Field Service equips electric vehicle charging networks with a unified operational command center to manage everything from make-ready site surveys to complex high-voltage maintenance. By empowering your technicians and dispatchers with intelligent routing and mobile workflows, your team can accelerate infrastructure energization and confidently maintain peak network uptime.
01 | FOUNDATIONAL INTAKE
Make-Ready Site Surveys
The Operational Reality
Evaluating a prospective host site requires collecting physical dimensions, switchgear capacities, and potential conduit paths. Handling this through paper forms and manual data entry slows down the approval timeline and introduces crucial dimensional errors. Utilizing a centralized mobile application enhances the collection of physical site data, moving promising host locations into the deployment queue faster.
Technical Architecture & Workflow
- Step 1 Configure the Field Service mobile application to capture standardized site data including electrical panel capacity and localized zoning constraints.
- Step 2 Equip field technicians with mobile workflows to upload site photos and capture signature approvals from property managers while on-site.
- Step 3 Generate automated subsequent work orders based on the captured site survey data to transition the location directly into the active build phase.
Projected ROI & Impact
30%
Faster Site Approval
15
Labor Hours Saved Weekly
100%
Survey Data Standardization
02 | FOUNDATIONAL SCHEDULING
DCFC Installation Routing
The Operational Reality
Coordinating the deployment of heavy DC fast charging hardware requires aligning certified electricians with specialized lifting equipment. Relying on manual scheduling often leads to mismatched skill sets arriving on site, delaying the target energization date. Automating the dispatch process ensures the exact required skills and tools are paired correctly for complex hardware deployments.
Technical Architecture & Workflow
- Step 1 Define specific skill requirements within Field Service for high-voltage certifications and specialized equipment operation.
- Step 2 Utilize automated scheduling policies to match complex installation work orders with the most qualified and geographically proximate deployment teams.
- Step 3 Publish dynamic daily route plans to technician mobile devices to minimize transit times between multiple charging station build sites.
Projected ROI & Impact
25%
Decrease in Transit Time
100%
Skill Match Accuracy
20%
Faster Energization
03 | FOUNDATIONAL EFFICIENCY
Preventative Maintenance Checks
The Operational Reality
Ensuring public charging stations maintain high uptime requires routine physical inspections of liquid-cooled cables and air filtration systems. Managing these recurring site visits manually can result in missed inspections and unexpected hardware failures. Establishing automated maintenance plans keeps vital power hardware operating at peak efficiency.
Technical Architecture & Workflow
- Step 1 Establish recurring maintenance plans in Field Service tied directly to the specific hardware models deployed at each charging depot.
- Step 2 Trigger automated work order generation for filter replacements and cable inspections based on elapsed time or localized usage cycles.
- Step 3 Route these preventative tasks automatically to fill gaps in technician schedules, maximizing daily labor utilization rates.
Projected ROI & Impact
40%
Drop in Unexpected Outages
30%
Higher Technician Utilization
99%
Preventative Compliance
04 | FOUNDATIONAL EFFICIENCY
Van Stock Inventory Tracking
The Operational Reality
Technicians arriving at a malfunctioning charging station without the correct replacement inverters or connector holsters results in repeated site visits. Tracking localized inventory loosely leads to costly stockouts and frustrated EV drivers waiting for repairs. Managing van stock directly within a unified mobile interface provides real-time visibility into available replacement parts.
Technical Architecture & Workflow
- Step 1 Map individual service vehicles as mobile inventory locations within the Field Service data architecture.
- Step 2 Require technicians to scan barcode labels via the Field Service mobile app when consuming replacement parts to instantly update stock levels.
- Step 3 Set up automated replenishment rules to generate purchase requests when a specific van's stock of critical components falls below baseline levels.
Projected ROI & Impact
35%
Decrease in Return Visits
95%
First-Time Fix Rate
20%
Reduction in Rush Shipping
05 | GROWTH & RETENTION
Rapid Outage Recovery
The Operational Reality
When a charging pedestal goes offline abruptly, EV drivers experience immediate range anxiety and will quickly defect to competitor networks. Manually parsing fault logs to create service tickets significantly delays the dispatch and repair process. Translating hardware fault codes into immediate field action protects the network's reputation for reliability.
Technical Architecture & Workflow
- Step 1 Configure Field Service to generate immediate break-fix work orders the moment a charging station asset registers a critical offline status.
- Step 2 Apply emergency dispatch rules to instantly assign the nearest qualified technician, preempting less urgent scheduled tasks.
- Step 3 Provide the dispatched technician with mobile access to the specific station's service history and active fault codes before they arrive on site.
