How it Works

Managing a mobile workforce

Managing a mobile workforce of field service engineers can be a real challenge. It is difficult to know whether jobs are being done efficiently and there can often be a long delay between work being completed and invoices being sent out.


An automated solution will give you a much better view of how effectively engineers are using their time and enable you to process payments much more quickly. However, there are several mobile workforce solutions on the market, so how do you know you are getting the best solution for your business?

Monitor and control

The POTS™ mobile workforce software solution enables you to monitor and control your field service team’s activities. Because it is a specialised service management system, it is the ideal solution for companies who service and repair equipment for care or fire and security sectors.

A broad expertise

The system has been developed in conjunction with a number of service companies and this expertise has been used to develop a very specific mobile workforce solution which addresses the challenges faced by managers and company owners in this market.

Setup your clients

  • Add client name and address
  • Add sites you service
  • Add locations and rooms to these sites
  • Add the products you are servicing

Raise Jobs

  • Add a repair or service job to a product
  • Assign the engineer and due date
  • Set who you want to be notified
  • Review progress on the dashboard

Engineers (from your mobile or tablet)

  • Select the job you want to action
  • Review notes and actions
  • Select any parts required
  • Complete service sheets
  • Complete the visit and log the time
  • Further actions will appear on your dashboard

Log the time and raise the invoice

  • Allocate time to completed jobs
  • Add job numbers and PO's
  • Select which jobs to add to invoice
  • Send to your accounting software

How does it work?

POTS automates service sheets, appointment booking, communication with customers, part ordering and tracking. It runs on engineers’ mobile phones and on the office desktop and everything is in real time so it is always visible and up to date.

Information from your mobile workforce is fed directly into the POTS field service management system using a smart phone or tablet. This information goes straight to your administration team in real time, providing an accurate view of the repairs done, time taken and parts ordered. The administration team can then use the PC-based version of the work management software to manage inventory and to send out invoices immediately. Faster invoicing can significantly improve cashflow.

The system also automates customer communications. Emailing clients to let them know that their equipment is back in use helps you to provide excellent customer service and reduces the number of queries coming in to your administration team.

There is also a new version in development that will enable manufacturers to meet legal requirements for compliance and traceability of their products.

To find out more please contact us on 01793 680863 or email

Free Demo Pricing

“It’s easy to use and significantly reduces amount of time I spend doing paperwork and follow-up calls. If I’m out in the field I can log visits, order parts and add in all those little additional jobs that we are always being asked to do using my mobile.”

James Puttick, Direct Healthcare Solutions