11 things to look for to find the best Field Service Management platform


The wave of digitization has completely transformed the traditional business models. Today, the lion’s share of the service and e-commerce industry are delivering their services and products right at the customer’s doorstep. So, how are businesses managing their human resources en route to their customers? The answer lies in Field Service Management.

Simply put, field service management makes use of advanced technology to automate the field operations of a team of professionals via mobile devices. Organizations are now armed with platforms that bring them all the latest gizmos to manage their employees, equipment, finances, and more.

Amidst the ocean of platforms offering the service, picking the right fit for your organization can be quite an overwhelming challenge. So, here is a list of 11 things that you should be looking for to ensure that you are getting the best for your buck.

1. Automatic Invoicing

An invoice is a formal record of a sale which also demonstrates a client’s obligation to pay a particular amount for the service they availed. Traditionally, businesses used an array of paraphernalia like a pen, paper, and calculator to make an invoice. Unfortunately, even after putting in so much effort, the business would incur a lot of loss from invoicing mistake due to –
-Human error
-Unclear hand-writing
-Misplacement
-Difficulty in monitoring

With the right field service invoicing software, you can now generate error-free invoices automatically, customize their pricing according to clients, and store the record digitally which automatically updates your accounts as well.

field service management platform

2. A mobile aid for a mobile team

Empower your team with organized work orders at their fingertips with field service software that is compatible with iOS and Android smartphones. A convenient mobile app can also help them –

-Navigate and locate clients

-Clock in and out of appointments to log in field service times

-Collect digital signatures from clients

-Offer tools to upload before and after photos from the field itself to enhance communication.

Your field software should also be compatible with desktops so your in-house team can also make use of the software to manage your resource.

 

3. A platform that syncs your accounting for convenience

The tech Gods have blessed businesses with robust accounting software – QuickBooks. However, when choosing your field service software, you must look for one that offers easy syncing without risking the loss of any data. Running a business is not an easy task, so why complicate things by using two different platforms! A good field service management software like Field Promax ensures quick and smooth syncing of Quickbooks. Thus, saving managers and owners the inconvenience of juggling two different software.

 

4. Scheduling and dispatching with a push of a button

Manual scheduling and dispatching, which was the norm in the service industry, is inefficient and not very flexible when it came to making swift changes to schedules. This is why smart entrepreneurs are adopting dynamic, AI-driven scheduling and dispatching solutions which are empowering businesses to automate regular tasks, gain operational efficiency, and enhance productivity. Thus, resulting in a better customer experience. So, your field service management must include the option of automatic scheduling and dispatching.

 

5. Track your team

Sophisticated GPS tracking can bring you accurate, real-time location data which is instrumental for attaining visibility of your mobile team. This automatically brings out a sense of accountability among your technicians and skilled professionals. So, look for a platform that is fortified with GPS tracking and maps. So, you can make the most of technology to manage your resources. This also aids you in scheduling and dispatching.

 

6. Track your equipment

For the service industry, equipment is among the priciest investments that form the very backbone of some businesses. The best field service management software will offer accurate equipment tracking that can safeguard businesses against –

-Equipment theft

-Misplacement of equipment

-Maintenance negligence.

 

7. Reports to help you make the right business decisions

In the age of Web 2.0, data is pricier than gold. When used smartly, it can take a business from 0 to 100 in a blink. However, data is of no use unless it is gathered and tailored into interpretable reports that can help managers and business owners make crucial decisions and investigate and solve identified issues. Advanced field service management acts as your digital business guide by delivering accurate reports on various aspects of your business. Starting from operations to finances. 

 

8. Accurate estimates devoid of error

Estimates are seen as a formal prediction of the cost, time, and resources required to complete a job. They are used to bid on new business from prospective clients and to inform your job and budget planning. Accuracy in estimates ensures that the final price aligns with the proposed price. Thus, warranting customer satisfaction and trust. Unfortunately, human error can again set estimates way off track, making you lose valuable customers. So, leverage advanced estimation software in combination with field workforce invoice software to deliver accurate estimates to your customers. So, a field service management platform integrated with estimation tools is absolutely non-negotiable.

 

9. Customer Onboarding

A company’s workforce is usually very diverse. Employees hail from different educational backgrounds, ages, and technical backgrounds. So, while some of your employees have grown with technology while another chunk of your workforce might get overwhelmed with anything that has to do with technology. Thus, it is essential for businesses to settle for software that is super user friendly. And, takes minutes to get acclimated to. Moreover, your service provider should promise you the convenience of customer support. So, your employees can make the most of their offerings to push the growth graph.

 

10. Tools to keep your customer happy

The service industry floats on customer satisfaction. So, your field service management should aid you in serving your customers with satisfaction. Look for tools that help you to store and make intelligent use of customer history and notes. Tools that make it easier for your customers to book your services is also crucial in the competitive market.


11. Service-as-a-software

The SMEs in the service industry reap the most benefit from a SaaS for field service management for the following reasons –

-Software as a service is already configured so it is a matter of minutes to integrate it into your business model and deploy.

-It is the most cost-effective and economical choice available.

-SaaS solutions inhabit scalable Cloud environments. Integrating other SaaS offerings is smooth sailing for businesses.

-The fame of SaaS stems from its ease of use. Users can also perform proofs-of-concept and test the software functionality or a new release feature in advance.

Wondering where can you get ALL these features and a lot more to push your growth and stay ahead in the competition curve? Check out Field Promax right away.

 

Author Name :

Joy Gomez



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We changed our accounting system and required a work order system to keep track of our multiple daily service calls with multiple technicians. We looked at a number of systems and found that Field Promax fits the bill. Just a great app with exemplary service!

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JIM HART

Owner,HART GARAGE DOOR SERVICES

Field Promax is great for work order management for 3 reasons: all the necessary information is available at a glance, it has enough features to cover our needs, but not to make it difficult to use and they have an extremely helpful support.

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CHAD ELY

Service Scheduling Coordinator, Harrison, OH

What I like about Field Promax is that all the information I need to access is on one screen. I can easily track the job progress and an invoice is just one click away.

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PETE SWINSON

Owner,Swinson Air Conditioning Company, Inc Loxley, AL