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FieldPro for iOS · Schneider Electric

Designing for gloves, glare and zero bars of signal.

An offline-first iOS app for field technicians who maintain switchgear and UPS systems at customer sites, often in basements with no signal and gloves on.

Role
Product Designer
Company
Schneider Electric
Timeline
2019 to 2021
Team
2 designers, 1 PM, 5 engineers
Platforms
iOS, iPadOS

1Scan the label, skip typing serial numbers

256 pt targets, usable with gloves

3Work is saved on the phone first, sync happens later

+18%

First-time fix rate

−45%

Time spent writing service reports

4.7

App Store rating

6,000+

Technicians using it each month

The problem

Technicians worked from paper checklists and a mobile website that lost their work when the signal dropped. Reports were typed up at night from memory, and missing information meant return visits.

What I did

I rode along with 14 technicians, designed the app end to end from research to App Store, and worked with engineering on an offline model where the phone is the source of truth and syncing is a detail.

What changed

FieldPro reached more than 6,000 technicians. First-time fix rate went up 18%, report writing time fell 45%, and the app holds a 4.7 rating from a famously sceptical group of users.

01 · Context

My first big project, and where I learned to do research.

I joined Schneider Electric in 2018 as a product designer, straight from industrial design school. FieldPro was my first large project: a native app for the technicians who service switchgear, UPS systems and building equipment at customer sites across Europe.

1Morning in the van
2Arrive on site
3Find the asset
4Do the work
5Write the report
Feeling
What they do
Download job details while there's signal
Sign in at reception
Search for the asset by serial number
Follow a paper checklist
Type it up at home in the evening
What hurts
Last place with signal
No access to history
Typing serials with gloves on
Checklist is out of date
Details forgotten, photos lost
Fig. 1A technician's service visit in 2019, from 14 ride-alongs.

02 · Problem

Work lost in basements, reports written from memory.

The existing tool was a mobile website. In a basement with no signal it showed a spinner or lost what the technician had typed. Most people gave up and used paper, then typed everything again at night. Missing details meant return visits, the most expensive outcome in field service.

The question we worked on

How might we help technicians fix it right the first time, wherever they are, and make the report write itself?

03 · Research

Fourteen ride-alongs, a lot of basements.

I rode along with 14 technicians in the Netherlands, Belgium and France, shadowed more than 30 service visits, ran a three-week diary study and tested prototypes on site, with gloves on.

Insight 1

The job starts in the van

Technicians prepared in the car park, the last place with signal. Everything they'd need had to be on the phone before they walked in.

“Once I'm downstairs, I'm on my own.”

MathieuUPS technician, Lyon
Insight 2

Hands are busy and dirty

Gloves made small targets useless. People tapped with a knuckle, or took gloves off, which they weren't supposed to do.

“I use my nose sometimes. Seriously.”

WouterSwitchgear technician, Antwerp
Insight 3

Reports were written twice

Notes on paper during the job, typed up at night. Photos stayed on personal phones. Details were lost every time.

“By the evening I don't remember which breaker it was.”

SanderField technician, Utrecht
Paper and mobile site FieldProLower is better
Finding the asset
6 min
0.5 min(-92%)
Writing the report
38 min
21 min(-45%)
Visits needing a return trip
22%
8%(-64%)
Fig. 2Average per visit, measured in the diary study and again six months after launch.

04 · Process

Testing where the work happens.

Option ARejected

Better mobile website

Offline storage and camera access were too unreliable in 2019, and there was no NFC.

Option BTested

Cross-platform app

The prototype worked, but scanning and NFC lagged on older devices.

Option CChosen

Native iOS first

92% of technicians had company iPhones. Native gave us reliable offline storage, scanning and NFC.

Fig. 3Platform options evaluated with engineering.
Month 02468101214161820
Ride-alongs, diary study
Core flows
Offline and sync model
Beta, 40 technicians
Component library
Rollout by country
◆ Beta◆ App Store◆ 6,000 users
Fig. 42019 to 2021, including the first months of the pandemic, when visits continued with fewer people on site.

05 · Design decisions

Scan, follow, done.

Scan to start

Scanning an asset's label with the camera, or tapping its NFC tag, opens its history, open issues and the right procedure. No typing serial numbers with gloves on.

  1. 01Arrive on siteJob already on the phone
  2. 02Scan assetQR or NFC, no typing
  3. 03History and issuesLast visits, open faults
  4. 04Guided procedureStep by step, with photos
  5. 05Report builds itselfFrom photos and checks
  6. 06Customer signsOn the phone, sent at sync

The two steps that saved the most time

Fig. 5A service visit with FieldPro.

Big targets for gloved hands

Primary actions are at least 56 points tall, twice the size we started with. Checklist rows are large enough to tap with a knuckle, and a high-contrast 'plant room' mode helps in poor light.

Fig. 6A guided step. The main action fills the bottom of the screen.

The report writes itself

Every photo, voice note and checklist answer is collected into the report as the technician works. At the end, they review it, the customer signs on the phone, and it's sent at the next sync.

Fig. 7The auto-built report and the customer signature screen.

Saved on the phone, synced later

The phone is the source of truth. Sync happens in the background and is shown in plain words. When a colleague changed the same asset, the app shows both versions instead of quietly overwriting one.

Fig. 8Sync states, from saved on the phone to a conflict with a colleague's change.

06 · Outcome

Adopted by a famously sceptical group.

Monthly active technicians
01750350052507000
App Store
BetaLaunchM12
Fig. 9Monthly active technicians in the first year after launch.

First-time fix rate improved by 18% and report writing time fell by 45%. The components we built for FieldPro later became part of the company's mobile design system.

“First app from head office that works in a basement.”

WouterSwitchgear technician, Antwerp

“I finish the report before I leave the building now.”

MathieuUPS technician, Lyon
Fig. 10From App Store reviews and the one-year survey.

07 · Reflection

What it taught me.

This project made me a researcher. You can't design for a plant room from a meeting room, and the best ideas came from sitting in a van at 7 in the morning.

Looking back, I'd push for tablet support earlier. Technicians on large sites wanted a bigger screen for drawings, and it took another year to get there.

Tools on this project

Sketch, later Figma, Principle, Xcode previews, Lookback, Firebase Analytics

Names of the people quoted have been changed to protect their privacy.

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