When a customer reports a maintenance issue or their asset breaks down, and you fail to respond or miss the service, you’ve just earned yourself a highly frustrated customer. And we all know what happens when customers get frustrated. From bad reviews on Google to delayed payments, the suffering is real. After witnessing all these issues firsthand, FSM software technology was born.
FSM software, when stretched out, that’s Field Service Management software, is like adding a techy, automated touch to your manually driven business. Think of it as throwing in some essential seasoning and nutrients to an otherwise pretty bland soup. In short, it brings the flavor!
A field service management platform makes lives easier by increasing accuracy, enhancing precision, being available 24/7, and most importantly, streamlining operations with zero speed bump. Basically, the role of FSM technology in elevator maintenance services is bigger than you can imagine, and you’ll agree with that by the end of this guide. Here you go:
What is FSM Software?
A software that is specifically designed, developed, and deployed to make a field service business more efficient is what we call FSM software. Its primary role? To be that extra helping hand, one that’s coded to be genius, built to be always on, and powered for pinpoint accuracy with no complaints.
To get a vivid understanding of what it brings to the table, let’s dive into its features:
Manage Field Operations
Obviously, field operations require having an eye not just inside the office, but also out in the field to make sure everything’s running smoothly. But when you’ve got a handful of technicians and field operators scattered around, keeping tabs on them physically becomes a hectic task.
Enter field service management software. It effortlessly tracks your field employees outside the office premises using real-time GPS and location data. That’s how you keep discrepancies out of the field (pun totally intended).
Connect the Office with the Fieldy
The biggest obstacle in an elevator field service business? The inability to provide timely updates, notifications, and other crucial information between the field staff and office management. This communication gap can lead to major setbacks, like missing out on new job information or delays in dispatching.
That’s exactly why FSM software was created. It swiftly bridges the gap between staff and management communication. And it’s this very feature that made repair and maintenance software a total game-changer.
Handle the Full Job Lifecycle
From the moment you create a job and assign it to a technician, to the point where that technician completes it and moves on to the next, it’s a long process that eats up time and energy. But thanks to the FSM solution, every stage of field operations is managed efficiently, with minimal resources needed.
You can quickly create a job, assign it to any staff member, and using the same FSM tool, they can accept the job, get dispatched, and complete it. Easy peasy!
Centralize Information
We know, maintaining all that data about your technicians, products, services, clients (and their products/services), dues, payment info, field staff attendance….the list just goes on. Keeping track of it all is borderline injurious to your mental health. Thankfully, you’ve got an FSM tool.
From tracking your field staff’s names, attendance records, and current whereabouts, to storing your clients’ addresses, warranty info, AMCs, and more, everything’s neatly packed into one centralized dashboard. Just log in and boom, everything you need, right there.
Enable Automation & Optimization
AI has entered our lives faster than instant noodles, and no one’s complaining. Why? Because it’s made everything super easy, quick, and a whole lot better. That’s why you’ll see AI popping up in every nook and corner, including FSM.
Yes, the best field service management software now comes with automation features that can schedule jobs automatically, send AMC renewal reminders to your clients, and more. This way, nothing stalls, everything runs smoothly with no obstacles.
Importance of Field Service Management Software in Elevator Maintenance Services
Now that we’ve covered the meaning and the features that make an FSM software, let’s take a look at the role it plays in your elevator maintenance services.
1. Job Scheduling & Dispatching
Ensuring your elevator business staff stays engaged with tasks and service requests, without a single customer request slipping through the cracks, is the living, breathing purpose of an FSM service dispatch software tool.
With a solid FSM scheduling software for service business, you can easily schedule jobs or tasks for your field staff, whether it’s for maintenance, sales, or service, without a hitch. Plus, setting the date, time, and assigning the right (or available) staff member? That’s a breeze too.
Work Order Management
From the moment you create, update, or track service requests, managing them in real-time is a breeze with a field service management application. It’s great for helping you easily assign new customer service requests to your staff.
If there’s a new service request, or if you need to edit or modify an old one, it’s as easy as pie. The icing on the cake? Once your employees complete a task, they can quickly update the status and add images, notes, checklists, and more.
