Leveraging Field Service Software to Support Your Sales Operations

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.

sales crm

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.

Using Field Force Tracker Software for Successful Preventive Maintenance Program

For many businesses implementing preventive maintenance is very important. Field Force Tracker provides excellent capabilities to create agreements and implement effective PM scheduling.

If you’re a facility manager, you’ve probably heard some variation of the phrase “If it’s not broken, don’t fix it.” This mentality may work in the short term, but constant reactive maintenance can actually waste thousands of dollars each year due to lack of consistent, proactive repairs. Unplanned asset failure is stressful and time-consuming for a facilities team to fix.

If your team still operates on a reactive approach to maintenance, it’s time for a change. A strong preventive maintenance plan is the key to keeping your equipment in safe, operable condition. Use this guide to preventive maintenance as your one-stop shop for understanding and implementing a successful program of your own this year.

Topics Covered in this Preventive Maintenance Guide for Facilities

Click any of the following links to jump straight to the topic you’re looking for.

•           What is preventive maintenance?

•           The four action items of preventive maintenance

•           Key benefits of preventive maintenance

•           Reactive vs. preventive maintenance

•           Types of preventive maintenance

•           Using preventive maintenance to reduce risk

•           How to create a preventive maintenance program

•           More resources on preventive maintenance

What is preventive maintenance?

Preventive maintenance (also called “preventative” maintenance) is a systematic approach to building operations that aims to predict and prevent catastrophic equipment failures before they occur. To accomplish this goal, facilities personnel conduct routine inspections, maintenance and repairs on assets to ensure they work as the manufacturer intended. Functional equipment allows facilities staff members to focus less on reactive maintenance and more on upcoming maintenance tasks or time-sensitive work orders.

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As a rule of thumb, it’s better to prevent issues than react to them. Preventive maintenance reduces the likelihood of unexpected issues by promoting optimal equipment performance. The following list features a few ways facilities teams can stay on top of preventive maintenance in their departments:

  • Schedule and perform regular inspections of equipment
  • Conduct regular cleaning of buildings, grounds and assets
  • Lubricate moving parts to reduce wear-and-tear
  • Adjust controls for optimal performance and energy efficiency
  • Repair and replace any defective equipment parts
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What are the four key action items of preventive maintenance?

Preventive maintenance takes a proactive approach towards maintenance and involves four key action items: inspection, detection, correction and prevention. Let’s take a closer look at how each concept is fundamental to a successful preventive maintenance program.

  1. Inspection: Inspections are a necessary part of preventive maintenance and aid organizations in two ways. First, facility inspections ensure that equipment is safe to use. Regular inspections help prevent workplace injuries and provide a business with increased liability protection. Second, regular inspections protect property. Inspections ensure that equipment is functioning as the manufacturer intended.
  2. Detection: Operating on a run-to-failure approach can end up costing a facility department significant money, which is why many facility managers choose to utilize a preventive approach to maintenance. Preventive maintenance helps facility managers detect problems early, when issues are still relatively easy and inexpensive to fix.
  3. Correction: Preventive maintenance encourages facility managers to take a proactive approach towards equipment care and correct issues before they occur. If an issue (or potential issue) is detected, facility managers take steps to promptly address the problem before it worsens or shuts down operations.
  4. Prevention: Facility managers can combine inspection records and maintenance notes to learn from past mistakes and correct repeated issues with equipment. Prevention of asset failure reduces stress and increases productivity for facilities teams. When equipment works as inspected, staff can focus on proactive (rather than reactive) maintenance tasks.

What are the benefits of preventive maintenance?

Preventive maintenance has two overarching goals: to increase asset longevity and productivity and to keep people and assets safe from harm. Facility managers and their teams can use the principles of preventive maintenance to achieve various benefits, including the following:

  • Diminish excess depreciation of equipment
  • Prevent untimely breakdowns of critical equipment
  • Eliminate unnecessary inspections and maintenance tasks
  • Save money by extending the useful life of assets
  • Prepare for and prevent future issues from occurring

“Reactive” vs. “Preventive” Maintenance: What’s the difference?

In facility management, reactions to issues are unavoidable. Things can and will go wrong. However, facility managers can take steps to promote safety and reduce reactionary maintenance by taking a proactive approach towards fixes. Facility managers should start by understanding the benefits of proactive maintenance versus a reactive response.

  • Reactive maintenance focuses on diagnosing and fixing a problem once an asset has already broken down or malfunctioned. A maintenance technician identifies the issue that occurred and takes steps to restore the asset to operational condition.
  • Preventive maintenance emphasizes regularly scheduled maintenance tasks. The goal of preventive maintenance is to give an asset the care it requires while it’s still running. This approach actively minimizes the chance of failure, costly repairs and unscheduled downtime.

Maintenance technician performing reactive maintenance in an office
A common misconception is that reactive maintenance is a bad thing. The truth is that most facilities departments experience a healthy balance between reactive maintenance and preventive maintenance throughout the year. This is because it is nearly impossible to predict and prevent all asset failures.

Reactive maintenance tasks should be minimized whenever possible. Neither occupants nor maintenance personnel enjoy dealing with a broken air conditioner or leaky pipe.

What are the different types of preventive maintenance?

Preventive maintenance can follow a time-based approach, a usage-based approach, or a combination of the two. Let’s look at examples of each.

Time-based Preventive Maintenance

Time-based preventive maintenance goes by a variety of names, a main one being “calendar-based” maintenance. No matter which term your department uses, this approach involves setting up a preventive maintenance schedule to perform regular inspections on pieces of equipment, especially those that would have a severe impact on production in the event of a breakdown.

Time-based preventive maintenance is best used for bounded assets (such as fire/safety equipment) and critical assets (such as HVAC systems and pumps), though facility managers can use this approach for any asset that requires preventive maintenance. Here are a few examples to illustrate.

  1. “Inspect parking lot for cracks once a month”
  2. “Change air handling unit filters every three months”
  3. “Inspect water heaters semi-annually”

Usage-based Preventive Maintenance

Usage-based maintenance, also called “runtime maintenance,” is an approach that triggers maintenance after a certain amount of asset runtime (such as every “X” amount of kilometers, miles, hours or production cycles).

