How Company XY Accelerated Field Planning by 60%

The Starting Point

Company XY is a mid-sized maintenance company with 85 technicians who service and repair heating, air conditioning, and ventilation systems daily across the greater Stuttgart area. Before implementing VISOTASK®, all field planning was done through Excel spreadsheets and phone-based coordination.

The Challenge

Manual planning led to significant issues:

• Dispatchers spent 3-4 hours daily on field planning alone
• 15% of jobs had to be rescheduled due to missing information
• Technicians often received job details only on the same morning
• Paper documentation caused a 2-3 week backlog in billing

The Solution with VISOTASK®

Implementation was carried out in three phases over a total of eight weeks:

1. Weeks 1-2: Digital field planning with calendar and map views
2. Weeks 3-5: Digital forms for maintenance protocols and timesheets
3. Weeks 6-8: Integration with the existing ERP system via the API

The Results

After six months of live operation, significant improvements are evident:

• 60% less time spent on dispatch planning
• 92% of jobs are now planned at least 24 hours in advance
• Billing backlog reduced from 3 weeks to 2 days
• Customer satisfaction increased from 3.2 to 4.6 (out of 5)

Conclusion

Digitalizing field planning at Company XY not only improved efficiency but also significantly boosted employee satisfaction. Technicians especially appreciate having complete information in advance and the ease of documentation via the app.