Form & survey management — Field Service Management | Lena
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Field service management Dispatch, execute and track live work — online or offline. Overview →
Field team managementPerformance, timing and location for every team in one view — with schedules you can update as the day changes. Form & survey managementCustom forms per unit and team, conditional questions, twenty-plus answer types and evidence attached on site. Work order managementCreate, schedule and assign work orders in a few clicks — recurring or spontaneous, with SLA tracking on every job. Asset managementEquipment registry, maintenance history, breakdown alerts and recurring maintenance orders across every unit. DispatchAuto-assign jobs by skill, certification, geolocation and SLA risk, so the closest qualified crew always wins. Automatic report generatorForm data processed into reports on the fly, filtered in place and shared in any format. Key performance indicatorsVisit scoring, conversion timing, form duration and route economics — the numbers that decide efficiency. Heat mapOperational data visualised regionally and by unit, so patterns emerge while they still matter. Risk & scoring managementAudit-driven risk visibility with automatic action when an answer puts worker safety at stake. Mobile appOffline-capable app with photo capture, voice-to-work-order and sign-off in under thirty seconds.
Workflow management Your own flows, rules, approvals and preventive plans. Overview →
Work order managementRequests routed automatically, every step tracked, every completion provable. Operational managementEvery operational activity on one platform, from an oil change to a new build. Asset & equipment managementAcquisition to disposal in one record — scan a QR code and the full history is there. Preventive maintenance managementRecurring and condition-triggered maintenance orders that close and classify themselves. Rule managementProcesses customised to your business culture, with roles and permissions that protect the data. Dynamic scenariosDifferent flows for contractors and in-house teams, adapted the moment the process changes. Vendor & contractor managementContacts, contracts and agreements in one place, with cost overrun alerts on the way. Reports & analysisCustom analyses and charts against your KPIs, delivered periodically without anyone building them. ApprovalsMulti-step approvals on mobile, with limits and delegation set per role. EscalationsAutomatic escalation when an SLA is at risk — the right person, channel and moment.
Vendor accreditation Qualified, insured contractors on every site. Overview →
IntakeOnboard a new contractor in hours, not weeks: digital forms, auto-validation, instant SLA contract. CertificationsTrack every certification, expiry and renewal. Crews with expired credentials are blocked from jobs automatically. InsuranceInsurance certificates tracked, expiries flagged, renewals chased — no more spreadsheet fire-drills. SLA scoringAuto-score every contractor on on-time, first-time-fix and safety, then rank and tier your network. SafetyToolbox talks, PPE checks and incident reports logged from the field, audit-ready in one click. Audit trailEvery action timestamped and attributable — regulator-ready logs out of the box. PaymentsLink SLA performance to payable hours, so nobody pays for jobs that missed the window. Contractor mobile appContractors receive jobs, capture evidence and submit sign-off from the Lena app, even on patchy 4G.

Form & survey management

Create custom forms for the needs of different units and teams, and keep data flowing even in the most complex, widest-ranging work.

Book a demo → All field service modules

CAPTURE

Build the best forms

  • ✓ Add as many questions as you need, condition them on the answers already given, and hide them where they are not relevant.
  • ✓ More than twenty answer types keep responses valid and shorten completion times.
  • ✓ Add unit maps to forms and pin locations, so field employees know exactly where the form belongs.
  • ✓ Questions accept photos, videos and files, so every audit arrives with its evidence.
  • ✓ See answered questions instantly, or have consequential answers forwarded to your inbox automatically.
Lena OFFLINE · SYNCS ON SIGNAL

WO-40318 · Pump inspection

Isolate and lock outDone
Seal condition checkDone
Vibration reading4.2 mm/s
Photo evidence3 photos
Customer signatureCaptured
DEVICE No signal 5 items queued Sign-off 24s

ROUTE

All of your important data is kept

  • ✓ Past unit audits and customer contacts stay on record and stay searchable.
  • ✓ Form questions can trigger action, so emergencies get an immediate response and field safety improves.
  • ✓ Intelligent scoring rates each visit automatically from the answers given, and prioritises form data by association.
  • ✓ Printout and email templates mean the field worker does not lose time reporting.
  • ✓ Customer satisfaction surveys show exactly where communication and support need work.

The rest of field service management

Modules share the same records, so you can start with one and add the others without a migration.

Field team managementPerformance, timing and location for every team in one view — with schedules you can update as the day changes. Asset managementEquipment registry, maintenance history, breakdown alerts and recurring maintenance orders across every unit. Automatic report generatorForm data processed into reports on the fly, filtered in place and shared in any format. Work order managementCreate, schedule and assign work orders in a few clicks — recurring or spontaneous, with SLA tracking on every job. Heat mapOperational data visualised regionally and by unit, so patterns emerge while they still matter. Risk & scoring managementAudit-driven risk visibility with automatic action when an answer puts worker safety at stake. Key performance indicatorsVisit scoring, conversion timing, form duration and route economics — the numbers that decide efficiency. DispatchAuto-assign jobs by skill, certification, geolocation and SLA risk, so the closest qualified crew always wins. Mobile appOffline-capable app with photo capture, voice-to-work-order and sign-off in under thirty seconds.

Manage anytime, anywhere.

Easily manage your field teams with Lena’s mobile applications. Thirty minutes with an engineer shows you how it runs on your own sites.

Book a demo

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