Choosing a Mobile Device for Better Field Service

Field Force Tracker is designed to manage your mobile Field Workers Using Mobile apps. The mobile apps let you manage your work order in the fields, invoice customers, update the job status and do many other things.

Mobile Field Workers can use their mobile Phone to manage entire cycle of the job. They can change the state of the job; they can invoice a customer in the field and they can create new estimates.

Field Force Tracker Mobile Apps For Field Service Management

We provide Field Force Tracker Mobile apps on iPhone and Android phones or tablets. So you can use your favorite device to use the mobile app.

Field Fore Tracker Mobile apps are designed for the ease of use. You can use them without much training. Features are well laid out. Graphics user interface is easy to use and self intuitive.

They are the most powerful apps for the field service operation.

 How to Choose Mobile Device  For Field Service

With so mobile device out there, how do you choose the right one for your field technicians? Above all else, you need a mobile device that will work for your technicians in the environments they are working in. You will also need to make sure that your software and mobile apps operate seamlessly on any device. This ensures that they can get the most flexibility and productivity out of the device.

Best Mobile App for Field Service
Best Mobile App For Field Service

Key to Mobile Selection For Field Service Operation

Every one has a mobile phone these days so  it is better to use what your employees already have. It can save you cost of new devices.  But, if you are planning to buy new field  service devices for your field force here are some ideas for mobile device selection.

UNDERSTAND IMPORTANT TASKS FIELD TECHNICIANS NEED TO ACCOMPLISH WITH THE MOBILE

Every Field Service Business industry is different because every equipment requires different tool set, skills and operating paradigm. The most important criteria is to understand what you need from technicians or what you expect them to do in the field.

Mobile devices can be used for many useful applications.

Do they need to do a lots of data entry in the field? Capture signature from the customers at the end of field service? Calling the customer sites and supervisors? Are they familiar with the service area or do they need to relay on hands-free navigation in the phone? Do they need Bar code scanning for the equipment identification or they need ? Do they need Camera capabilities to capture after or pre-service photos? Do your field technicians need GPS/hands-free navigation? Having a full list of these tasks is key, and confirm with both your hardware and software vendors if those capabilities are available on the device.

For your information Field Force Tracker mobile apps provide all these capabilities and more.

If there is a lot of entry or more complex use required, your technicians may prefer the extra real estate of a tablet versus a smart phone. If traveling light is a goal, have a technician or two test out doing the data entry/debrief process on a smart phone (and don’t forget about the voice-to-text feature).

UNDERSTAND THE PHYSICAL ENVIRONMENT FOR YOUR FIELD SERVICE OPERATION

Some field technician’s work involves visit to air-conditioned offices and buildings. Some technicians need to go to dusty construction sites.

The important to consider is the service environment. Is there any place safe to put down a laptop or tablet? Or do your techs need to keep the device in a pocket? Will they be operating from a tight  ladder or in a tight space? What kind of durability is needed? Are there any rules about using certain devices (for example, no cell phones near hospital equipment, or only non-sparking equipment near a gas pipeline).

Smart phones are the obvious choice in a tight environment, but certain environmental requirements like these may require specialized equipment or a ruggedized laptop.

Despite some initial hesitancy about how brittle iPads might be in the field, many field service users report very  little breakage both with and without cases like the Otter Box. Techs love iPads, treat them with great care, and the majority of users report that replacement costs are less than they budgeted for initially.

KNOW WHAT ELSE THE TECHNICIAN NEEDS TO ACCESS

A device that can be used for things other than field service can do multiple roles.

Most organizations want to move to smaller devices and free the technician from having to carry a full load of equipment like a laptop, but sometimes other applications (often for calibration or schematics) are a requirement. If this is the case for your organization, you have two options – put everything on the laptop together, or utilize a two-device strategy. Laptop for some apps and any heavy duty data entry or complex tasks, and a smartphone (which they probably need to carry anyway) for simple tasks like driving directions to the site, signature capture, calling the customer, light debrief, or parts lookup.

“Smartphones are the obvious choice in a tight environment, but certain environmental requirements may require specialized equipment or a ruggedized laptop.”

About Field Force Tracker – Field Service Dispatch Software

Field Force Tracker (https://www.fieldforcetracker.com/) is a leading global provider of its award winning mobile workforce solutions for service-based businesses of all sizes delivered as software-as-a-service (SaaS). Our solutions enable businesses to meet the challenges associated with managing and running complex service operations. It helps improving the productivity of their mobile workforces.

With Field Force Tracker customers can create service schedule and route quickly, dispatch sooner, collect accurate information immediately 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 used for service management in a wide range of industries including HVAC, Property Management, Cleaning, IT services, Contractors, IT management, and Maintenance service firms.

Using Field Service Software to Improve Company Sales

Built on Cloud, one of the most feature rich customer service platforms, Field Service Tracker enables companies to deliver mobile, intelligent customer service from phone to field. With Field Service Tracker, companies can totally automate their field service operations. Field Force tracker software includes many important features such as: automated intelligent scheduling and dispatching software, customer history, service contracts, field employee tracking, asset management and financial software.