Projected ROI & Impact
50%
Faster Response Time
30%
Increase in Driver Retention
100%
Emergency Coverage
06 | GROWTH & UPSELL
Capacity Expansion Audits
The Operational Reality
Commercial fleet depots often outgrow their initial charging infrastructure, requiring additional power modules or supplementary pedestals. Relying on manual account reviews to identify these opportunities misses critical windows for expansion. Tasking field teams to record utilization constraints while on-site organically uncovers valuable upgrade opportunities.
Technical Architecture & Workflow
- Step 1 Embed structured site audit questionnaires within the Field Service mobile app for technicians to complete during routine maintenance visits.
- Step 2 Enable technicians to flag physical bottlenecks, such as fully occupied charging bays, directly into the centralized system.
- Step 3 Trigger automated alerts to the business development team when a field audit indicates a depot is physically ready for additional hardware deployments.
Projected ROI & Impact
25%
Increase in Expansion Leads
40%
Faster Opportunity Identification
15%
Higher Upsell Conversion
07 | PARTNER MANAGEMENT
Subcontractor Quality Assurance
The Operational Reality
Utilizing third-party electrical contractors for civil make-ready work requires stringent oversight to ensure adherence to safety and design standards. Without a standardized way to review their work, networks face inconsistent build quality and expensive rework costs. Providing contractors with a unified mobile workflow standardizes the commissioning process across all regional partners.
Technical Architecture & Workflow
- Step 1 Provision external contractor crews with restricted portal access to the Field Service mobile application to receive dispatched work orders.
- Step 2 Mandate the completion of digital safety checklists and require photographic evidence of proper conduit trenching before a task can be marked complete.
- Step 3 Establish a digital approval queue where internal quality assurance teams can review submitted mobile data before releasing contractor payment.
Projected ROI & Impact
30%
Reduction in Rework
100%
Standardized Commissioning
20%
Faster Vendor Payment
08 | ENTERPRISE RISK
High-Voltage Safety Compliance
The Operational Reality
Working with high-voltage direct current systems carries inherent physical risks for field personnel. Failing to document proper lock-out and tag-out procedures exposes the organization to significant safety incidents and liability concerns. Enforcing strict safety protocols through mandatory digital workflows protects field crews and ensures regulatory compliance.
Technical Architecture & Workflow
- Step 1 Configure mandatory safety flows within the Field Service mobile app that technicians must complete before interacting with high-voltage components.
- Step 2 Require digital signature capture acknowledging that main breaker power has been verified as inactive prior to cabinet entry.
- Step 3 Store all completed safety checklists as immutable records attached directly to the specific asset and work order history.
Projected ROI & Impact
100%
Safety Protocol Compliance
0%
Unverified Cabinet Entries
50%
Less Audit Prep Time
09 | DATA ORCHESTRATION & COMPLIANCE
Grant Program Reporting
The Operational Reality
Securing federal and state infrastructure grants requires operators to prove continuous adherence to strict uptime mandates, such as the NEVI program's ninety-seven percent standard. Compiling scattered maintenance logs to calculate downtime is tedious and prone to formatting errors. Centralizing field activity data natively structures the information required for these complex regulatory submissions.
Technical Architecture & Workflow
- Step 1 Standardize all service appointment tracking in Field Service to capture exact timestamps for when a station goes offline and is subsequently repaired.
- Step 2 Utilize native reporting tools to aggregate these specific downtime durations across all grant-funded charging locations.
- Step 3 Automate the generation of summary reports that format the maintenance data to align with regional department of transportation requirements.
Projected ROI & Impact
100%
Grant Audit Readiness
40
Hours Saved Quarterly
0%
Formatting Errors
10 | REVENUE CYCLE
Warranty Claim Validation
The Operational Reality
Replacing expensive internal power modules or specialized cooling cables impacts operational margins significantly if the parts are under warranty but not properly claimed. Tracking these component swaps manually often results in missed reimbursement opportunities from original equipment manufacturers. Structuring the replacement process ensures every eligible part swap generates a valid warranty claim.
Technical Architecture & Workflow
- Step 1 Configure Field Service asset records to include exact warranty expiration dates and term conditions for all installed hardware components.
- Step 2 Set up automated validations that flag a technician in the mobile app if the part they are replacing is currently covered by an active manufacturer warranty.
- Step 3 Automatically compile the completed work order details, replaced part serial numbers, and fault codes into a structured format ready for OEM submission.
Projected ROI & Impact
40%
Increase in Warranty Recovery
25%
Reduction in Hardware Costs
100%
Claim Accuracy
