for solving the problem—and this is precisely where digital checklists come into play.

Digital checklists offer you and your field service staff the means to visualize complex processes step by step and organize them uniformly. A central document is used to compile all procedures necessary for a successful service call. This prevents errors and the skipping of any work steps. By implementing digital checklists, your service technicians will be able to work with precision and confidence. At the same time, completing a digital checklist records and documents all services performed on site at the customer’s location, making service calls more traceable andtransparent.

In addition to the actual work steps, such as for repairing a machine, occupational safety measures or test specifications can also be included in the digital checklist. In this way, a checklist for field service can also be used to increase safety in the workplace. In addition, all forms can be easily and flexibly processed at any time and automatically updated wherever they are used in L-mobile service. All in all, digital checklists are the ideal tool for more structure, process reliability, and transparency in technical field service.

L-mobile, Field Service Management Software, digitale Checklisten erstellen für den Einsatz im technischen Außendienst

Functions for more productivity in technical field service: creating digital checklists with L-mobile service

Digital checklists are one of the most important functions in L-mobile service field service management software. For many of our customers, they are a valuable support in field service, facilitating cost and time savings and making service processes more efficient. You can also benefit from these advantages by creating digital checklists in our user-friendly editor. The checklists are centrally managed and updated by the service staff in the office. They can be automatically assigned to specific field service orders and device history records and can be easily processed by service technicians on their mobile devices.

Intuitive editor Manage checklists Automatic assignment Add to a field service order Mobile checklists

User-friendly editor for digital checklists

The intuitive kit for digital forms

Create new digital checklists in the “Dynamic forms” section
The editor will then launch, where you can design your individual checklists based on your needs and specifications
Drag and drop menus make it easy to customize the various fields of a digital checklist

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This mobile service solution provides a user-friendly and simple kit so that you can create the right digital checklists for your regularly occurring service processes. The editor lets you create any number of digital checklists so that your service technicians can support customers on site at their location. The editor offers you numerous predefined elements for the creation of checklists. These include drop-down menus and selection lists with radio buttons, simple text boxes, plus the option to upload image files. All these elements can be flexibly customized and selected using drag and drop so that you produce the ideal checklist for your field service staff.

The L-mobile service editor also provides other functions that enable you to manage your digital checklists easily and assign them to the right objects. Especially helpful is one of the settings for creating a new form: whether or not a checklist needs to be filled out to complete a field service order. If this option is enabled and the digital checklist is then assigned to an order, your technician will see at a glance that they need to process the list in order to complete the assignment successfully. This also ensures that service calls are carried out correctly and no important process steps are missed.

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Centralized management, processing, and updating of checklists

Flexible customization and automatic updating across the entire system

Keep track of all created digital checklists at all times
When you edit a checklist, it will then be automatically updated everywhere in L-mobile service

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When you create digital checklists and actively use them in field service, your service team benefits from multiple advantages. For one thing, you are able to standardize service calls for recurring orders. This increases productivity, saves time, and makes it easier to carry out service procedures. With L-mobile service, you can create digital checklists for use with every type of field service order that your company is regularly required to handle. The great thing about this is that you can manage all of these individual digital checklists, such as those for commissioning systems, retrofitting machine parts, or carrying out maintenance on a device, centrally in the L-mobile service field service management software.

Central management ensures that all employees are always working with the latest version of your checklists. The advantage: As soon as a checklist is modified or added to, your staff does not need to make these changes to the checklist at every location if it has been created and stored in the system. The field service software automatically updates all versions of the form that are currently in use. This prevents the use of outdated or incorrect checklists. So there is nothing standing in the way of uniform digital checklists being used in all areas of field service management.

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Automatic assignment to devices and field service orders

Simplified service process for creating field service orders

Assign checklists to specific device types and order types to accelerate order entry
If a field service order is created that corresponds to the selected device type and order type, the checklist is automatically stored

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Process digitalization often goes hand in hand with process automation. You can also integrate your newly created digital checklists with an automated process. Within the L-mobile service editor, checklists can be assigned to individual device types as well as to a predefined field service order type such as repair orders or maintenance orders. Individual lists can of course also be assigned to multiple objects. By assigning a digital checklist to a device type and a field service order type, you can ensure that this checklist will be automatically made available to your technician as soon as a field service order needs to be carried out for the corresponding device.

When special checklists are created and assigned for an assembly order, repair orders, retrofitting, or commissioning, the system automatically stores the checklists in a new field service order. It is no longer necessary to assign digital forms manually whenever a field service order is created. This frees up some of your technical field service staff time, which can now be invested in delivering important customer services.

