Appropriate instructions and checklists are essential for the work of frontline workers - also in terms of quality and therefore customer satisfaction. Find out here how this works without paperwork and simply with an app.
The clipboard with instructions, checklists and more is still often associated with field service. Paper is often still the method of choice, especially when field service employees leave carbon copies with customers or need a receipt for work done. As robust and simple as this solution is, it quickly reaches its limits. Namely when things get a little more complicated. And that can be the case when a customer service employee has to go through a checklist for troubleshooting a washing machine, a frontline worker has to keep track of more article numbers than fit on one sheet of paper, there are several options for the maintenance or assembly of a technical installation or when assembly instructions simply don't fit the reality on site. This list could be extended indefinitely. For a company's field service, which often consists of many to hundreds of people, this means that if something is not as planned, there are many to many hundreds of problems. And that means less efficiency and more errors. And therefore: dissatisfied customers and a lack of profitability.
There are factory service staff who can repair every washing machine their brand has ever built blindfolded. However, they are rare exceptions. Everyone else needs detailed information and appropriate instructions. And experience has shown that these are so extensive that they no longer fit on a clipboard - not to mention the printing costs. The key to efficient working is therefore to provide frontline workers with the information they need digitally - and at the same time to be able to supply additional information and offer support. The tool of choice for this is a combination of powerful workforce management software and a smartphone. Because it's small, robust and always with you.
Celero One is a workforce management software consisting of a central control system and an app, Celero One Mobile, for the smartphones of frontline workers and field staff. At the heart of Celero One is the process manager: this tool can be used to break down even complex processes, such as repairs, maintenance and assembly through to the assembly of shelves and displays, into clear and comprehensible individual steps, enrich them with information, images, videos and documents and convert them into instructions that are sent to the frontline workers' smartphones. The instructions are structured according to a stringent if-then logic and can therefore address a wide variety of situations on site - this reduces unnecessary ballast and has a positive effect on deployment times. If this is not enough, support can be requested quickly and easily via the app.
This digital solution offers yet another advantage: many languages are spoken, especially in large teams of frontline workers, but not all of them necessarily speak the local language. In Celero One, instructions can therefore be stored in a wide variety of languages.
The last step for many sales representatives is often the client's signature for the work performed, previously on a clipboard with carbon paper. With Celero One, this is also a thing of the past: in the Process Manager, signing on the smartphone display can also be created as a final step. The customer signs and receives a digital receipt, which saves printing and paper costs. As a result, the team leader at the head office also knows in real time when a task has been completed and can quickly draw initial conclusions from the recorded data. Celero One thus makes 100% transparency possible at all levels.
This also removes the last reason to stick to the clipboard. And there are no more hard-to-decipher carbon copies, which can also get lost.
You can find out more about Celero One and how it can make your field service more efficient at celero-one.com
© 2025 Celero Cloud GmbH. All rights reserved.
