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Tag: field service management software

How field service software can elevate and manage your business

Posted on by Rose

Rose

To make the most money as a field service business, you must properly manage your crew. You may receive an all-in-one field service software to make the process easier, simplify your business, and enhance customer experience with the correct field service software.

Every day, more organizations are switching to field management software since it can solve some of the industry’s most pressing issues, such as:

  • Inadequate customer service
  • Unused equipment and technician time
  • Costs that are out of control
  • Technician productivity that is low
  • Safety issues
  • Data and career history are disorganized

Fieldy provides a more efficient approach to optimize your field service business, and we do it by tailoring our software to your industry’s specific demands.

Continue reading to find out how the finest field service management may help you boost your profits.

1. Make Appointments More Effortlessly

Both for technicians and dispatchers, scheduling concerns are a major source of frustration. Real-time scheduling is a feature of field service software that notifies technicians when a new work is planned.

The majority of field service management software also allows you to improve appointment scheduling. You’ll be able to design the best path between jobs with this tool. Appointment optimization can assist your technicians find the most effective sequence for performing work.

2. Match Technicians’ Skills to Jobs

A mismatch between a technician’s expertise and the job’s needs is an issue for both the organization and the technician. In fact, it’s one of the most common complaints voiced by field technicians.

A skill management component is frequently included in field service software. You’ll be able to enter your technicians’ qualifications and make notes on their training. You may look at skill sets when scheduling a work to ensure that the tech you’re booking has the proper training.

3. Gather critical data in a single location

One of the most significant roadblocks for builders, HVAC, and other field service business is a lack of information. You can keep all of this information in one place using field service software.

Technicians may access job history and associated duties using their app. They may also utilize the programme to study schematics and real-time components inventories and submit images or documents while working.

4. Improve your time management skills

Easier timekeeping may assist both technicians and supervisors. Technicians are frequently required to input work hours at the conclusion of day or other time. Technicians can modify their timecards when on the job with field service management software. You’ll have a better idea about how much time technicians spend on each project, and payroll will be completed faster.

5. Assign tasks to technicians to keep them on track

Many field management software enable companies to establish task breakdowns for various project kinds. Although it will take more time up front, it will be well worth the effort.

Technicians can stay on schedule with detailed work breakdowns. It also assists them in ensuring that almost all of the necessary activities for a restoration have been completed. Both these can increase client satisfaction and reduce the likelihood that a repair would require numerous sessions.

6. Obtain job reports for a technician

You can use electronic reports to identify overall patterns in a technician’s work. This can aid in the identification of problems, the identification of training needs, and the tracking of an employee’s contributions to the organization.

Where field management software is headed in the next 5 years ?

Posted on by Gavaskar Rajagopal

Gavaskar Rajagopal

In the last few years, the field service management software has matured and evolved tremendously. Companies had to adjust to technology improvements as well as the worldwide epidemic, which altered how people worked.

If we look at what’s in stock for field service management businesses, it looks like the whole industry will become more mobile and interactive in the future, thanks to field service management software advancements. More than half of all field service management software, according to Gartner, will feature mobile, immersive virtual reality communication and knowledge sharing technologies by 2025.

Another of their projections is that the majority of field service management solutions will have bots to scheduled tasks and technician jobs. Gartner listed numerous technologies which field service management firms would likely deploy in the next few years as part of their Magic Quadrant study.

Mobile technology

Any successful field service management firm requires responsiveness and professionalism while dealing with consumers. The technician’s position as field service management front-line agents in delivering a great client experience is extremely critical. Field service management operators will look to mobile solutions as one among their most important and productive tools to assist their operations and sustain this level of excellence.

Working online, using a variety of apps and devices, allows employees to be more productive and informed. Consider a few of the most typical problems that field service companies encounter today. Reduced productivity, a lack of real-time data, disgruntled consumers, and decreased profitability are all likely to spring to mind. Service management software’s mobile technology’s capacity to provide up-to-date information to the field, assisting in the resolution of many of the challenges outlined above, is what makes it so crucial to field service management.

Client portals

While augmented reality is altering the way field service providers & their personnel interact, customer portals are changing the way they connect with clients.

Service management software portals will relieve technicians of the stress of communication through automation, allowing them to focus on their tasks and perform more effectively. Customers may use service management software portals to keep a record of their projects, seek support, report problems without having to contact, monitor the progress of their appointments, and much more.

