If you have members of your staff working on-site with customers, a field service solution can provide an integrated system to track and manage all the functions related to operating in the field.
Without an integrated solution, it can be difficult to keep track of all the work orders, employee notes, spare parts, inventory, and customer data—leading to dissatisfied customers. Field operations comprise a variety of business needs and data sources: In addition to monitoring the progress of a mobile team, you have to meet customer expectations, keep track of employee productivity, manage work orders, monitor inventory, store account history, and make sure your scheduling system is always up-to-date. Outdated processes and disparate systems can lead to missing information, lost time, and frustrated customers.
Field service solutions address this challenge, connecting the right data in the right places, and providing capabilities that help you move from reactive service to proactive.
5 ways field service management software can improve your business
These top features make field service solutions a must-have for your mobile workforce.
Store work history
...to get an end-to-end view of the service lifecycle.
No longer stuck with hard copy documents, errors from manually entered data, or missing information, field service management software provides a central location to store all information, creating a single view of all the details associated with every request. Every quote, contract, repair, visit, date, time, location, and individuals involved are captured, providing a comprehensive overview of the service lifecycle. Any member of your team will be able to step in on any project at any time, or be able to answer any question a customer might have.
…to help you make the most of your assets, inventory, staff, and resources.
Field service solutions create a central location to store, track, organize, and manage all the functions, tasks, calendars, inventory, and work orders associated with your field service operation. With everything in one place, you have complete visibility into any current requests, upcoming service visits, and the progress of each of your technicians. This single view helps you identify areas needing alignment, opportunities for optimization, or ways to make your team more efficient. With all team members connected to a central source of information, you can quickly and easily communicate any changes, helping ensure a smooth experience for your customers.
A closer look: Mixed reality in field service management
Watch this video to see how mixed reality can transform field service management.
Helping modernize field service for faster problem-solving, mixed reality can transform field service operations. Technicians can work hands-free, allowing for instant and easy collaboration with team members, as though the team member is viewing the same thing. Mixed reality helps technicians troubleshoot quickly, with access to stored data, product diagrams, or other relevant information.
Incorporating mixed reality into field service solutions helps improve operational efficiency: the troubleshooting process is transformed, combining a real-time view of the product or equipment with a view of product data, diagrams, or information, as well as live video chat with a colleague. This combination of capabilities—all while hands-free—helps field technicians get the job done faster than before.