Blog Details

Steps To Choose the Best Field Service Management Software

Steps To Choose the Best Field Service Management Software
March 16, 2022

A successful field service business is all about how you manage your technicians and field operations. The more efficient you are in managing your field operations, the more successful your business will be. If you lack efficiency in running field operations then it will hurt the image of your business. The best option to keep your business organized is by switching to field service management software. This software improves coordination and communication with technicians working in the field and ensures the best customer service.

Are you planning on automating your business operations by switching to a field service management system? There are many software in the market which makes the selection of the software a little daunting. Don’t worry as we have put together some points that will simplify the selection process.

Let’s dive into details and discuss some of the important steps that will help you in choosing the best field service management software for your business.

Identify the Areas That Require Improvement

First things first, start by identifying your weak areas that need to be worked on. Pen down the problems that you wish to overcome and spend money on them accordingly. The clearer you are about your goal, the better it is for you. This specificity leads to better execution of the project.

Identify the Primary Service Characteristics

Before you go on investing in field service management software you must have a clear idea about the services you offer, and the size of your organization as it will directly influence the features you should get for field service software.

To understand the characteristics of your business following are the things that you should take into account:

– Types of services and service contracts

– Method of delivering the services such as outsourcing, in house, or subcontractors

– Size of your organization and the revenue generated per annum

– Number of technicians and other employees

Once you have a clear idea about your organization’s characteristics, you will understand your needs and make an informed decision. To be future-proof, identify the features that will support your business in the future for new services.

Identify the Impact of the Field Service Management Software

The purpose of field service management software is to improve the weak areas and increase the productivity of your business. Following are some of the benefits that you can expect from FSM software:

– Better communication with field workforce

– Better scheduling and operational efficiencies

– Equipment and tool upgrades

– Logistics coordination

– Organizing technicians according to availability

Check the Hardware That Supports the FSM Software

Also Read: Know Top Advantages of Field Management Solutions

The successful integration of software relies on the choice of hardware it is because the software has to work across multiple platforms such as Android, IOS, and Microsoft.

It is also important to make the choice of an operating system for your software as it directly influences service productivity.

Check the Integration Capabilities with Your Current Software

The field service management software if you choose for your business must be capable of integrating with other platforms like payroll platforms, customer support team, accounting, etc. The integration feature will lead to enhanced efficiency.

Evaluate Field Service Management Products and Vendors

Shortlist the vendors of the field service management system and get inside on the type of product they offer and if it is related to your business. Once you have shortlisted, discuss your business requirement and desired outcomes with them to ensure that the project is fulfilled up to your expectations. Also, look if that particular company has experience relevant to your business and ask them to give you a personalized demo that addresses your needs. In this way, you will know about their expertise and can make an informed decision.

The best way to improve efficiency and customer satisfaction is to invest in software that meets the need of your business. So, make sure to do your thorough research about a software company and its services before you go on investing.

Field Service Management Software

Highlight the Main Features of Genic Teams

The field service management system at Genic Teams comes with multiple features to automate your field business. It works by managing inventory, billing and invoicing, Improving communication and coordination, and much more.

Let’s discuss some of the main features of our software.

Job Scheduling

Managing and assigning tasks to technicians appropriately is a challenging job. If you are not efficient in scheduling your technicians then it will result in a delay in services. With Genic’s field service management software, you can easily schedule the job of your technicians according to their availability. It works best for managing workloads and saving your employees from frustration.

Product Inventory Management

The product inventory management feature of our FSM software ensures to keep your inventory up to date at all times and allows you to create a list of items that are frequently used. Whenever you are running low on a particular item it will automatically generate reminders so you can restock it before time.

Moreover, it also gives access to technicians to update the inventory which makes the whole process much simpler.

Customer Relationship Management

Customer relationship management is a remarkable feature of our software that allows you to build restaurant relationships with your customers. It also stores all the valuable information of your customers under a single window, making it easier for your team members to access it. With CRM, you can stay in touch with your clients to provide better user services.

Document Management

Managing documents is a hectic job but not anymore as the document management feature of FSM Ensures to keep all your documents safe under a single platform. You can create multiple folders, upload files in different formats, sync and share data with others. When your data is stored in such an organized manner, you can access all your important documents at any time no matter where you are.

Map and Geolocation

In a field service business, you need to track the movement of your technicians in the field to ensure that everything is going seamlessly. It is now possible to track your field technicians and their scheduled routes in real-time with the field service management app. This app has improved the communication between managers and technicians.


The signing of documents manually wastes a lot of time and delays the process of closing a deal. But not anymore as the E-signature feature offer FSM software makes the whole process quick, error-free, and efficient. It allows you to sign off all your documents automatically no matter where you are. When you are so efficient in closing your deals, you will definitely stand your competitors while saving your important time.

Mobile App

Having a mobile app to control daily operations has become the need of every business today. The fully functional mobile app of genic teams allows you to handle all your business operations remotely. From keeping track of daily tasks to capturing leads and ensuring sales, this app has got you covered. If you make any changes in the schedule, this app will automatically notify your team members

Final Summary

Let’s conclude by saying that before choosing any software it is important that you understand your business needs. The second important thing is to choose a software company that provides practical software solutions.

Are you looking for a software development company that provides highly functional software with customized features? Genic Teams are the one-stop solution for all your software needs. By keeping your needs in mind, we will design software that will streamline your business operations. Get in contact with us to get more information about our field service management software.

Contact Us

whatsapp-icons whatsapp-icons

*70% Grant

GenicDocs-Document Management Software