Field Service Management Software for Small Businesses

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Field Service Management for Small Businesses

Field service management software solutions are designed to make dispatching utilities and organizing field service personnel more efficient processes. Further capabilities include (but are not limited to) scheduling work and tracking employee activities.

Small businesses still in the archaic phase of waiting for calls from clients often have a range of procedural issues. Those involved in this specific type of fieldwork, such as repairs, installations and other services, need to have a systemic way of receiving jobs from clients, dispatching employees and then invoicing the task once it is finished. This is especially the case for small businesses as employees, particularly field service managers, have a wide range of responsibilities that may extend beyond their job title.

A key way that FSM software helps small businesses is in managing work orders and the processing and transportation of technicians, equipment and inventory to the location of the clients. It does this by providing a system that shows a visual representation of each job acquired and making it easier to assign the necessary services required. The visualization also helps to make the metrics simple to understand and interpret at a glance. This makes it easy for anyone in a small business to use, even if they may not be the most technologically fluent. Furthermore, FSM solutions allow for efficient workflows in small businesses that don’t necessarily have a large workforce to begin with.

Overall, field service management software helps to improve the user's ability to take into consideration the productivity of the business. As opposed to the old method of receiving client orders relying heavily on phone calls and invoices, using an FSM software system makes for a drastic improvement in terms of efficiency.


Expert Pick

Housecall Pro

Housecall Pro 88

(110)

Our #1 rated app and web portal will put you back in control & delight your customers. Scheduling, dispatching, GPS tracking, CRM, invoicing, credit card processing, more. More Information...

Housecall Pro is a fully-featured field service management solution with powerful yet easy-to-use scheduling capabilities. The solution facilitates dynamic and streamlined job scheduling that enables project managers, field service agents, and clients alike to stay stay in the loop.


How is field service management software used by small businesses?

FSM software, despite focusing on the overall management of a business, can be substantially different from other management-focused software solutions—such as project management or corporate training software. As such, small field service businesses can significantly benefit from the industry-tailored features these solutions offer.

Small businesses often have a variety of tasks but limited resources under their belt. When managing a work order, they need to gather client information, dispatch the assigned technician, ensure the right equipment is supplied and in working condition, oversee the time it takes to get the job done and then process the invoices afterward. As a result, FSM software is specifically geared towards making it easier to receive work orders from clients, as well as streamlining the entire workflow of the business. These solutions achieve this by lessening the time used to gather information and to dispatch services from a main computer to the mobile phones of their personnel.

The FSM software features and capabilities that improve productivity within the business commonly include:

1. Organized performance

Since a centralized software system exists for all concerned the staff of the business to use, processes can be streamlined, information sources are concentrated, and errors often associated with manual procedures are eliminated—thus improving the overall performance of the workforce. As such, the users now have a standardized system that enables employees to follow protocol, map out schedules and document their work.

2. Electronic dispatching

With electronic dispatching, cases of misinterpreting client-side information will be rare. From the computer screen down to the mobile phones of each person involved in the business, it becomes easier to access information, pass on data and dispatch the workload to personnel, regardless of the software users physical location. Furthermore, this feature works in real time so it improves the speed of the services accepted and processed.

3. Employee tracking

Since the software is specifically geared to manage field service-related processes, FSM software products allow small businesses to know where technicians and staff are during their dispatch and how they are progressing. It also works well for the clients who can be informed ahead of time if the assets they hired are already on their way or not.

4. Inventory management

It is always important for a business to know if they have a complete stock of supplies for their clients. Field services require taking note of the equipment and facilities used by the technicians and employees during their work orders. This feature monitors and keeps track of supplies. It can even auto-order, ensuring materials are always on hand, as well as track maintenance requirements.

5. Customer satisfaction

While FSM software does make it easier for small businesses to function with more efficiency and productivity, it also benefits their clients as well. These solutions make operations simpler by facilitating constant communication to ensure instructions are followed, real-time workforce tracking, as well as the ability to pay directly through the software. Overall, the field service activities can be completed with a greater degree of accuracy and efficiency, making clients more inclined to become a repeat customer.

Most of these features can be found in Housecall Pro’s services, our expert field service management for small businesses software pick, which has three simple stages to take note of (Before, During and After) that help make tracking easier for small businesses. With each stage, a number of field service aspects are taken into consideration before the job can be completed.

Benefits of field service management software for small businesses

For small businesses, it is necessary to spend on tools to increase the growth and quality of your offered services. Using field service management software will not only improve your performance, but it will also improve your rapport with clients. Accordingly, small companies who opt to use FSM software typically experience a substantial increase in job offers.

Without an FSM solution, it can be easy to lose track of customers and even your own employees. As field service management involves a lot of factors which are all interwoven, a system that helps to declutter those factors can greatly help the business in the long run. This is particularly useful in small businesses where employees are required to wear multiple hats.

Furthermore, clients want fast service, which means you have to exceed their expectations. Without a software solution providing an easy-to-understand and update mobile system and online database, it’ll be harder for you to keep up with the demands and instructions of the clients.

When it comes to your business that’s just starting to thrive, it’s highly important to hold onto what you’ve earned so far but to also invest in tools dedicated to quality work. Software developers offer a myriad of FSM software solutions that are both affordable and not too heavy on the wallet. The price usually ranges anywhere from $25 to $2000 per month.

It is highly beneficial to get into the technological advances of the modern field service industry since it banks on productivity and efficiency. Without a good FSM tool, not only will you lose job offers from clients but it will also hurt you and your business internally, right at the very core of its functionality.


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