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Top 7 Key Features of Effective Inventory Management Software

Field Service Management Best Practices & Tips

September 21, 2022

When you order something online, and you are allowed to track your order it means that a particular company has a software that is allowing you to keep up with your order. Having tracking software makes it easier for customers to track the status of their order through a mobile app whereas, it also makes it convenient for your company to manage requests, prioritize tasks, and increase the overall productivity of your team.

Management software allows you to handle your everyday business operations through software by minimizing errors.

Field service management system has countless benefits for your business and if you don’t have one already for your business then hurry up and get one no to run your operations seamlessly.

In this blog, we will discuss the importance of a field service management system and tips on how to select it.

Ensure Organizational Readiness For FSM Software

Understanding your business needs is most important when before you consider any field service solution. You must discuss your requirements on team-level and shortlist that what software functionalities you need to run your business efficiently.

Understand Your Business Needs

Well, you can never decide it alone. Discuss with your helpdesk agents, supply chain partners, and field executives they will give you a clear idea about the needs of your business. They will let you know about what features do you need to fill the gaps in communication and the areas of improvement in your services.

If you are running a company that provides services like plumbing, painting, and carpentry, etc., then your company requires a field service management app that assigns the right task to the right person.

Organize Field Teams And Service Groups

If you own a business that provides multiple services, then the system that you select should be such that it allows you to create service groups depending upon the expertise of your workers. For example, plumbing and electronic services are different from each other and require separate field groups.

Such system will allow you to assign relevant tasks, and manage your team efficiently.

Add And Track Service Tasks For Field Visits

If the workers are allowed to update about their work, then the field was at work can be done more efficiently.

A Mobile Field Service App With A Comprehensive Feature

To ensure the productivity of your field technicians in the field, you must be connected to them through a field service management app. If you provide your field agents with such app enriched with features, obviously it will be more beneficial for them thus increasing their potential towards work.

Following are some of the features that you should look for in the app.

  • Find out the location of the customers
  • Add notes about the service provided and attach pictures for reference.
  • Checklist for tracking purposes
  • Write about expenses i.e., cost details about the parts replaced, etc.
  • Log in and out time
  • Ask for the customer’s signature once the work is done

This is What Your Employees And Clients Need

It will not only have promising benefits for your employees but also for your clients. It allows smart scheduling, access to information, robust reporting, improved customer services, and much more. If you have field management software with the right features, then it can become the reason for success for your business.

Attaining Enterprise Asset Transparency Workforce

If you are providing field services then you know it comes with a lot of pressure and to keep up with your deadlines you need to increase the productivity of your workforce. You can only complete your field operations timely if you can assign the task to the right person at the right time, in understanding the need of your customers. Handling everything manually can be pretty tiring, confusing, and full of errors that you cannot afford. From facilitating you in deciding on your workforce to saving your time, a software assists you in coping with everyday business challenges.

The right software will:

  • Modernize your field team workflow
  • Improve field team performance
  • preserve field asset life
  • adapt to complex field work orders
  • improve customer satisfaction and retention

It comes with a proactive approach for the management of your workforce assets.

Stop struggling with spreadsheets and bring transformation to your business.

Difficulties Managing Your Complex Field Service Teams?

If you think that managing your data on the spreadsheet is cost-effective then you are wrong. It may seem cost-effective in short term but in the longer run, it leads to blunders in your business that are irreversible. Is there anything worth the image of your business?

No doubt, that Excel comes with a lot of features, and it is a powerful program, but it can never manage your complex field service operations.

Those days are gone when you could rely on excel to manage your data and run your business, now we live in the digital world, and it requires digital solutions. In the field service business, each worker has to complete several tasks in a day, and if they are assigned tasks timely, it will eliminate the chances of inefficiencies. When you meet the customer’s expectations it will ultimately boost your business name and create a positive impact.

Data Propagation and transfer

When working in field service, there is a need for real-time information updates, communications, and collaborations for improved efficiency. Suppose a field technician needs inventory information, how will you notify them about the availability if you don’t have a software management system? With FSM, you can stay connected to your field technician. And update them about their schedule or any other changes in their job in real-time.

Need for automation

If you are using excel you will never be able to notify your technicians about the sudden changes in their schedule. A software allows you to automate all these operations, that’s what makes it superior.

Automation brings efficiency to your business and improves performance. It also gives you insights into the worker’s performance on the field.

Replace your spreadsheets

No matter how efficiently you are managing your spreadsheets, it will never be enough. Why rely on spreadsheets when you have software to manage your business?

have you made up your mind already and wish to switch to field service management software? Then you are at the right place.

Genic teams come forward with the software features like scheduling, optimizing, inventory management, workforce management, business reporting, insights, and much more.

Contact us now to get more information from our professionals.


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From Business Thrust Pte Ltd