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Usage-based preventive maintenance makes sure that equipment continues to operate as the manufacturer intended. Unlike time-based maintenance, which occurs on a more rigid schedule, usage-based maintenance occurs as often as an asset needs it, whether it’s every month or every six months — whichever comes first. Check out these examples of usage-based preventive maintenance.

  1. “Inspect belts every 100 hours of production”
  2. “Service motor vehicles every 5,000 miles”
  3. “Lubricate pumps every 10,000 run-hours”

How can preventive maintenance PROCEDURES reduce risk in my facility?

All facilities face potential risks which, left unchecked, can put workers, occupants and goals of a business in jeopardy. Facility managers and their teams are responsible for securing these risks and upholding safety in a facility. A strong preventive maintenance plan can effectively reduce two types of risk to your buildings. Let’s take a look at each type.

Preventive maintenance reduces risk to people.

Facility managers have the power to prevent injuries and reduce employees’ days spent away from work. Preventive maintenance can be used to support safety and security of equipment for all occupants of a facility.

Keep occupants safe by conducting recurring maintenance and inspections on dangerous machinery. Do the same with security cameras, door locks, fire extinguishers, emergency exit signs and any other asset that safeguards people from harm.

Preventive maintenance reduces risk to property.

Reactive maintenance can be expensive. Facility managers face hefty costs when an asset breaks down unexpectedly, including costs to diagnose the issue, replace parts and ultimately fix the problem. Preventive maintenance can dramatically reduce the likelihood of these risks.

Facility managers should implement routine asset checks and planned maintenance to avoid costly fixes down the road. Use a Facility Inspection Preparation Checklist to determine assets you should regularly inspect.

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How do I create a preventive maintenance program that actually works?

Many facility managers like the idea of preventive maintenance, but quickly become frustrated by not knowing where to start. The good news is that implementing a proactive process can be painless if building teams develop a solid strategy and use the right tools.

The quickest, easiest way to support a winning preventive maintenance program is by using a facility management software (FMS) or a Field Service Software. A cutting-edge FMS can not only automate preventive maintenance tasks for you, it’ll also replace bulky stacks of paper and cluttered spreadsheets. Software holds your team accountable and provides them instant access to asset information and preventive maintenance protocols in the field.

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Here are just a few other noteworthy ways facility management software can help your team get ahead and stay organized with preventive maintenance throughout the year. Make sure you’re using the best maintenance software for your team.

  • Utilize location-based asset mapping to find and service equipment.
    Location-based asset mapping allows software users to filter through assets via an interactive floor plan map so they see only the asset pins they need. This feature is especially useful if a team member is assigned to inspect or service all assets of a certain type (i.e. inspect all emergency exit signs for burnt out bulbs) as part of a preventive maintenance program.
  • Use a work order and PM scheduling module to create recurring preventive maintenance tasks and procedures.
    Software makes work order management and preventive maintenance scheduling easy. You’ll have the ability to triage incoming service requests by building or floor, assign work orders to specific team members and receive automatic reminders of upcoming preventive maintenance tasks.
  • Upload asset documentation, receipts and proper O&M manuals for future reference.
    Software includes facility document management, which protects your most critical building documentation and grants instant access to it on the field where it matters most. You’ll be able to upload and store any document, including O&M manuals, warranty information, receipts and as-builts for commissioning reports.
  • Stay informed on preventive maintenance success with a data reporting dashboard.
    Many facility managers are data-driven and want to see evidence of success (or the need for improvement) through numbers. Some facility management software solutions feature a statistics dashboard, which serves as a one-stop-shop for departmental data. This data comes in handy when it comes time to draw up annual reports for your organization’s administrators.
  • Access PM information for assets out in the field via any electronic device.
    Facility management software gets your team up, moving and getting more work accomplished throughout the day. You’ll no longer need to be tied to your desktop computer and printer, since an FMS can function on any mobile device and eliminates the need to print out work orders for preventive maintenance tasks.
  • Scan QR codes to view preventive maintenance work orders for an asset.
    A QR code is a type of barcode that can be placed on equipment and assets within a facility. Use a mobile device with a camera to scan an asset’s QR code. With the scan of the barcode, your team will gain instant access to the asset’s PM history, as well as any upcoming maintenance tasks to be completed.

Click here to see facility management software capabilities in action and learn how they can help your department become more successful.

Where can I find more free resources on preventive maintenance?

Preventive maintenance is an extensive topic. Facility managers should take the time to seek out a variety of resources on preventive maintenance in order to form a plan that works best for their facility. Not sure where to start? Field Force Tracker has you covered. We suggest exploring the following free resources to help jump start your new or revised preventive maintenance program.

  • Read About Preventive Maintenance Guide
    Flipping a facility to a preventive maintenance model doesn’t need to be challenging. Break the cycle of reactive maintenance with a free guide that gives you the information and tools you need to strategize for your department.
  • Develop a Preventive Maintenance Checklist.
    Keep the focus on preventive maintenance versus reactive maintenance with the a Preventive Maintenance Checklist. This step-by-step checklist covers asset identification, naming conventions and data collection accuracy.
  • Check out a Guide to Understanding and Implementing Preventive Maintenance.
    Thinking of implementing a new or improved preventive maintenance plan for your facilities or customers? A free online Guide to Understanding and Implementing Preventive Maintenance covers the foundation of a proactive strategy, tips and tricks to implement a PM plan, and a timeline to fully implement and perfect your program.
  • Speak with a facility management industry advisor.
    It’s a good idea to contact a facility management professional who can coach you through preventive maintenance best practices that will best suit your building and industry. Our friendly team is here to help and will work with you to determine a customized solution created just for you.

Implementing Preventive Maintenance in Your Facility

Facility managers who run a reactive maintenance-based program may view preventive maintenance as an overhead cost that is, at first, difficult to justify. But all it takes is one serious accident or significant period of downtime to demonstrate how important it is to undertake a program of proactive maintenance strategies. The most successful maintenance strategies value preventive maintenance as its main focus. By staying ahead on maintenance and repair, your department will realize major cost savings and higher asset reliability. This comprehensive resource explains how to collect and update asset data, how to document facility audits and inspections and how to effectively budget for your new PM program.

Benefits of Good Field Service Software

A good Field Software like Field Force Tracker can greatly help your field service business by making everyone more productive.