Real-Time Technician Tracking
It’s always better to be safer than sorry in a field service business, because once your customer gets frustrated, it’s game over. Imagine this: your elevator business employee is scheduled for a job at a specific location, but they miss the scheduled time due to traffic or other issues, and you have no idea where they are. Bummer, right?
You can bid adios to these sticky citations, with lift management software at your disposal. It keeps a hawk’s eye on your staff’s current whereabouts from the moment they clock in. You get a front-row seat to your technician’s real-time location. Plus, the employee can wave goodbye to traffic woes with route optimization.
Asset Lifecycle Management
Providing care and support to your clients will forever etch your name into their hearts. That’s exactly what happens with asset lifecycle management. This feature lets you provide upcoming services to your customers’ assets before they even realize they need it.
From scheduling timely, recurring jobs to tracking asset details like warranty, last service date, and upcoming service dates, you’re there every step of the way. Proactive maintenance at its best.
Invoicing and Quotations
We know that creating, managing, and organizing invoices and quotes can take hours, if not days and a lot of effort. On top of that, it’s a pretty hectic task. Fortunately, FSM technology is also a pro at generating invoices and quotations with all the necessary details in a snap.
Instead of dealing with paper-based ones that have a shelf life, you can maintain digital copies of invoices and quotes, relevant, long-lasting, and space- and time-saving. And the payment integration feature? That’s the cherry on top, letting you manage everything in one place.
Centralized Dashboards
Isn’t it super cool to have a quick glance at everything from one place? A dashboard is one of the best things that happen to any business, field service included. Instead of digging through every feature or manually calculating data, you get to see all the crucial information in one single spot.
The best field service management software offers centralized dashboards that give you a clear snapshot of your business’s current status, clients, assets, jobs, attendance, and more. It’s a huge time-saver.
AMC Management
Annual Maintenance Contracts, aka AMC, are absolutely crucial for field service business owners. They’re a great way to ensure timely renewals and preventive maintenance. AMC jobs are typically recurring in nature, happening every 3 months, 6 months, and so on.
And let’s be honest, keeping track of these frequent jobs can be a headache.Thankfully, an lift management software handles it all for you. From auto-scheduling jobs to sending AMC renewal reminders, it helps your business charm customers by showing them you didn’t forget about them.
Notifications & Reminders
Staying alert is important, we all know that. That’s why every top-rated FSM software provides notifications and reminders to keep everyone in the loop. Whenever a job or task is added, modified, or deleted, field employees get instant updates without missing a beat.
Business owners also receive real-time alerts when a task is taken, dispatched, or completed. And let’s not forget the customers, they’ll be notified too, whether it’s an AMC renewal reminder or an upcoming service request. Everyone stays informed, always.
Fieldy - An Upgraded Version of Field Service Management Software
There are regular FSM software applications, and then there’s Fieldy. It has all the standard features of an average field service management solution, and then goes above and beyond. Fieldy was built with precision, keeping in mind every need and want of a field business owner.
Fieldy doesn’t just tick the usual boxes, it delivers more, making it the right choice for those who want to run things smarter. And the cherry on top? It is easily accessible anytime thanks to its mobile application, making it versatile enough to handle maintenance, service, and even sales, all in one powerful platform.
From tracking your elevator business’s technicians, scheduling jobs, and sending alerts, to generating invoices, converting them into quotes, processing online payments, filling up job reports, customizing them with before/after images, capturing customer signatures, and much more, the list truly goes on.
We know you’re curious and that’s exactly why our experts are ready to chat with you. Get in touch with us today. We promise, Fieldy is the best field service management software for your field service business.
Conclusion
Managing a business is no walk in the park, it’s challenging, risky, and demands a ton of resources. But when you know exactly what features your business needs, the load gets lighter. Thankfully, in today’s digital era, we’ve got automation, intelligence, and smart tech that make things simpler, safer, and downright extraordinary.
Lift management software is one such innovation, a game-changer for any field service business. It’s an all-round sales, repair and maintenance software that helps track resources, manage customer relationships, and boost profits like never before.
