Choosing a Field Service Management Software

Advancements in technology have had a great impact on the industry of cloud computing, expanding the market of Field Service Management (FSM) software dramatically. As new vendors of FSM continue joining the industry, the existing ones keep improving their technologies so as to stay ahead of the competition.

Although field service management software and mobile forms have become the norm in helping companies manage their field personnel more efficiently, there are companies who are still stack in the analogue age of using paper-based systems and spreadsheets in running such operations. Implementing FSM can be costly at the initial stages but the fruits in terms of efficient completion of tasks by the field officers and customer satisfaction makes them a viable investment in the long run.

The fact that there are numerous options of software in the market today with different capabilities, choosing the best option for your business can be quite tricky. Here are quick and easy to follow tips on how you can go about choosing the best option of a field service management software.

Familiarize yourself with technology

Most of the FSM software may have some or all of the following features:

  • Customer Relationship Management
  • GPS
  • Job tracker
  • Automatic field service scheduling
  • Billing
  • Dispatch management
  • Invoicing
  • Mobile forms access
  • Tracking of service history
  • Work order management
  • Routing
  • Service technician management among others

The more you get familiar with these technologies, the easier it will be for you to choose the most appropriate application that will satisfy your business’s field service needs. FSM will help you a lot in coordinating all your field operations such as field service scheduling, dispatching, task status updates, and vehicle tracking.

Determine all your needs

By knowing all your business’s needs, you’ll be better positioned in determining the right type of software that will enable you to make improvements that will increase your profitability. How can the new software improve your processes? What metrics will help you in analyzing the success of the software? Ask the vendors to describe how the software will help you in meeting your objectives in regards to projected ROI and amount. For more information, there are some helpful resources on the Miracle Service website.

Involve technicians

Ask your technicians to conduct an evaluation on all your business processes and provide feedback on how they think you can improve. Involve tech-savvy individuals and veterans who understand preventative maintenance protocols of various field service management software before you spend money on a new application. The software you buy should also be flexible such that it allows updates from the field. Your field personnel should be able to update their various job statuses, access inventory, and routes while at the field for optimal efficiency.