Using a Field Service Software for Growing Your Service Business

Successful businesses use technologies to grow their business. The goal of any field service organization to grow its business. Managing your field service workforce can be a difficult task and can eventually prevent you from handling growth and being able to scale your organization. It is perfectly fine if you started your business using Excel sheets or manually managing your job dispatch. However, as field service teams grow, maintaining your business via spreadsheets is a recipe for chaos. Not deploying a good field service software will lead to many lost opportunities.

With the need to increase revenue with fewer resources, businesses now have to work smarter than ever before. Let’s face it, growth is important for any organization, and field teams are forced to reduce operating costs and be more productive. How is the growth going to happen? In order for business operations to improve, they need to look beyond a spreadsheet and start employing tools that will help streamline operations and lay the groundwork for growth in your company and scaling of your field teams as jobs increase and become more complex.

Best Field Service Management for HVAC
Field Service Management

Incorporate a Paperless, Automated Platform

Excel is a powerful program but falls short when it comes to the ability to communicate with your field technicians. In short, a spreadsheet lacks automation. Automation is the main differentiator between a Field Service Management platform and a spreadsheet. Among other things, a spreadsheet doesn’t give you the capability to:

  • Communicate with your field teams in real-time
  • Capture field data in real-time
  • Generate customer quotes
  • Invoice quicker
  • Generate powerful business reporting
  • Automate field communication and business operations

The days of emailing your field technicians their daily schedules are over. No longer do you have to reschedule jobs because of a change order or because a tech is out sick. A Field Service Automation Platform will help you automate your workflow by managing the assets or inventory for your field teams, pushing notifications to the field in real-time, instantly rearranging or rerouting technicians to more appropriate jobs, and preventing missed additional revenue opportunities, to name just a few.

Benefits of Cloud-Based Field Service Management Solution

Organizations that have included cloud-based field service management software in their workflow will likely increase their productivity by simplifying their processes. Expected benefits associated with cloud-based FSMS include:

  • Access to the program at any time and from anywhere makes it easy to retrieve information
  • Optimizes the allocation of resources
  • Helps equipment-centric service businesses improve compliance with Service Level Agreements (SLA)
  • Streamlines issue resolution and reduces Mean Time to Resolution (MTTR)
  • Offers organizations increased flexibility to scale accordingly
  • Facilitates equipment monitoring so that organizations are up to date with the state of their assets
  • Supports inventory management by notifying personnel which materials or parts are needed and which are running low to inform purchasing decisions
  • Leads to improved customer satisfaction and promotes better engagement between customers and your business
  • Cloud-based programs also allow you to carry on your operations without having to worry about the maintenance of the software. That is the work of the vendor or service provider.
  • Cloud solutions often provide high levels of security to business data that some organizations would otherwise not afford
  • Implementing cloud solutions is affordable to most businesses since you do not have to buy hardware or any equipment upfront

Reduce Field Team Costs and Improve Workforce Productivity

Whether your growth is driven by strong markets, success in new or emerging markets, or by acquisition, there are always two factors instrumental in improving business performance:

  • Lowering your field operating costs
  • Increasing your field team performance & productivity

With field service management software, field teams can access information instantly from any mobile device. Now dispatchers have the technology and ability to see all their worker’s location in real-time, which allows them to instantly optimize and re-route technicians according to real-time changes in the schedule or urgent and unexpected field requirements. This helps field teams to be more efficient, driving down fuel costs and increasing daily worker productivity. Field Force Tracker’s Field Service Automation Platform is the industry’s premier cloud-based, end-to-end field service management software with completely automates and streamlines field service operations, from mobile teams to the back-office operation.

Reduced costs and increased performance are instrumental in helping an organization to accommodate growth or to be able to scale quickly. Spreadsheet solutions are limiting and open the door to error and inefficiencies. Field Force Tracker’s Platform connects all the powerful feature sets like scheduling, dispatching, route optimization, field data capture, inventory/asset management, work order management, maintenance tasks, business reporting and intelligence, and more.

Replace Your Spreadsheets with Field Service Management Software

If you are currently using Excel or find yourself spending a lot of time managing a spreadsheet and not enough time managing your mobile workforce, then you need to look into Field Service Management Software. Contact us today to find out how Field Force Tracker really helps move companies forward, do more with less, reduce costs and realize revenue faster.

Work Order Management With Field Service Software

A good Field Service Software like Field Force Tracker can help a busy office by saving time and streamlining job assignments. You can keep track of all jobs easily and assign right people to right job.

