Top 10 Rated Field Service Management Software Features

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When deciding on a Field Service Management software to implement into your corporation, the first thing you will want to know is what features the software has to offer to improve your business overall.  Apart from the service, you may receive from a provider the features are the next to analyze. The features will determine whether you are really getting what you pay for. Below is a list of the top 10 features to look out for when deciding on software for your corporation.

1. Estimate Your Customers with Ease

Whether your admin staff know what to create and estimate for your customer or if a field operative needs to do a site inspection before estimating, your Field Service Management system should accommodate both instances. It is also important to know if an estimate is converted to a job once the customer accepts the estimate. Estimating software should offer a smooth flow from the creation of an estimate to the completion of a job. Thus, linking relevant information in your system and being able to search with ease.

2. Manage Your Jobs Efficiently with Field Management

One of the essential features of any Field Service Management software is job management itself. This feature will make sure jobs are scheduled and assigned the most efficient way possible and that field operatives are not double booked. Your admin staff will know exactly where your field operatives are at any given time. Using a paperless Field Service Management system will also ensure jobs are not lost or misplaced.

3. Invoice Immediately Once a Job Is Complete

When your invoicing is integrated within your Field Service Management software your invoices will include all job costing and ensure that an item is not left out. This means your customer will never receive an incomplete invoice. Using an invoice management software that can integrate into software packages with the likes of Sage, Quickbooks and Xero will allow for a smooth transition when implementing an all in one system.

4. Store All Product Details

It is crucial that when your admin is costing or invoicing a job that your product details are correct with the correct cost, codes, mark-ups, and descriptions. Being able to add your products to your Field Service Management system will ensure each products’ information is correct. By being able to import all products to your system and update them when there is a pricing change will make sure you aren’t using multiple systems to do so and that you aren’t under or overpricing your customer. 

5. Manage Customer Information

A Field Service Management system should come inclusive with a CRM system for you to capture and manage all your customer’s billing, site and any additional details you might need to capture around your customer. It is also important that every member of staff, whether in the office or out in the field has access to customer details. This elevates the time or the run-around to get phone numbers and address details. It also helps to have your customers in one system so that if details are adjusted all staff can view the changes made.

6. Monitor Your Stock with Inventory Management

If you are a corporation that is doing work out in the field, you probably have a stock holding at your warehouse where your field workers go to replenish stock daily or for jobs they need to complete. In order to manage and monitor your stock and stock levels properly, it will help to have inventory management software to do so whilst keeping a full track history of the movement of your stock. That way you know what you need to order in, what’s been used and where your stock is.

7. Track Asset History with Asset Management

Working in the technical service industry means installing and maintaining assets. A feature included in your Field Service Management software should be asset management software which should give you the ability to manage your or your customer’s assets. This means being able to create jobs around them, add new assets to the system, update their details from site and keep a full history of work done around them. 

8. Plan Your Projects with a Project Planner

To manage jobs that might take a longer period of time, you will need an effective way to keep track of all jobs within a project. This is where a project planning feature will come in handy. Schedule multiple jobs on multiple sites, know the true project costs and know exactly where your profit is sitting. All costs are considered within the project as they are captured.

9. Effectively Manage Your Tasks with Task Management

Keeping track of your day-to-day activities should be simple with Field Service Management software.  Task management software should be included so that staff can set reminders or tasks for themselves or other members of staff. These can be general tasks or specific to leads, quotes, jobs or other sections of the system. Once a task is complete, there should be the option to indicate that it’s done. That way you aren’t using multiple systems to execute and track work-related tasks.  

10. Pull Reports Easily

Every business knows the value of pulling reports at the end of the week or month. This way, you know what to improve on. A mastered Field Service Management software should be able to generate reports on all activities that occur on the system as and when you need them. Why wait until month end when you can know exactly what has happened in the last few hours. Reports should be user and customer specific, offer date ranges and give you information without you having to use a calculator.

In Conclusion

The features mentioned above should be available to you on a complete all in one Field Service Management software. These features not only add value to your workforce but make sure you are a competitor in your field. Features available on the admin side, and the mobile App will let your field works contribute to overall business productivity. Any changes made will be shown on all platforms with the giving you full flexibility. This means you as the business owner, manager or administrator have full control of your business.

Be sure to view Eworks Manager’s comprehensive list of features that is continually expanding to see how we can benefit your corporation. Alternatively, register for a 14-day free trial to see it for yourself.