The challenge
Technicians could select inventory from every territory, there was no clean way to handle defective products or transfers in the field, and mobile case creation required error-prone manual entry.
What we did
- Three streamlined Field Service mobile flows kept to three or four fields for usability
- Territory-based sharing so techs only view and consume their assigned inventory
- A unified transfer flow for moving stock between territories or to a quality warehouse
- Automated case creation that populates account, site, and territory data from the work order
The results
The company deployed mobile flows for consumption, transfers, and case creation, enforced territory-based inventory visibility, and validated the solution against its ERP before a piloted rollout.
There’s that quick win you wanted — that’s huge.
Client, Manufacturing