Optimizing Job Scheduling

Enhancing Job Scheduling and Field Service Efficiency for a Facilities Management Group

A leading provider of facilities maintenance and cleaning solutions in New Zealand, this company has evolved from its roots in commercial cleaning to offer a broad range of services, including grounds care and specialized at-height solutions. Serving major corporations, property managers, and facility operators nationwide, the company is known for its innovative, customized approach and dedication to quality. Proudly New Zealand-owned and operated, it has built a strong reputation as a trusted partner, delivering excellence in every project.
Case Study

Challenges

A facilities management group faced challenges in maximizing operational efficiency due to limitations in their existing system, which, while proficient in managing customer requests and job details, lacked essential scheduling and visibility features. This shortfall affected several aspects of their operations:

The lack of effective job scheduling and real-time visibility into operations hindered efficient resource allocation, impacting the helpdesk, dispatchers, and tradesmen, and ultimately slowing down the company’s growth.

The absence of a proper timesheet management system made it difficult to accurately track time spent on each job, limiting performance insights and accountability.

Tradesmen relied on a custom mobile application that did not support offline capabilities, creating difficulties in managing tasks in areas with poor internet connectivity.

Case Study

Solution

To address these operational hurdles, Tranzevo implemented Salesforce Field Service Lightning (FSL) to optimize job scheduling, resource management, and mobile accessibility for the facilities management team

Enhanced Job Scheduling: Introduced a dispatcher console, equipping dispatchers with tools to schedule and dispatch service appointments efficiently, monitor technician availability, and assign the right tradesperson to the right job in real time.

Scheduler Flexibility: Provided schedulers the ability to create work orders and quick service appointments based on specific territory operating hours and work types, ensuring alignment with local requirements.

Streamlined Job Management: Implemented out-of-the-box FSL mobile app flows, enabling tradesmen to easily quote, complete, and pause jobs from the app, streamlining job management.

Offline Automation: Equipped the mobile app with offline automation capabilities, allowing tradesmen to complete daily tasks even in areas without internet connectivity, thus ensuring continuity in operations.

Customized Branding: Tailored the mobile app to reflect the company’s branding, reinforcing a cohesive brand image across platforms and providing a familiar interface for tradesmen.

Total Group

Results

The Salesforce Field Service Lightning solution transformed the facilities management group’s operations, driving improved efficiency and customer satisfaction across key metrics

The lack of effective job scheduling and real-time visibility into operations hindered efficient resource allocation, impacting the helpdesk, dispatchers, and tradesmen, and ultimately slowing down the company’s growth.

The absence of a proper timesheet management system made it difficult to accurately track time spent on each job, limiting performance insights and accountability.

Tradesmen relied on a custom mobile application that did not support offline capabilities, creating difficulties in managing tasks in areas with poor internet connectivity.