 

work dispatch software 04

Field service is a competitive market whether you are in a hvac service, pest control or electrical services business. Chances are, you spend a lot of money to ensure that potential customers think of your business first when they need service. Once a prospect finds you, the pressure is on to close the deal before they move on to the next company. Technology can make all the difference in this lead-to-revenue process, helping you increase efficiency, reduce mistakes, and maximize the ROI of your marketing dollars. Here are five of the ways a lead management system, sometimes referred to as a CRM, can help you turn more leads into customers.

  1. Automatically Assign Leads to Salespeople

 

In the service business when a potential customer calls or fills out a form on your website, odds are they want help NOW. The faster you respond, the more likely it is that they will choose your company over the competition. Having a system in place that automatically assigns and notifies a salesperson (based on whatever criteria you define) removes any uncertainty over who is responsible to get in touch with the prospect.

best dispatch software 01

  1. Reinforce (or Create) a Repeatable Sales Process

 

It’s likely you follow a similar process each time a potential customer contacts you. Mapping out this process, then using software to automate it, can help you better understand your pipeline and ensure that leads are handled in a consistent, efficient manner. Each step in your sales process can have it’s own estimated timeline and related tasks, and you can define different sales processes for different types of services and/or locations. Here’s an example of what a sales process for general pest control could look like:

 

  1. Qualify lead (speak to them to confirm their interest, budget, etc.)
  2. Schedule sales appointment/estimate (if you typically go on-site to give pricing)
  3. Complete sales appointment/estimate
  4. Send proposal
  5. Collect signature
  6. Close lead and schedule service

 

  1. Identify Potential Problems, Before They Cost You

 

No business is perfect. Odds are that your employees occasionally make mistakes and sometimes leads “slip through the cracks.” They key is to be aware of these situations and act quickly, before you end up unnecessarily losing valuable leads. With a lead management system, you can set alerts so that your are notified at certain milestones, for example, when a task associated with a lead becomes past due.

 

  1. Understand and Correct Bottlenecks

 

A good lead management system will help you to easily understand where all of your leads are in the sales process at any given time. In addition to helping with planning, this visual view of your lead statuses can highlight any stage in your sales process has the most “stuck” leads so you can make adjustments. Are 60% of your leads sitting in an “Agreement Out? You may want to add a reminder task for your salespeople to follow up with the customer after 24 hours of sending out the agreement.

 

  1. Analyze

The best way to close more leads is to understand what has worked in the past and what hasn’t. By understanding key performance indicators (KPIs) like average sales value, close rate percentage by salesperson, service type and other criteria, and average time to close, you can create benchmarks, identify areas for improvement and continually optimize your sales process. This feedback and optimization loop will help you turn every (or almost every) lead into a paying customer.

Field Force Tracker software includes a very well designed Dispatch, Tracking, and Scheduling Board. Service agents have a 360-degree view of the customer, jobs, and field technicians.   They can create a work order from any case and track mobile employees. Mobile employees in the field now have access to the customer’s full service and buying history, empowering them to easily resolve any issue that may arise and upsell the customer on another product.

Customer service moves fast and forward-thinking companies need real-time access to their service data. Field Service Tracker enables all service employees to update work orders, issue change requests and adjust job status, anytime, anywhere and on any device. A staggering 65% of field service workers still print out their service tickets and bring them in their vehicles, slowing down the service process.

best fire alarm security software 01

Now, an employee in the field can see their open work orders on their mobile device; update them throughout the day as they complete jobs, and all the information is seamlessly updated in System.

Field Force Tracker (https://www.fieldforcetracker.com) delivers a complete service experience across a wide range of modern contact center channels including web, phone, email, chat, social and the in-person field service interaction, all powered by the latest technology. This cross channel, connected and mobile service experience is something that competitive products do not deliver.

“We are just beginning to see what customer service can look like in the era of mobile and IoT,” said Mark Robinson, Director Sales at Field Force Tracker. “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.”

 

Field About Field Force Tracker

Force Tracker (https://www.fieldforcetracker.com) is a leading global provider of its award winning mobile workforce solutions for service-based businesses of all sizes delivered as software-as-a-service (SaaS). Our solutions enable businesses of all sizes (from 1 user to 10,000 users) to meet the challenges associated with managing and running complex service operations. It helps in improving the productivity of their mobile workforce.

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. (https://www.rapidsoftsystems.com). Rapidsoft Systems, Inc. has its main office in Princeton, NJ, USA, a US R&D Center in Mercerville NJ, and sales, support and development offices in Palo Alto, CA, USA, Singapore, Dubai (UAE), Bombay, and Noida (India).

Using Field Service Software to Improve Company Sales

Built on Cloud, one of the most feature rich customer service platforms, Field Service Tracker enables companies to deliver mobile, intelligent customer service from phone to field. With Field Service Tracker, companies can totally automate their field service operations. Field Force tracker software includes many important features such as: automated intelligent scheduling and dispatching software, customer history, service contracts, field employee tracking, asset management and financial software.

work order tracking software 01

Field service is a competitive market whether you are in a hvac service, pest control or electrical services business. Chances are, you spend a lot of money to ensure that potential customers think of your business first when they need service. Once a prospect finds you, the pressure is on to close the deal before they move on to the next company. Technology can make all the difference in this lead-to-revenue process, helping you increase efficiency, reduce mistakes, and maximize the ROI of your marketing dollars. Here are five of the ways a lead management system, sometimes referred to as a CRM, can help you turn more leads into customers.