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Add digital checklists to field service orders

Add new documents to service calls at any time

L-mobile service brings you flexibility so that you can add additional checklists to a field service order at any time

Even though you’ve already created a digital checklist for every field service order type in the editor and assigned it accordingly, at some point you may want to add one or more additional checklists to a new order. With the L-mobile service field service management software, it is also easy to assign digital checklists manually in an existing field service order. This can be done in the order overview. There you will find a corresponding tab where you can select the desired checklists and add them to the order. For example, you may want to add a supplementary form containing a customer satisfaction survey. Just like the digital checklists that were assigned in the editor, these forms are also available to the technician at any time when working on their field service assignment.

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Use mobile versions of digital checklists

Instructions and performance record for service technicians

Your service technicians complete the digital checklist step by step in the mobile service app
A preview of the completed checklist can also be viewed in the mobile service app

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Once a new field service order has been entered and allocated to a suitable technician using the digital planning board, digital checklists become extremely important. When your service technician arrives on site, they will find all the relevant information for the order on their tablet or smartphone, thanks to the mobile service app. When the technician selects a field service order, it is assigned a digital checklist, which is also automatically made available for their work. Your technician can now carry out their service call with the aid of the checklist and store all the necessary information in the service app digitally. Once they have completed the checklist and finished the field service order, all data is synchronized with L-mobile service, including the completed checklist. Now the office staff has access to the digital checklist as a PDF file, which they can download and review as required.

The mobile service app also allows your service technicians to create their own new digital checklists on their mobile end devices. The technicians are often best able to assess whether additional steps need to be taken for a field service order or whether a customer needs to be consulted in more detail. They can thus assign another checklist directly to the order without first sending this information to the office and waiting until their colleagues have created the new list there.

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Digitalization of technical field service processes with field service management software

A guide to digital service processes in customer service

Excellent field service management depends on strong collaboration between office and field service staff. While the office staff coordinates a company’s service calls from headquarters, the technical field service staff is out in the field every day to complete these calls at the customer’s location. Digital checklists are just one important tool when it comes to carrying out the entire process accurately and efficiently.

We also give you a guide you can use to ensure the efficiency of service processes handled by your technical field service staff and make your service organization more successful. Field service management software is the backbone of a service call, allowing your service technicians to complete all calls digitally on the go, and also to communicate seamlessly and transparently with the office staff. Additionally, we also consider the role of an ERP system in field service management as well as other technologies that can optimize your technical field service.

Digitalisierung im technischen Außendienst mit Field Service Management Software - Whitepaper

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The goals you can achieve in field service when you create digital checklists

Transparent documentation of services

Perform repairs and maintenance more quickly

Increase productivity in technical field service

Improve first-time fix rates

Save time during service calls

Reduce costs

Advantages in field service management with the use of digital checklists

Improved traceability for service calls

By working with checklists, service technicians can seamlessly document completed on-site customer service calls. This is because a corresponding digital checklist enables photos to be taken on site and uploaded directly to the field service order in L-mobile service after the work has been done. For example, meter readings or the cleaned system can be documented in this way. It is thus clearly evident for your company and the customer what work has actually been done during the service call.

Reduced error rates

With the help of digital checklists for all types of field service orders, you can make sure that your service technicians complete their service calls successfully, based on standard processes. By making the completion of the checklist a requirement for the completion of the order, you are able to prevent steps and test procedures being missed. All the important information required to process the field service order is therefore available to the technician at any time on a mobile basis in the form of the digital checklist assigned to the field service order.

Greater flexibility and transparency

All checklists are created in a central location in L-mobile service and can be flexibly adapted at any time. If a checklist is later revised and saved after changes have been made, the checklist is automatically updated in all new field service orders and device history record types in which it is stored. The latest version is therefore always available. This also saves you the time it would have taken to manually update each individual checklist, and provides greater transparency in your service process.

Import of existing checklists

L-mobile service offers you the option to import existing checklists as PDF files into the field service management software with just a few clicks. This can especially be useful when checklists have already been created for extensive and complex processes. The simple import function saves time and the documents can then be used and completed without a problem.

Time savings during order processing

Digital checklists help your technicians carry out field service calls more efficiently. Based on predefined protocols, service technicians know precisely which tasks they must perform in order to complete the field service order successfully. This saves processing time and reduces error rates in technical field service.

Increased customer satisfaction

Digital checklists provide an ideal basis to complete service calls more quickly and with greater satisfaction for the customer. Repairs and maintenance are carried out step by step with checklists so that important tasks are not missed. Your customers will also like the results. Satisfaction increases as the quality of your customer service improves.

Using digital checklists in the mobile service app to simplify service processes

Discover the functions and highlights of our L-mobile service field service management software in the free on-demand webcast—when you want, where you want!

Create digital checklists and complete mobile service calls
In our webcast, we show you how your service technicians can process field service orders efficiently and without errors by accessing checklists in the mobile service app of L-mobile service app.
Live demo of the field service software’s main functions
Discover the highlights of L-mobile service in the office and in the field—from order management to automatically generated field service reports.
Field service management software in actual use
Learn how one of our customers made their entire service process paperless and field service staff can now work offline and without a network connection.