Consider the case of a malfunctioning elevator inside an office building. The property manager may then snap pictures of the issue and upload it in the portal along with a thorough explanation of the problem. Therefore, a technician can focus on his present task without being distracted by phone calls or text messages. He’ll check the portal after he’s finished to see if there are any new tasks for him.

Work tasks with no human contact

Customers want their machinery and equipment to perform properly at all times, and we all know that this necessitates routine maintenance. Despite this, accidents can happen, and they frequently disturb everyone’s routine. Automating job assignments rather than manually allocating tasks helps both field service supervisors and technicians a lot more time in these situations.

Managers may build rules up for scheduling and modeling that can manage tasks and react to changes with zero-touch work assignment. This means customers may set up regular maintenance appointments or create a rule that sends new work to the professional that is closest to them.

Artificial intelligence

Machine learning and artificial intelligence (AI) are assisting field service personnel in completing time-consuming activities. AI-powered predictive systems can automate processes that would otherwise be done by people manually. Scheduling, job assignments, resources and inventory management, and data collecting are examples of these.

Intelligent field service management software can improve technician assignments based on a variety of parameters, including their experience, location, resource availability, and the preferences of the client. They can automatically assign work to the best available specialist thanks to machine learning.

Customers’ expectations are shifting in tandem with evolving technology, and businesses must adapt. If you want to improve the efficiency of your field service, we can assist you.

Fieldy is a fully – featured solution that can handle even the most complicated situations. Request a demo today for more details!

Fieldy : How to protect your business data with field service management software

Posted on by Gavaskar Rajagopal

Gavaskar Rajagopal

On a daily basis, field service management software (FSM) can be quite beneficial in eliminating counterproductive losses. An integrated business service management software may save your company money on everything from costly communication gaps to outright thievery.It’s essential to pick the right technology for your industry, both in terms of capability and reliability.

Read on to discover about the most common sources of risk for your business and how Fieldy, a dependable field service management software, can help you prevent them.

Typical sources of risk for field management firms:

1. Broken security measures:

Many organizations aren’t aware of the dangers that come with cybersecurity failures. While the benefits and dangers of cloud computing tend to favor cloud-based services in general, many firms that use cloud-based management software fail to recognise the risks. It’s extremely simple to avoid security issues in cloud computing if you know that low-quality web-based field service management software frequently fails to properly encrypt web-based data. Because your databases aren’t encrypted or secure, they’re vulnerable to attack and theft, resulting in major data loss and leakage.

2. Ineffective data backup plan:

Each year, 6% of all computers experience some type of data loss, which may be disastrous for any business. Nearly 60% of businesses that lose data, shut down within six months, and even minor data losses can cause major financial problems. While most current systems have built-in backup procedures to assist avoid data loss, lower-quality field service management software frequently backs up, meaning that a single power outage at your providers’ location might result in you losing days, if not all, of data.

How Fieldy, a reliable field service management software can minimize risk

Service management software solutions like Fieldy can assist you in minimizing all of the above risks, lowering the likelihood of your company incurring avoidable costs and losses. By improving communication and merging your whole field service company’ processes into one integrated application, you and your employees will be much more informed and interconnected than ever before.

Mobile capability and security:

Most technicians are unable to transport a laptop to each location, which is why a field service management solution for mobile devices is offered. Technicians can keep up to date on their jobs for the day, interact with their home office and other technicians, and record key information about the job, such as inventory utilized, time spent, and client information and approval, using an appropriate tablet or smartphone. This has the potential to greatly boost employee satisfaction. The only thing to keep an eye out for is to ensure that such mobile applications are properly secured and protected from hacking.

Electronic signatures:

Keeping track of paper signatures for each and every service that each of your personnel provides can be a pain, especially when they are managing multiple jobs per day. Your client’s content is preserved digitally for simple access and reference with an electronic signature capture. This guarantees that all confirmations are tracked and stored correctly. This also safeguards you from claims made against your bills.

Customizable online quotes:

These are a huge help to your business in both directions. Your client receives a digital copy of whatever you quoted them for, and your firm receives a digital copy of the request, replete with customer information, request specifics, and any other information contained in the estimate. These aid in the streamlining of your procedures and the improvement of profitability.

