Dan
4 min readJan 13, 2021

Field Service Software for Medical Equipment

Field service management software for medical devices — work order

Medical Equipment manufacturing is a growing market, but it is also highly competitive and strongly regulated. Companies that sell medical equipment to hospitals and clinics and perform service, repair, and inspections are increasingly searching for better ways to track critical records needed for regulatory compliance, service delivery improvement, and operational performance.

It is important for sales and service providers to have a software solution to provide field services for diagnostic, imaging, surgical, laser, and hospital equipment, which can drive the end-to-end business processes maintaining regulatory compliance. There are many software apps in the market that may be able to provide field service management functionalities. But Datamoto provides few unique value propositions beyond the functionalities that are sought for. These value propositions are the main reasons why so many small and big field service companies are using Datamoto for field service management.

User Experience

It is important to have a simple user interface for the field service app so that field technicians to control-room users can easily use the application. Datamoto application is simple and does not require any proper training to use it. The sleek-looking application which runs on laptops and mobile phones is a big plus.

Empathy for Small and Medium-Sized Companies

The software needs support and Datamoto understands the constraints and pain points of small and medium-sized companies. It’s affordable pricing, customer success centric service, and feature-rich application keep customers using the product for a long time.

Technology — Under the Hood

The application is written from the bottom up. No old technology is used. It is developed using React, JavaScript, Java, Node, and PostgreSQL.

Medical Equipment Field Service App Features

Here are some of the feature that field service management software should provide:

Asset Centric Maintenance

It is important for a field service provider to maintain inventory for customer’s medical equipment so that technicians can prepare with required maintenance, get parts or materials, run recall check reports, or even strategize the upsell to the clinic or hospitals. The assent centric maintenance allows field service techs the ability to maintain an inventory of clients’ assets and provide services effectively. Some of the features that you should look for are:

√ Organize customers assets by org for better tracking

√ Track and manage equipment and inventory

√ Effectively schedule maintenance to minimize maintenance and repair costs

√ Reduce asset downtime due to equipment maintenance or failures

√ Assign equipment and inventory to specific employees or department

√ Track all the service orders and service reports associated with the equipment

√ Keep track of user manuals and documents for the equipment

√ Capture key identifying information about equipment to facilitate warranty claim assessments, retrofit and revision needs, recalls, and more

Medical Recall Report

Some of the important features that field service providers for medical equipment often require are:

√ Equipment searches by manufacturer, model, and serial number

√ Ability to search by serial number range

√ Provide detailed equipment reports and status of the equipment

√ Generate the report instantly — at the back office or on the road

√ Download the report with the client contact information

Schedule Resources

Scheduling field technicians is a full-time job if you have more than 3 field techs. So, you must look for these features in the software to effectively schedule your resources:

√ Dispatch the right technician at the right time

√ Assign team members in one work order

√ Better manage resource assignments by using a drag-and-drop scheduling board

√ Match technician’s skills with job requirements

√ Schedule machines such as crane at the construction site

√ Timesheet to keep track of time spent by resources at the site

√ Easy reschedule of work order

Work Order

Creating service tickets or work orders help you to manage the field service process effectively. Look for these features in the app:

√ Add multiple pieces of equipment in a work order

√ Add service notes in the work order

√ Track parts at each stage of the work order

√ Find vendors for the parts from a vendor catalog

√ Locate parts and cost in the truck or other warehouse locations

√ Minimize repeat visits by ensuring parts availability

√ Create a purchase order for multiple vendors with a click of a button

√ Create invoice with complete flexibility of editing quantity and cost

√ Take pictures of the job with your iPad

√ Send a full PDF service report to the customer

Material, Inventory, Catalog, and Order Management

Having complete visibility of materials, vendors, and the ability to create a sales order, invoice, quote or purchase order from the field service app is important:

√ Search parts in the bin, truck, or warehouse with an advanced inventory management software

√ Complete visibility of available quantities and costs

√ Find easily the vendors to purchase the parts from Vendor Catalog or from general Vendor List

√ Create purchase order per vendor and edit before submitting for approval

√ Invoice the services provided with the parts

√ Invoice the parts that used in the order — automatically adjust the quantity in the right warehouse

√ Create estimate — automatically imports service notes and materials needed for the job

√ Create sales order — automatically imports service notes and materials needed for the job

√ Build a multi-currency vendor catalog as you go

You can find more here:

The Best Field Service Software for Medical Industry

The best inventory management software for Small Business in B2B

The best purchase order application for Small Business

Purchase order and Inventory

Managing purchase order

Purchase Order and Bills

What is CRM Software?

Small Business CRM Software

What is Field Service Management?

What is a Work Order?

Medical Equipment Field Service Software

Work Order Management Software

Manufacturing Inventory Management Software

No responses yet