7 Signs It’s Time to Switch Field Service Software

This article has been reviewed by Billy Stevens for accuracy.

How do you know when you’re not getting what you need?

Life moves fast in the home service trades. Because we’re so busy, we’ll sometimes make a temporary solution work for way too long. 

Is this happening with your current field service software? Have you outgrown your solution? Perhaps it was never right for your business in the first place. Or, maybe you just can’t shake the feeling that there must be a better option out there.  

It might be time to practice what we preach to our customers. Replace your FSM software before problems pile up – problems like missed appointments, lost jobs, and unpaid invoices.

If you’re experiencing any of these issues, it may be time for a change:

  1. You're not running the business — the business is running you.

Do you feel you can’t step away or take time off because the business relies heavily on you? Are you still working long hours in the office or the field? The right field service software will run your team like a well-oiled machine – giving you more time, freedom, and peace of mind.

  1. You feel like you’re leaving money on the table.

Does your system help you prioritize high-value service calls, win more business, and set pricing to maximize your profit? If not, you’re leaving money on the table. Your software should make a direct impact on your bottom line.

  1. Your reports are inaccurate.

If the data within your system isn’t reliable, you don’t have the visibility you need to make business decisions. You should be able to trust your data and get quick answers. Your field service software should help you track the metrics that matter most to your business and where you can improve.

  1. It’s too difficult to train new staff on the software.

If a software solution is so complex that it takes all of your time (or your staff’s time) to use it, teach it, and troubleshoot it, how is it helping you do your job? That’s not a solution. 

  1. Dispatching is messy and manual.

Dispatchers have one of the toughest roles in the home service industry. Making dispatching easier should be a top priority of your field service software. Does your software automatically assign the right technician based on capability, availability, and priority? Is it easy to view schedules, manually assign/change jobs, check the status of techs, and track all aspects of a work order? If not, it’s time to look elsewhere.

  1. You need multiple tabs or screens open to get anything done.

The ideal field service solution is easy enough for anyone to use and drastically reduces the “clicks” in your workflow. Only a software developer should be spending all day in the system.

  1. You're tied to the phone.

If your customers can’t book appointments online easily, it’s time for an upgrade. Your field service software should give you a booking widget that lives on your website so that customers spend more time on your site, potentially boosting SEO. 

Schedule a Free Software Demo

Ready for field service software that solves all of the problems above? Check out Sera and contact us today to see if it’s a good fit for you.


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