Matching technician skills:

One of the most difficult aspects of managing field services is juggling many techs at once. Different specialists specialize in different areas; for example, one electrician may excel at breaker installation while another excels at light fixture installation. Your field service management solution can automatically make suggestions for which technician to use at which job after digitally assigning and ranking your employees with different skills. This greatly streamlines your end of the business. This also means that underqualified technicians aren’t allocated to assignments that are above their capabilities, lowering the risk of workplace injuries.

Electronic inventory orders:

Putting together an inventory order can be time-consuming. You have a full burden on your hands just tracking the amount of product used every purchase, tracking when inventory is stored vs. used, taking inventory, and deciding when to order inventory so it comes before you entirely run out. Electronic inventory tracking and ordering can help alleviate some of the load by automatically tracking product as it is used and ordering fresh stock when the amount held reaches a specified threshold. Inventory shortages are avoided as a result of this.

Fieldy, a reliable service management software solution was created specifically for the field service industry, making it easier than ever to create, schedule, dispatch, and track service calls for your field service company. We make it easier for your team to work together by allowing easier communication between your office staff and field crew, as well as providing your employees with a simple and accessible means to collect and exchange data. Even better, we use advanced security mechanisms and reporting capabilities to keep all of your acquired information safe, secure, and accessible.

Contact us today to learn more about Fieldy and the incredible potential it holds as a field service management software.

Schedule a free demo here.

Field service software – 4 Biggest benefits for your growing business

Posted on by Saranya

Saranya

Building a business is difficult enough, but delivering field services makes it even more difficult.

A field service business owner must manage normal activities, such as efficiently scheduling projects and conducting inventory checks, while his or her employees are dispersed across multiple sites.

It’s why Fieldy was founded in the first place: to give businesses a better method to manage and monitor their field service tasks and personnel.

Field service management software can help your organization develop in addition to providing excellent administration for your field service personnel.

Integration of Management

You eliminate the need for manual field service processes. Make sure that any other management tools your company uses, such as CRM, payroll, industry-specific software, and so on, are integrated with your field service management software.

To obtain streamlined business management, make those software work in tandem with your FSM solution app.

Integration also eliminates the chance of duplication of data entry on both your normal system and your field service management software, allowing you to increase your efficiency and grow your business.

Better Tracking

Using field service management software allows you to keep better track of all aspects of your field service company.

  • Keep track of your inventory statistics in real-time and know how much parts stock you have on hand and when it’s time to order more
  • Keeping Key Performance Indicators (KPIs) updated on a regular basis can ensure that your company is working smoothly.
  • Keep an eye on your technician’s performance. assuring high-quality work and, as a result, profit

Improved tracking of valuable data and analytics generated by your FSM software will help you grow your organization.

Cost Cutting

Cutting costs can help you improve your bottom line, and many companies do so by laying off technicians. There’s no need to opt for lay-offs as an option if you have field service management software in place.

You save money by eliminating the need for manual processes. There’s no need to hire back-office personnel to handle customer support calls or process paperwork requests.

For efficient field task administration, your field service management technology should meet all of your automated needs.

A cost-cutting example employing a field service app:

  • Keep track of how much your techs drive and devise alternate routes for them
  • Reduction of gas costs
  • Reduction of truck’s repair costs
  • Finding superior alternate routes can allow you to travel to more jobs in less time
  • Increase in the field technician’s efficiency

Automated Systems

Without automated functionality, what good is field service management software?

Automation is a critical component of managing and growing a firm in any industry.

Here are some examples of field service automation capabilities and technologies that your software requires:

  • Create quotations and turn them into work orders.
  • Job scheduling and rescheduling
  • Accept jobs on the job Accept jobs in the field Convert jobs into invoices
  • Service of preventative maintenance
  • Updates on customers
  • Job reports that are generated automatically

With our Field Service Software, you may expand your business.

Automation, tracking, and workflow management are all features of field service management software that help firms thrive. Your business can function smarter and more efficiently while giving your field professionals the tools they need to accomplish their jobs well. You’re missing out on opportunities to build your business if you haven’t used field service management software yet.

Check out Fieldy today to see how it may help you expand your field service business

Top review sites matter most for your home service business

Posted on by Rose

Rose

Every day, 12% of people searched for a home maintenance business on the internet. The numbers have spoken. You’re missing out on a lot of revenue if you’re not creating and monitoring review sites for your company. What’s the best place to start? You don’t have to conduct the research since we did it for you. Go on and learn about the top 4 home service businesses review sites so you can decide which one to list your home maintenance service company on.