 

  1. Automatically Assign Leads to Salespeople

 

In the service business when a potential customer calls or fills out a form on your website, odds are they want help NOW. The faster you respond, the more likely it is that they will choose your company over the competition. Having a system in place that automatically assigns and notifies a salesperson (based on whatever criteria you define) removes any uncertainty over who is responsible to get in touch with the prospect.

plumbing job management software 01

  1. Reinforce (or Create) a Repeatable Sales Process

 

It’s likely you follow a similar process each time a potential customer contacts you. Mapping out this process, then using software to automate it, can help you better understand your pipeline and ensure that leads are handled in a consistent, efficient manner. Each step in your sales process can have it’s own estimated timeline and related tasks, and you can define different sales processes for different types of services and/or locations. Here’s an example of what a sales process for general pest control could look like:

 

  1. Qualify lead (speak to them to confirm their interest, budget, etc.)
  2. Schedule sales appointment/estimate (if you typically go on-site to give pricing)
  3. Complete sales appointment/estimate
  4. Send proposal
  5. Collect signature
  6. Close lead and schedule service

 

  1. Identify Potential Problems, Before They Cost You

 

No business is perfect. Odds are that your employees occasionally make mistakes and sometimes leads “slip through the cracks.” They key is to be aware of these situations and act quickly, before you end up unnecessarily losing valuable leads. With a lead management system, you can set alerts so that your are notified at certain milestones, for example, when a task associated with a lead becomes past due.

 

  1. Understand and Correct Bottlenecks

 

A good lead management system will help you to easily understand where all of your leads are in the sales process at any given time. In addition to helping with planning, this visual view of your lead statuses can highlight any stage in your sales process has the most “stuck” leads so you can make adjustments. Are 60% of your leads sitting in an “Agreement Out? You may want to add a reminder task for your salespeople to follow up with the customer after 24 hours of sending out the agreement.

 

  1. Analyze

The best way to close more leads is to understand what has worked in the past and what hasn’t. By understanding key performance indicators (KPIs) like average sales value, close rate percentage by salesperson, service type and other criteria, and average time to close, you can create benchmarks, identify areas for improvement and continually optimize your sales process. This feedback and optimization loop will help you turn every (or almost every) lead into a paying customer.

Field Force Tracker software includes a very well designed Dispatch, Tracking, and Scheduling Board. Service agents have a 360-degree view of the customer, jobs, and field technicians.   They can create a work order from any case and track mobile employees. Mobile employees in the field now have access to the customer’s full service and buying history, empowering them to easily resolve any issue that may arise and upsell the customer on another product.

employee tracking software 04

Customer service moves fast and forward-thinking companies need real-time access to their service data. Field Service Tracker enables all service employees to update work orders, issue change requests and adjust job status, anytime, anywhere and on any device. A staggering 65% of field service workers still print out their service tickets and bring them in their vehicles, slowing down the service process.

Now, an employee in the field can see their open work orders on their mobile device; update them throughout the day as they complete jobs, and all the information is seamlessly updated in System.

Field Force Tracker (https://www.fieldforcetracker.com) delivers a complete service experience across a wide range of modern contact center channels including web, phone, email, chat, social and the in-person field service interaction, all powered by the latest technology. This cross channel, connected and mobile service experience is something that competitive products do not deliver.

“We are just beginning to see what customer service can look like in the era of mobile and IoT,” said Mark Robinson, Director Sales at Field Force Tracker. “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.”

 

Field About Field Force Tracker Force Tracker

(https://www.fieldforcetracker.com) is a leading global provider of its award winning mobile workforce solutions for service-based businesses of all sizes delivered as software-as-a-service (SaaS). Our solutions enable businesses of all sizes (from 1 user to 10,000 users) to meet the challenges associated with managing and running complex service operations. It helps in improving the productivity of their mobile workforce.

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. (https://www.rapidsoftsystems.com). Rapidsoft Systems, Inc. has its main office in Princeton, NJ, USA, a US R&D Center in Mercerville NJ, and sales, support and development offices in Palo Alto, CA, USA, Singapore, Dubai (UAE), Bombay, and Noida (India).

Using Mobile Apps for Field Service

Field Force Tracker’s power mobile apps for iPhone and Android are available to all new and existing Field Force Tracker customers. They can extend the feature set with the enhanced mobile forms capabilities, and better system integration.  Field Force Tracker, a mobile enabled web-based field service management software, streamlines technician scheduling, dispatch, customer management, vendor and employee management, work orders, equipment maintenance, inventory tracking, contracts, estimates, invoices, payments and accounting. It is considered one of the most feature rich software of its kind.

Field Force Tracker is the most comprehensive software for field service management.  It takes care of everything from customer management to the payment collection for a service company. By using this software, our clients can see major improvement in their productivity and the customer satisfaction.

work dispatch software 04

Using Mobile Apps for Field Service

Moving to a truly mobile way of working means your teams are better connected at all times. This ensures an improved workflow, with access to the right information and seamless updating of data in real-time.

Mobility is one of the fastest growing technologies in the world and whether you are looking at developing your mobile strategy or starting out, how do you choose the right solution with so many on offer today?

plumbing scheduling software 01

From working with a range of companies, we’ve found that there are some common principals and here we outline what those are to help you make the move to mobile field service.

