The new mobile apps make it easier to manage field jobs. The apps are available for free download from Apple or Android marketplace.

Field Force Tracker, a leading provider of cloud-based field service software, today unveiled a brand-new mobile experience for field service technicians. The new app makes it easy for technicians to complete jobs in the field with just a few simple steps. Field Force Tracker App is available for free download via the Apple App Store or Google Play.

The app offers a new easy-to-use, on-the-go, and fully customizable experience for users of Field Force Tracker field service software. The Field Force Tracker is an award winning, mobile enabled, comprehensive field service management software used by service companies in many countries. It is designed to manage operations of service companies offering equipment repair and installations in many industries. The main features of software include work order tracking, client history, employee management, parts and installed asset management, estimates, contract management, invoicing, Quick Books syncing and more.

“Field Technicians access our software daily using either their mobile phone or tablet so user experience and ease of use are very important.” says Dr. Brijesh Kumar, chief technology officer of Field Force Tracker. “Our new app was built with input from our daily users with the main goals of offering ease of navigation, fast data load times, and the ability for users to quickly complete all work order related steps at a customer location. We believe it is the best app of its kind in the market today.” 

Key features of the applications include:

• Easy to navigate to all assigned/ open jobs
• Parts, customer products and service management
• Customer and product repair history
• Photo and customer signature attachments
• Reminders on upcoming jobs
• Push notifications
• Job timesheets
• Quotes and invoice generation
• Sales leads management

Field Force Tracker provides unlimited ongoing support to its customers. There is no charge to request any support or help at any time. Its multi-location customer service teams provide education and best practices for helping businesses achieve more with their software.

About Field Force Tracker

Field Force Tracker (http://www.fieldforcetracker.com) is a leading global provider of its award-winning mobile field service software for service-based businesses of all sizes delivered as software-as-a-service (SaaS). Our solutions enable businesses of all sizes to meet the challenges associated with managing and running complex service operations. It helps in improving the productivity of their mobile workforce in Copier, HVAC, Plumbing, Fire Alarm and Security, and Electrical Service Industries.

Field Force Tracker is a marketed by Rapidsoft Systems Inc. Rapidsoft Systems, Inc. has its main office in Princeton, NJ, USA, and sales and support offices in several locations in the US, India (Delhi) & UAE (Dubai).

If you’re shopping for mobile workforce management software for a field service company, you’re not alone. Many organizations have realized that workforce management with paper and spreadsheets is no longer viable for a workforce that is out in the field and on the go. Some have already tried a digital solution, but it hasn’t worked out. Either way, if you want a field service management (FSM) application that makes a difference for your productivity and bottom line, it’s important to look for solutions that:  

• Take little effort to learn and use 
• Free employees from repetitive tasks 
• Keep customers informed and happy 
• Manage assets and equipment 
• And help you grow business for the long term 

1  Usability Leads to More Effective Deployment

The most important thing to look for in mobile workforce management software is usability. You may think usability is a second-tier consideration compared to a good feature list, but all the features in the world do you no good if your team can’t figure out how to use them. And when employees are in the field trying to get work done, they don’t have the time or patience to fumble their way through a confusing interface. They revert back to their previous inefficient but comfortable habits, and the software you’re paying for isn’t paying off for you. 

When you’re researching solutions, look for a clean, simple design that prioritizes information most relevant to the user, such as today’s appointments or past-due work orders. The system should allow users to customize their dashboards based on their preferences. Menu options should be easy to find with informative labels, and the most common tasks such as submitting a work order or updating status should follow a logical, intuitive process that makes sense to your team. Finally, if a user makes a mistake, they should get useful error messages, and they should have a way to delete or reverse any action.  

2  Work Force Automation Improves Productivity 

Mobile workforce management software should make your life easier by taking some of the work off your plate entirely. Look for features that automate manual tasks. For example, if you have preventive maintenance or repetitive jobs, the system should automatically create work orders for those based on a schedule you define.  

A typical workday is filled with tasks that could be automated to save you time and money. Workflow automation ensures notifications of status changes are sent to the people who need them. You can customize default values for forms and specific events, which saves entering the most common data. When your team makes comments, conducts chat conversations, or sends emails regarding a work order, the system should connect them all to the job record, so no decisions, instructions, or observations are lost in a chat history. And when employees snap a picture of work done or equipment in the field, a good FSM will automatically upload it and attach it to the record. 

Other useful automation includes bulk editing, which allows managers to close work orders, change status, or add comments to multiple jobs at once. Import tools also automate the transfer of data into the system, which is especially helpful when you’re setting the FSM up for the first time. And it should be easy to export the data in an FSM to a spreadsheet or text file if needed. 

3 Customer Portal and CRM  

Many field service companies struggle with customer communications. Customers are happiest when they can get the status of a job anytime they want it. But they’re not always on the job site to see what’s been done, and techs are often too busy to fire off an email or make extensive notes on the work order. But an FSM with customer relationship management (CRM) features and a customer access portal make it much easier to keep clients in the loop. 

Depending on what you want to share, an external portal will allow clients to look up service history, submit work requests, check status, download files, view contracts, and run reports. For an added bonus, look for the ability to customize and automate notifications so customers get proactive information about job status, appointments, and looming contract expiration dates. They should be able to access the portal from any connected device, and it should have security features, such as secure login and user permissions.   

The CRM features helps your team serve customers better by making it easy to find service history, contacts, addresses, communications, and assets for every customer. With CRM capabilities, your team gets a picture of what each customer needs from you, their preferences, and their service history. This detailed information helps you determine how to serve them better. For example, you might notice that some customers call once a quarter for equipment fixes and they could save money and reduce business disruptions if you put them on a regular preventive maintenance plan. Customer insights derived from your CRM increases loyalty, drives new business, and raises the lifetime value of the account. 