1. Google My Business

Because Google is the most popular home service business review site across countries claiming your Google My Business page should be your top priority. Make sure it’s up to date with accurate information, such as hours and contact information. People may leave reviews directly on Google, but they also pull evaluations from all around the internet to impact your position. Higher ratings imply greater exposure.

Visit www.google.com/business to claim your profile.

2. Facebook

Facebook is, coincidentally, the second most popular website across regions. Facebook is also an excellent platform for generating and marketing reviews. Facebook has a daily active user base of 1.47 billion people. Its sponsored content targeting tools allow you to pick and select who you want to target. The creation of Facebook pages is simple and free. But be careful: you can’t change or erase Facebook reviews that have been placed on your page. Request prior and current customers to like your page and write a review. Then you may start promoting to get others to read your 5-star ratings for your home service business!

3. Yelp

While Yelp is best known for restaurant reviews, individuals use it to get information on a variety of topics, including home services companies. Monthly active users on Yelp are estimated to be at 173 million. Many of them have the mobile app, which makes leaving a review on your business a breeze. Make sure you’re reacting to yelpers in a proactive and professional manner in order to persuade them to modify their review or at the very least mitigate the harm. On the bright side, Yelp reviews are usually picked up by Google, so you should take advantage of this platform to build trust within the prospects for your home service business.

4. The Better Business Bureau (BBB)

The Better Company Bureau (BBB) is a well-known name in the business ratings and reviews industry. Based on reviews, you will be graded on a letter scale ranging from A to F. The amount of reviews, type of reviews, whether reviews have been handled, and your sort of company are all factors in determining your grade. Because the BBB has such a high level of trust, it may have a significant influence on a small firm. There are a number of other advantages to being a member of the Better Business Bureau. Access to workshops and other training resources is available in some cases.

Your SEO rating will improve if you have a well-established and consistent online presence across several domains. This increases the chances of a new client finding you. You may also build confidence with potential clients by using many sites with favorable evaluations.

Consumers trust internet reviews as much as personal recommendations, according to 85% of respondents. Are you ensuring that your company is portrayed in the best possible light across numerous review sites for home service business? You must double down on sourcing reviews on these sites, if you haven’t begun already.

How field service software can help you grow your business?

Posted on by Priya

Priya

In the past 2 decades, field service management (FSM) has been slowly and steadily developing alongside technological advancements and changes in lifestyle. Tools/methods that were developed back in the 1990s, took FSM companies only a few steps ahead of paper-based maintenance management systems.

If you see now, Field service management is an immensely growing sector, and to become a successful FSM company you require heightened expertise in your approach. You’ll have to face lots of obstacles if you don’t opt for appropriate technology, from providing clients with easy-to-use mobile apps to offering your employees with necessary digital tools for heightened field efficiency.

So, why is field service software necessary?

The need for a tool to maintain/manage field operations is still understated, and several field service organizations insist on using spreadsheets to look after processes. Field service maintenance became more complex and time-consuming as businesses began expanding. Because of covid-19 epidemic, commercial firms started realizing the need for proper field service maintenance and are instantly adopting digital approaches for providing exceptional field management services. Top of all, in order to serve all the modern needs of a field services company, a Field Service Management Software must have advanced analytics, data management & protection capabilities, artificial intelligence, and cloud storage.

Let’s look at different benefits a FSM software can offer to you in scaling your business:

Increased FTFR rate

The technician you send must have the appropriate skill(s) and required spare parts and tools in order to successfully fulfill the job and thereby improve your FTFR rate. By adding advanced FSM software to your digital transformation strategy you can own the following:

  • Built-in algorithms in the FSM system can aid you in finding the most appropriate technician for each job.
  • Real-time tool stock information: It lets your service personnel keep track of common spare parts that they might need to accomplish the job, which is handy.
  • Tool booking: This helps technicians make sure that the tools required for a field service job are available, the planner can reserve them.
  • Job forms: Your technicians can handle scheduling, job estimates, checklists, troubleshooting, and work order data on-site with the readily accessible job forms. They can account for their work, follow job instructions, enter work requests while on-site, and respond to client inquiries. As a result, the first time fix rates are improved.

