Typical KanBo Applications in Real Work

Field Service Operations — Coordinating People, Sites, and Service Quality in Real Time

Request

We manage several field service teams who travel to customer sites for installations, inspections, or repairs.
Each job must be planned, assigned, tracked, and documented.
Our biggest issues are communication gaps between the office and technicians, lost updates, and lack of real-time visibility on job progress.
Reports are often submitted late or incomplete, making it difficult to measure service performance or billing accuracy.
We need a reliable, structured system to coordinate daily field work, manage assignments, and collect results immediately from the field.
Can KanBo support field operations in a clear, real-time way?

KanBo Answer — One Environment for Planning, Execution, and Reporting

KanBo provides a unified digital environment that connects dispatchers, coordinators, and field technicians in one shared view of the work.
It brings clarity, accountability, and visibility to every service job — from scheduling to report submission.

Each Workspace represents your service division, region, or business unit (e.g., Field Service – North Region).
Within it, you create Spaces that reflect your operational planning structure, such as:

“Weekly Service Schedule,” “Preventive Maintenance Visits,” or “Customer Projects.”

Inside each Space, every Card represents a service job — a single customer visit, inspection, or installation task.
These cards flow through clear Statuses like:

Planned → Assigned → In Progress → Awaiting Report → Completed.

How It Works in Practice

Imagine your organization provides industrial maintenance services across multiple customer sites.

You create:

• Workspace: “Field Service Operations”
• Spaces:
  • “Weekly Dispatch Schedule”
  • “Preventive Maintenance Visits”
  • “Emergency Repairs – Q4”

Each Card in KanBo represents a specific visit, for example:

• “Customer A – Annual Pump Inspection”
• “Customer B – Urgent Valve Replacement”
• “Customer C – System Calibration and Report”

Each card includes:

• Customer name and address (with map link)
• Assigned technician(s) and scheduled date
• Task description, scope of work, and required tools
• Attachments such as service checklists, safety forms, or photos
• Real-time comments and updates from technicians in the field
• Completion notes and attachments (final reports, signatures, photos)
• Status and timestamps for full traceability

Field technicians use KanBo on mobile devices to access assignments, upload photos, and mark tasks as completed on-site.
Supervisors track live progress in Space View, Calendar View, or DashSpace — knowing exactly who’s working, where, and what’s next.

A Real Example — Connected Service, Connected People

Before KanBo:

• Dispatchers sent job details via email or text.
• Technicians manually filled paper reports and scanned them later.
• Real-time job status was unknown until the end of the day.
• Missed information caused billing delays and poor customer feedback.

After KanBo:

• Every job exists as a live, traceable card in one shared environment.
• Technicians receive assignments instantly and update results directly from the field.
• Supervisors see which jobs are ongoing, delayed, or completed.
• Reports, signatures, and photos are attached immediately to the job card.
• Managers generate performance dashSpaces automatically — no manual consolidation needed.

KanBo replaces disconnected communication with a live operational rhythm — one view that shows where every team is and what they’re accomplishing.

Coordinating Service Performance

KanBo also supports planning and performance tracking:

• Workload View shows which technicians are available or overloaded.
• Calendar View displays upcoming visits for better route planning.
• Labels categorize jobs by customer type, service level, or urgency.
• DashSpaces summarize KPIs like on-time completion rate, average response time, and number of visits per technician.

For multi-level operations, Relations can link customer sites to maintenance contracts, so each job stays connected to its commercial and operational context.

KanBo Features in Action

Function	Description	Value
Spaces	Represent weekly schedules or customer clusters	Organize field work dynamically
Cards	Represent individual jobs or site visits	Contain all details, files, and updates
Statuses	Define job progress (Planned → Completed)	Show real-time work status
Calendar View	Visualize planned visits and assignments	Improves planning and coordination
Workload View	Manage technician capacity	Prevents overbooking and idle time
Mobile Access	Update jobs on-site with photos and notes	Ensures data accuracy and immediacy
DashSpaces	Display service metrics	Enables data-driven operational improvements

Outcome — Connected Field Operations and Continuous Insight

KanBo transforms field service work from a chain of disconnected communications into a coordinated digital service network.

Your organization gains:

• Real-time visibility into every job, team, and customer site.
• Instant information flow between the field and office.
• Complete traceability for service history and performance data.
• Shorter billing cycles and faster response times.
• Higher customer satisfaction through transparency and consistency.

By connecting planning, execution, and reporting in one continuous loop, KanBo turns your field service organization into a responsive, reliable, and self-improving system.

In KanBo, service isn’t tracked — it’s experienced in real time.