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.

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.

2. 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

3. 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.

4. 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.

5. 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.

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).

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.

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.

2. 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

3. 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.

4. 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.

5. 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.

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).

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.

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?

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.

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).

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.

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.

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.
   
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).

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:

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.

2. 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.

3.   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.

5.   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.

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.

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.

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.

Field Force Tracker is leading the way in advanced and flexible field service management

software. Built using the latest innovative internet Cloud base SaaS technology, our browser based solution delivers unprecedented levels of control and visibility to field service businesses.

The Field Force Tracker Field Service management system is a complete back office service and mobile management solution providing real-time information and resources to field based engineers, delivered directly to their mobile or touchscreen device. Service engineers are able to access and relay information directly to the back office management system. This ensures that mobile data and customer information is unified throughout the company.

The Field Force Tracker Assisted Scheduling solution provides the ability to manage reactive and planned maintenance visits whilst constantly monitoring engineers’ diaries and viewing optimum time slots and spare engineer availability.

Field Force Tracker was established in 2006, and today we are a leading force in the provision of integrated business solutions for field service providers. Our philosophy is to supply companies with state-of-the-art, flexible business solutions, and to enable our customers to achieve leading-edge business operability.

With over 10 years’ of experience, Field Force Tracker serves an increasingly diverse customer base, which includes small, medium and large size companies. With hundreds of successful implementations and tens of thousands of users  around the world, Field Force Tracker has a proven track record of working with some of the world’s most well known companies.

In a constantly changing business environment Field Force Tracker is a provider you can trust, and with continual product investment, a company which will be around in the future. Field Force Tracker provides clear, practical advice and solutions for businesses looking to deploy field service software.

Implementing the correct solution with the right technology is key to improving customer service whilst ensuring efficiency and profitability. Field Force Tracker has over 10 years experience of implementing and supporting customers from our offices in US and India.

Whatever your business, whatever your size and wherever you are in the world, Field Force Tracker Field Service is the Field Service solution for you.

The fully integrated, complete business solution For the Field Service

Field Force Tracker Field Service provides an end-to-end solution that enables companies to achieve increased efficiency and customer service, maximize profits and build competitive advantage.

The core elements of the Field Force Tracker Field Service system include a comprehensive Contact Management system, Quotations, Warranty Service, Assisted Engineer Scheduling, Remote Engineer applications, Workflow, Call Centre Case Management and Planned Maintenance. Additional integrated modules include Document Management, CRM, Stock Control, Purchasing, Finance and Engineer Tracking.

Functionality at a glance

• Comprehensive Contact
• Management
• Asset/Warranty Management
• Planned Maintenance
• Call Logging & Escalation
• Engineer Scheduling
• Engineer Skills Matrix
• Remote Engineers
• Stock Management/Purchasing
• Job Costing
• Invoice Generation
• Document Management
• Task Management/Reminders
• Mapping Web Services
• Postcode Lookup Web Services
• Audit Trail
• Multi-Language
• Web Portal
• Text Messaging
• Integrated Workflow
• Fully integrated to the Nobile Apps on iPhone and Android
• business suite
• Integrated with MS Outlook

Empowering our customers

Field Force Tracker Field Service uses the latest innovative internet technology to provide accurate, reaI-time information to field based engineers and sophisticated management applications for back office operators and management. At the core of the Field Force Tracker Field Service solution are the Management Reporting, Document Management, Workflow and Customisation Toolkit

modules. This underlying technology provides the basis for increased operational efficiency and productivity, leading to improved customer service.

Customization and Reconfiguration

The Customization options functionality enables Field Force Tracker Field Service to combine the power and stability of a standard off-the-shelf package with the important added benefit of a system that can be tailored to meet the precise needs of your company.

The Customization options specific staff to add or enhance functionality, thereby delivering additional flexibility to Field Force Tracker users.

Customizations exist on an additional layer which extends the core functionality of Field Force Tracker without the need to alter the standard software. Customizations can range from the introduction of simple validation on fields to new panels and scrolling data sets for data entry and data display. The Field Force Tracker Customization Toolkit provides the ability to extend any table by adding any number of columns for storing additional information. These are called Custom Columns and can be managed from within the software without the need to make any manual database changes.