Simpler third-party integrations

It is a must for every field service management company to integrate their operations with multiple assistive tools, for example, CRM and payment gateways. These integrations are a must and are no easy job as they might appear. By offering the capability to work with a variety of software you are giving your customers the best experience possible. And by opting for advanced field service management software, you gain the power to integrate it with a tonne of useful features that can potentially round out your experience. This way, managing a field service business becomes much easier, as you have access to the right payment portal, CRM, and other needed tools. As a result, field executives, administrative staff, and customers have a spectacular experience.

Improved visibility into maintenance

When FSM software/systems are used to their fullest potential they can help businesses reduce repairs, provide management an enhanced view of the ongoing maintenance activities, offer step-by-step checklists with image or video files attached for field experts to approach problems in an informed way, and also gain customers’ trust. FSM software can show if your budgets are acceptable and are on track, as well as identify weaker areas of a technician so that necessary training can be provided. Senior field officers or management can make well-informed judgments with the help of detailed reports. Additionally, a 52-week PPM calendar can offer a quick overview of scheduled work for the day, month, or year all from a single source.

External contractors’ workflow

During the unavailability of in-house technicians or when there is a shortage of a particular expertise, field service businesses may need to procure technicians to fulfill service jobs from an external agency. To look after these components that are part of the holistic field service operations, FSM software can be used to build a dedicated workflow to specifically deal with external service contractors and their teams of technical experts.

Record field service/job evidence

To maintain and scale a field service business, on every job done, task data must be collected. This information can further be used to infer patterns of customer requests, identify peak months, and gain an understanding of how to best serve a customer. Additionally, next-generation FSM tools can help technicians collect field evidence and do much more.

Overall, when you adopt an all-in-one FSM software, managing data becomes extremely easier. And when you are powered with advanced field service management software, you can always stay ahead of the rest in the industry, get rid of paper works and offer the best customer experience.

With Fieldy, you can leverage the best field service automation! Fieldy will provide you with tools that are needed to digitize any kind of field service jobs you may offer, help you scale your processes, and increase your ROI.

Would you like a free demo to know why Fieldy is best for your business? – Hit us up here.

How to choose a best field service management software

Posted on by Rose

Rose

Technology is always changing and expanding, bringing with it new trends and phrases. In comparison to Field Service Management (FSM), business mobile workforce maintenance and management is a newer business category, and its growth will reflect how the way businesses deliver services to consumers and customers has changed as a result of innovations and creations in the latest trends and technology, such as androids and smartphones, as well as changing customer or prospect preferences.

In the process of implementing an FSM system a company might require a significant amount of time and money — at least at first. During this period, it is critical for the firm to remember that comparing different systems and making a selection based on the outcomes of those comparisons is a smart idea. The benefits of a well-chosen FSM system are numerous. There are several factors to consider while selecting the perfect one, all of which might have an impact on the overall product. The organisation should devote time to researching several possibilities so that they may select the best one for their purposes.

1. Recognize your company’s requirements

It’s easy to get caught in field service management software’s grandiose, jargon-filled boasts.

Talking to field service executives, helpdesk personnel, delivery, and supply chain partners is the greatest method to understand your genuine company demands. Because these are teams that will be talking with one another via various platforms that aren’t compatible. Involving people in your decision-making will clear the air on needed features, gaps that must be addressed, and bottlenecks that must be identified.

2. Mobility

If a field service management software doesn’t include a mobile option, it’s useless. Technicians may gain real-time access to work details including service requests, billing information, etc. with smart mobile service. It would be beneficial if you looked into features like in-field triage and scheduling adjustments based on domain expertise, parts availability, and proximity. Allowing professionals this level of openness can help you boost your first-time fix rate and maintain clients. Work orders and fill updates should be able to be completed even if the programme is unavailable due to lack of internet connectivity.

After this, it’s now up to you to utilise the features and functions of an FSM software as benchmarks when choosing the best field service management software.

3. Feature to organize field teams and volunteer groups

If your company provides a variety of services, make sure the field service management software you choose allows you to divide them into service groups based on technicality and technician skill. For example,’replacing machine components’ may have its own group of field technicians, while ‘regular service’ could have its own group. This feature will assist you in creating well-defined roles, allocating the appropriate resources to relevant field activities, and effectively managing your personnel.

4. Omnichannel assistance to get a 360-degree perspective of your customers

Field service management necessitates collaboration between customer service representatives and field service executives. Collaboration is challenging in traditional systems since information is difficult to convey between agents and technicians. A contemporary field service management software, on the other hand, gives the entire context about a customer’s dialogues across several channels in a single view. To cooperate, customer care representatives and field service professionals no longer have to switch between several tools or windows.