  • Ease of integration is key. You don’t need to have to think about changing your whole field service solution. Extending the life of your current systems is all important so look at mobile solutions which will leverage and expand their use.
  • Implementation needs to be as quick and straightforward as possible. A lengthy implementation process will defeat its objective. So being up and running in days, not months, should be the realistic goal – delivering a much faster ROI.
  • Any mobile solution should be easy to use. Overly-complicated systems will be bypassed and worked around or ignored all together. The easier to use, the quicker the adoption and the better the ROI.
  • All mobility software needs to be agile and able to move with the next generation of mobility. Developments are moving fast and keeping up to speed with these changes is important.
  • It is crucial for any mobility solution to work across mixed digital devices.  The apps will need to work across different operating systems too.
  • Vitally, mobility is about the anytime, anywhere access to information and it is essential that your solution makes it as easy as possible to achieve this.

Field Force Tracker leads the way in simplifying field service for companies.

roofing contractor software 04

Our made-for-mobile, cloud-based field service software was designed to provide ease of use with incredible flexibility. Along with the ease – and speed – of our implementation and the ongoing support service that we provide we enable companies to take full advantage of today’s mobile field service.

About Field Force Tracker

Force Tracker (https://www.fieldforcetracker.com/) is a leading global provider of its award winning mobile workforce solutions for service-based businesses of all sizes delivered as software-as-a-service (SaaS). Its solutions enable businesses of all sizes (from 1 user to 10,000 users) to meet the challenges associated with managing and running complex service operations. It helps in improving the productivity of their mobile workforce.

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. (https://www.rapidsoftsystems.com/). Rapidsoft Systems, Inc. has its main office in Princeton, NJ, USA, a US R&D Center in Mercerville NJ, and sales, support and development offices in Palo Alto, CA, USA, Singapore, Dubai (UAE), Bombay, and Noida (India).

 

Enhancing Field Service Operations Using Custom Mobile Forms

Field Service Software – Basic Features

Field Force Tracker is the most comprehensive software for field service management.  It takes care of everything from customer management to the payment collection for a service company. By using this software, our clients can see major improvement in their productivity and the customer satisfaction.

Field Force Tracker  provides extensible forms capabilities to all new and existing Field Force Tracker customers. They can extend the feature set with the enhanced mobile forms capabilities, and better system integration.  Field Force Tracker, a mobile enabled web-based field service management software, streamlines technician scheduling, dispatch, customer management, vendor and employee management, work orders, equipment maintenance, inventory tracking, contracts, estimates, invoices, payments and accounting. It is considered one of the most feature rich software of its kind.

Field Service Data Forms

Those working in field service understand that accurate data collection is essential for a successful business, but this is not always a straightforward task due to manual processes. How data is disseminated, collected, shared and used makes the difference between having an effective and productive field service operation or not. Paper-based processes are fraught with issues from delays in receiving vital information, to missing, incomplete information, or inconsistency in the data captured.

best contractor management software 04

Field service companies face some unique challenges as some or all of their work can be emergency calls which come in through the course of the day. As the work wasn’t part of the initial schedule, the technicians may not always have the right paperwork or forms with them, so they are not working with all the information they need.

Many companies with a field service operation also cover a lot of different areas of work. These can be highly complex and workflows may have a number of dependencies which need to be stuck to, to complete the job. The field service work can cover everything from design to install, renovation, repair and service work, meaning each job is different to the last and again the use of paper-based forms to cover all work areas can prove difficult to manage.

In addition, those who work with compliance or regulatory obligations face even greater challenges in managing, recording and reporting information. It must be accurate, on time and auditable. The risks of, and penalties for, incomplete, unreliable and late reporting are just too great.

Field Force Tracker provides custom forms to help field service organizations solve some of the challenges they face in managing information. Field Force Tracker Forms is a powerful extension to our Field Force Tracker solution which allows you to embed all your forms into the mobile workflow, expanding the capabilities of your field service management. It is bringing distinct advantage to field service work.

best dispatch software 01

Benefits of Field Service Forms

Here we look at the top ten reasons for moving to mobile forms – and going paperless – in your field service:

  1. Improved efficiency – information is entered just once on the technician’s device as the data is captured at the point of service. This removes any duplication of data entry at a later stage. Photos, scanned documents and signatures can all be captured at the same time and because Field Force Tracker Forms updates your Field Force Tracker solution, your other ERP, CRM and accounting systems are all automatically updated too.
  2. More accurate information – forms can be auto-populated and include drop-down menus, assisting data entry in the most accurate way with prompts for completion and skipping over irrelevant sections. The right, accurate information is captured first time, every time. This can be especially useful when training new starters or just ensuring that bad habits don’t creep in as corners can’t get cut.
  3. Keeping everyone up-to-date – any updates to forms or new forms can be sent to all technicians, electronically, at the same time. There is no need to rely on technicians coming into the office to pick up the forms and then some of your teams using a new set of forms and others are using out of date forms. Version control is simplified, especially useful for those in compliance and regulatory work.
  4. Improved compliance – data management can be core to compliance requirements for monitoring, reporting and auditing purposes. All data needs to be correctly captured, recorded and managed, Field Force Tracker Forms allows the information to be more easily collected, shared and used. This not only speeds up processes but critically ensures compliance targets are met on every job, every time, by every worker. The ability to respond immediately to customers or regulatory authorities is increased and an audit trail is in place for accountability.
  5. Better communication – communication can be instant and in real-time with mobile forms. There is no delay, unlike paperwork being brought into offices. Forms can be customized to ensure that the information being collected is bespoke to the organization’s needs and can cover off the different areas of work that is covered.
  6. Business intelligence – information collected using mobile forms is accurate and reliable and can instantly give a real-time insight into the business. This not only gives those making on-the-spot decisions confidence in the information they are using, but also means the data can be easily searched, extracted, and analysed. This helps to transform collected data into actionable business intelligence.
    best employee tracking software 01
  7. Easy access to data – the days of searching through a filing cabinet are over. Using mobile forms, the captured data can be easily accessed by whoever in the business needs it and when they need it. The ability to easily retrieve the required information not only means time and resource is saved, but also reporting, cross-checking and auditing all become much more straightforward.
  8. Managed costs – the costs associated with paper-based processes cannot be underestimated in terms of time, resource, transportation, storage and the actual paper itself. Sending and receiving the information by using the mobile forms eliminates these costs as well as streamlining the processes.
  9. Faster invoicing – some of the highest praise for mobile forms is the way all the information can be gathered and synced in the field, which means that the job is complete and ready for invoicing straight to customers. The sync with other systems, which integrate with Field Force Tracker, means further double entry of data is eliminated, invoices are issued immediately therefore significantly speeding up the order to cash process too.
  10. Improved service quality – on site technicians can collect information more efficiently, with greater accuracy and in less time using mobile forms. This information can then be shared with their customers electronically to help combat their paper-based challenges too.

Field Force Tracker leads the way in simplifying field service.

Field Force Tracker Forms is a powerful extension to your field service solution which allows you to embed forms into your mobile workflow, expanding the capabilities of your field service management.

About Field Force Tracker

Force Tracker (https://www.fieldforcetracker.com/) is a leading global provider of its award winning mobile workforce solutions for service-based businesses of all sizes delivered as software-as-a-service (SaaS). Its solutions enable businesses of all sizes (from 1 user to 10,000 users) to meet the challenges associated with managing and running complex service operations. It helps in improving the productivity of their mobile workforce.

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. (https://www.rapidsoftsystems.com/). Rapidsoft Systems, Inc. has its main office in Princeton, NJ, USA, a US R&D Center in Mercerville NJ, and sales, support and development offices in Palo Alto, CA, USA, Singapore, Dubai (UAE), Bombay, and Noida (India).

Purchase HVAC Dispatch Software to Improve Your Service Operation

A large number of users of our award winning software Field Force Tracker are HVAC companies. They are using it to dispatch technicians, invoicing customers in the field and lowering costs. They are greatly benefiting with the deployment of dispatch software implementation.

Your businesses may  offer excellent services– your technicians may always do a good job and you charge a fair amount of money for your services – but if your customers aren’t happy, your business is not working to its full potential.

In today’s competitive world, it’s not enough to provide a service; you have to make your customers feel good about recommending your service to other customers. Our Field Force Tracker -HVAC dispatch software can help you provide a more positive customer experience and help you improve your bottom line.

Easily schedule jobs with Field Force Tracker

Our HVAC dispatch software allows you to see availability and schedule open slots with a simple calendar format. Thus you can make better use of your productive time. We take the complexity out of HVAC service dispatch software by using simple color-coding and calendar overlay. This allows for easy viewing of your schedule and improves day-to-day HVAC dispatching.

Field Force Tracker – Mobile applications are custom designed to integrate with your operation. Field technicians can totally manage their schedule in the field

HVAC Service dispatch software will help you manage your customer better

Keep track of costs that increase your bottom line. Do you carry too much inventory, or not enough? What about wasted money on unnecessary trips back to the office, or out to the field? HVAC service calls can be long and tedious. Don’t win the client over just to lose them for not having the right inventory on hand.

hvac disptach software
hvac dispatch software

Increase your technicians’ efficiency

Field technicians want solve problem quickly and hence having full information about the job before going to the site is very important. With service dispatch software like Field Force Tracker, fieldworkers can receive job details and updates remotely on their mobile devices.

Using their mobile devices while servicing a customer, technicians can capture before and after images on the job site and capture signature for proof of service.  They can also easily check inventory and keep track of what parts have been ordered, and what is needed. They can keep their parts inventory also checked and do invoice and estimates in the field.

Keep the office and field Technicians in sync

Another advantage of Field Force Tracker is that it will make your office paper free. Minimizing the paperwork is important to provide the best experience for your customers. With our Field service dispatch software, your technicians can make changes to invoices on the go, and then get customers’ signatures right on the spot – no more waiting or repeat visits that waste time and money.

Then you can easily export all your customer and invoice data to QuickBooks. The field will even have access to when a contract is due or what is covered under your service agreements with a customer. It’s all on hand, at every service call.

Improving Service is Improving Bottom Lines

If you can improve your customer experience, you will improve your bottom line. Happy customers means more calls, more referrals, and more business. With HVAC dispatch software like Field Force Tracker, your business will run more efficiently and your customers will be happier.

The software allows keeping all your customer information in one place, accessible to both the office and the field, helps you provide the best customer service experience and grow your HVAC Business.

Manage Work Orders More efficiently

A field service operation is about providing maximum service. Keeping streamlined work orders can help you do more than just stay organized. It can keep your entire business up and running on the same page, with up to the minute information on customers and jobs. A work order management system like Field Force Tracker can help you keep business coming through your door.