The Customization options and Custom Columns functionality provides further extensibility to Field Force Tracker Field Service applications, ensuring that as your business requirements change you do not outgrow your system.

“As your processes develop or your customer requirements grow, Field Force Tracker Field Service can be adapted to meet these changes by empowering you to enhance the system without needing to involve the software author.”

Management Reporting

A key requirement for any business is that the Management Reporting functionality provides accurate, consolidated business information via an easy to use, real-time reporting system. Users will be empowered by being provided with the information they require for their job function, and management will be better informed to make strategic decisions. Field Force Tracker Field Service provides many standard reports and interactive query screens for viewing information.

The ability to create, view and share powerful reports and Key Performance Indicators quickly and easily without the need for detailed technical expertise means that you gain an insight into all areas of your operations.

Document Management

The retention, storage and accessibility of documents within a business are critical to its efficiency. The Field Force Tracker Document Management system provides quick, secure and auditable access to information. By allowing documents to be centrally stored and

accessed in the office and on the road, the speed at which your organisation can respond will be greatly enhanced. Different document types such as contracts, agreements, quality standards, drawings, letters, emails and images may be held.

Support is available for a wide range of formats such as Word, Excel, PDF, video, sound, image and CAD formats – in fact all formats supported within a browser environment.

Service CRM/Quotations and Estimates

Visibility of all communication between you and your customers is essential in a busy service department. The Field Force Tracker Field Service Customer Relationship module provides users with a complete view of a customer account including addresses, contacts, financial history, site history, as well as all communications and activities.

Service CRM is all about interactions, not just sales. It is more than a technology, it is a business concept, with the clear objective of finding new customers and increasing sales to your existing customer base. The Field Force Tracker Service CRM module facilitates and tracks all communications with external organisations, enables your business to automate the handling of inbound and outbound correspondence, and ultimately builds strong, lasting relationships.

The Field Force Tracker CRM Console is one central place for accessing customer and prospect information which is displayed in tabs for ease of access. Contact and Address information, Supported Products, Service Contracts, Call Centre Cases, Marketing Activity and Sales Opportunities are all visible, as well as Quotations, Sales Orders, Deliveries, Financial Reports, Notes,

Communications and Documents.

Broadcasting functionality offers the ability to target your marketing to specific customers and prospects via email within one integrated solution.

Rapid response to enquiries and the generation of accurate quotations is essential to providing a high leveI of customer service and improving the likelihood of winning future contracts.

Field Force Tracker Field Service has a powerful and flexible inbuilt Quotations module which enables rapid quotation generation as well as enabling the management of detailed tender documentation.

Configuration of quotations may be complex, especially where the servicing of technical or ‘one-off’ products are being requested. However, Field Force Tracker simplifies this process by allowing quotations to be produced for standard products against established pricelists, or even copied from a template.

A full progressing and monitoring facility for outstanding quotations is provided, which includes ‘Probability-of-success’ scores for management reporting, success evaluation and conversion rates; by customer, sales person or product. Upon quotation acceptance the automatic quotation transfer functionality creates firm sales orders and cases on the system.

Remote Worker/Mobile Data

Field Force Tracker Field Service allows service engineers real-time access to cases, visit information, schedules and documents via the Field Force Tracker Mobile solution. Case updates are relayed in real-time to the back office management system, ensuring that company wide mobile data and office-based information is unified throughout the company.

This modern real-time solution works on or off-line on a variety of hardware devices, including smart phones and tablets.  Case information appears on an active jobs list once it is assigned to an engineer. The engineer can then book activities via a series of events, which update the case in real-time. Engineers can audit and update key customer information whilst on site, as well as take photos, attach documentation and record customer signatures.

The capability for engineers to manage their own stock inventories is a key requirement within some organisations. The Field Force Tracker Field Service mobile solution allows engineers to do this, along with placing purchase order requests, receiving goods directly to their locations and the ability to move stock to another engineer.

A key process for any business is to ensure that onsite engineers can capture and record specific information required by either your back office staff or your customer. These site specific readings are relayed immediately to the back office and can trigger a series of remedial actions if required.

