BackgroundCaterpillar distributes and supports machinery, power systems and material-handling equipment. They are an industry leader in power and equipment solutions. Their customers expect them to be able to deliver high in-territory availability of their machinery, so performance and reliability are key to their success.
The ChallengeThey were using pre-printed triplicate forms while carrying out servicing and maintenance on Caterpillar Engines and Power Generators. These were used to complete inspections and TA1 forms for the planned maintenance of customer machinery out in the field.Their paper based processes regularly resulted in delays when sending the information back to theoffice, often with incomplete information or duplicate data entry adding further complications. Engineers also had no efficient method of receiving scheduled jobs and having all the information at their fingertips such as machine servicing history, associated manuals, notes, etc.They also needed a way of organising the planned preventative maintenance schedules for machinery, this required more efficient job scheduling, improved reporting and a streamlining of their internal processes.Gathering all the job information collected on site on paper based forms, re-entering that data into a report and scheduling the jobs, all on separate systems was proving to be a very time consuming activity.
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