5 Essential Features of the Best Field Service Management Software

October 7, 2018 0

Managing, tracking, and completing field service requests requires a lot of coordination. Technicians need to travel to the location of the service request, complete necessary repairs or installation services, and occasionally order replacement parts or supplies. These tasks are simplified with the help of the best field management software.

When searching for the right software solution, pay close attention to these five essential features.

1. Work Order Management Solutions

One of the main uses of field service software is work order management. Using this software, businesses can easily keep track of customer service requests.

These field service solutions also often provide their own mobile app. The field service technicians gain access to work orders from their smartphone or tablet, allowing them to review the details of the work order while out on the service call.

These work order management features help to improve the quality of service for customer requests. Besides providing mobile access to work orders, these features also help to automate the service request system.

2. Service and Maintenance Contract Management

Along with managing work orders, the best field management software allows businesses to manage their service and maintenance contracts. Like the work order management features, the management of these contracts is automated.

Using these features, it is possible to schedule service calls for fulfilling the terms of the contract. Businesses receive a streamlined method for keeping track of these contracts and ensuring that every service or maintenance agreement is honoured.

3. Management of Subcontractor Services

Most businesses rely on vendors or subcontractors for a variety of tasks, from supplying equipment to maintaining software. A quality field service management solution should provide features that make it easier to manage and monitor subcontractor services and purchases.

The work orders, invoices, and service requests related to third-party vendors and subcontractors are stored in a central database, providing managers with quick access to these details.

4. Field Service Scheduling and Dispatch

Keeping track of work orders is important for any business that offers field service requests. However, the scheduling of these requests and the dispatching of technicians is often a complicated process. A quality field service management program should simplify scheduling and dispatch.

Using smart scheduling, field service software can improve the productivity and efficiency of service calls. The best routes between locations are automatically calculated and sent to a

field technician based on their current location or availability. Additional factors, such as the priority and severity of the service call are also included in the automated scheduling.

5. Inventory Control and Automatic Ordering

A reliable field service solution should also integrate with existing inventory management software or provide its own inventory control features. Businesses may also benefit from automatic ordering, ensuring that field service technicians always have access to the necessary supplies and equipment to complete service requests quickly and efficiently.

These are just a few of the main features that businesses will find when searching for a field service management solution. When looking for the best solution, it is important to review all the available features and details, including the total cost of deployment and integration with existing software.