Better Organization is good for everyone

Field workers waste time when they have to make unnecessary trips back to the office to collect information. Effective work order systems, like Field Force Tracker, will help you keep your people informed in real time with push notifications, SMS, or email. It can help you to prevent time from being wasted.

About Field Force Tracker – Field Service Dispatch Software

Field Force Tracker (https://www.fieldforcetracker.com/) is a leading global provider of its award winning mobile workforce solutions for service-based businesses of all sizes delivered as software-as-a-service (SaaS). Our solutions enable businesses to meet the challenges associated with managing and running complex service operations. It helps improving the productivity of their mobile workforces.

With Field Force Tracker customers can create service schedule and route quickly, dispatch sooner, collect accurate information immediately 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 used for service management in a wide range of industries including HVAC, Property Management, Cleaning, IT services, Contractors, IT management, and Maintenance service firms.

Using Field Service Mobile Apps to Improve Field Service Operation

Field Force Tracker is a new generation of field service software or fields service management software. It is designed with mobile first philosophy which means a lot of system functionality is built to be used using mobile application by field technicians.

Field Force Tracker offers both iPhone and Android native apps that allow field technicians to manage their field service operation from the mobile apps specially designed for this purpose.

The mobile field service applications have been developed by a team that has designed several hundred applications before. It provides strong field job tracking and employee location tracking, job management and assignment, and customer management features in the system.

Field Force tracker apps are designed by a highly experienced team, and that shows in the features and functions of our apps.

Use of Field Force Tracker Mobile Apps for Field Service Management

Mobile technology is redefining the field service industry as field technicians increasingly leverage mobile devices for tasks that previously required time-intensive phone calls and paperwork.

Today this technology is helping to streamline workflow by mitigating daily challenges and making things easier for everyone. In a recent study, over 80% of organizations identified mobility as a strategic initiative to gather real-time intelligence for field service jobs. Clearly, this technology offers significant benefits in enhancing end-to-end processes. The following are five ways we see mobile applications and mobility transforming the field service operation:

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  1.   Improve Operational Efficiency With Field Service Mobile Apps

Field Force tracker apps are designed by a highly experienced team.

Mobile devices and apps connect field workers to back-office personnel, customers and equipment. It  facilitates a real-time end-to-end flow of information that allows field service personnel to make critical decisions so they can move on to the next task expeditiously. At any one time, an in-day schedule change might require calling a dispatcher or having to drive back to the office to pick up paperwork, but with mobile technology, information is delivered to technicians’ devices, making them more efficient and better able to perform their tasks no matter where they are.

Field force tracker mobile apps automatically updated assigned jobs and the job status can be updated from the field.

  1. Improve Team Collaboration With Field Service Mobile Apps

Our Field service mobile apps facilitate easy collaboration. By connecting field techs with each other and back-office personnel, mobile technology keeps everyone within the organization aligned.

A truly mobile workforce transcends the limitations of geography.  With Field Force Tracker Mobile Apps, field technicians can access information anywhere, anytime, regardless of their location.  They are always connected to the system as if they were  in their offices. From the field, they can use mobile applications to request information or assistance from other co-workers already in the field. This  prevents costly disruptions in their workday caused by frequent trips to the office.  This can save cost to the companies as well.

A field technician can contact colleagues in the event of a problem such as needing a part to complete a job. Field Force Tracker supports multiple levels of parts inventory in its award winning mobile apps.

If a nearby co-worker has the part, the technician doesn’t have to waste precious time and fuel driving to a warehouse to retrieve it. It is this enhanced collaboration that leads to increased productivity and, ultimately, a more efficient workday.

  1.   Deliver Streamlined Services With Field Service Mobile Apps

Real-time access to route and schedule information and unplanned schedule updates help field technicians to not only get to their assignments faster but also helps them resolve issues more quickly. Field Force Tracker Mobile apps have built-in navigation features.

Field Force Tracker Mobile apps provide the field technician with easy access to information such as customer and equipment repair histories, invoicing and billing issues.  The dispatchers always know the locations of nearby technicians to request assistance in case of problems or to notify them of jobs at risk. This access solves the immediate issue and reverberates through the workday in the form of enhanced efficiencies, time management and increased service excellence – three of the key challenges facing field service organizations today.

      4. Integration with ERP and CRM Systems

While mobility is extremely valuable to field service organizations, the value increases exponentially when properly integrated with other platforms, including in-house workforce management. For example, Field invoices done using Field Force Tracker Mobile apps can be synced with QuickBooks accounting software.

Custom integration with other ERP and CRM systems can also  facilitate the real-time flow of essential information, automates tasks such as the capture of location and performance data and job-related notifications and allows immediate access to information such as invoices and customer histories. Greater integration leads to greater efficiency, which leads to streamlined operations and that leads to an enhanced bottom line.

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  1.   Operational Planning and Service Level Improvements

Mobile applications for field service can enable  lot of new features that were not possible before. For example, one can capture the customer signature in the field or upload the photos and  images of the mobile applications.

Field mobile devices, in-cab equipment and M2M sensors attached to field machines constantly capture and transmit data to back-office systems, where it can be stored and analyzed for optimal decision-making. Integrating mobile sensors will be the future development in the field service industry.

