Day in the Life – Fire and Security Automation Workflow

How can fire and security businesses implement automation into their daily workflows?

If you’re familiar with the benefits of automation, you’ll know that businesses can reduce time spent on manual tasks, increase operational efficiency, and decrease costs by utilising fewer resources, but what does that actually look like for fire and security professionals?

Automation can assist at all stages of the daily workflow, whether technicians are working on planned services and installations or responding to an emergency call out. Let’s run through a typical day for a fire and security business that has made the decision to incorporate automation software into their workflow.

A day in the life

Streamlining installation work

The first thing on the agenda is an installation job for a new security system at a residential property. The team have already been over to the residence to survey the grounds and listen to the owner’s requirements – and the customer had promptly accepted the estimate they received online.

Installation job benefitsOn the technician’s mobile device, they can see exactly where their upcoming appointments are, as well as a notice letting them know they have parts to pick up from the stockroom. Upon arrival, the stockroom manager has a box of parts ready to be picked up that are all required for the technician’s jobs. After quickly scanning the stockroom manager’s QR code with the app, the transfer is approved, the parts are marked off of the stock list and they can be loaded into the van.

Over at the property, installation goes smoothly as the technician marks assets as installed and completes the job report from their mobile app. The customer is informed that the security system needs to be serviced in 12 months and that they’ll get a reminder closer to the time – it’s automated so the team can’t forget.

Scheduling preventive maintenance

Meanwhile, a colleague is in the process of setting up a service plan for a much larger commercial property, which requires different services every 3 months, 6 months, and 12 months. Thanks to the planned preventive maintenance (PPM) schedule, they are able to add all of the service tasks and have jobs automatically created at the appropriate time. The system even checks the schedule to see if there are opportunities to reduce visits by conducting multiple services at the same appointment.

scheduling jobs iconsFor a commercial property that requires different fire and security systems to be regularly serviced, a preventive maintenance plan may require a large number of visits over the year. With an intelligent mass scheduling system, all of those appointments can be quickly booked into the diary in the most efficient way. Office staff simply have to select a time frame and the jobs they want to book before the software handles the rest. Not only does the system save staff the time needed to manually book those jobs, but it schedules them with more efficiency than humanly possible – thanks to the powerful route optimisation engine. Whilst the mass scheduling system works in the background analysing shift patterns, technician skills, service windows, and driving times to find the optimal schedule – a phone call comes in.

Speeding up emergency call outs

It’s an emergency. A customer has a false fire alarm and needs to have the system investigated immediately. Their contract includes a service level agreement (SLA) that all false alarms will be investigated within 4 hours. The job details are inputted and the SLA countdown begins. The office team can easily see how long they have to get a technician on site if they don’t want to breach their SLA. 

Emergency job iconsTo select which technician to send they can rely on the suggested appointment tool within their intelligent scheduling system. This allows office staff to book individual appointments by leveraging the same route optimisation engine as used earlier. The intelligent system finds the most suitable technicians and efficient appointment times available, checking which technicians have the correct skills and the shortest driving time to the property. This way the office team are able to find a technician who will soon be finishing their current job – and with just a 15 minute drive, they will definitely meet the SLA with time to spare.

Our technician from earlier is just wrapping up the installation job when they receive a notification on their mobile that they’ve been assigned a new job – investigate a faulty fire alarm, just a few miles down the road. They accept the job, hop in the van and head over.

Driving business with fire and security automation

This is a great example of what automation can do for a fire and security business – from automating scheduling processes and PPM service schedules, to automatically notifying technicians when parts are ready for pick up. A smart job management system assists your team at every touchpoint and enables a new, better way to work.

If you want your fire and security business to become more efficient and to do more with less, you’ll need to have software that can handle those new processes. With Commusoft job management software, your business can benefit from all of the powerful automation features described above and more. Commusoft offers everything you need to manage your business, including CRM, automated communications, finances, and in-depth reporting. Want to see more or book a demo?

Automated job management software for fire and security

Commusoft's job management software is designed for fire and security companies to take their business to the next level. As you've just read, fire and security businesses can gain a lot from implementing efficient automated workflows into their daily tasks. Find out what we can do for you today.

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