What Is A Work Order?

A work order is a formal request for maintenance, repair, or operations work that needs to be done. Included in the work order is all of the information pertaining to a maintenance task and outlines the process for completing that task.  Additionally, a work order can include details on who authorized the job, who it’s assigned to, deliverables, any special instructions, drawings, and anticipated end results.

Work orders can be generated through a service request form (work request form) that is submitted by a staff member, customer, tenant or automatically created through work order management software, such as a Field Service Management (FSM) System like Field Force Tracker.  Using FSM software to manage work orders provides additional information to technicians, checklists, access to documents, manuals, images, and more.   In addition to the documentation of the tasks that were performed, labor expenses, materials issued from inventory, spot buys, and other expenses incurred for the job can also be captured within the work order.

work orders management
Easy Work Order Management is with Field Force Tracker

Why are Work Orders Important?

The purpose of a work order is to initiate a task, clarify what is to be done, specify completion dates, and give special instructions as needed.  FSM work order management software also helps organizations manage and maintain data on assets as well as on resources, expenses, and labor.  Organizations have the flexibility to manage and schedule current and upcoming work, analyze data to make improvements, manage expenses, control labor costs, and remain compliant.

Service Requests Versus Work Orders

A Service Request (also referred to as a Work Request) is a request for a maintenance task that is submitted by a non-maintenance staff member or customer.  When a service request is approved by the maintenance manager, they will assign a technician and schedule the task and a work order is created.

A Work Order is an authorization for the maintenance team to perform the maintenance task.

What Can Field Force Tracker FSM Work Order Software Do For You? 

Our FSM Work Order Management software provides organizations with many benefits and features for users to easily:

  • Create, manage, and prioritize work orders from anywhere.
  • Maintain work history, share documents, and generate reports.
  • Track technician’s work order time from start to stop of a task.
  • Manage resource availability and assignments.
  • FSM is a centralized system accessible from a computer or mobile device.
  • Streamline workflows.
  • Improve communications.
  • Track Inventory.
  • Many more capabilities.

Work Order Process Defined

Using FSM software makes the work order management process more efficient and streamlined.  Some of the main components of a work order include creation, completion and recording.  

Work Order Process

  • Task is Identified.
  • Service request or maintenance request is created.
  • Request is approved and turned into a work order.
  • Work order is assigned and scheduled.
  • Work order is sent to the appropriate technician.
  • Work order documentation is updated and completed.
  • Work order is closed out.
  • Work order information can be analyzed to get a better insight into the processes followed or the steps taken to resolve any issues.

Different Types of Work Orders

Standard Work Order

A standard work order is a non-critical maintenance task that does not pose an immediate risk to facilities, systems, equipment or components. Some examples are: removing old equipment, setting up new equipment, painting, or changing light bulbs.

Preventive Maintenance

A preventive maintenance work order is an essential tool for organizations looking to ensure the effectiveness of their equipment as well as to extend the life of their assets. This work order gives users the ability to schedule routine maintenance tasks on assets and equipment to minimize unexpected breakdowns. The preventive maintenance work order gives users the ability to control, plan, schedule, and identify the materials, parts, and labor to do the work within a specific timeframe. The advantages of preventive maintenance are to keep existing equipment in good working condition, prevent equipment downtime, increase the life expectancy of assets, decrease the number of major repairs, and control expenses.

Prepare for Inspections

When creating a work order, you can create a checklist and define a set of inspection points requiring a maintenance technician to audit or inspect an asset based on that predetermined set of parameters.  If the technician should identify a problem during the inspection, then a new work order can be created to correct that problem.


A reactive or emergency work order is generated when equipment breakdowns or a facility failure occurs and creates an unsafe environment, or a critical asset needs to be repaired immediately. An emergency work order is used to record and track and document any unscheduled work.  Reactive work orders give maintenance technicians the ability to provide detailed information on what caused the breakdown, what actions were taken to fix it, and what can be done to prevent it in the future.

Corrective Maintenance

A corrective maintenance work order is generated as a result of a regular inspection, preventive maintenance, emergency, etc., which identifies the failure in a reasonable time for corrective maintenance to be planned and scheduled. 

What Are The Benefits Of A Work Order?

Field Force Tracker FSM Work Order Management brings organizations the tools to effectively:

  • Organize and manage work requests so nothing gets overlooked.
  • Schedule work to be done at a convenient time.
  • Control and manage labor overtime and expenses.
  • Increase availability and performance of equipment.
  • Better management and control of costs.
  • Boost employee productivity.       
  • Preordering of supplies and materials. 
  • Improve customer service.
  • Minimize paperwork.
  • Reduce the maintenance backlog.
  • Improve safety.
  • Be compliant with company, state and federal regulations.

