Choose right application to manage your field force – Top criteria to consider | Get Fieldy

• Priya
• 10min read
• 30 Nov 22

Without field service management software, leading a group of field executives is a difficult task.

Features like managing projects, attendance monitoring, and live personnel tracking help field service businesses to be more productive. A 42 percentage improvement in customer loyalty and a 44% improvement in SLA performance may be attained with the proper field service management software. Therefore, you must pick the ideal one for your company, correct?

You’ve come to the correct spot if you’re wondering what to look for in effective field force management software. You may get all the advice you want here for selecting field service management software.

Service scheduling software: What to Look for

Managers want service scheduling software that meets the needs of their team, not software that suits all needs. Therefore, let’s examine everything in this part, from the business and capabilities to support and scalability!

1. Business/Vertical

Yes, each group of field executives has a specific goal to accomplish. The features that service executives will require from the best field service software will be very different from the features that marketing specialists would require. The greatest software will effortlessly meet all of your needs.

Sales & marketing: A salesperson monitoring software must provide a flawless and error-proof solution for managing attendance. For straightforward sales completion, plan appropriate and documentation are also required.

Operations: Scheduling meetings and obtaining confirmation of attendance are crucial for a group of executives in charge of field operations. In-depth reports are also necessary if you want to monitor production and development in real-time.

To prevent employees missing out on field jobs, you’ll need to handle absences and attendance flawlessly. A Best field service software is also necessary for a group of construction executives to easily track their responsibilities.

Retail: Managers overseeing a group of field managers for retail require straightforward documentation and accurate reporting on log-in and log-out times. Performance analysis is essential for these teams.

Healthcare: One of the most critical aspects for a group of healthcare workers is live personnel tracking. After all, it’s crucial to know everyone’s whereabouts and the location of the nearest executive in case of an emergency.

2. Usability

Yes, you discover service management software that offers you all you require. But does that matter if the programme is difficult to use and not user-friendly? It certainly doesn’t, right?

The shortest learning curve is ideal for the software you use to manage your personnel. An extremely user-friendly user interface is also essential so that anyone who has even a basic grasp of technology can utilize it.

3. Consumer Assistance

You should have adequate help to get your programme back up and running if it suddenly stops responding, right? Whatever programme you choose, check to see if the developer also offers substantial support and reliability in case of emergency.

However, the programme itself has to be quick and reliable enough to not regularly create problems.

4. Upgrades

The one and only option to expand and grow is if every member of your team, including your software, is dedicated to doing so. Make sure the vendor is growth-centric when selecting the best workforce software solutions for your organization.

You don’t want to be forced to use outdated service management software that controls all of your data!

5. Ability for technician dispatching and scheduling in real time

The real-time booking and dispatching engine has to be able to handle the demanding business scheduling demands, such as perfectly matched field technicians to jobs based on a variety of potential skills, geographical location in real-time, irregular attendance and accessibility, and client or prospect demands and preferences. The functions and capabilities of event scheduling must be strong enough to assist and aid your company as it expands, grows, and brings on new clients, prospects, or services. Due to missing or ignored bookings, late arrivals and delay, and disgruntled customers or prospects, your service management software must be able to lessen the need for consumers to phone in.

The optimal field service management software should be able to handle the best schedule modifications and updates in real-time, using clever automated techniques and human interaction as necessary. The Field Service Management software will be able to manage changes or updates in real-time, send necessary notifications immediately and immediately to the relevant individuals, and adjust business schedules as necessary if an employee or member of the business staff is unable to keep a business appointment or a client or prospect requests or requests a new time.