Features to Look for in Field Service Software

Companies that routinely provide services or products in the field tend to have entirely different sets of problems when it comes to managing workflow and ensuring customer satisfaction from those that typically provide on-site services. That’s why it’s important for them to purchase field service software that is designed specifically with their needs in mind. Read on to find out about what features to look for in order to make the most of this investment.

Work Order Management

The ability to manage work orders from anywhere can significantly improve workers’ abilities to provide services to clients and dispatchers’ abilities to manage those workers while they do so. Make sure the software allows for easy integration into the company’s ERP systems and that it offers automation of customer service requests. Any work order management system should also allow dispatchers to manage and monitor workers in the field to help the company meet its operational goals more efficiently.

Scheduling and Dispatch

Scheduling can be one of the trickiest parts of managing field service workers. The right software program will make it much easier by allowing dispatchers to access drag and drop calendar consoles and to route calls to appropriate field techs based on their territories, availability, and particular skills. The techs can then receive alerts in the field and accept new projects on the spot.

Full Featured Mobile Apps

The majority of field service techs utilize smartphones to contact customers and dispatchers alike, so any field service app worth its weight will focus primarily on providing a full-featured mobile app. Of course, the software must also be available to dispatchers via traditional computers. That’s why the right software program will allow access from any internet-capable device.

Quoting Management

Providing customers with accurate quotes and turning them into work orders automatically should they accept is an easy way to save time in the field. The right app will go beyond providing this basic service and will also allow field techs to quote for additional work on-site, add parts and job tasks, and apply special pricing. Streamlining this administrative process can both save companies money and improve customer satisfaction, especially when the software in use can also automatically email them quotes and ensure adequate communications between customers and technicians.