When you work with a large team of field technicians, your ability to manually manage your team’s schedule, accounting and job appointments becomes very difficult.  To better manage your business, you need to invest in a good field service management software like Field Force Tracker to manage your field service teams. This is especially important for service-oriented businesses that operate in a competitive environment.

A good field service software automates job schedules, organizes appointments, and allocates your field service technician’s time so that he can complete the job and then move on to his next job. When working with a field service software, field technicians can benefit from several time and efforts savings features of the software.

When afield technician is in the field, a dispatcher needs to send him his new jobs

With field service software, a job can be directly sent to his field service mobile app. A field technician has ability to see all the details of the job. He will have full job description, job locations, scheduled time etc.  at his fingertips.  This helps him prepare with necessary parts and the tools for the job.

When the job is sent to a technician, GPS routing is can be used to reach the service location. Al field service mobile app can provide GPS-based navigation and the shortest possible route to the service location.

Deployment of a field service software can help every business regardless of industry domains

Whether you are a business in medical field or providing services to residential customers, afield service software can prove to be of great help.

Another benefit is easy communication with the office. When a technician reaches a specific job site, he realizes that the task is much more complicated than originally expected. He will be able to communicate securely with his office through his mobile app. If a particular job takes more time than planned, software can help in updating the schedule and informing the customers. The new estimated time will be planned, and the software will immediately update the current schedule and inform the customers. If necessary, it will share the jobs with other field technicians, and ensure that the quality of customer service is not affected.

There may be situations where a customer is not at home at a particular visit

There can be many reasons for this. In these situations, software automatically updates the schedule and reconfigures the schedules so that other jobs can be performed in the available time.A completely new appointment can be assigned to the client.

The advantage of field service software is that it gives you quality and flexibility so you can deliver quality services to your customers. You can be more efficiently using your in-house resources for higher productivity.

HVAC software solutions – how you can get the most out of your teams

If you are running a HVAC service business, afield service mobile application is necessary to deliver quality services these days. A good application must make it easy to use the software. A mobile application will let you generate field quotes for new system installations as well as for normal service calls. Your field technicians can make invoices in the field too and collect payment. A typical company can have productivity gain of over 40%. And because you’ve spent a lot of efforts in building a business, you definitely need an effective HVAC software solution to keep track of everything that’s going on in and around you.

The main advantage of installing such systems is that the software has a number of advanced features that help prevent problems by constantly monitoring and allow you to play a first-hand role in fixing them by notifying you in real-time. The advantage of this type of setup is that one can focus more on the business. Less on the routine time consuming jobs.

However, to run such a large setup

You need to have a good HVAC software solution to keep the system running properly. Of course, this will mean a larger investment. But it is an investment that will ensure that all the investments you have made in the hardware equipment and will give you the full benefit. This software will help you move forward with predictive maintenance like never before. As you can also include information from field experts and get an HVAC software solution that gives you a detailed view of the problem before it occurs.

Our Recommendation – Field Force Tracker is the best software for your needs. It meets all your requirements.

Field Force Tracker is a very feature-rich, comprehensive, enterprise-grade Field Service Software

It is highly affordable, easy to use, and comes with the most powerful mobile applications in the field service industry. Its award-winning enterprise-grade features make it easy to manage field teams of any size. It use by all kinds of residential and commercial equipment repair and service businesses such as HVAC, plumbing, electrical. Elevators, medical, security, telecom, and photocopier service companies.

It automated everything such as Field Job Management, Customer Management, Time management. Inventory, and Billing functions to keep everything neatly organized. It helps business teams become more productive and deliver better service to their customers. It organizes job scheduling, technician dispatch, customer management, employee management, work orders, equipment maintenance, inventory management, purchase orders, employee GPS location tracking, installed asset management, service contracts, timesheets, estimates, invoices, payments, and accounting entirely online.

Understanding Field Service Management

This article explains many commonly asked questions about the field service management.

1.      What is Field Service Management?

Field service management refers to the management of a company’s resources employed at or en route to the property of clients, rather than on company property. Examples include locating vehicles, managing worker activity, scheduling and dispatching work, ensuring driver safety, and integrating the management of such activities with inventory, billing, accounting and other back-office systems. FSM most commonly refers to companies who need to manage installation, service, or repairs of systems or equipment. It can also refer to software and cloud-based platforms that aid in field service management.

#1 Ranked field service management software

2.      What are the components of field service management?

Field service management typically involves dispatching workers or contractors to a location outside company premises to install, maintain or repair equipment, systems or assets. Field service managers keep track of an organization’s field resources and coordinate the work of field service practitioners who deliver skilled, specialized or proprietary services to clients.

3.      What are Field service management activities?

Field service scheduling is the process of arranging employee schedules, service appointments and expected work order completion timelines.

Field service dispatch management is the process of coordinating dispatch, which is when a field service technician or specialist is sent out on a work assignment.

Work order management is the process of assigning and tracking service work orders from creation through completion to customer invoicing.

Inventory management is the process of keeping track of parts and supplies, including the transfer of products, consumption, adjustments and more.

Field service contract management is the process of managing contracts with your customers and ensuring service level agreements (SLAs) are met.

What Are the Benefits of field service management Software?

Effective field service management solutions integrate data from enterprise asset management systems with remote data from the field — including IoT and mobile devices — to help a company manage its resources.

Benefits of field service management include:

Increasing uptime: Identify necessary repairs earlier in the asset lifecycle for always-on operations, high levels of performance and reduced downtime.

Shortening mean time to repair and improving first-time fix rates: Ensure the right technician is assigned to the job and provide them with the right data at the right time on a single platform.

Empowering field service technicians: Provide technicians with remote assistance and mobile capabilities that help them to stay safe, be compliant, troubleshoot and complete work tasks efficiently.

Reducing field service costs: Use data and insights to complete maintenance tasks at the right time and in the most effective and efficient manner.

Increasing customer satisfaction: Know if technicians are meeting customer expectations and respond promptly to concerns or unexpected delays.