4 Installed Asset Management Drives Each Job 

If it’s going to be useful for a field service business, mobile workforce management software has to provide asset management. Your techs square off against a wide variety of equipment and each machine has its own serial number, model number, and service history. Asset management keeps information for every piece of equipment in your care in one easy-to-find place, so techs never have to guess, call back to the office, or get stuck with the wrong manuals. It keeps track of warranties, fault codes, and past work, which helps you know when to schedule preventive maintenance and helps techs troubleshoot machine failures. Good asset management improves first-time fix rate, decreases time on task, and reduces the number of emergency calls. 

5 Analytics and Reporting  For Enhanced Opportunities

Any good mobile workforce management solution helps you collect, order, and manage details about your jobs, customers, and assets. But your FSM should also help you put that information to work. A good system will help you crunch data into reports, trends, and dashboards that illustrate where your business excels, where you need improvement, and what opportunities you can go after. 

Reports will instantly assess key metrics such as service billing, profitability by job, labor hours used, and average expenses. You should be able to customize them for any metric you want to track over any time period, geographical location, work order, customer, or technician. Analytics and reporting capabilities give you the insight to drive constant improvement in your business. 

Essential Features of Mobile Workforce Management Software in Field Force Tracker  

Field Force Tracker’s FSM solution prioritizes the most valuable and useful features for field service companies. Over the years, we’ve listened to what our customers want and need, and we’ve designed a platform that delivers maximum value through simple, clear, intuitive interactions. 

With Field Force Tracker, your team gets work done faster with fewer errors. Customers are delighted and jobs run smoothly from request to billing. 

• Best-in-class usability and user-friendly mobile app 
• Automated workflow, notifications, status updates, and import/export 
• Preference-based customer portal for optimal communications and transparency 
• Detailed asset management with custom fields and attachments 
• Extensive standard reports plus build-your-own reports and dashboards for best fit to your needs 

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.

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.

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.

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.

Reactive\Emergency

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.

Conclusion

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.

A field service software that supports your business’s sales operation can be a powerful tool to growing your business. It can manage both your sales and service operations.

A field service management solution can help you improve internal operations and communication and deliver better service.  It has one key element – your customer data.   This is your goldmine because you can use your customer data to grow your sales in many ways. A good modern field service software like Field Force Tracker can  help you in selling more and not just delivering field services.

Only some high end software have full CRM capabilities built in.  Our Award Winning Field Force Tracker software is an example of such software.  With it, you can manage your customer data and use it to build long term relationships and upselling to customer your new services and products. This is what differentiate Field Force Tracker from other low end software that mainly focus only on job dispatching.

A built in field service CRM (Customer Relationship Management) system can be highly effective tool to grow your business. Using a CRM system of an FSM (field service management) system like Field Force Tracker, you  can have a 360-degree view of both your client and your field workforce.  The system enables all the customer information to all the  key stake holder be it technicians, managers, or finance people in your company.

Delivering Customer Focused Service

Today’s customers expect you deliver high quality service. Any delay in delivering service or delivering non-professional service will result in unfavorable reviews on site like Yelp, Capterra, Software Advice and Google. Even a small number of bad reviews can deeply hurt your business.  Many such problems can be avoided by following a customer-centric approach and anticipating customer issues when delivering the service.

The first benefit of a CRM and FSM system working together is improved personalization in the delivery of service.  With the built in CRM system, you can create and manage customer profiles.  You can look at the historical service data and answer any queries. Moreover, a field technician can pull up past jobs history, add comments, track updates and easily find invoices.

This allows them to have immediate access to reliable information on past issues that may be relevant to current work. Not only will customers appreciate a self-reliant field technician, but the comprehensive data makes it easy for technicians to talk to customers as if meeting them in person. For example, a technician will know how long a customer has been with your company and what specific problems the customer has encountered in the past. Another advantage of CRM is that individual customer profiles give technician’s quick access to preferred contact methods. For example, if a customer prefers to be contacted by text message, the technician will know that he should not call. CRM can also track both individual customers and businesses through multiple touch points. These field technicians work by reaching the wrong people within the company and improving the customer experience.

Improve Business Productivity

In a competitive environment, being able to achieve high productivity is very important. A good field service software lets you better organize your teams and your operations.  This  will sure result in improved customer experience.

Within a good CRM system, field technician or sales persons can log comments into customer profiles with chronological notes and updates.

This enables field technicians to better understand critical issues with a system and better prepare for customer visits.  and chronologically sort through the client’s history with your company.

In addition, all customer-related files such as photos and invoice PDFs are conveniently stored in the customer profile for quick referencing. This makes a field technician’s job much easier, and it is also useful for headquarters. For example, if a customer dispute arises, account managers have easy access to proof of the service and can better resolve complaints.

Improve Reporting Accuracy

Finally, a CRM paired with an FSM system makes invoicing easy and accurate. For example, while plenty of apps exist to help with invoicing, a CRM and FSM system working together provides the accounting department and field technicians with a complete view of all jobs, estimates, and invoices. This helps prevent inaccurate invoicing and better track accounts receivable.

In addition, most of the data is auto-populated, making it faster and easier than ever to complete invoices and reduce errors.

Getting The Best of Breed Field Service Software

If you’re looking for an easy way to automate operations and improve customer relationships, a CRM system paired with an FSM system might be the best solution. While it’s essential for larger companies, it’s also a great way for smaller companies to increase operational efficiency and maximize the bottom line.

Field Force Tracker is a fantastic software that offer features that you won’t find anywhere else. It is the ebst simplest and easiest to use field service software.