Field service pros are masters of multitasking. At any point, they are diagnosing problems, keeping customers happy, and getting the job done right the first time. But too often, their workflows depend on paper forms, post-job admin, or clunky desktop systems. The result? Delays, double work, and missed opportunities.
With the right mobile app, those pain points disappear, and the returns add up fast. Here are the top 5 workflows that get a major boost when field service teams go mobile, plus what that means for the bottom line.
1. Taking Payments in the Field
When the job’s done, customers are ready to pay – so why wait?
Let technicians take secure payments on-site, even without internet. No chasing invoices. No waiting for the office to process. Funds hit your account faster, improving cash flow and reducing admin overhead.
ROI: If your average job is $1,200 and you shave 5 days off your payment cycle, that’s faster access to working capital, potentially saving thousands in financing costs or enabling you to take on more work.
2. Scheduling Follow-Up Appointments
Need to return for an install, inspection, or part replacement? Instead of scribbling on a clipboard or relying on the customer to call back, technicians can lock in the next appointment on the spot, synced directly to Acumatica scheduling.
ROI: Closing the loop in the field can reduce no-shows and missed follow-ups by ups. If 25% of your appointments are missed or never booked at all and your team is doing 500 follow-up jobs a year at $500 each, that’s over 62K in saved or recovered revenue.
3. Tracking Time and Expenses
Field service is full of variables, including travel time, overtime, extra parts. With mobile time and expense tracking, techs log hours, mileage, and materials in real time. This ensures accurate billing, clean payroll records, and better project cost visibility.
ROI: Saving just 15 minutes a day per technician adds up fast. For a 25-person team at $50/hour, that’s $81,250 in recovered labor value every year — without taking on a single extra job.
4. Capturing Job Documentation
Photos, signatures, service notes, are critical for proof of work and compliance. A mobile app allows techs to capture and attach everything to the job record instantly, even offline.
ROI: Avoiding just two warranty disputes per quarter (at $1,000 each) by having airtight documentation puts $8K back in your pocket annually and keeps customers happier.
5. Accessing Customer & Equipment History
Walking into a job blind is costly.
Mobile access to CRM and asset records means techs know the service history, warranty status, and past issues before they even knock on the door.
ROI: Resolving an issue on the first visit instead of a second can save $150–$300 in travel, labor, and scheduling costs per avoided trip. Multiply that by dozens of calls per month, and you’re easily in the tens of thousands saved.
Field service teams are most valuable when they’re in front of customers, not behind a desk.
A mobile-first workflow turns every service call into a chance to boost revenue, speed up cash flow, and deliver a better customer experience, and the ROI is measurable in months, not years.
If your field team is still doing these tasks the old way, it’s time to put your enterprise system in their pocket. Learn more about the Jigx Frontline App and put the power of Acumatica in their pocket.
