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Are You Prepared For Complete Automation In Field Service?

Complete automation in field service

The demand for management solutions is increasing at a rapid rate in the area of field service. The buzz of automation has reached even small and mid-sized companies. The whole industry has lately become all about connecting operations via the internet to enable automation. This is even more important for the field service industry at this moment. In this sector, companies need to deploy employees outside the company premises. Every day, field technicians are supposed to travel to different client locations for business purposes. Therefore, field service automation solutions become a necessity for them to create a smooth system of tracking operation status remotely.

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It’s safe to say that there’s a lot to consider when thinking about the potential impact on your field service business with automation. But don’t worry! To help you keep track of all that knowledge, we’ve built this complete guide so you can focus and learn from our insights.


When people picture how automation works, they often think of conveyor belts and assembly lines. However, automation software is far more subtle. Essentially, automation in field service refers to the Service automation is the process of integrating all domain and functionality tools into various automation layers in order to have a unified interface for all workflows. It is the process of automating events, processes, tasks and business functions. 

Through automation, you can streamline the functionality of your business and improve the quality of your services by eliminating redundancy, digitizing record keeping, and helping dispatchers assign and schedule appointments quickly with the help of digital tools. It allows you to work faster, more efficiently, and with greater accuracy. At the same time, it can even give you a distinct edge over the competition.

2. The Pressing Need for Automation in the Field Service Industry


Though the field service industry is all about hands-on work at customer sites, multiple administrative tasks also need to be completed alongside each work order. These tasks are often repetitive and time-consuming, and if they’re not completed accurately, they can ruin a technician’s day and damage your customer experience.

That’s where field service automation comes into play. It frees up time spent on recurring yet crucial tasks, giving you more time to optimize business operations and maximize both revenue and efficiency. Field service automation involves automating repetitive yet time-consuming tasks, helping you focus on maximizing productivity.

With management automation software, a field service company can monitor the step-by-step progress of activities and tasks conducted by employees at multiple field sites. Innovations like this have certainly been for the better. It’s only natural, then, to see other changes affecting our working lives, too. One such result, (as is the standard across an increasing number of industries) is to integrate tasks with technology—like using job management software—in order to enhance the way you work.

When considering the practicalities of automation, it’s these subtle, simple changes that come together to help you successfully scale. As a result of establishing new standards and having a digital system automatically complete certain parts of a process for you (like auto-filling forms, or sending notifications); this cutting-edge technology enables everyone across your organization to function far more efficiently.

3. Areas of Applications for Field Service Management Software

Customer Service

There is huge applicability of reputed field service automation software. Small and mid-sized companies in many industries can utilize such a solution. Some of the major functional areas are:

  • Plumbing
  • Electrical Services
  • Fire and Security Businesses
  • Alarm Installation
  • Pool Maintenance
  • Landscaping
  • Window Cleaning
  • Garage Door Servicing
  • HVAC
  • Property Management
  • Telecommunications
  • IT Services
  • Healthcare

Similarly, there are various other industries where businesses need a way to track and manage staff that works outside the company perimeters. The process of managing field services is challenging because companies need to track and update their employees in remote locations on the go. Even today, there are many businesses relying on the traditional use of paper in this process. But, the world has evolved with exceptional technologies. Studies show that about 10 percent of all emergency jobs in field service will involve Artificial Intelligence by the beginning of 2020.

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4. The Unprecedented Growth of Field Service Automation Software

Several predictions are suspecting a huge growth of $3.52 billion in the market of field service management, and that too, by the end of this year. This is due to a massive shift of companies towards technologies that enable automation in the management process of field service employees. Even mid-sized and small business models are replacing traditional ways with efficient and faster methods of field service tracking and management. All these processes have achieved automation nowadays due to some highly advanced software solutions, such as ERP, CRM, accounting software, scheduling software, invoicing software, and so on. However, field service management software solutions can singlehandedly perform all the tasks, and even beyond. It can take care of major aspects of a service business including:

Evidently, it is the ease of operation that attracts service business owners to automate their processes. However, there are several other benefits of automation that boosted the popularity of these cutting-edge digital tools.

5. Benefits of Field Service Automation

Alarm Installation

An automation solution can take care of a variety of aspects associated with field service. Advanced technologies can bring all these benefits to businesses that employ a solution for field service automation:

1. Workforce management

With the capability of mobile tracking, companies can conduct workforce management with a push of a button. All field service employees stay connected remotely, which helps to assign jobs, check the work status, and solve problems. This increases the efficiency and accountability associated with job delay and unpredicted problems.

2. Cost reduction

Every job of field service involves the process of dynamic scheduling and route optimization. So, companies get a chance to save time and a lot of fuel by utilizing an automated system. The significant cost reduction attracts businesses to acquire and use a system that managed all field service requirements.

3. Success Assurance

An automated system allows your workforce to leverage information and knowledge repositories remotely. So, they become capable of completing their jobs faster with better results. A mobile solution comes with diagnostic tools and manuals to help workers ensure the success of every job they get assigned.

4. Improved Accounting

The chances of redundant entry of data go down, while the data coherence and integrity increase in the presence of a reliable software solution.

5. Customer Satisfaction

By improving the management of resources and jobs, the managers of a field service can match and perform beyond customer expectations. This helps to satisfy customer demands, which builds stronger relationships with customers who become loyal to the company. When a company decides to incorporate automation in the management of field service, these factors ensure a successful journey.

6. Faster ROI

Automation solutions are based on your unique needs and goals and pay for themselves quickly due to lower operating costs, reduced lead times, increased output and more.

7. Smaller environmental footprint

By streamlining equipment and processes, reducing scrap and using less space, automation uses less energy. Reducing your environmental footprint can save real money.


Enterprises around the world are looking for improvements in ways to please their customers and improve their services. Simple and intuitive field service applications are imperative for customer service, sales and optimized resource planning. Field service automation with customized applications for business processes leads to improved response times while automated scheduling of work results in excellent customer service.

To sum up, you can streamline the functionality of your business and improve the quality of your services through automation. It allows you to work faster, more efficiently, and with greater accuracy. It can even give you a distinct edge over the competition. This is great when thinking about tendering for those competitive, lucrative contracts that are essential to helping your business grow. So, don’t delay the process anymore. So, don’t wait anymore. Choose the best paperless business software to take your first step towards complete automation.

For More Information, contact Field Promax.

Joy Gomez

My world is made up of codes. It is the central element that drives my universe. I am a self-taught, process-driven programmer with a creative bent of mind. Since I was an engineering student, I dreamt of creating something unique. To satiate my creative appetite, I took to coding. Blessed with abundant support and generous scholarships from my employers, I simultaneously worked full-time and pursued my dream. My passion and high productivity helped me in my journey as well. Finally, I created Field Promax to follow my drive of coding and streamlining processes; and do more of what I know best—coding.