What Field Service Software Should Offer
Finding the right field service software to manage your business is challenging and narrowing down all of the available options can be a daunting task. Before you begin to compile a never-ending list of solutions, you will want to compile a list of features that you’re looking for. If a solution does not have all the features you need or want, cross them off the list and move on. Before you start narrowing down your list, we have created a list of features that every field service software solution should have:
In the Field Service Industry, businesses have started transitioning to paperless, mobile service businesses, with mobile software that allows field technicians to access their schedules, look up and view a customer’s service history, update job statuses, convert work orders into invoices, etc. For many service businesses, the mobile technology of field service software is redefining how the entire industry operates.
Customer relationship management is vital for every business because maintaining relationships with your customers leads to an overall better customer experience and repeat business. Software with a CRM (customer relationship management) capabilities will allow you to be able reach the right customers with the right message, at the right time. CRM databases are built to help you easily track and manage all your customers, contacts, history, as well as all relevant information related to your customers.
Better service tracking alone can help to generate more revenue. Figuring out how to stay ahead of them so you can bring in those profits is the challenge; and software is the solution. Software designed specifically for field service businesses will provide you with the features your business will need to track, sort and better manage all your preventative maintenance agreements. With software, you’ll be able to run a report to see which accounts are due for service and who is past due, and if you really want to be proactive, you can also set reminders to alert you before all of your customer’s service agreements are about to expire.
Estimates & Quotes
Can’t read your tech’s chicken scratch or do your quotes come back to the office a smeared, crumpled mess? Then it’s time to let software handle your quotes and estimates. Software designed specifically for field service businesses will help make the estimating process better, faster and easier as you’ll now be able to customize your proposals and pull in exact costs for equipment, materials and labor. This will allow you to see the profitability of the job before you even send out the quote, and whether you’re in the office or out in the field software will allow you to email that new proposal right on the spot, which limits the chances of that proposal being misplaced, misread and/or not being accepted.
Wish you could schedule all those jobs and eliminate downtime immediately? Well, the great thing about software is that, now you can. Business Management Software for Field Service will allow you to schedule and track a job every step of the way; from the moment a call comes in to the moment the invoice goes out, software will allow you to track the jobs status and the technician assigned to the job to completion. Furthermore, TRUE comes with a rich set of scheduling and dispatching features for both office users and field technicians, which makes communication much more efficient than ever.
Inventory that is not managed or mismanaged ties up a lot of overhead and consumes valuable time and resources to manage manually. Dedicated inventory management systems not only help with organization, they allow you to understand your inventory activity and to see where you’re overspending. This now allows you to forecast when you need to re-order parts and supplies and the exact quantity you’ll need and you’ll be able to complete all of this within your software.
If your goal is to run your field service business with one program then it’s important that the solution you choose supports integrations. Even an all-in-one solution, like TRUE, that has its own accounting and payroll capabilities integrates with programs like QuickBooks. Having the option to integrate with a software that’s familiar reduces the stressors of having to learn a new accounting platform and the need to repeat data entries if you were to use each solution independent of one another. Furthermore, if you’re using more than one software for your business needs, integrations significantly reduce the chances that one solution will become incompatible or obsolete with the others.
Every business has their own way of doing things and their own specific SOPs. Because of this, you need a software solution that can be customized to meet your specific needs and your specific workflows. As your business grows, your needs may change and with customizable field service software, like TRUE, you never have to worry about out-growing the solution you have spent tons of time and money on, implementing, training your team and adding all of your information.
We strongly encourage you to think about this one because when learning something new for the first time, how many times have you not had a single question? It’s normal to have questions and if you’re software provider does not offer technical support, who will answer your questions when you have one? Depending on your business and its unique needs, the importance of support and how your chosen provider addresses it could make or break your successfulness with being able to implement and use the software.
As you begin to research and search for the best field service software for your business, consider the features you need today and the ones you will need in the future. In order to grow with software, it will need to still meet your needs 5 years from now. A field service software solution, like TRUE, will meet and exceed all of your field service business needs!