All of these benefits result in increased efficiency, productivity, safety, compliance and reduced costs.


Effective management of maintenance tasks is important to any organization. Work orders are a critical part of the management of these maintenance tasks. Field Force Tracker is a powerful FSM Work Order Management software that is designed to provide easy-to-use tools to streamline the processes to help you work more efficiently.  With our FSM processes and procedures are defined, workflows are simplified, tasks are tracked, and information is well-documented.  

Using FSM software to manage your work orders, maintenance teams will be more productive and work more efficiently.  

If you are interested in learning more about how Field Force Tracker FSM Work Order software can help you automate your maintenance tasks, and would like to see a live demo, contact us today.

Grow Your HVAC Business with Latest Field Force Tracker

Field Force Tracker has many unique features that make it easier to manage your business. Its powerful dispatch, sales management and time management features make it very powerful for serving your customers better.

HVAC Service business is highly competitive and one way to get an edge over the competitors is to use a great Field Service Software like Field Force Tracker. Software can take care of dispatch, quotes, invoices, PM calls and contracts. There is no better way to improve your profitability then using right FSM software with the features mapped to your business.

HVAC Companies provide services and installation for heating, cooling and ventilation systems like Air Conditioning units, Refrigeration Systems, Ductwork and Ventilation equipment in both residential and commercial buildings. It requires substantial investment in equipment and trained persons. Hence, obtaining efficiencies of operations is very important.

Hvac Service Software
HVAC Software

The demand for the HVAC Services is increasing since the installation of HVAC equipment is required in every building be it a Hospital, A Business Center, Banks, shopping mall, Multiplexes, Residential apartments etc.

There is a lot of competition in the HVAC industry market and only those will win in the market who fulfil the demands of their customers and provide better services to them.

What Can HVAC Software Can Do for You?

Field service management software have improved the overall output making the work culture digital. HVAC technicians are not worried to take along with them the different instruction manuals, like installation instructions papers, safety related instructions manuals etc. with them to the job site. Everything they get within the Field Force Tracker mobile app.

Field service management software offers a single Admin dashboard system that monitors and operates the mobile workforce for the HVAC Industries.

Scheduling and assigning different jobs to the field technicians on the basis of their availability and location is made easy with the help of FSM tools.

Easily drag and drop the unassigned jobs to the available field technicians and they will be notified about the new job on the mobile application. You can add additional details regarding the job like job description, job priority, job instructions, client name, client’s site location etc.

With Field service management software you can manage the full cycle of HVAC Services from creating quotations, scheduling jobs, managing jobs, managing inventory, managing expenses, creating invoices and finally receiving feedback for the services done.

Field service software gives your business the ability to manage the large team of HVAC operators or technicians reducing the operational costs.

FSM software helps you manage and track the field technicians easily keeping track of the jobs they have performed, which route they took to travel to the job site , how long they take a break etc., Efficient location tracking can be done with the help of FSM mobile apps.

The HVAC Technicians can easily interact with the fellow technicians and the back office manager via powerful chat features of the Field service mobile application. So if they find any difficulties with the installation or repair work they can communicate between themselves and fix the problem easily by sharing the images from the job site of the HVAC equipment.

You might be thinking about which software you should choose for your HVAC business.

Benefits of a Good HVAC Field Service Software

HVAC service software provides several benefits, including:

  1. Improved efficiency: Automated scheduling, real-time job tracking, and automated invoicing help increase efficiency and reduce administrative workload.
  2. Better customer experience: With real-time updates and communication, customers can be informed of their service status and schedules, leading to improved satisfaction.
  3. Increased productivity: With streamlined processes and efficient scheduling, technicians can spend more time on service calls and less time on paperwork.
  4. Improved data management: HVAC service software provides a central repository for customer, job, and service history, allowing for better management of information.
  5. Increased profitability: By reducing administrative overhead, streamlining processes, and improving customer satisfaction, HVAC service software can help increase profitability for businesses.

Some points you need to consider before choosing a right Field service management solution are as follows :-

  1. Features that suit your HVAC business needs.
  2. Quick Customer Support.
  3. Cost Effectiveness.
  4. Easy to use Interface for both admin dashboard and mobile application.
  5. Provides a trial period to explore the software.
  6. Provides third party integrations with your already used accounting software like Quickbooks.