Easily create maintenance equipment checklist for your field team

checklist for preventive maintenance

Checklist for preventive maintenance on the fly

Every field service technician is familiar with maintenance equipment checklists. Let’s see why.

Every equipment under your care has a different maintenance plan. Not just schedule. Let’s take a battery, for instance.

An industrial battery requires preventative maintenance at periodic intervals. If in heavy use, then as frequently as every month. Preventive maintenance (PM) is done to ensure one does not need to come back for ad hoc maintenance/ repair for damaged batteries- basically the same principle behind PM that is followed for all equipment.

Now, every equipment that needs maintenance requires a checklist for preventive maintenance for the technicians to follow. Be it an automobile or a fuel pump or a battery. This is common sense as well as common practice. These maintenance equipment checklists can run to 5/ 6 items for simpler items like a battery vs hundred or more for an automobile.

As an example, take a look at the maintenance equipment checklist published by Alpine Power Systems.

maintenance equipment checklist for battery
Representational: maintenance equipment checklist for battery

Till recently the technicians went around with printed maintenance equipment checklists and noted their finding there.

The problem with maintenance equipment checklist so far

Committing your checklist for preventive maintenance to a paper based strategy has obviously 2 problems.

  1. Paper is tough to track, and audit. End of the day, someone needs to (or should) sit down with the sheaf of papers documenting all the PM activities that have happened that day and check if the right procedure was followed. Were the right observations made, corrective actions taken and customer feedback monitored?

In comes software. Mobile and web based. For capturing records for every maintenance activity performed. And being able to draw appropriate lessons from the past activities. So, obviously, maintenance equipment checklist should be the first to be computerized.

2. And, keeping history, maintaining records and learning from experience is near impossible unless you have a process for transcribing (error free) all the filled up maintenance equipment checklists. Regularly. And, have a software for analysing the historical records for trends to be wary about.

Challenge with computerizing maintenance equipment checklist

Then comes the challenge: do you have to have different software for maintaining, say a laptop than for maintaining a washing machine? Or for a diesel generator set? Because the preventive maintenance checklist to be used for capturing the details regarding each type of equipment is very different, as you can understand.

Or, should you custom develop- with the help of your software vendor, a checklist for preventive maintenance for the equipment that you maintain? And, look for him again when the firm needs even a minor tweak?

Not easy huh?

That’s where Saleswah CRM comes in.

Checklist for preventive maintenance: Mobile app driven totally customizable

We provide you the ability to custom design, not one, but scores of product category maintenance equipment checklist – one for each type of products you have under maintenance. Not just that; you can create custom forms for visits – as well. These checklist for preventive maintenance are available instantly to all users once designed by the admin.

But, hold on. When you have scores of forms with you on your mobile app, that’s just the same as carrying around multiple paper forms for different product types, right? Ah, no. Saleswah CRM is smarter than that. When you are attending to a an equipment under maintenance, the software will show ONLY the relevant form to you. Without your intervention. In fact, you can’t pull up a wrong form even if you tried.

All this works- without a single line of code, any need for “implementation consultants” getting involved and any spend on time and money.

If you would like to have a demo of how to create maintenance equipment checklists – contact us for a demo.

Customer service CRM software focuses on customer retention

More than customer retention, support is a major way to gain new customers as well

A case for Customer Service CRM software

With 2021 behind us and having learnt from our experience, we can safely say that customer support is what keeps a company afloat.

Sales to new customers is expensive, time consuming. Customer support is cheaper and the effects are longer lasting. Support helps retain customers. Support helps spread the word among other prospective customers.

Support is also a great source of ongoing revenue.

The years 2020-2021 were years for our Customer Service CRM Software to come into its own. Ad hoc tickets, scheduled maintenance, AMC and Warranty coverage, spares, logistics. For field service as well as for customer service operations managed out of service centers.

And all this at scale- from a team size of 10 to hundreds. Very customizable. And very very affordable.

customer service CRM dashboard

Who is the Saleswah Customer Service CRM software for?

Saleswah Customer Service CRM software will help you improve customer satisfaction.

Field service CRM software

If you have a medium to large sized field support team that goes to customer locatto attendnding to complaints on installed equipment- high value capital goods (think DG sets, utilities, compressors, chillers, petrol dispensers) or even white goods like AC, then Saleswah service CRM software will help run your service operations.

Service Center CRM software

If you have one or more service centers around the country and your customers bring in or send in products for repair, the customer service CRM software helps too. Think laptops, mobile phones, printers, hearing aids, even cars or even some white goods.

What sets it apart

– A great new mobile app- helping deliver a full fledged service experience at customer site.

Build your own: Every Saleswah customer sees a totally different CRM

– No need for consultants to implement. And there is no need to budget for months of even weeks to implement and adopt. A typical Saleswah customer service CRM software implementation takes just a few days and rarely requires technical support or coding.

customer service crm software customized formsCustomization by the user: add custom fields to all modules, even create custom forms for all types of tickets and even equipment. Push the form to the mobile app for use by your field support team.

Customer service CRM software focuses on customer retention 1

– Any size of operation- hundreds to tens of thousands, any types of products. Browse a particularly complex implementation case study.

What did we do for the Sales CRM?

– As with the customer service CRM software, the accent was on mobility. The mobile salesman will now really like the interface. We also added integrations with Google Workspace (sheets, contact, calendar, gmail), Office 365, QuickBooks Online and added the ability to get leads directly into your Saleswah CRM account from IndiaMart.

– As in the Service CRM, major modules are now user level customizable- add your own fields to Account, Contact and Deals.

– Capture leads from your website- embed a lead capture form on your website.

… and, that’s not all.

Across the sales CRM and customer service CRM software, we have revamped our reporting tool and made it possible to define your own reports. And export the results to csv or Google Sheets.

We now have added notifications across most critical actions- so, whether it is a new lead, a task that got assigned to you or an appointment that is due in 10 minutes, Saleswah will prompt you on your web browser and on the mobile.

Already have Saleswah? Write us and tell us what you liked or even what you didn’t about what we did last year. If you haven’t experienced Saleswah yet, go and sign up for a trial- here.