CORE PRODUCT FEATURE
ADD-ON FEATURE

Smart Forms for your Field Operations

Taskflows are the workflows or forms that field personnel follow to complete each task. Experience precision, flexibility and functionality like never before.

Quickly build powerful taskflows and deploy instantly to field users
Access data from the field in real-time for back-office validations and further processing
Ensure scope & accuracy through powerful validations
Work uninterrupted offline with automatic sync when online

Flexibility and power to handle any workflow, yet easy enough to get started in minutes!

Fieldmaster.ai's Taskflow module simplifies field operations by providing an easy interface to create and instantly deploy various field service workflows.

In addition to reducing errors through robust validation, it helps to ensure compliance with the prescribed scope. With a user-friendly mobile interface, automatic data sync, and programmable branch logic, it is flexible to model any kind of field workflow.

Intuitive Form Builder

The intuitive interface enables admin users to easily create robust task forms without coding. While our done-for-you approach ensures that you get the ready-to-go forms, our simple interface provides added flexibility.

Simply drag and drop fields, buttons, and other elements to customize forms. This allows you to tailor forms for activities like inspections, surveys, installations, or maintenance, ensuring your processes align with operational needs while boosting efficiency.

A wide variety of data types is available to ensure data accuracy and validation:

  • Single select / multiple select
  • Text / Integer / Decimal
  • Date / Time / Datetime
  • GPS Location / Geo Line / Geo Area
  • Photo / Watermarked Photo / Annotated Photo
  • Audio / Video
  • Barcode / QR Code
  • File Input
  • Range / Rating
  • External Custom Datatype

Instant Field Deployment

Push changes, updates, or new Taskflows to your field team immediately. This ensures adaptability and prevents delays in implementing operational improvements. Make iterative adjustments to Taskflows based on feedback, keeping processes efficient and effective.

Data Validation

Set specific criteria for each form field, such as format requirements (e.g., dates, numbers) or mandatory fields. Validate inputs by comparing them against existing data, preventing invalid entries and maintaining database integrity.

Validating inputs can be as simple or complex as your task requires. Some simple validation examples could be:

  • Customer ID should start with 'A' or 'B', followed by 5 digits for Commercial customers and start with 'X' or 'Y' followed by 6 digits for Residential customers.
  • Only allow to proceed if the GPS accuracy is less than 10m

Whereas some of the more complex examples could look like:

  • Photo for this site should be mandatory if no photo has been clicked in the last 3 visits
  • After connecting the IoT device, ensure that activation confirmation is received from the server before proceeding
  • The entered meter reading should be greater than the meter reading taken last time and should be in line with the monthly energy consumption

Branched Logic to handle multiple scenarios

One of the core concepts we recommend while designing Taskflows is that each field user should only see the fields on his mobile device that are relevant for the task he is currently working on. The fields should also be in logical sequence to the progression of the task. Designing it this way enables users to focus on completing essential actions without distractions or backtracking.

This is why it's so important to have branched flows, which are conditional upon previous responses and/or server-provided attributes. In the field, Taskflows adapt automatically based on user inputs, guiding them through the correct sequence of actions.

Custom Watermarks on Images

Automatically embed GPS coordinates and datetime stamps as watermarks on media. You could also have custom parameters as the Customer/ Site ID, Site Engineer's name or any other remarks in multiple lines.

We've found that this strengthen task traceability and verification reducing disputes and enhancing operational transparency.

Realtime Data Synchronization

Data collected in the field is automatically synchronized between field devices and our backend servers in real-time, providing immediate visibility into field activities. Supervisors can track task progress, identify bottlenecks, and address issues promptly with up-to-date information.

At the same time, field users always have access to the latest customer details, inventory updates, or other server-supplied attributes.

Offline Access & Automatic Sync

Enable field teams to continue operations even in remote areas without connectivity. Once a WiFi or mobile connection is restored, all locally stored data is uploaded to the server automatically and seamlessly, ensuring no information is lost.

The amount of offline data storable is only limited by the storage on the mobile device.

Task Scope Assurance

The sum total of having perfect flowcharts for every branch possibility along with impressively powerful data validation is that if the task has been submitted, you can rest assured that the work has been completed as per the defined scope.

The importance of this cannot be overstated. As you achieve first-visit completions with 100% scope assurance, you will see that your costs reduce drastically as you don't have to make multiple unnecessary visits.

Task Progress Guides

Provide users with detailed guidance for completing tasks efficiently. Each step includes clear directions that reduce confusion and improve task accuracy.

Enhance instructions with text, images, or videos, ensuring comprehensive understanding for all team members.

Multilingual Support

Every Taskflow can be configured with multiple languages, which the field users can select from. The application interfaces switches between multiple languages to cater to teams from different regions or linguistic backgrounds.

We have found this simple feature to be highly effective in improving task accuracy when there are users with multiple language backgrounds.

Unlimited Data Storage & Easy Exports

Accommodate the growing needs of your business by storing large volumes of data without constraints. Maintain historical records securely, enabling data retrieval for audits or performance analysis. Capture data remains available to you at all times.

What's more, we have easy export options in several different formats, should you choose to store your data elsewhere.

Transform Your Field Operations with Streamlined Workflows

Unlock the potential of your field operations with our cutting-edge Taskflow Management solution. Here’s how it drives business success:

Ready to elevate your field operations? Our Taskflow Management solution is designed to optimize your processes, enhance accountability, and scale your business. Contact us today to get started!

Digitize your operations by implementing Fieldwork Taskflows today!
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