4.      What Are Challenges of field service management?

Maintenance technician leaders are facing many challenges, including attracting and retaining talent amid a shrinking talent pool, under skilled workforce, growing operational costs and a lack of technology to manage complex assets and expanding service needs. The key to managing these challenges is employing software that can automate certain tasks to reduce the strain on your workforce, improve knowledge transfer and provide capabilities that support technicians in the field.

Mobile service technicians face challenges such as scheduling conflicts, the ability to obtain essential data, miscommunication about job tasks, and having to make return trips. To overcome these challenges, more main system CMMS capabilities must be available on phones and tablets, including the ability to review asset maintenance histories, access detailed technical specifications and GIS-location data, examine work order information, process billing, and communicate in real time.

Finally, many companies have implemented several separate solutions over time and now have multiple tools that don’t work together. For field service management to run smoothly, it’s critical to have cohesive, integrated, end-to-end solutions that are easy for field teams to use and provide dashboards that offer enterprise-wide visibility of a company’s resources.

5.      What is field service management software?

Field service management software helps businesses manage all the resources involved in field service management activities. It can help managers and technicians process job orders, automate scheduling and dispatch, keep track of service and repair tasks, manage customer service contracts, collect payment and more.

Field service management capabilities are provided by a variety of software and solutions.

6.       What is Mobile field service management software?


The cloud and mobile capabilities offered by some field service management software provide access to real-time communications and keep technicians connected to important information and support while in the field. With mobile capabilities, field service technicians can capture images on their devices and access data from remote assets and digital twins to evaluate the root causes of issues. They can also extend collaboration with AI and AR capabilities that are becoming more standard.

7.       What is Enterprise asset management software?


Enterprise asset management (EAM) software helps companies maintain and control their operational assets and equipment, both off and on premises. By centralizing asset information and implementing AI-powered remote monitoring and analytics, maintenance managers can maximize asset utilization, increase productive uptime and reduce operational costs.

8.       What is Inventory management system?


An inventory management system helps companies optimize their maintenance, repair and operations (MRO) inventory. It can provide an accurate, granular view of MRO inventory performance while delivering optimized recommendations for inventory and reorder levels for each stocked item.

9.      What are Field service management industry applications?

Manufacturing

Technicians are typically dispatched for preventative or predictive maintenance and repair of equipment under warranty within various sectors such as automotive, aerospace, defense, electronics, industrial products, consumer products and more.

Transportation

Service technicians must have access to details about assets and inventory, including fuel management, driver logs, spare parts, bay schedules and other data critical to maintaining rail, road and air traffic operations.

Energy and utilities

Technicians must consider geospatial information from remote assets while accommodating complex crew scheduling for high volume and time-sensitive work orders.

Oil and gas

In these industries, the emphasis is on safety, reliability, compliance and performance. Companies can reduce costs by standardizing and streamlining field service maintenance practices.

10. What is the  future of field service management?

As assets grow in complexity, the way businesses manage their field service operations must evolve. The future of field service management will be about empowering the connected technician — any asset, anytime, anywhere, on any cloud.

Field service technicians will use solutions that provide significant insights from IoT devices into how and when equipment should be serviced. They will increase their productivity through automation, mobile capabilities and AI support. With access to digital services in the cloud, customers will also have a better experience.

In the future, these technologies will continue to transform field service management.

Field service automation

AI-informed automated schedule optimization will help dispatchers perform better troubleshooting and improve field resource quality and productivity.

AI in field service management

As technology evolves, AI will augment the skills and training requirements of technicians while leveraging the ability to analyze endless tomes of new and historical data.

IoT field service

Predictive maintenance based on data obtained from Internet of Things (IoT) devices and augmented reality (AR) powered troubleshooting will make it possible to limit maintenance on equipment and assets.

Cloud field service management

Hybrid cloud will enable integrated and infinitely scalable operations platforms that connect data and knowledge across an organization, their partnerships and customers.

Explore 3 key features your technicians need to get the job done 

11. What do you use for field service management?

The future of field service management

Field service automation. AI-informed automated schedule optimization will help dispatchers perform better troubleshooting and improve field resource quality and productivity.

AI in field service management.

IoT field service. ..

Cloud field service management.

What do you need from field service management software?

For dispatchers and owners, this includes:

Automated scheduling and dispatch

Intelligent scheduling recommendations

Easy customer and job creation

Smart notifications, including delays and ETAs

Job status monitoring on scheduler plus the Live Map feature

Proof of service data

Customer experience reviews

12. What is Field Service Management (FSM)?

The research report “Field Service Management (FSM) Solution Market” includes qualitative and quantitative insights into the major drivers, restraints, opportunities, and challenges impacting worldwide market growth. The analysis contains detailed …

13. What’s important in the field service industry?

Field service management must meet certain requirements: Customer expectations: Customers expect that their service should not be disrupted, and should be immediately restored Underutilized equipment: Expensive industrial equipment in mining or oil and gas can cost millions when sitting idle Low employee productivity: Managers are unable to monitor field employees, which may reduce productivity More items…

14. What is the best field service management software?

Field Force Tracker is an FSM tool designed for large and enterprise-level businesses that offer field service. Available features include automated routing and workflow automation. .

15. What to Consider When Reviewing FSM Options?

Check the number of good quality companies that are already using the software and  how long the company has been in the business?

What is the definition of field service?

Field service is the process of managing your assets and resources that are deployed at customer, public and third-party locations. This may also include managing assets in transport and providing services at customer locations. The following are illustrative examples of field service.

16. What does a field service representative do?

 

A field service representative working for phone companies, medical suppliers, and power companies generally provides light customer service and education, but her duties are usually more technical. These representatives are typically testing new products or services, fixing problems with current products, or consulting field engineers in order to find new ways of making things run more.

17. Who uses Field Service Software?

Field service software is used by all kind of businesses – like HVAC Service Business, plumbing service company, electrical contractors, elevators service companies, cleaning, industrial repairs, telecom, It equipment repair business etc.

Field Force Tracker Named in Digital.Com’s: The Best Software Management Tools for Field Service

Field Force Tracker Named in Digital.Com’s  Best Software Management Tools in Software Tools category. Built in Cloud, Field Force Tracker enables businesses to manage and operate their field service by automating their job dispatch, inventory, sales and many accounting functions.

Field Force Tracker today announced that it has been named in the best software management tools list for field service by Digital.com a free online service that helps organizations find the right software for their businesses.


