Supporting sales agents, field workers and fleet managers, field service management software is all about optimizing routing and effective fleet use. With features such as automatic territory management, map visualization, calendar management and appointment scheduling, FSM applications help optimize routing, decrease traveling times in between clients and consequently increase productivity. Field service management software is often used across platforms, on mobile devices and accessible through web interfaces. Client dashboards can often be customized to display custom forms or notifications such as traffic updates, weather updates or check-ins. With high demand for synchronization and import/export functions, FSM software is mostly based around a central database. Advanced solutions offer GPS-tracking, auto-dispatching and offline reporting. Read the full software guide...
Field service management software is any digital solution that helps companies coordinate field operations through a mobile workforce and other resources employed off-site.
The software allows field service managers or administrators to receive and manage work orders, assign requests to field agents, track vehicle locations, manage billing and invoicing, and track the exact time and expenses incurred on a job. On the other hand, field workers can use the software to view schedules and customer information and make changes to work orders, if required.
Other key capabilities of field service management software include route planning and optimization, resource scheduling, technician location tracking and contract management. More advanced products enable users to manage inventory, process payments, conduct failure analysis, generate reports and send voice-generated reminders to customers.
These products are used by companies across industries, but mainly those that deliver onsite services to customers, such as, cleaning, plumbing, transportation and construction.
Depending on your industry and the size of your business, you may need a ‘best-of-breed’ solution or an all-inclusive product. Small businesses often look for ‘best-of-breed’ products focused exclusively on one or a few functions. For instance, you’ll find products focused on scheduling and service dispatch. Startups and SMBs usually do not need advanced analytics or contract management features. However, if you are expecting rapid growth of your business, consider checking the product’s scalability.
Enterprises, on the other hand, need an end-to-end solution or a product that integrates with their existing CRM or ERP systems. If you are a large organization with multiple fleets, you may need advanced features, such as, mobile time tracking, inventory management, billing and invoicing, forecasting and reporting capabilities. Some products allow you to take customer signatures on the field, get real-time job updates across all devices, locate field agents and assign them jobs nearest to their location.
Companies that outsource field works to third-party contractors often have some additional requirements, such as, the ability to pass work orders, track whether a service request has been addressed on time, how long it took to resolve the issue, and whether the customer was satisfied with the results.
You’ll also find solutions that cater to the specific needs of an industry. For instance, products designed specifically for construction companies often allow multiple users to share project plans, drawings, RFIs and punch lists from any device they use. Some products even preserve different versions of the same drawing and alert users when they open an outdated version.
|API||Application Programming Interfaces (APIs) are programmatic intersections with external products or platforms that allow for custom integrations with your own solutions or other solutions you are using.|
|Contact Management||Manage large amounts of personal or business contacts in a centralized system.|
|Customer Management||Manage customer databases and/or track outstanding shipments, payments and more.|
|Data Export||Exporting functionality can be used to streamline the migration of data sets and information across systems, platforms or applications.|
|Data Import||Importing functionality allows you to use data sets from other systems or platforms to cut down on data entry requirements or to more easily migrate records from similar applications you have used in the past.|
|External Integrations||Integrations with other software products or platforms to improve efficiency and compatibility across systems.|
|Lead Management||Manage business leads to improve sales outreach processes or stay on top of prospect inquiries.|
|Mobile App||Give users access to the application via mobile phones, tablets and other smart devices besides desktop computers.|
|Multi-User||Supports more than just one user account and generally allows for collaboration with colleagues.|
|Notifications||Includes notification support and sends you alerts with information on important events and other time sensitive instances. For example through push notifications on mobile phones or email notifications.|
|Route Optimization||Optimize transportation routes, often involving complex processes to determine which route is most cost-effective. Route optimization technology tests multiple 'what if' queries to find the optimal route.|
|Scheduling||Schedule tasks, resources, appointments, payments, communications, etc.|
|Task Scheduling/Tracking||Schedule and track tasks and deliverables in form of to-do-lists.|
|Timesheets||Track employee attendance, sick days and hours worked for payroll purposes or billable hours for professional services.|
|Travel Management||Manage travel plans and expenses for employees, prospects or potential recruits through a central environment.|
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