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6 Field service management challenges ways to overcome them

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.

What is field service management software and why it matters?

Adding to what you may already know,

Managing a team of field service professionals is the most operationally daunting duty. The efforts are enormous if one wants to streamline, manage and keep track of all the unexpected changes that could possibly occur at any time in the field servicing job, as there are plentiful variables that need to be logged, monitored and regulated by manual labour.

Oftentimes, firms have to tackle inadequate information, lags, and invalid or missing information in these instances and while some of it is handled by electronic databases, yet human error is non-negligible.

With the advancement in how we can stay connected with each other and the rest of the world via our mobile devices, all-the-time, it was obvious to come up with a technological solution that can help companies manage mobile workforces and field service operations seamlessly and efficiently.

This resulted in the development of advanced field service management (FSM) systems.

What is FSM software?

FSM systems use mobile equipment to automate and regulate field operations of service workers. The FSM market was worth more than $3.5 billion in 2019, and many bigger software firms such as Salesforce have since added FSM to their stack as one of their key offerings.

Due to the rise in consumer demands and the growing complexity of managing logistics, many business owners, as well as employees, stockholders and customers are seeking some sort of automation in their day-to-day jobs, thus seeing value in FSM software.

Industries that can/should leverage FSM

Since its inception, FSM software has entirely changed the way field service management has been done across a varied range of industries. For example:

  • Courier companies are using FSM software to improve their processes by removing
    inefficiencies and thereby save cost and enhance driver efficiency.
  • Telecom companies are using FSM’s intelligent scheduling and vehicle tracking
    capability to reduce missed appointments rate and consumer complaints.
  • Construction companies are using FSM software to make tracking and maintaining pricey
    machinery easier. And with the help of access to real-time data the progress of each job
    can be closely monitored.
  • In the healthcare industry FSM tools are used by doctors, nurses and paramedics to have
    accurate information on patient records.

In a nutshell, existing FSM software and the innovations in tools by new entrants are benefiting a wide range of SMB, Mid-market and enterprise companies across industries.

Importance of field service management software

Customers do not like service delays, miscommunications, and incoherent customer service. Hence it is essential for companies to have a defined coordination system between workers and the customers in order to offer the best customer service possible. With FSM software, companies can seamlessly keep track of customer requests and unprecedented internal changes in a more informed way.

What is the current role/impact of field service management?

The role and impact of an FSM software may vary based on the nature of the business, customer base, needs of the customers and employees, and other external parameters. So in order for a successful implementation of a FSM software what does it require?

In order to support the growing need of the work-from-home workforce, the nature of FSM software has been constantly evolving. Despite all the sudden shift in how people work and interact with the world, usage of software solutions has resulted in significant rise in productivity, reduction in cost and service betterment.

With the help of advanced FSM software consumers/customers can now have easy access to their service requests. And with no extra phone calls to the company, customers can receive information regarding service professional’s arrival time, status of their service request, so on and so forth.

Field service management uses

Field service management software don’t just aid companies with their customer service efforts, but also help them with cost control. Along with that, the FSM solution allows workers to be proactive and do their jobs on time and more swiftly.

Listed below are some of the benefits of Field Service Management software:

Defined workflows: FSM tools help workers adhere to a defined workflow from start to end, whether in the field or not, which directly impacts the efficiency of the work executed and service offered. It also helps workers organize their tasks, stay in sync with their fellow colleagues and also stay ahead of time. With this level of coordination, the service offered is always a hit.

Less/Zero-paperwork: By integrating FMS software with tools like EDMS (electronic document management system) companies can quickly cut down on the amount of paper and manual work done, and also eliminate the dependencies on old and outdated filing systems, altogether.

Seamless scheduling regime: FMS tool helps organizations/workers reduce service disagreements/conflicts, double down on offering better customer service, and save ample money and time. On the other hand customers are benefited with lesser wait time, service precision and overall a positive service experience.

Precise resource and task allotment: field service management software allows organizations to be on point with assigning the right person for service requests. Advanced FSM systems can identify workers’ strengths and match them with relevant service needs/activities, and also takes into account the job location, deadline and cost applied. This improves the overall quality of the service as well as employee morale, and lastly, the jobs are done efficiently.

Improved work quality: As all the real-time data points on employees, customers and software usage get fed into the FSM software, the team can leverage these insights and drive new process innovations. With multiple data points, the system can easily identify service gaps and predict possible breakdowns, time frame to finish a specific type of job, etc. which can aid organisations with workforce planning and much more.

