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Streamlining Work Order Management with Affiliate Connect by TrueSource

truesource affiliate connect app shown in web and mobile

Executive Summary

In today’s fast-paced business environment, efficient and transparent work order management is crucial for companies like Truesource that serve clients with extensive service contracts. TrueSource, in collaboration with FocustApps, recognized the need for a modern solution to streamline work order tracking, replace outdated paper methods, and enhance communication between affiliate admins and technicians. The result of this collaboration is Affiliate Connect, a comprehensive web and mobile-based application designed to optimize the entire work order cycle. This case study explores the implementation, benefits, and outcomes of Affiliate Connect in revolutionizing TrueSource’s work order management processes.

Introduction

TrueSource, a leading service provider with clients such as Target, Home Depot, and Starbucks, faced a significant challenge in efficiently managing work orders related to facility maintenance, repairs, general handyman tasks, material handling, and emergency services. The existing paper-based method for work order tracking led to inefficiencies, delays, and a lack of real-time visibility into the status of work orders. To address these issues, TrueSource collaborated with FocustApps to develop Affiliate Connect, a modern and user-friendly application for managing work orders.

Problem Statement

TrueSource’s existing work order management process relied heavily on manual paperwork and lacked integration between clients, affiliate admins, and technicians. This led to several critical issues:

  1. Inefficiency: Manual paperwork and phone calls resulted in delays and data entry errors, impacting the speed of service delivery.
  2. Lack of Transparency: Clients had limited visibility into the status of their work orders, causing frustration and uncertainty.
  3. Ineffective Communication: Communication between affiliate admins and technicians was often cumbersome, leading to misinterpretation and incomplete information sharing.
  4. Budget Management: Admins struggled to handle technician requests for budget  increases efficiently.
  5. Resource Allocation: Assigning the right technician to each work order was challenging  and often based on incomplete information.

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Proposed Solution

To address these challenges, TrueSource and FocustApps developed Affiliate Connect, a comprehensive work order management solution. Key features of Affiliate Connect include:

  1. Work Order Creation: Clients can easily submit work orders through the web-based application.
  2. Assignment and Tracking: Admins can assign work orders to technicians and track their progress in real-time.
  3. Technician Mobile App: Technicians use the mobile app to access work orders, record check-ins/check-outs using GPS, upload photos and notes, and request budget increases.
  4. Client Visibility: Clients have access to a portal where they can monitor the status of their work orders and receive real-time updates.
  5. Automation: Affiliate Connect automates various processes, reducing manual effort and minimizing errors.

Benefits & ROI

The implementation of Affiliate Connect has yielded significant benefits for TrueSource:

  • Enhanced Efficiency: The streamlined work order process has reduced turnaround times and increased service delivery efficiency.
  • Transparency: Clients now have full visibility into their work orders, leading to improved client satisfaction and trust.
  • Improved Communication: Real-time communication between admins and technicians has minimized misunderstandings and improved collaboration.
  • Budget Control: Admins can efficiently manage budget requests and allocate resources based on actual needs.
  • Resource Optimization: Technicians are assigned to work orders more accurately, leading to improved productivity.
  • Environmental Impact: The transition from paper-based to digital work order management aligns with sustainability goals by reducing paper usage.

Conclusion

Affiliate Connect by TrueSource and FocustApps represents a significant leap forward in the realm of work order management. This innovative solution has addressed long-standing challenges, leading to improved efficiency, transparency, and communication in the work order process. With a web-based application catering to admins and a mobile app tailored for technicians, Affiliate Connect has provided a user-friendly platform for TrueSource and its clients. By embracing modern technology and automation, TrueSource has set a new industry standard for work order management, ultimately benefiting both the company and its valued clients.

truesource affiliate connect app shown in web and mobile

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