The best software management tools software list is an independent assessment that evaluates the standard features offered by a product, cost of these features, and customer reviews on feature fit, value and quality. The best management tools’ list is available from Digital.com: The Best Software Management Tools of 2022.


“We know that our clients greatly value the ease of use and range of features available in Field Force Tracker. The independent validation by an online review company like Digital.com is a great honor as it validates what our customers already know. It supports complex workflows for a busy service team with one of the best mobile apps for Field Technicians,” commented Mark Robinson, Sales Director of Field Force Tracker.

Best Field Service Management Software Badge 300x300 1
Field Force Tracker Named as Best Field Service Software for 2022


“This award is recognition of how our development team has designed its award winning software. Our team makes great efforts in working with our customers and solving their problems so that they can derive maximum benefit from the software.”  

In addition to being named in the “Top 20 Most User-friendly Field Service Software” products, Field Force Tracker was rated in top 3 software list for heating, plumbing and electrical service companies by another leading software evaluation and software review company.

Built in Cloud, one of the most feature rich customer service platforms, Field Service Tracker enables small and mid-size businesses to deliver mobile, intelligent customer service to their customers. It enables businesses to manage and operate their field service by automating their job dispatch, inventory, sales and accounting functions.

About Digital.Com

Digital.com is the leading online resource for business software buyers. Digital.com reviews and compares the best products, services, and software for running or growing a small business website or online shop. The platform collects twitter comments and uses sentiment analysis to score companies and their products. Digital.com was founded in 2015 and formerly known as Review Squirrel. To learn more, visit https://digital.com/.

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). It helps in improving the productivity of their mobile workforce in Copier, HVAC, Plumbing, Fire Alarm and Security, Elevator and Electrical Industries.

Field Force Tracker is a product of 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).

Field Force Tracker Enhances its Popular Photocopier Contract and Meter Billing Software

Field Force Tracker, an Award Winning Field Service Software, releases many new enhancements to its contract management functions specially aimed at Photocopiers and Printer sales and service companies.

PRINCETON, N.J.Jan. 15, 2022PRLog –Field Force Tracker, a leading provider of Award Winning Field Service Software, announced that it has added many new enhancements to its photocopier service and contract management module.  Photocopier business is evolving and copier companies are presented daily new challenges to maintain their margins while keeping customers happy.  Customers expect them to create new custom billing terms suiting their individual needs rather than accept standard cookie-cutter contracts. Built in Cloud & mobile apps for iPhone and Android, Field Force Tracker enables companies to create multiple types of contract terms for Photocopier usage, and deliver intelligent customer service to their customers saving time and money.


Field Force Tracker team worked with many of its customers to improve its meter billing and contract module. Maintaining photocopier meters and billing them accurately is the heart of a copier business. New options are available to support different kind of meters and page limits. Also, the system can be integrated with many available data collection agents (DCAs) or used by itself using manually added or exported meters. The system automatically creates recurring invoices so the accountants. The system also generates alerts when contracts are due for renewal or are expiring.  You can also set up your own custom reminders, notes and job check lists etc.

Photocopier Billimng Software


Another important feature is keeping track of print supplies and shipping them to the clients. The system keeps track of all supplies and keeps the cost of printer supplies in check. Each contract can be tied to multiple customer locations or multiple print units. The system automatically alerts the dispatcher for alerts and supplies.

According to Jon Black, the owner of New York Copiers, “It can take big efforts to maintain large number of service contracts and invoice them every month. But, with field force tracker, we can easily manage our copier contracts and meters. Our team loves the software as it has helped us to organize our work. It takes care of our equipment, people and customer – absolutely awesome software!!”

Mark Robinson, Director Sales at Field Force Tracker, said “Field Service Tracker gives companies tools that are designed for them to deliver exceptional customer experience. The amazing set of features in Field Force Tracker let them manage all aspects of their service operations with ease and at a very low cost. Our customer can see the productivity gains of over 40 percent.”


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 Industries.

With Field Force Tracker customers can create service schedule and route quickly, dispatch sooner, collect correct information at once in the field and invoice faster. The field service software makes it easy for users to eliminate waste, get more done in less time and be more profitable.

Field Force Tracker is a wholly owned unit of Rapidsoft Systems Inc. (http://www.rapidsoftsystems.com).  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).

Best Field Service Management Software – Top Features and Service Use Cases

This article explains the main features of field service software and analyses the main software for the field service businesses.

Are you looking for an optimum solution for your field service business to automate and streamline field operations? Then, you have landed at the right place.

By adopting field service management software in your business, you can easily get rid of the manual tasks that your field workers perform regularly. Apart from such automation functionalities, there are a lot of things that you must know about field service management software.

Let’s get started with our journey to understand how field service management software enhances your business efficiency and employee productivity.

Basics of Field Services

Before we get into detailed information on field services, we need to understand the basic definition of field services, field service management, and field service management software.

What are Field Services?

Field services are usually conducted at a customer site where the products are installed. It involves installation management, maintenance, or repair of hardware or equipment installed “in the field.”

Best Field Service Management Software for small business

What is Field Service Management?

You can easily keep track of field operation activities like inventory management, vehicle tracking, scheduling, customer portals, and more using field service management.

What is Field Service Management Software?

Field service management software helps businesses manage, deliver, and optimize field-based activities like tracking requests, managing personnel, and maintaining visibility into operations.

FSM software provides an all-in-one inspiring solution to manage every aspect of field-based solutions from a centralized location. Such solutions are an ideal choice for field service businesses involved in manufacturing industrial products, deployment, and maintenance of equipment, cleaning, and repairs.

Best Field Service Management Software for Small Business

After having a look at the basics of field services, now it’s time to highlight a list of software for field service management that can be used effectively by small businesses for back-office. Field Service Software can be divided into several categories.

Low End Dispatch Software for House Calls

These software are primarily geared for single owner/operators with just enough feature for simple job dispatching needs.  Their primary users are  home cleaners, lawn maintenance, snow removal and single owner and operators. For example, Housecall Pro, Jobber, mHelpDesk, RazorSync, ServiceM8, ServiceFusion, FieldEz etc fall in these categories. These  field service management software focus on specifically on home service business and have only basic dispatching features. This field service software lack more advanced features needed for a larger business and often lack or have very limited  advanced features such as inventory management, contract renewals, equipment tracking, parts movements etc.  Their primary focus is on service technician dispatch and calendar management to schedule a customer call.  They are often not a good fit unless your service needs are very simple.

