Safety Shield Global Upgrade to Field Service Scheduling Software

About Safety Shield Global

Safety Shield Global specialises in advanced AI collision-avoidance systems. Overall, the business aims to improve safety for road users and construction and rail workers worldwide. Because installations take place on site, the company employs a dedicated team of field engineers. As a result, every project meets a high standard for customers.

What Challenges Did You Face?

Previously, Safety Shield Global relied on a paper-heavy system. Over time, this approach became difficult to manage. Therefore, the business decided to upgrade to field service scheduling software.

“We were using paper copies and Excel spreadsheets,” the team explains. Although this worked initially, it was not efficient. As the business grew, managing workflows and job sheets became increasingly difficult.

In addition, ISO standards created further pressure.

“Our ISO requirements demand detailed process evidence,” the team adds. Previously, collecting paper records from multiple departments proved challenging. Meanwhile, switching between spreadsheets during audits slowed us down significantly.

Because of this, the team began searching for a digital solution. Ultimately, they needed software to manage field engineers and centralise paperwork across departments.

How Has WorkPal Benefitted Your Business?

“WorkPal has brought everything under one roof,” the team says. Specifically, it supports product testing, system builds, installations and customer job sheets.

As a result, efficiency has improved across departments. Additionally, end-to-end financial traceability is now much easier to manage.

Improving Visibility and Accountability

WorkPal’s client portals provide added visibility. For example, managers can track jobs in progress in real time. At the same time, clients can view job status and access key documents.

“Unique mobile user accounts improve accountability,” the team explains. If issues arise, the team identifies them quickly. Consequently, additional training can be delivered sooner.

Enhancing Customer Experience

Vehicle tracking has delivered further benefits. Now, customers can view an engineer’s arrival time through a live tracker. As a result, they no longer need to call the office for updates.

How Easy Was WorkPal to Implement?

“Overall, implementation was very easy,” the team confirms. From the start, the onboarding process felt flexible and well supported.

WorkPal assigns dedicated teams to each implementation stage. First, they review required digital forms. Next, they analyse operational processes to ensure system fit. Finally, they deliver full training on desktop and mobile apps.

“The WorkPal team always helped us find solutions,” the team adds. Importantly, they were available to discuss requirements. In the end, the system works exactly as intended.

Training and Ongoing Support

“Yes, we received plenty of training,” the team says. Initially, sessions were delivered back-to-back in a crash-course format.

Because sessions were recorded, staff could revisit specific areas later. As a result, confidence increased across the team.

After training, the WorkPal team stayed in regular contact. Throughout this period, support staff checked progress and answered questions.

Long-Term Customer Success

WorkPal’s Customer Success team continues to support clients. Specifically, they help businesses maximise feature usage. Once systems are established, Technical Account Managers manage updates and queries.