Are your field workers able to see overdue PM / OM (Planned / Operational Maintenance)?

Scheduled PM/OM (Planned Maintenance/Operational Maintenance) can make an average $250 in additional’s. 100 should be $25,000, right?

We all know that PM/OM’s are loss leaders & a way to bring in more business in the form of Additional’s or Second Segment work.

But why does it not seem to work that way?

Is it your Team or the Process? In most cases, it’s the Process. Some Field Workers can do this with their eyes closed but some struggle to sell lights and seasonal services. We take a unique approach to this.

Everyone has tried many different programs to address PM/OM’s. We found that getting the PM/OMs done is one part of the puzzle but the larger chunk of this issue is and what it all comes down to is: Is the Field Worker comfortable enough to Up-Sell the Additional’s or Second Segment work with the customer?

In most cases no, they are not. This is where we can help.

We ask Field Workers to be like Baseball Umpires and “call it like they see it” on the inspections. Items marked as CRITICAL, NEEDS REPAIR are highlighted and upon signing, the customer must select “Customer Approved”, “Customer Refused”, or “Request Quote” thus closing the loop.

Our customers and field workers love this function and it is turning PM/OM’s into the money makers they should be. The side effect of this process? Happy customers because of less breakdowns.

We may be able to help since we specialize in process driven, time saving applications, which your company can use. Would you be interested to talk about it or maybe would like to schedule a guided “Test Flight” that doesn’t obligate to actually buy anything?

Either way we are here to help you succeed.

How PM/OMs and the Right Solutions Are Essential to Upselling

Following the work history trail is exactly what Field Workers look for if they needed to see who did what, where, when, and what they used. This is probably one of the most important things that Field Workers get. Next is the step called “Finalize”, where the customer gets to review everything that was done. It’s like your work order but in digital format. The customer could see the parts, the labor, and the description of the exceptions as well as “Suggested Repairs”.

Suggested repairs or upselling. Just like McDonald’s “Would you like fries with that?”. This is empowering your Field Workers to perform the upsell.

The customer has an opportunity to say “No.”, “Next time.”, or “Yes. Go ahead and do it.”. But here’s the key: we track the customer’s answers and put it on the document that they sign. I would bet there wouldn’t be a dispute.

Case Study:

Let me share with you a story.

In my younger years, I was an over the road technician working on computer systems. These computer systems were connected to everything from

manufacturing plants to banking systems. The one thing I did notice while I was a technician is once I left the office, it felt like I was on another planet. If I needed information, parts, or instructions I needed to get them before I left.

9 times out of 10, when I got to where I was going it was the always the wrong equipment and the wrong part throwing everything off. So, having the right bit of information could really have helped.

Benefits of the Right Field Solution

Field Service Solutions is here to get and keep your customers by allowing the customer to have their way and being able to quickly react to it.

Imagine, today you get a phone call from your customer changing the threshold for PM additionals from $500 to $750. How do you get that out to your technician’s today, so they can start getting that extra $250 without having to call for additional approvals?

Think of how you currently do it versus how getting it out to the right people at the right time would be paramount.

Helping you turn slow, clunky processes into quick, nimble, easy “Zero-Code” mobile applications.

 Ready to make work easier for everyone?

Step 1: Make an appointment with our experts

Step 2: We will dig into your process together

Step 3: Get our Free Assessment on how you too can make work easier for everyone.

 [email protected] | (562) 999-2680 | www.ur-designs.com | www.facebook.com/urdesignsmobile