Mid Level Software  – Businesses with High Level or More Complex Needs

These are more sophisticated software like Field Force Tracker that are specially suitable for small and mid-size companies that  needs much advance features for managing larger customer base, installed equipment, warranties, inventory management etc.  Field Force Tracker is one of the best field service software in this category. Other software that fit in this category are IFS,  Field Aware, Service titan  etc. This field service management software allows service businesses to get rid of paper-based methods. With the help of its online booking functionality, customers can book services, communicate through a centralized messaging system, and make online real-time payments.

High Level System  – Big Corporations and Large Enterprise

these system are primarily geared towards very large enterprises and often built with Sales Force, SAP and Oracle interfaces. For Example, ServiceMax is built on top of Sales Force software. They offer enterprise level features but it is very expensive to set up and operate and not suitable for small or medium size businesses.  They may cost hundreds to thousands of dollars each month and need specialized IT team to run. Their target is major larger multi-national corporations like Verizon, Comcast, GE, Boeing etc.

If you are an equipment repair company with small to medium size business, Field Force Tracker  is one of the most-powerful field service management solutions specifically designed for growing businesses with very comprehensive feature set.  Its features sets exceeds mid-level software and yet easy to use. It is an ideal choice for various industries including medical, energy, mining, manufacturing, and utilities to deliver an integrated suite of applications for managing employees and customers.

The easy-to-use system manages current customer contracts in a user-friendly format. Their scheduling matrices help the field service team to manage technician’s time and efficiency.

Field Force Tracker includes all the top Field service Software features like:

  • Powerful Technician Dispatch with Many options
  • Contract management
  • Task scheduling
  • Time tracking
  • Invoicing & payment
  • High Level Inventory Management
  • Supports various time and route optimization options
  • Various dispatching features
  • Customer service and Customer Portals
  • Custom Forms and Job Checklists
  • Sales Management
  • APIs for external Integrations.

Pros

  • Manages multiple work orders
  • Powerful Mobile apps features
  • Extensive Reporting abilities
  • Powerful industry specific modules for HVAC, Photocopier and Electrical Companies

Cons

  • Not for Large corporations
  • Lacks Sales Force or SAP integrations

We have seen the best field service management software that helps the business to increase productivity on a large scale. But the question arises: who can actively use FSM software?

Don’t worry! We have highlighted the list of users who can effectively use FSM software to a great extent.

Who Uses Field Service Management (FSM) Software?

So, let us focus on the list of active users that effectively use FSM software to enhance business growth and employee productivity in real-time.

#1  Field Technicians

Often, there exist various field service management applications that contain a mobile app through which the service technicians can easily access all the essential functions related to their tasks.

The FSM software possesses a robust and easy-to-use technician interface allowing the techs to view their jobs, log invoices, payment details, inventory verification, and even scheduling follow-up visits to the customers.

#2 Service Dispatch Managers

The team managers’ primary responsibility is to efficiently coordinate with the techs to record their movements between and within jobs. Using field service management software, the service managers get insurance about the employees being matched with the right job as per skills.

The most exciting part of the field service software is that it provides the team leaders with the complete planning of every service technician and detailed information.

#3 Job Dispatchers

Dispatchers are considered to be the heart of any field service organization. They are solely responsible for scheduling the employees for the best-fit job. In fact, they perform the scheduling tasks while considering the essential factors like task urgency, timelines, and even teamwork schedule.

So, if these activities are well-automated, it becomes quite easy for the service teams to create robust planning for every technician. Automated scheduling field service tools also allow the dispatchers or service teams to get rid of the time-consuming scheduling jobs, so they can spend more time on other activities.

#4 Account and Financial Controllers

With the help of field service management software, the payment processing, accounting work, quick search transaction, and even porting function of accounting software is made possible for the business.

The most exciting part of the FSM software is that it provides employees with digital time cards. It becomes a boon for payroll or accounting software to minimize the working hours of the employees spending every month.

#5 Customer Experience Team

Often, there exist many field service companies that typically hire customer experience staff to manage the customer support of the business on a large scale.

So, you can easily view the entire customer profile and job history to track job status without contacting the technician. In fact, there occurs direct communication and visibility into the scheduling features which in turn help the business and employees.

Top Features of Field Service Management System

Generally, you will come across a few features that every FSM solution contains like different packages, add-ons, pricing models, and many more. However, there are essential features of the standard field service management software specifically for small businesses:

 

  • Job Scheduling and Dispatching: FSM software consider various factors like availability, skill level, location, and others when assigning jobs to correct individuals. Some systems perform this operation automatically, while others use algorithms to assign specific jobs to techs.

 

  • Work Order Management: FSM software easily streamline the working process and eliminate any miscommunication, if available. Once the job is received and assigned, all the essential information related to the job and allocated techs are easily recorded on the work orders.

 

  • Mobile Access: The field service techs can easily view their day-to-day activities, accept/decline the job details as per the availability, access the general instructions, and even receive the dispatch orders on their phone.

 

  • Parts Inventory Management: The FSM software easily monitors the inventory of every part the technicians make use of daily. The system keeps a real-time record of stocks available, and also, a notification is sent to the system once the parts reach a predetermined level.

 

  • Case, Contact, and Order Management: Field-based solutions contain an effective customer database that holds essential information like client’s information, job management, work they have performed, and any additional notes for the task.

These are the leading features that FSM software helps small business and field technicians to deal with mobile field service methods to a great extent.

How Does Field Service Software Help to Grow Your Business?

Field service software helps your business to deal with various automation tasks for the processes that make up your business. However, there are some of the benefits that help you to enhance your business growth.

#1. Automate your entire scheduling process

The first and foremost thing to note before selecting the best field service management software is that it can easily mitigate your day-to-day challenges. You no longer have to spend hours creating separate schedules for every field technician.

Your customers can automatically book appointments and the service providers are notified for the same. All of these activities are done with minimal human effort and error-free appointment schedules.

