Collaboration is Critical: How to Leverage Microsoft Teams for Field Service

January 16, 2023
Elevators, General, HVAC
3 min read

Employees of field service organizations are physically dispersed between dispatch centers, customer locations, the office, home and more making collaboration critical to running your field service business seamlessly and ensuring the best possible outcome for customers.

Microsoft Teams enables your organization to communicate and collaborate via instant messaging on an individual or group basis. Additionally, it provides an efficient way to schedule and record meetings and calls with full Outlook integration.

Fully Integrated

Thanks to the tight integration with Office 365, you don’t have to jump between applications to work on a project. You can create the Word, Excel or PowerPoint document in Teams and immediately share it with your coworkers.

Stay Connected Wherever You Are

It is important to remain connected and have access to all your resources while on the go. All your apps and documents are instantly accessible through the Teams phone app. You can quickly take part in conversations and chats, join meetings with a single click, and continue working together. Teams can be used in any internet browser, computer desktop app or mobile device app, which means you are also connected to your field staff.

Fewer Email Threads

Focusing on work-related issues and setting better time priorities is made simpler with Teams. Teams compartmentalizes information into channels and puts information in context so that you don’t have to waste time sifting through an inbox full of messages. Only discussions, meetings, and documents pertinent to the channel’s subject are included in the channel.

Document Storage in SharePoint

Every Microsoft Teams team has a site in SharePoint Online that includes a default document library folder. This folder will be the default location for all shared files across all discussions. For important information, permissions and security settings can be modified.

Walkie Talkie Feature

This push-to-talk feature enables clear, instant, and secure voice communication over the cloud, turning employee- or company-owned smartphones and tablets into a walkie-talkie. The functionality, built natively into Teams, reduces the number of devices employees must carry, and lowers costs for IT. Unlike analog devices with unsecure networks, customers don’t need to worry about crosstalk or eavesdropping from outsiders.

Did you know that Office 365 includes Microsoft Teams?

Depending on your Office 365 licenses, you likely already have the Microsoft Teams capability.

We helped several of our FIELDBOSS clients get up and running with Teams, and the benefits were realized immediately. Together with your FIELDBOSS cloud-based solution, it’s a great way to connect to the field, and to each other. Please contact us or schedule a free personalized demo to learn more.