Call/Case Management

The Call Centre functionality is core to a business that needs to monitor and control after-sales service to their customers. Through the Call Centre module a unique case number is raised and monitored through its life cycle. Cases may be categorised and assigned a priority or service level. All correspondence and activities related to the case can be tracked, photos and records of problems can be stored, and correspondence relating to technical issues maintained. Once recorded, a case can be assigned to an engineer or team via the Assisted Scheduling module, and sent to them using the Field Force Tracker Mobile module.

Tasks can be added to cases, thereby instructing engineers to carry out specific duties or take certain readings. Outcomes may also be configured to assist case closure and analysis.

Integration with the Workflow functionality means that follow-up activities can be automatically triggered, such as sending emails, tasks or alerts as appropriate. These may be conditional, based on the type of the call/case or the service level required.

Maintenance Contract/Asset Management

Any number of supported products (assets) across any number of sites may be supported under the service contract function. The contract price may be defined by contract period or optionally derived from the charge per supported product. Individual Service Level

Agreements (SLAs) may be defined by supported product and allow differing response levels by asset. Regular maintenance invoices are generated and posted through to the Invoicing module.

Accurate asset management of supported products (including ‘Parent/child’ structures) will allow you to operate more pro-actively and analyse precisely your profitable and unprofitable assets/customers, which is vital for strategic planning and effective operational control of your business.

Planned Maintenance

The Field Force Tracker Planned Maintenance (PM) module provides companies with the facility to plan, schedule and manage all planned maintenance requirements for the entire duration of the contract. Invoices may be raised ‘upfront’ or as visits are completed, or a combination of both.

The Engineer Scheduling Board shows engineer loading for both PM and reactive visits. The fully integrated nature of the solution ensures that companies know exactly which assets their customers have on site, providing the ability to track changes to assets and manage maintenance contract pricing year-on-year.

Smart  Engineer Scheduling

The Field Force Tracker Scheduling Board uses assisted scheduling to aid the operator to select the right engineer the first time, every time. Efficient and cost effective scheduling ensures customer satisfaction levels are kept at a maximum, whilst ensuring profitability and growth. Users can schedule and manage calls, constantly monitor engineers’ diaries (updated by the mobile solution to reflect real-time changes) and have the ability to view optimum time slots and spare availability.

Scheduling should be an easy task for any member of a service team, but often, specialist knowledge about engineer availability and skill levels is held by individuals within the team. The Field Force Tracker Field Service Scheduling Board helps to unlock that knowledge in order that it is shared amongst all users, thereby allowing operatives to make the right decision every time with the aid of guidance and automatic assistance.

Designed with usability and simplicity in mind, panels can be activated/de-activated dependent on the role of the user, or spread over dual monitors. The inbuilt and fully configurable rule engine selects which engineers to recommend based on criteria such as minimum distance, least cost or within SLA.

All recommendations take actual road mileage into account. The system also offers a selection of booking slots/periods within the day if your customers would prefer an appointment option. Built-in mapping and routing helps visualise where the jobs are, by displaying other bookings on the chosen day for your selected engineers.

Automatic Schdeuling For Large Installations Based ON Scheduling Rules

At the heart of the scheduling system is a rule engine, which is completely configurable to your business requirements. The output from the rule engine creates a score against every engineer for every day that is being recommended and presents the best slots for the user to select, in a very easy to understand way.

The rule engine can be altered to suit the needs of your operation, and different versions of the rule engine can be deployed at different times of the year, dependent on business demands. Some of the rules used include engineer skills, actual road distances, capacity of engineer day, length of travel between cases, long travel home distances, response time and customer preferred engineer.

The business benefits of efficient engineer scheduling

• Engineers spend less time traveling
• and more time on-site working
• Optimization of jobs booked each
• day to ensure best business
• practice
• More efficient operators making
• the best scheduling decisions
• Rule engine that is tailored to
• your business requirements
• At a glance access of engineer
• availability for operators and
• management
• Getting the right person to
• the job to ensure a high
• first time fix rate for your
• customers

Parts and Asset Inventory Management

The Purchasing and Stock functionality within Field Force Tracker Field Service allows users to view and monitor stock levels in warehouses and vans. Re-order quantities can be defined by vehicle and part number. When stock levels fall below defined minimum levels, a request for stock replenishment is automatically sent to the appropriate department.

Additional parts not normally stocked may also be requested against a Call Centre case at any time, either by back office staff or the engineer in the field.

