4 Effective Tips for Choosing the Best Field Service Management Software

July 9, 2018 0

The use of technology is improving the way businesses handle a wide variety of tasks, including service calls. Field management software helps increase the efficiency of these calls and ensures that customers receive quality service. While this software is incredibly useful for any business with a mobile workforce, you need to ensure that you are getting the right software for your business.

1. Ensure That the Software Is Compatible

Field service software is an investment. Before spending money on software, you should ensure that it is compatible with your existing systems.

You may want to integrate the field service software with an existing inventory management system or knowledge base. Some businesses may require their technicians to accept credit card payments when the service call is completed. This requires a payment gateway. The best field service software integrates with these third-party applications.

The software that you choose should also be compatible with your devices. The top software includes applications for Android, iOS, Windows, Linux, and other operating systems. However, some of the more cost-effective solutions may only provide web-based access for certain devices.

If your technicians use a specific type of tablet or smartphone, you should find software that is compatible with their devices. This will help you avoid the need to purchase new devices after spending money on field service software.

2. Find Software That Is Scalable

Scalability is an important factor for most types of enterprise software solutions. You never know when you may need to provide more employees with access to the software.

Many of these systems include licenses based on the number of users. If the number of technicians that you employ increases, the software should continue to meet your needs.

Besides adding more employees, you may need to eventually add more departments. For example, a plumbing company may expand to offer HVAC services. The top field service software will allow you to set up separate management features for each department or group of technicians.

3. Search for Easy to Use Software

Your technicians may not have the time to learn how to use a complicated program. The service software that you choose should be easy to use, with straightforward options and features.

If the software is too complicated, your technicians may run into problems during their service calls. The purpose of this software is to streamline their tasks. Technicians should be able to quickly review the details of the call and find relevant schematics or repair notes.

4. Select the Features That Matter Most

The last tip for finding the best software is to start thinking about the features that matter most to your business. Some of these programs include the ability to schedule appointments, process service call work orders, and intelligent scheduling. Finding software that contains the features that you require will prevent you from needing to switch to a different program down the road.

Field service management software is beneficial for all types of businesses. If you have technicians that perform service calls, you should remember these tips to find the best software.