Back to Case StudiesCaterpillar
Caterpillar implemented Klipboard to provide a paperless way of managing field service jobs and maintain scheduled servicing of complex machinery.
Mechanical Engineering
Caterpillar
Background
Caterpillar 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 Challenge
They 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.Try it for Free
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The Answer
Klipboard's job management software was brought on board to help with the challenges faced when organising Planned Preventative Maintenance schedules on complex machinery and simplified the process or relating information from the office to the field engineer.They use our drag and drop scheduler to efficiently schedule jobs for their field engineers and also provide them with not only the correct forms for the job but also, customer details, customer job history, location routing and any associated PDF documentation required, machine history, notes and more, all within the Klipboard mobile app.Maintenance and servicing reports are now completed by the field engineers via the Klipboard app, ensuring all essential information is accounted for, removing the need for paper processes. Each different piece of machinery has it's own bespoke form and workflow ensuring high quality service deliver and consistency for each job.They also now have the added benefit of image capture and electronic signatures, therefore strengthening the reporting process. Engineers are able to take pictures of failures or replaced parts and add them to the customer's report at the end of the job.Maintenance jobs are now monitored via the Klipboard dashboard in real time enabling total oversight of their field operations.They are now able to meet the demands of their customer's Planned Preventative Maintenance schedules as they are streamlined through Klipboard which allows them to provide a professional, timely service and a smooth internal operation for both their office and field based teams.
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Real-time visibility, intelligent features and all the information for your team in one place. Klipboard is your all-in-one platform for job management, scheduling, planned maintenance, invoicing, quoting, automated communications, reporting and more.