Whether it’s proactive maintenance to mitigate equipment failure or enhanced routing and scheduling to increase productivity, quantifiable insights delivered by the data can make the difference between running a good operation and an excellent one. Data from the field helps refine operations and identify trends and areas for improvement, which leads to enhanced performance and happier customers.

For more information about the new field service application features, view Field Foce Tracker’s mobile app at Apple ITunes or on Google play.

Field service apps are being used by many companies such as hvac repair, security solutions vendor, IT management companies, office equipment repair companies.

 

Seven Benefits of a Modern Field Service Management Solution

With over 10 years’ experience of continually developing and delivering fully integrated business solutions and committed to utilizing the latest technology, Field Force Tracker offers seven of the most achievable benefits obtainable through use of a modern Field Service Management system.

Field Force Tracker is a new generation of field service software. It is designed with mobile first philosophy and provides strong field job tracking and employee tracking, job management and customer management features in the native mobile app

1. Better Field Employee Satisfaction

Field Force Tracker is mobile enabled Field service management software. It enables employees to get all the information in their hands using their mobile.

The ease which they can manage their field job improves their job satisfaction. This means that they can do their job better and feel less frustrated.

2. Optimum Use of Field Employees with Smart Job Scheduling

The most important task of field service management software is to allow you to optimize your field service resources. So, when a customer calls, you want to quickly assign the available technicians to them.

Now, a Field service management system has to be smarter than just pulling the calendar and putting the name of person there. While this works in a small business, it is not going to work in a medium size or larger businesses. Larger the business is more sophistication is needed in the software.

The promise of effective job scheduling lies at the heart of most Field Service Management systems and they all have some scheduling capabilities.

In reality, scheduler in Field Service Management have traditionally can be considered to belong to two main categories. At one extreme is the simple ‘Call Allocation’ model which does precisely that – simply allows an operator to decide which field engineer or field technician gets what job based on their own judgments.

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At the other extreme is the ‘Intelligent’ or ‘Dynamic Scheduling’ or “Smart Job Scheduling’ model. These advance schedulers permanently juggle a large amount of prescribed complicated rules and other data to continually generate an up-to-date schedule. Whereas the former places entire reliance on the operator and is mostly used in smaller companies where options may be relatively limited, the latter relies on having data relating to every possible permutation and scenario which is far too costly in terms of finance and resource for all but the very largest customers.

Field Force Tracker uses a third approach that combines the best of the both worlds. It combines the two approaches in a meaningful way.

Our Job scheduler combines the ease and benefits of the two older approaches. It is a Called ‘Operator Assisted Scheduling’. While an operator can assign a person of his choice, it also allows for the system to determine a range of options based on rules based logic. However, it also allows for this to be fine-tuned and tailored by the unique knowledge of the operator.

In addition to the obvious advantages of being the best of both worlds, it also allows the system to be used equally effectively by a greater number of people. Less skilled operators can rely more on the system recommendations while higher skilled operators can bring their own insights and understanding.

3. Real-time Inventory Management & Parts Availability 

A modern, state-of-the-art Field Service Management system offers levels of stock visibility across a mobile workforce who would simply be impossible with either a manual system or a solution based on an older technology platform. Take just one example, managing replenishment levels and setting minimum/maximum stock levels. Not only should a modern Field Service Management system provide complete visibility of the breakdown of stock each mobile engineer is carrying in real-time, it should also identify which are fast and slow moving items, thereby extending ‘Lean’ thinking into your mobile workforce and avoiding unnecessary costs tied up in inventory.

4. Reduce Time to Invoice and payment Collection

While it may have come as no surprise a decade ago to hear of 6-8 week time periods between an engineer visit and invoicing the customer, the painful reality is that a number of companies still reliant on manual systems aren’t doing much better. Even those reliant on earlier Field Service Management systems may well be still restricted to weekly batching. Modern, fully integrated systems however offer the ability to invoice on a same day basis, often when the engineer is still on-site.

 

 5. Quick Estimates for Field Service or Installation Jobs

One of the key requirements of service business is to generate quick cost estimates for repair and installations to new customers. The field Force tracker allows estimates to be sent in minutes and not in hours.

6 Proper Costing of Service Contracts

Keeping costs to a minimum is vital to all companies but in the world of Field Service Management, it can be surprisingly difficult to determine exactly what those costs are. And it’s not just the exact costs of each engineer; it’s also visibility about whether a contract is financially viable, and if so, by how much. Workload does not always equate to profitability so unless you have a system which provides real-time visibility of costs as well as powerful job and business-wide reporting, you may never be able to keep on top of your costs.

7. Better Customer Satisfaction with Better Services

The adage may well be that ‘the customer is always right’, but one thing is for certain, knowing and understanding your customers is the most effective way of doing business with them. A manual system or earlier, older Field Service Management system simply does not have the means to retain and provide the unique information relating to each customer, which is essential to maximizing that relationship.

A modern system combines all the widely accepted benefits of a CRM system with the unique information relating to each Field Service Management interaction for every customer. Most importantly, this information is then available to each and every engineer or member of your mobile workforce, enabling the most consistent, well informed interactions with every customer. And, by having access to the entire historic record of each customer, future needs and opportunities can be developed and tailored to maximize and grow that relationship.

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 Field Force Tracker is One of the Best Field Service Software

In Field Force Tracker’s experience, many companies recognize an area of need in their Field Service Management system capabilities. They want to improve services to their employees, clients and customers, but they do not know what best software is for their requirements. Some of them are stuck with poorly designed software that does not meet their needs at all.