In the closing…

For a company like yours a FSM software can help with automating critical processes like auto-filling work order forms, notifying clients with service status updates, dispatching workers, monitoring asset usage, regular maintenance of critical machinery, etc. But before opting for a Field service management (FSM) software it’s important to focus on the cost of the tool, customer experience with the product so far, process digitization capabilities offered, and mainly the scalability of the system to fit all your future business expansions.

Well, checkout how field service management software can amp up your field service management game!

Five predictions for field service management for 2021

The field service management industry is a business that is always changing at a rapid rate.

Field service procedures are working hard to meet growing customer expectations for services as well as the demand for high efficiency in equipment-related activities. And this was before the market was confronted with the new reality brought on by the COVID-19 epidemic.

Without a question, companies that want to stay on top must be well-versed in new technologies as well as current techniques and concepts for AI, machine learning, and augmented reality deployment. When these areas are properly understood and implemented, they ensure an acceptable degree of expectation and commercial value. The purpose of this article is to provide a quick overview of the top 5 predictions for Field Service Management for 2021 and their business implications.

1. Automation in field service management

Almost every field service discussion includes the phrase “automation.” Every well-known FSM solution on the market includes this as a standard feature. It is feasible to automate job assignment procedures with the appropriate scripting and pre-configuration. That, however, is no longer sufficient.

Field service software automates tasks including establishing a task to conduct maintenance services, scheduling and assigning field service professionals, and tracking the position of workers, among others. The following are some of the major advantages of adopting field service automation software:

  • The productivity of field labourers has increased. All customer- and service-related data is centralised in one location, making it easy for technicians to evaluate repair orders and service-level agreements, for example.
  • Dispatchers can use automated intelligent scheduling to allocate the best personnel to the project based on their talents, work schedules, and GPS location. As soon as a new work order is given to them, technicians will receive real-time notifications.
  • Resolution time is reduced. Workers may remotely monitor an asset, look for information on comparable work orders, read knowledge articles, and watch video lessons to help them solve the problem faster.

2. Technician enablement

Incoming technologies like augmented reality and holo-lenses, which allow for the execution of complicated tasks with real-time supervision and direct access to a knowledge base, help field technicians as well. Every aspect that enhances a technician’s work style improves overall efficiency, first-time fix rate, and, ultimately, customer happiness.

Other options, such as unmanned aerial vehicles, are also available to assist field technicians.
Drone inspection of hard-to-reach regions offers significant advantages over the old, human-based method, particularly in the telecommunications and oil and gas industries (see our white paper to discover how integrating drones with AI/ML may cut field service maintenance costs).

When combined with cloud services or an IoT platform, the site survey and inventory procedures may be completely automated. In this scenario, the job may be done more easily and swiftly owing to a wearable that shows the extent of work to be done by the technician and checks their health status.

3. Proactive and predictive maintenance

People are spending more time at home, which makes them more conscious of the state of their appliances. It’s having an effect on their utility costs as well. As a result, there is a shift in concentration. Customers want to ensure that their home gadgets are completely working, thus they want to be aware of any potential breakdowns or malfunctions. The Internet of Things can link household equipment to management software provided by a service provider.

When a possible or imminent problem is detected, the IoT system monitors performance and sends an alarm to the consumer and provider. This level of predictability allows for maintenance to be planned ahead of time. As more individuals take measures to make their houses smarter, boosting functionality for remote working and socialising, it’s a metric that’s becoming increasingly significant.

4. Mobile apps

Digital apps are just now beginning to be used in the field service business to improve service delivery. Not every business is ready to integrate mobile app features into its field service management software. Those that are able to do so will have a significant edge.

Within the field service software package, mobile applications allow personnel and consumers to connect. They can also be used by field service employees to record and track task progress.

5. Upgraded risk management process

Field service personnel have never had to be concerned about where they — or their clients — have been, but businesses are increasingly taking steps to guarantee that in-person site visits are as secure as possible. Field service companies are developing pre-screening questions that their technicians may use to assess the risk of exposure for various activities, particularly those in high-risk environments like nursing homes or hospitals. For the foreseeable future, this will most likely be a risk management trend.

Field service is now proactive rather than reactive. These emerging field service trends can help you pivot in the aftermath of COVID-19 if your objective is to empower technicians, enhance customer interaction, and convert field service into a profit-generating arm of your organisation.

The next step is to look at a comprehensive solution that will give you the tools you need to implement these trends.

Fieldy is a comprehensive field service management system with a robust feature set designed to improve every element of field service operations, including client asset management, work order management, predictive maintenance, and more.

Please don’t hesitate to contact our trained field service specialists field service management software 2021 if you’d like to learn more about these and other field service trends, as well as how Fieldy may benefit your company.