Field service management refers to the management of company’s personnel providing services onto the customer’s premises. Different industries need support of field service agents like electrical contractors, computer repair businesses, HVAC, plumbing & piping, and telecom. The field service management software enables companies to efficiently manage their onsite resources, track work orders, and get reports.
Here is a look at how the right field service management software allows small businesses to manage their services better.
CRM Capabilities Improve Customer Management
Service management software offers powerful customer relationship management capabilities. Keep track of vital client information using contacts, contracts, visit information, service locations, and attachments. You can also use the software to identify the service areas that need improvement. Customer satisfaction is critical for any service based organization. The field management software helps you evaluate, and improve the quality of services delivered to the customers.
Scheduling & Dispatching
Punctuality, organization, and professionalism are the hallmarks of a great service oriented organization. The expansion of operations can lead to decrease in quality, and make it difficult for the support staff to meet commitments on time. The use of field service management software helps the agents better organize, and plan every minute of their day. You can set service zones, and assign more challenging jobs to several agents. Location tracking lets you directly assign work orders to nearby agents. The advanced scheduling, and dispatching function ensures efficient use of available human resources.
Customized Product Pricing
Product pricing varies from client to client. You do not need to worry about managing different pricing for different customers. The customized product pricing feature allows you to price each client individually. Pricing given to clients will automatically get reflected in the quotes. You do not need to keep track of the last pricing given to a particular client. Provide service to your clients as per their requirements, and budget constraints.
Mobile Service Solutions Enhance Productivity
Stay on top of your day-to-day service management with real-time updates. Service management software lets you remotely update work orders. Your service agents can better manage inventory, and you can get email notifications as soon as they check in on a job. Similarly, you will get a subsequent email notification as soon as your service agents check out a job. This email notification will contain complete details about the work done, job completion status, and if a subsequent visit is required.
Fast invoicing leads to faster payments for commercial contractors
The use of traditional invoicing methods for B2B services of retail stores, contractors, or restaurant chains is slow. Therefore, a centralized service management system helps cut down the time required by technicians to send paperwork back to their office. Faster invoicing enables technicians to update their work orders live, and generate invoices on-the-go. Faster invoicing also leads to shorter receivable cycles.
Value Added Features
The field service software vendors have created a paperless work environment via use of electronic format.
However, is an electronic format and paperless environment sufficient enough to better manage and grow your business?
Always look for value added features which can assist you in better managing your day-to-day operations. Examples of value added features include NTE (not to exceed limits), estimated labor, automatic trip charges for special work order types, follow-up alerts, location-specific service flags, automatic reminders for office dispatches or technicians, asset tracking on service locations, and ability to use custom fields as per the nature of your industry. Your choice of service management service must help you better perform your day to day tasks.
Reporting Helps Evaluate Overall Business Performance
Reporting is vital for self-evaluation and improvement of service businesses. The field management service software lets you analyze performance in areas critical for your business success. You can also know, how is your service staff performing for certain clients. These reporting insights let you make critical decisions for improving your service business. You can identify, and work on weak areas of your service agents. Companies can also use these findings to reward their top performers. You can also compare monthly or yearly performances, and keep a check on your billables.