Stock deliveries can be routed to the engineer’s address, drop box, to the customer or an ad-hoc address. Stock replenishment items sent through to engineers are visible as transit stock until they are received by the engineer. Whilst Field Force Tracker Field Service is able to provide comprehensive Supplier Relationship Management capabilities, it also enables the engineer to be flexible by providing local purchasing functionality.

By allowing your engineers to purchase locally as and when an item is needed, you can reduce overall stock levels, capital expenditure and potential stock obsolescence.

Invoicing

Designed for ease of use and powerful management reporting, the Field Force Tracker Field Service Invoicing and Financial module is an inherently flexible system for managing the invoicing requirements of any service orientated organization.

The range of requirements catered for by Field Force Tracker Field Service include a comprehensive invoice generation routine, triggered off the back of a service call. The ability to apply different hourly rates, part based charging or task based charging is also catered for. Additionally, regular automated maintenance contract invoicing features are also included along with a comprehensive fully integrated Nominal, Sales and Purchase Ledger system.

Payments can be received by cheque, cash, bank transfer or by online solutions such as Paypal.

Field Force Tracker is a complete solution for all your needs.

Field Force Tracker Beats the Competition in All Major Features.

Field Force Tracker has recently announced that it has added new features to its award winning Field Service Management (FSM) software. It significantly improves the workflow management and streamlines the operations for businesses and their mobile workers in the field.

Field Force Tracker has added new features to its popular Field Service Management Software. Its work management solution includes an intelligent scheduling engine and downloadable mobile apps for iPhone and Android that enable workers to access and update information in real-time. These solutions work together to enable real-time information sharing between mobile workers and the back office. They form the core of its field service software, an advanced and scalable platform for managing field service.

For delivering effective service to customers, it has become necessary to rely on collaborative tools and mobile devices to deliver the information the technicians need immediately. Field Force Tracker, cloud-based advanced software, enables organizations to drive a dynamic and streamlined field service operation. This shortens the repair cycles and number of visits that should be made to a client’s location to complete the job. Not only software is very feature rich, it is also highly scalable too. It is suitable from organizations managing team from 1 person to 1000+ technicians.

On the release of new software, Dr. Brijesh Kumar, Chief Strategy and Operating officer of Field Force Tracker said, “Organizations are looking for solutions to reduce the cost of providing field service and at the same time improve the customer experience. We designed our Field Force Tracker software to meet these two goals. It is about empowering workers in the field with the advanced collaborative tools. They can get immediate information on their mobile devices in real time to perform their jobs effectively.”

Work Management with Intelligent and Smart Scheduling

The updated Field Force Tracker solution will now enables even more advanced scheduling. It supports multiple team and crew member assignments and equipment bookings. Several technicians can be assigned to a task for improved efficiency and productivity. In addition, a scarce or specific piece of equipment can be booked against a task to help organizations better manage their assets and resources and increase first-time case resolution.

Field Force Tracker Mobile Apps for Better Field Service Management

Field Force Tracker applications, available on iPhone and Android both are deemed as most advanced of its kind and have worn design and feature awards. Their unique design has been cited as a good quality of useful applications.

Field Force Tracker apps include many features for the field service management not available in other competitive systems. It has the ability for a technician to copy or create a task on site so they can carry out and account for work immediately. Site history can also be accessed and viewed in the app, allowing the technician to arrive with the necessary knowledge of work previously carried out.

Details of each field technician assigned to a task and the tools that have been booked can be viewed, enabling the improved visibility of resources. In addition, technicians are able to upload forms and photos to attach to a task or job.

Field Force Tracker applications also send the mobile workers’ location from their GPS-enabled Smartphone or tablet in real-time. This allows businesses to better understand the progress of their field operations and dispatch work based on a technician’s accurate location.

About Field Force Tracker

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.

About Rapidsoft Systems Inc.

Field Force Tracker has been designed by Rapidsoft Systems (https://www.rapidsoftsystems.com) is an emerging global leader in software and product development services, a knowledge driven company that values transparent business practices and provides comprehensive solutions to its global clients. Rapidsoft Systems provides software development, product design, IT consulting, and outsourced software development and product testing services. It has a subsidiary, Mobisoft Technologies (https://www.mobisofttechnologies.com) dedicated to mobile applications.

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).