Field Force Tracker is a new generation of field service software. It is designed with mobile first philosophy and provides strong field job tracking and employee features in the native mobile apps.

By looking at each of the above areas as potential opportunities to gain competitive advantage, a company can see that it can greatly improve its services and benefits with some of the great features in the Field Force Tracker software for the field service management. It is designed to suits your own business needs now, and into the future.

New Generation of Field Service software

The modern field service management systems, like Field Force Tracker, are sophisticated software systems. They can help you manage your services in a better way, save time and improve productivity.

They include a lot of functionality unlike the older systems which were just only an appointment holder. In this article, we are going to explain some features and terms related to the field service management. Don’t worry if you don’t know all of the terms: I am going to explain them for you. Here is a glossary of the top ten words and phrases that are frequently used in field service management.

Optimum Scheduling for Field Service Management

The most important task of field service management software is to allow you to optimize your field service resources. We want the best person to handle a job. We also want to minimize our field service cost. What else do we want? We also want to make the best use of our resources so that every technician has useful jobs to do matching his skill sets.

So, how do we do that? – You use sophisticated and smart field service software like Field Force Tracker.

Field Service Management

Field service management is the practice of organizing, scheduling, and routing mobile employees. This is critical to the success of businesses in a wide variety of industries and typically includes a dispatch or call center as well as a field workforce. Field service management is used by companies of all sizes, from smaller organizations with ten mobile employees to large companies with tens of thousands of staff providing services all across the globe every day.

Field Technician or Field Engineer

A mobile employee, referred to as a technician in some industries, is a member of an organization’s mobile workforce. These staffers perform services in the field – at customers’ homes, places of business, or in isolated areas far from population centers. These services are wide-ranging, and can include:

  • Delivery
  • Service and repairs
  • Safety and security
  • Installation
  • Maintenance

Mobile Workforce and Field Service Mobile Applications

The mobile workforce collectively refers to an organization’s mobile employees. Mobile workforce sizes and types vary greatly between industries and specific companies. For example, some businesses employ only their own field staff while others rely completely on subcontractors. Many rely on a hybrid model, comprised of both direct and third-party mobile employees. One common theme that impacts all mobile workforces is the need to effectively schedule appointments and plan routes so that customers receive the best service possible.

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Cloud Based Software

Cloud computing refers to a method of storing information on remote servers that are accessed through the Internet. When data is stored in the cloud, it can be accessed by any authorized user who has an internet connection. This makes the information globally accessible. The opposite of cloud computing is storing data locally on a personal machine or an in-house server.

Software as a Service (SaaS)

Software as a Service, or SaaS, is a model of accessing software via the cloud. All of the data and capabilities of the software are stored in the cloud. Users access the programs and information through the Internet. Simply, SaaS is cloud-based software. It provides an alternative to storing information on individual machines or local servers.

Integrated Accounting

Most field service software can do some sort of scheduling but only some software are smart to deal with sophisticated rules of accounting and billing and scheduling. Good field service software like Field Force Tracker includes a very tight integration of accounting with the work order management. It means that most information in a work order is transferred to accounting or invoicing module.

This ensures that no customer us under billed and thus maximizing your income and profits.

Benefit With Field Force Tracker Field Service Software

Field Force Tracker is designed to benefit a plethora of industries. It suits every one.

Field Force Tracker is deemed as one of the best field service software. Our  team has drawn on its rich experience and expertise of  installing field service software over hundreds of successful business management implementations around the world to ensure that companies using Field Force Tracker Service are best placed to overcome the challenges not only of the current business environment but those that will emerge in the future.

At the heart of this is a true end-to-end mobile management solution that provides real-time information and resources to field based engineers, delivered directs to their mobile or touch screen device.

Field Service Dispatch is easy To Manage

Because our  field service software includes sophisticated scheduling capabilities, managing field service dispatch is easy. It can take care of employee time-sheets, field invoicing and service estimates making your field service operation better.

Field Service delivers consistent levels of control and visibility to a wide range of field service industries.

  • Heating, Ventilation & Air-conditioning
  • Office Equipment
  • Telecommunications & IT
  • Catering & Vending
  • Building Maintenance
  • Electrical Maintenance
  • Sign/Display Installation & Maintenance
  • Shower Equipment
  • Lighting Systems & Maintenance
  • Lifts/Escalators & Conveyor Systems
  • Fire Equipment/Services/Systems
  • Boilers
  • Alarm/Call Systems
  • Water Extraction & Treatment
  • Cleaning/Hygiene & Sanitation Equipment
  • Window Maintenance
  • Refrigeration/Systems & Equipment
  • Lifting & Jacking Equipment/Maintenance
  • Manufacturing Equipment/Tools
  • Dental Laboratory Products
  • Gas Turbines & Generators
  • Gas Service/Maintenance/Equipment
  • Domestic Appliance Servicing
  • X-Ray/Electro Medical Equipment

These are just some examples. Call us for more information at any time if you want more information of  this great field service dispatch software.

 Migrating from Old Field Service Software to Field Force Tracker

If you are using any other field service software, our team can help you move to this software. We will help you migrate your data, your clients and your inventory to our systems. We have extensive development capabilities, so integration with any other external system is easy for us.