Managing field services can be challenging, especially outside your main location. You must ensure constant communication, especially when resources are coming and going. You will also need to keep track of every employee and the task they have been assigned to ensure nothing goes wrong. All this work can be hectic, especially when doing it manually. However, you can avoid all this hassle by considering field service management software to help counter all the challenges. HVAC industry professionals should consider field service software HVAC to automate all the processes. This article will explore incredible enhancements to field management that you should consider.
Benefits of Good Field Service Software
There are many benefits associated with good field service software, such as helping to ensure that all work is completed. Further, it helps reduce errors due to the wrong allocation of technicians and equipment. With this software managing any project becomes easy since you can get real-time updates to field staff, customers and leadership.
Improvement to Field Management Software
- Accurate Identification of Resources
When you have enough resources, they tend to be used, which can lead to increased operating costs. Further, when you have limited resources, it can be challenging to decide which resource to take where. When using the FSM, it’s easy to create schedules and dispatch the right team. This software helps match resources according to authorization, certification, skills and other factors. That’s why it’s essential to ensure you set up some allocation rules to make it easy to distribute the right field service staff with the right resources in seconds.
- Availability of Customized Dashboards for Users
To get the most out of your field service software, choose one with a customizable dashboard to limit the views. The setting up and customization are easy, as you can do the setup in widgets depending on your sealer. With an easily customizable dashboard, you can create as many profiles and dashboards based on the access level and roles.
With a custom dashboard, a technician can get one view that helps them understand the tasks they have to complete and where they are scheduled for the day. They can also get special instructions which they need to attend to. Supervisors and managers have a more comprehensive view dashboard that lets them know the tasks being attended to and those that have not been done. Further, they can be able to track where every technician is in the field and note if anyone needs an immediate need of assistance.
- Mobile Access to Critical Functionality
Mobile access is one of the key considerations for any field service business. They ensure they can communicate with the field team regularly and submit their reports on time. If you are looking for field service management software, ensure it’s compatible with a mobile phone to make it easy to communicate and send instructions to the field team. Further, it should have an optimized design that ensures high-speed access to critical functionality so that the field team can edit fields they have edit access to and review schedules. It should also have automatic calendar displays to make it easy to swap from a task list to a daily or weekly view.
When looking for field service management software, ensure it’s easy to access and allows excellent communication with the field service team. Further, it should be customizable and limit the number of views concerning the rank level of the employee.