5. Scheduling and appointments with a single tap depending on agent availability

A clear field agent calendar would be provided by the ideal field service management software, allowing field agents to allocate assignments conscientiously and without scheduling conflicts. Aside from automatic routing, helpdesk agents should be able to override tasks and allocate them to the most qualified and available agent based on expertise and geography.

It should be as easy as dragging and dropping assignments into the calendars of the agents.

Various types of field trips might have different SLAs.

Along with the benefits listed above, the security of cloud-hosted software, access to consolidated information, smart scheduling capabilities, and extensive reporting and analytics not only make agents’ work simpler, but they also improve customers’ whole digital experience.

The correct field service management software can help you succeed in your organisation.
By choosing the proper solution, you may increase your field service agents’ mobility, streamline operations, and remove the laborious paperwork that comes with large orders.

Well, Fieldy has it all. To know more about its capabilities, feature availability and more, reach out to us right away.

6 Field service management challenges ways to overcome them

Posted on by Kiran Kumar

Kiran Kumar

Field service management challenges are inevitable, it doesn’t matter if you’re a field manager, worker, or back office staff, every aspect of a field team has its own set of problems. Field technicians need to make sure they’re on pace to meet deadlines and that no steps are missed to avoid a repeat trip, while operations managers require accurate records of the job being done to advise supervisors and report back to customers. Lacking access to critical field data causes issues and prevents you from making educated judgments. Billing cycles are slowed, quality assurance and customer satisfaction are at risk, and work schedules must be adjusted.

These are some of the typical issues and obstacles that your field crew has, as well as how you can solve them by using a mobile forms solution to automate procedures and increase operational efficiency.

Achieving higher customer satisfaction

The major field service management challenge is keeping track of many workers in multiple places of dispersed teams. Customers are accustomed to high levels of connection these days, and they have high expectations for their service requests, as well as insight into specialists’ job progress.

Managers and customers can’t tell in real time if a technician is fulfilling those objectives in the field without the proper technologies. A connected field service management system, on the other hand, may provide managers with real-time visibility into job completion and allow customers to view updates as they occur.

Access to Real-Time Data

Traditional manual data input has long since passed us by. Field managers nowadays want instant access to real-time business data at their fingertips. Coordination between on-site employees and operations managers, on the other hand, is a challenge. Duplication of effort and mistakes can occur when field data is manually transferred to computer systems.

Field service management software allows workers to gather and store data in real time.
It allows you to enter essential factors like time spent, parts required, and budget.

Client digital signatures may also be collected using modern field service management technologies. They save before and after photos of the job site, as well as other important project information. This information may be synchronized with back-end systems to improve work engagement.

On-demand Assistance To Field Technicians

On-demand service delivery is one of the most faced field service management challenges in the field service industry. Clients are used to receiving competent service calls. They don’t want an inflated price or service representatives who aren’t well-versed in the basics. Inefficiencies and widespread customer discontent might result from having an unprepared technical base.

The nicest aspect of purchasing field service management software is that it is Field-based mobile app-friendly. This allows for work monitoring, precise information, and fewer repeat visits.
Field service management software makes it easier for professionals to provide accurate quotations and product estimates. Managers can use GPS to track the real-time position of technicians. This facility allows for smooth item scheduling and dispatch. It’s a wonderful approach to make the entire service process go more smoothly and profitably.

Dropping FTFR

It’s not easy to obtain first-time repair rates. According to reports, 24% of field service assignments necessitate a second visit. Every visit to the field is a cost to the firm, therefore it only makes sense to have the technician or delivery person do the work correctly on the first try. According to studies, an organization’s average field time fix rate is 77%, which means field technicians must make follow-up visits for at least 23% of service calls.

This might be due to the technician’s lack of knowledge, his inability to bring the correct components for the task, or simply a system misunderstanding. Whatever the cause, this might have a long-term negative impact on the bottom line for businesses. Companies are increasingly using technological automation to plan and perform better in the field to maintain service quality without putting a strain on performance expenses.

Precise Scheduling

The daily tracking of your field workers and ensuring that they stick to their allotted timetables is critical to the overall success of your field operations. And it’s often a difficulty for businesses, especially if they’re still scheduling field tasks manually. Automated scheduling using an FSM tool can assist in tracking real-time coordinates of your field force and assigning assignments to them on the fly. This improves workload distribution while also limiting potential deviations.