#2. Automate your field service operations

In addition to booking appointments quickly without any back-and-forth correspondence, you can also automate the operations that complete an appointment.

With the best field service management platform, you can:

  • Assign field service technicians to perform their job
  • Send reminders to your customers and employees regarding upcoming appointments
  • Track the status using GPS tracking
  • Assign new activities to available technicians
  • Generate quotes and invoice for the customers
  • Process payments

#3. Centralize all your processes and records

With the online and best field service management systems, you can centralize and streamline all your business processes and records into one app. You can even schedule tasks, work orders, manage inventory, track the technicians, and process all transactions from one app.

In addition to this, the field service software stores all important data like client information, customer history, customer preferences, client notes, etc. so you can provide a great customer experience.

#4. 24/7 access to everything

For small businesses that do not have FSM software, the technicians often have to go back to their office to access any information or record. By selecting the perfect FSM software, this problem no longer exists.

The field workers can quickly look up any information, track the status, accept and decline tasks, etc. from the mobile app and desktop apps.

#5. Higher Customer Satisfaction

With the FSM software, you can easily schedule tasks for workers, your techs are properly informed of the bookings, and there is no room for poor service.

Since you can focus all your energy on delivering the best customer service, your clients are bound to be happy with your business.

#6. Enhance communication and increase employee satisfaction

If you are still using stone age means to schedule tasks, then there are bound to be errors in performing tasks. The working process details can be miscommunicated, or not communicated at all, your techs need to call no-show clients and a lot of time is wasted.

With the FSM software, your technicians can focus on delivering the best service and increase their productivity. This is good for your small businesses as your staff is happy and your profits are increased as well.

#7. Enhance your business

The FSM software sends monthly reports on the number of tasks performed in the month, staff efficiency, time taken to finish a task, revenues per month, staff attendance, and other job information which are very vital statistics for business owners.

With these monthly reports, the owners can improvise current operations, field workforce, and streamline procedures to achieve maximum profits. With such financial perspectives, it becomes easy to generate more revenues for your business.

Conclusion

Which field service management software solutions suits the best for your business needs?

Field service systems are responsible for managing your company and field service technicians to perform the task related to field-based operations.

Field service management (FSM) software is a highly complex landscape with so many options to choose from, it can be confusing to even begin looking at which vendors might be right for your company.

Field Force Tracker one of the best field service management software that provides an excellent solution for field technicians and field service solutions. It has all the features that you shall ever need.

Taking on the Patent Troll – Leigh Rothschild and his Social Positioning Systems Input LLC

One of the nastiest US Patent Trolls that State Attorney Generals need to look at seriously!

Taking on the Patent Troll

If you are a US start up in the technology sector innovating, you need to not only take care of you business but have to deal with bad guys.  More specifically, you may need to  deal with Patent Troll – Leigh Rothschild. Through his numerous shell companies ( with virtual addresses and no employees), in the opinion of many, he is the biggest and serial abuser of patent laws, and a particularly egregious patent troll targeting US small businesses.

He has created numerous shell companies with no office or employees with the sole objectives to extort money from the small companies with his bogus lawsuits that have no merits. For example his single shell company, Social Positioning Systems has filed 55+ cases so far using a single draft template (except cut and paste of web portions of some irrelevant images) in multiple states in 2021. He particularly targets small businesses only. Courts have found him vexatious litigator, but are helpless due to poor patent laws that allow trolls to operate freely.

It is time Attorney Generals of the US states to stop this misuse of laws by bringing racketeering and extortion charges against troll like Leigh Rothschild. Let us lobby together to state AGs to act!

Last year alone, Leigh Rothschild’s one shell company has filed fifty-five cases in eighteen different federal jurisdictions, all of which assert United States Patent No. 9,261,365 (“the ‘365 Patent”). Plaintiff agreed to dismiss cases before such dismissal motions could be heard. Every defendant ends up spending thousands of dollars in unnecessary  legal fees !

Courts find him vexatious litigator, but are helpless due to Poor Patent Laws that allow Trolls to Operate Freely.

Indeed, in a similar case concerning a patent by the same inventor, Leigh Rothschild, the court found the case exceptional, in part due to the plaintiff’s “vexatious litigation.” Rothschild Digital Confirmation, LLC v. CompanyCam, Inc., 494 F. Supp. 3d 263, 267 (D. Del. 2020). He was made to pay legal fees of defendant, CompanyCam. Thank you to the law team that made him pay for his bogus lawsuits. Rothschild, the plaintiff had filed eleven cases asserting infringement of a particular patent in the span of two years.

The list of his victims is very long. If you are his victim and wish to fight him collectively, please join hands with others. Get membership of Unified patents and Lot Networks to safeguard yourself.

Recently, our company became a victim of  this patent troll and we refused to give up. We fought back and continue to do this day. We will never reward a patent troll – never!. Because  giving money to patent troll  encourages them to go after  other weak victims. Fight with merits and join hands.

As a subject matter experts who have looked at thousands of patent claim charts,  our team is willing to help any one that is ready to take on this Troll. So contact us if you need  technical help. Let’s join hand and defeat all  patent trolls!

Empowering Field Service Teams with the Power of Mobile Apps

Mobile apps can add tremendous value to any field service operation. They can help optimize all areas of field service delivery. A good field service software must have a powerful app with features that can be customized and used in your business.

Empowering Field Service Teams with the Power of Mobile Apps

Field Service Management Software can greatly change how you deliver service to your customers.  Today, Field Service Software has become a necessary tool to deliver field service industry. While it is possible for companies to operate field service management without using modern field service software like Field Force Tracker, it will results in them not reaching their potential efficiency. As company grows and has a need to scale up the operation, they feel handicapped due to lack of tools.  This can easily result into lost opportunities and business.

In a business, ERP systems manage supply chain and finance operations. However, these system lack capabilities to manage field service operations. Your field service technician operations can only be delivered with good field service management software that comes with a  dynamic, flexible, and easy-to-use mobile application. A field service mobile app can make your tech do more jobs in less time. It becomes the focal point of their daily operations, providing access to vital project information and forms that they can utilize and alter in real-time. Their mobile application takes center stage as the primary form of communication between them and the office.

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Power of field service software

Best Reasons to Use Field Force Tracker Field Service Software? 

