Mobile App - Resource Timesheet Tracking (B2B)
Designed a mobile-first time-tracking experience for field technicians
Field Service Technicians relied on a desktop-only system to log time, which didn’t fit their on-the-go workflow. The business needed a way to capture accurate, real-time data directly from the field.
Client
Field-Service & Scheduling
Industries
Professional Services in Healthcare
Services
UI & UX Design Front-End Developmement
Date
February 2022
THE PROBLEM Field technicians struggled with a desktop-only logging system that was inaccessible during mobile workdays, leading to delayed entries and frequent payroll errors. This disconnect resulted in high administrative friction and a total lack of visibility into critical data like PTO accrual.
THE GOAL The primary objective was to design a lightweight, high-utility mobile application that enables technicians to log service details and hours in under 60 seconds. By doing so, the project aimed to provide immediate data visibility and ensure accurate, real-time payroll processing.
THE OPPORTUNITIES Transitioning to a mobile-first platform allows for real-time context capture and automated data integration directly from the field. This shift presents a chance to eliminate manual entry bottlenecks and significantly improve the integrity of enterprise backend data.
The Process
To solve the disconnect between field work and data logging, I followed a structured UX process focused on mobility and speed: Architecture Mapping: I collaborated with the Solution Architect to map existing desktop objects (Work Orders, Service Resources, and Timesheets) to a mobile-friendly schema, identifying which manual fields could be replaced by Salesforce Flow or automated context-capture. Data Integrity Logic: We defined the validation rules and "Offline First" synchronization logic to ensure that data captured in low-connectivity field areas would remain consistent and error-free once pushed back to the Salesforce Service Cloud. Streamlined Object Flows: I designed a "Mobile-First" UI that prioritized the Global Actions and Quick Actions identified by the Architect, reducing the complexity of the data entry process to meet the 60-second logging goal. UAT & Technical Validation: We conducted joint User Acceptance Testing to ensure the front-end interface correctly triggered the backend triggers and apex logic, confirming that PTO accruals and payroll exports were calculating with 100% accuracy.
Final Design
THE IMPACT The redesigned system delivered measurable business and user impact: • 25% reduction in resource management errors • Digitized PTO process for the first time • High adoption rate due to intuitive UX • Scaled globally across service teams • Became the standard platform for field time tracking By enabling real-time mobile logging, the solution significantly improved data accuracy and operational visibility.
