Overview

For many field service organizations, auditing work plays an important role in keeping customers happy and maintaining quality. As part of this process, backoffice auditors are tasked with reviewing photos and other data captured in the field, and either approving or rejecting that work. 

Traditionally, the audit process is quite manual and time consuming, especially if the audit is lengthy (try providing feedback on 60 photos – it’s not easy). Additionally, unstructured feedback is rarely easy to resolve while the field technician is still on site. Ultimately, this results in technicians having to return to recapture data and pictures. 

Pain Points
  • Time Consuming: Longer audits tasks are time-consuming to complete and review.
  • Inefficient Feedback: Field technicians often don’t get feedback until they’ve left a site. Once they do get feedback, it can be difficult to act upon efficiently – especially for complex jobs that may be capturing tens if not hundreds of photos and data points. 
  • Unnecessary Repeat Visits: When work is rejected by an auditor and the feedback is not communicated in a timely manner, a technician may be required to return to the site to recapture data or retake photos. 
  • Audit Requirements Changing: In the fast-paced world of field service, audit requirements are bound to change. Being able to adapt quickly is key to staying competitive.

Dynamic Audits aim to address these operational challenges by reducing manual work, improving feedback efficiency and, as a result, reducing the average number of truck rolls.

Backoffice Capabilities

Enable auditors to view task progress and submit targeted feedback in real time.

View task/audit progress in real time

View photos and other audit data captured by the technician in real time while a task is still underway.

Submit live feedback as the audit progresses

Submit feedback notifications in real time so technicians can act upon it before leaving a site.

Approve, reject, and comment granularly

Approve, reject, and comment at the component level so technicians know exactly what needs to be adjusted to pass an audit.

Field Execution Capabilities

Provide field technicians with timely and actionable feedback so they can work efficiently and never have to repeat a site visit.

Real-time auditor feedback

Technicians receive notifications when new auditor feedback is available and can view it in real time so they can act upon it before leaving a site.

View feedback at the component level

Technicians can view rejected data and comments at the component level so they know exactly what to recapture.

No-code Configurability

Streamline creating and modifying audit workflows and configure component-level feedback without touching a line of code.

Build audit tasks quickly using no code

Create audit tasks quickly and easily using our no-code Task Builder.

Make workflow changes in real-time

Create and modify audit/task workflows in real time as business requirements change.

Component level feedback control

Decide which audit fields need to be approved/rejected when building your audit tasks.

Want to see the Zinier platform in action? Schedule a demo today!

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