Read below to learn top reasons your organization should utilize Field Force Tracker and its integrated, made-for-mobile application for field service.

Easy to Complete Jobs for Field Technicians

The Field Force Tracker mobile application will be the single most valuable tool that they carry with them into the field. It houses access to past and present project information, their schedule, photos, schematics, and anything else they might need. They can replace all paperwork with a single tablet or mobile device, providing easy real-time access to information relevant to every facet of their role. This is what we call field technician enablement, as it enables them to do their job to the best of their ability.

Increases Data Sharing and up to date information

You might be a field service company, but your business runs on information. The communication and dissemination of project information, schedules, invoices, and work orders are essential, and you need it handled quickly and accurately. When your technicians make updates through the mobile app, they upload information in real-time that is visible to anyone in the office. Furthermore, when your technicians submit vital project documents via the mobile app, that information is accessible to your entire team. This eliminates the need for duplicating data and reduces the risk of errors.

Powerful Reporting And Time Tracking Capabilities

Too much of your field technician’s time is spent on tasks that are not increasing profitability for your business. When your technicians facilitate their work through the mobile app, they’ll spend less time on tedious tasks like reporting and time tracking. Time tracking is easy through the Field Force Tracker mobile app, and thanks to the flexible and dynamic forms that can be customized through Field Force Tracker, inputting project data has never been easier. Your technicians will be able to spend more time doing what you hired them to do.

Greater Transparency for The Office Dispatch Managers 

Reporting and time tracking aren’t just easier through the Field Force Tracker mobile app; they’re more accurate too. Field Force Tracker offers reporting and insight capabilities that provide a more accurate and more detailed picture of the current state of your organization’s operations. Our analytics engine is capable of countless custom reports, all of which are built on the information that your technicians provide through their mobile apps.

Supports Growth and Better Customer Service

Field Force Tracker and its mobile app will grow with you as your business grows. Field Force Tracker provides extremely capable infrastructure for businesses while remaining flexible enough to grow with you. As your company grows, or the industry changes, Field Force Tracker’s dynamic mobile app can be customized to meet your needs.

Field Force Tracker software and its integrated mobile app equip service providers with the comprehensive suite of capabilities they need to perfect their field service offerings and achieve sustainable growth. To learn more about Field Force Tracker and its field service management capabilities, schedule a demo today.

 

Selecting the Best Field Service Software

Selecting a field service software for your business is of very critical importance. Your business success depends on  it. A good software can help you optimize your operation, improve payment collection and raise productivity. As a company with a long history in helping customers in providing the best field service software, here are some things that you should look for.

A business faces messages challenges – such as acquisition of new customers and keeping the current customer happy.  Running a smooth sales and field service operation is very important to  your success.

Deploying a new business management solution is a challenge for all businesses since the operation depends on the software.  You cannot be without your business software for a single day. For growing field services businesses, finding the right software solution is even more complicated. Every company has unique needs and these needs must be fully met by the software. As a company with a long history in helping customers in providing the best field service software, here are some things that you should look for.

What Should the Best Field Service Management Software Offer?

Easy Drag and Drop Job Scheduling

Modern business customers demand immediate services. The quality of services delivered by you will make them refer more business. That is why it is very important that you set the schedule of the work properly. There should be no double appointments and the field technicians should always have the clarity of the work.

A good field service software integrates powerful drag and drop dispatching, You can easily change appointment and move them around your customer’s needs.

The best field service software  will let you control your work flow. For example,  you can easily see in the job calendar the daily, weekly and monthly job assignments.

The top field service software will also let you see where your employees are, what task they’re working on, and what’s the current status of the project/job. By keeping track of your employees in the field in real-time, you can easily and smartly distribute work orders and manage task distribution.

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Powerful Mobile Applications for Field Service Technicians

Service managers have many things to do when organizing work. Having software with powerful mobile applications is very important. The powerful mobile application makes all data available at the finger tip of the field technicians.

A field technician can see the past history of the clients, machines and any client work done in the past. Having this ability reduces the back and forth messaging with the head office. This results in tremendous productivity gains for the field technicians.

It is very important to select a field service software that has proven history of stable mobile application that provides locations tracking. It must have support for the paid Google map.

Reliability of Field Service Software

Your business depends on the field service software. You don’t want to use the new software since the company may not exist tomorrow. You must at least see a company that has been in operation for at least ten years.

Field Service Software needs to be secure. It must also hold your data securely. Therefore, it is important to understand the track record of the company supplying software.

Working in field service management comes with its own risks and liabilities. Your workers must be protected at all times so you need to be in constant contact with one another and there must be procedures in place to handle emergencies. 

By using the best field service management software, you are able to make everything available to your field technicians in completing their jobs..  

Modern User Interface

Software must be easy to learn. The company must provide good training services to help you use the software,

A good field service management software should be easy to use.   Even if you are tech savvy not all field technicians can be tech savvy. Check both web and mobile interface to makes sure that you can quickly learn. Also, you have access to all the features that you need.

A software is only as good as you want it to be. Your employees should be able to use the field service management software without requiring weeks of expensive training.

Scalability, Value and Affordability

Search for software that doesn’t cost you fortune. A good company always charges fair prices that is in line with the value it adds to your requirements. 

Remember as you grow, your business requirements may change. Therefore ensure that it offers a lot of expansion features. A very low end software may be cheap but doesn’t have many features. It may not grow with your needs.

With all of the field service management software solutions in the market, how do you know which one is best for you? Well, we did just list a few features that the field service management software should include so keep that in mind when searching the web. Here are some of the features that you should look for:

  • Drag and Drop Job Scheduling
  • Powerful Dispatch Management
  • Complete Work Order Management
  • iPhone and Android Mobile Applications
  • Powerful Inventory Management
  • Customer Management Capabilities
  • Client History
  • Field Employee Tracking
  • Job Invoice capabilities
  • Installed Asset Listings
  • Product Repair History
  • Quote and Estimation Capabilities
  • Contract Management
  • Customer Portal
  • Reports and Analytics
  • Easy to Refer Product Documentations
  • Data Migration Capabilities
  • Training Options

Our Field Service supports all above and lot more features. That is why Field Force Tracker is considered the best field service software and sued in over 30+ countries.