Benefits Of Using Field Service Management Solutions For Both Small And Large Business
In this competitive business environment, lagging in technology and process is no choice a company would like to risk. Today’s business set-ups invest a huge sum of money in empowering their service team to plan, assign, track, prioritize and perform service activity in a smart and agile environment. Most of the business set-ups have resorted to automation in their office service and field service as well. Automation in field service helps boost a company’s sales and productivity by streamlining the overall workflow process. An automated platform helps offer mobile solutions that are smart, error-free, customer-oriented, and less time-consuming.
Managing workflows with Field service management software leads to minimizing paperwork, handling dispatch issues, flagging critical requests, pairing technician skills to job requirements, and saving time and fuel consumption by tracking optimized routes. Such software is highly beneficial for service industry set-ups such as plumbing companies, cleaning services, electrical maintenance, ventilation, and air conditioning (HVAC) companies. The use of this software enables Real-time communication and change management to operate the workforce effectively. Below mentioned are some of the features and functions such software provides for small and large-scale organizations.
Features and Functions of Field Service Software For Both Small And Large Business
Request Portal
In order to easily submit a service request, the application provides a website compatible with both mobile and computers. A client can easily raise tickets through these portals, and the service manager can review, approve and assign a technician as per priority.
Smart Scheduling of resources
These software suites are powered with in-built technician scheduling software that enables intuitive time tracking and compliance-related tools. Through these features, a services manager can assign the best available technicians per the skill set required for the job and according to the availability of the resources.
Auto Notification to the customers
Due to the automated nature of these software suites, the customers receive automated SMS and email notifications. At each stage of the process, the customers can be kept informed about their request status. This helps in establishing a level of trust and confidence towards the services provider. Hence, resorting to field service software for small businesses is highly recommended.
Track the team
GPS and Geofencing technology in-built in such software makes it convenient to track and connect with on-site and off-site teams. Enablement of real-time tracking of resources, their location, status and activities helps services managers to build their work reports accurately. Tracking helps understand how much time a technician requires to complete a client job and how efficient the technician can be.
Track your Jobs
Not only tracking teams, but the field management software also helps track and manage the job status. Either the status of the job is open, closed or in progress, the service manager can control, monitor and report it on his dashboard. He can manage teams according to the job status and client demand with respect to quotations, service urgency, availability of specific services parts in complex locations, etc.
Track Spares
The service manager can update inventory status concerning location, validity, cost, quantity, etc. So, whenever there is a demand for any spares, the manager can immediately report stocks to the field technician and update the client.
Quotes & Invoice Feature
One essential feature of the field service management system is providing quotations and invoicing. Generally, it is not a technician’s work to provide bills or quotations to clients, and for that, he has to go back to head office or call the office manager to provide bills. With its in-built Quotes & Invoice Feature, technicians can generate these on their hand-held devices through a field service management app, which can be easily monitored and rectified by the services manager sitting at the base location.
Configurable Service Form
Your application helps you create your customized service, installation or demonstration forms. Since each service activity is unique and requires a different checklist, such software provides a dynamic feature to create forms from available standard templates.
Track Distance Travelled
As field service technicians configure the field service app for contractors and service engineers on their hand-held devices, tracking the technicians’ activity by the back-end office becomes easy. The managers can easily track the distance traveled by the technicians and fuel/gas actuals to be claimed by them as reimbursements.
Customer Feedback
Since customer recommendations matter the most, capturing customer feedback at the end of service can be convenient through the application. In-built survey format can be provided to the customers who can express their reaction through the feedback form.
Field Service Reports
Reports are highly demanded during decision-making at the managerial level. At the end of the day, we all wanted to visualize the data of services provided. Hence, extracting reports on field services, the installation provided, demonstration done is easy and quick.
To conclude
From the above-advanced features, it is understood that field service management software is essential to take your business to the next level. These software suites will surely improve job satisfaction, increase productivity level, minimize time, and reduce cost overruns.