Manual Documentation

Work orders, scopes of work, and equipment requirements are traditionally maintained on paper forms and handed from management to technicians in conventional service firms (and back, when the job is done). Is this, however, an effective approach to managing the service process?
Certainly not. This style of management leads to human mistakes, wastes time, and prevents the firm from attaining shorter mean time to fulfill orders and completing more activities per day. The fact is that all paper data can be moved to mobile applications and subsequently to the reporting system, saving hours of wasteful work time and enabling performance tracking.

While these problems were formerly considered a “cost of doing business” in the field service industry, they no longer have to be a hindrance to your firm. Learn how Fieldy may help you achieve greater success by addressing these revenue, efficiency, and customer satisfaction issues. Request a free demo to see for yourself.

5 Ways field service management software can increase your ROI

Posted on by Priya

Priya

By 2025, the onsite services industry is expected to surpass $5.1 billion in market share. As a result, customers expect to receive enhanced service, at the right time and at the right place.

However, technicians have to combat several obstacles, such as: slow functioning equipment, limited access to data, activities that require manual entry, and so on and so forth.

With all the given obstacles, how can field service providers give their best? The answer is by opting a Field service management software. Field service management software can help organisations address 2 of the main concerns:

  • Ensuring workforce efficiency
  • Customer satisfaction

Field service management software and mobile apps have a variety of advantages, including making field technicians’ duties easier, increasing customer and staff happiness, and streamlining internal operations.

Continue reading to learn more about the advantages of field service management and how they relate to ROI of the business.

Field service management advantages

Tools like augmented reality (AR), cloud-based knowledge sharing, and field service management (FSM) systems are expected to be used in more than half of the field service organisations by 2025. In order to cater to the growing customer expectations, an exceptional FSM tool should reap ROI by not just reducing paperwork but also by speeding up invoicing and doing much more. It should also raise the productivity of the workforce, elevate customer experience, cut costs, and aid in boosting the company’s bottom line.

1. Seamless and streamlined communication

FSM software makes communication seamless and keeps the workforce connected, by helping them share information without having to go through tedious workflow. FSM software can be used to plan service calls by dispatchers. Additionally, field technicians can use the FSM tool’s mobile app to stay informed about their assigned jobs and also keep the customers aware about their arrival.

2. Time efficiency

FSM software helps contractors save time by making the processes efficient, also by making communication easier. With the mobile version of FSM software, technicians can save time by accessing and offering information to customers on the go. Similarly, dispatchers can save time by gaining visibility into customer data through a single platform.

3. Optimized staff management

Managing and scheduling a whole group of deskless workforce demands a lot of time and energy. Additionally, adding a last-minute emergency task can be extremely painful. By implementing a FSM tool, field service offering organisations can certainly benefit by bridging the gap between office, customer and the field.

4. Invoicing accuracy and efficiency

Field workers/technicians can make use of the field service management software to take notes in the CRM, generate invoices, and make sure they record signatures on the spot. With the paperless workflow of managing field jobs, technicians do not have the need to return to the office or produce papers once the job is finished.

5. Boost customer satisfaction

Customers always demand a seamless and more modernised service experience from companies. In order to satisfy their service-facing demands, companies use FSM tool to offer fully customizable portals with real-time notifications, two-way chat with their assigned technician, warranty coverage, and more.

With some of the FSM tools out there, customers can also be provided with technicians or specialists they are already familiar with, they will also have a database where they can view their whole order history.
This type of accessibility to historical information can certainly boost the consumer experience, having a great impact in the ROI.

FSM software solves some of the most prominent and frequent issues that often affect the continuous client experience a field service firm can/should offer a customer. Such as,

  • Inability to move the job to nearby technicians, due to the lack of visibility into technician’s location
  • Inaccessibility to real-time information on client’s requests, availability and more
  • Workflows that demand paperwork

With FSM tool field technicians can gain access to the information they need on their way to their next appointment and can stay aware of the whereabouts of a specific job.

Well,

The ultimate aim of a Field Service Management software is to eventually boost your bottom line. In order to get there, your entire field operation should be more efficient, by lowering operational costs, managing inventory efficiently, streamlining customer communication, etc. By cutting costs and by improving how your field service processes are executed, your ROI for investing in a FSM software can be multiplied many times.

Summary:

A field service management software is one of the critical investments you can make to improve the overall operations and revenue of your company.