Lose Your Operational ‘Blind Spots’ and Grow Your Field Service Business

December 9, 2016
Elevators, HVAC
4 min read

A comprehensive field service management software solution eliminates the operational blind spots and helps achieve the visibility your company needs in order to grow.

With improved visibility, you will:

Access Real-Time Business Intelligence, 24/7

Business owners and managers need to know what is happening in their business at any time no matter where they are. Whether they are in the office or out and about they need to have a good understanding of what is actually happening at that moment and be able to easily view all their key information in a single place. Dashboards and 360° record views are perfect for a quick glance at important data on the go.

Extend the Back Office into the Field

The connection between the back office and the field are essential in any service operation. The right field service solution gives the whole organization the ability to manage the workflow seamlessly and keeps all operational elements connected. A constant two-way flow of information between the teams keeps everybody up to speed with what is happening.

Eliminate Paperwork

Paperwork causes field service organizations constant headaches. Whether it is completed on time or not at all, delayed as workers don’t go into offices for days at a time, or inevitably being lost, paperwork most certainly leads to costly mistakes. Jobs may not be marked as completed so they are left outstanding and work is not invoiced. When a field service solution is integrated with the back office, data just needs to be captured once and all systems are updated automatically creating improved visibility across the workflow. It means that no data is lost or delayed waiting on paperwork to be sent in and an audit trail is in place.

Grow Revenue

The combination of improved instant, real-time visibility and flow of information with the longer term identification of trends are critical to business and revenue growth. Trends will show best practice, uncover problems and show profitability by customer, service or product. This will help improve service, retain customers and increase the productivity of technicians.

Improve Customer Service

Access to information in real-time significantly helps the back office and the field technicians work together to provide the highest level of service to your customers. Through one cohesive system, the field worker has access to the job history and customer records allowing for a more detailed understanding of not only the task at hand but also what has happened before and why. This means better decision-making and ultimately improved resolution for the customer.

Save time

A field service organization’s daily operation is constantly changing and the business has to adjust in real-time as it happens. Appointments cancelled, emergency jobs created, or jobs taking longer than anticipated all require a schedule that can be adjusted in a matter of seconds. With the right field service software, once a job is scheduled, technicians instantly see all the information they need to complete the job and, with the system being updated continuously, operations can keep tabs on jobs at all times. Field techs can then document the work from the job site much more quickly, using drop down menus on their mobile and then capture the customer’s signature electronically – all significantly reducing the time taken to close out work orders.

Work Offline

Field service solutions that are designed specifically for the mobile environment have the ability for mobile workers to use their device offline, which ensures that there is no loss of data while out in the field.

The benefits of improved visibility are far reaching for field service companies and touch all departments and employees in the company. For the business owner or manager, the health of the business is easily monitored as customizable reports can be run, allowing focus on driving higher overall revenue and increased margins. The service manager sees real-time status updates of all jobs across the teams, and for the field technician critical information can be accessed and shared in real time in the office and the field. For those in the back office, invoices can be automated immediately upon job completion, achieving a quicker payment cycle.

To help eliminate your company’s blind spots, call FIELDBOSS today

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