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Real-life use cases: create digital checklists, increase service quality

Using digital checklists to provide instructions for repair orders

You send one of your service technicians to carry out their next field service order at a customer’s site. There they need to repair a machine that you have only recently added to your range. Only a few of your technicians have handled an order for this type of device so far, which is why you have provided instructions in the field service order for support. You can create these types of instructions using the same editor you use to generate your digital checklists. As images and custom texts can be added to this type of checklist, clear instructions can be created with step-by-step explanations of the necessary repair work. This makes work easier for your technicians, prevents errors during the repair process, and contributes to customer satisfaction.

Clear field service checklists thanks to dynamic queries

Your technician sets off to carry out a field service order. When they arrive on site, they use the mobile service app to open the digital checklist assigned to the field service order so that they can process it. The checklist can adapt flexibly and dynamically to the situation at the customer’s location. For example, if a cable is damaged, the technician answers “No” to the checklist question “Is everything okay with the cable?”. Straight away new instructions appear in the checklist that now need to be followed. If the technician had answered “yes” to the question about the cable, they would have never seen this content in the checklist as it would not have been applicable. Based on these dependencies, complex digital checklists can be created quickly and easily, and only the content and fields that are actually relevant are displayed at any given time.

Machine maintenance with an automatically assigned checklist

If your service technicians have to deal with certain individual field service orders, such as maintenance orders, on a very frequent basis, it makes sense to assign a checklist to them. You can thus provide your technicians with a digital checklist that is specifically intended for the maintenance of machines. Once you have generated it in the editor, you can assign the checklist to a device history record type and a field service order type. When a new field service order is created and it matches these necessary criteria, this rule enables the checklist to be stored automatically in the field service order and it is available to your service employees in a central location from the outset.

Work hours, digital checklists, and documents—the core components of a mobile field service order for Deutsche Windtechnik Offshore und Consulting GmbH

For Deutsche Windtechnik Offshore und Consulting GmbH, it is extremely important that the central data of a completed service call—work hours, completed checklists, and documents—are available to the end customer promptly. If information recorded in writing has to be first manually entered into the customer portal, this is hardly possible without delays. In the reference video, the team tells you how a company can now prevent these delays, avoid errors, and optimally leverage the potential of machine and system maintenance.

“Checklists guide the service technician […]through the various options they have for a field service order. […] As they carry out the job, they’re already documenting their work. They then just have to synchronize it.[…] It saves us a lot of post-processing time.”

Klaas FeldmannHead of IT, Deutsche Windtechnik Offshore und Consulting GmbH

To the case study

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L-mobile reference Grimme Landmaschinenfabrik GmbH & Co KG

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L-mobile reference Deutsche Windtechnik Offshore und Consulting GmbH

Additional functions of L-mobile service for a digital and successful service process in the office and in the field

Discover more highlights of our field service management software for the optimization and digitalization of your customer service

L-mobile service is a comprehensive solution to support your service processes. It gives you and your service team access to digital checklists as well as a number of additional functions so that they can provide top-quality field service management. Discover the software highlights of our field service management software—from paperless order management, through route-optimized route and deployment planning using digital planning boards, to the mobile service app for technical field service staff.

Create Digital Checklists with L-mobile service: More Process Reliability, Productivity, and Transparency

Optimize processes and success rates in technical field service by creating digital checklists

Functions for more productivity in technical field service: creating digital checklists with L-mobile service

User-friendly editor for digital checklists

Centralized management, processing, and updating of checklists

Automatic assignment to devices and field service orders

Add digital checklists to field service orders

Use mobile versions of digital checklists

Digitalization of technical field service processes with field service management software

The goals you can achieve in field service when you create digital checklists

Transparent documentation of services

Perform repairs and maintenance more quickly

Increase productivity in technical field service

Improve first-time fix rates

Save time during service calls

Reduce costs

Advantages in field service management with the use of digital checklists

Improved traceability for service calls

Reduced error rates

Greater flexibility and transparency

Import of existing checklists

Time savings during order processing

Increased customer satisfaction

Using digital checklists in the mobile service app to simplify service processes

Create digital checklists and complete mobile service calls

Live demo of the field service software’s main functions

Field service management software in actual use

Real-life use cases: create digital checklists, increase service quality

Using digital checklists to provide instructions for repair orders

Clear field service checklists thanks to dynamic queries

Machine maintenance with an automatically assigned checklist

Work hours, digital checklists, and documents—the core components of a mobile field service order for Deutsche Windtechnik Offshore und Consulting GmbH

Additional functions of L-mobile service for a digital and successful service process in the office and in the field

Digital Device Management

Master data management

Remote service with augmented reality

Order management

Digital checklists

Deployment planning with digital planning board

Mobile service app