This article has been reviewed by Billy Stevens for accuracy.
Service companies struggling to find efficient means for organizing business processes can benefit from integrating field service software, also known as field service management (FSM) software. Doing so not only promotes productivity but also improves the experience for customers. When businesses choose easy-to-use software with fast onboarding to implement this technology, this can allow for a smoother transition and make job tasks easier to record, update, and finalize.
Companies can also achieve other benefits by making this change. Field service software has abundant functionalities and is customizable to meet your specific business needs. Here, Sera discusses the benefits of field service software.
How Does Field Service Software Work?
Field service management (FSM) software enables simple, end-to-end communication between off-site and on-site workers in a mobile workforce. It allows field service workers to stay updated on new information, view job site details, and more. Before this software, much of the communication between workers took place on the phone and through paperwork. With field service software, companies can keep information organized and easily accessible.
This type of software works by managing the field service business operations through intuitive cloud-based technology and additional metrics. It gives field service technicians a consistent and reliable platform for sharing job information and providing real-time updates. For example, within field service software, workers can see and alter:
- Databases and records
- Schedules
- Invoices
- Work orders
- Customer account records
- Completed tasks
- Arrival/departure times
- Workflows
- Checklists
FSM software also makes business processes easier by conducting tasks automatically. For instance, it can help schedule and dispatch field service technicians for service calls and send notifications to workers.
Additionally, field service management software can enhance the customer experience. It gives customers a space to engage with your company and see the status of their field service in real time. Here, they can also:
- Speak with field technicians
- Schedule services
- Track progress
- Monitor service requests
Who Uses Field Service Software?
See how this HVAC business grew its profit margins and improved efficiency by 40% with Sera.
Technicians across many field service operations use field service software to streamline business processes. This includes:
Technicians typically access key features of their field software through a company-wide, user-friendly mobile app, which provides a digital workspace. These apps are usually downloaded to mobile devices, which allow FSM software to be accessible from anywhere, even offline. This is essential in promoting digital employee experience (DEX) and customer experience.
Advantages of FSM Software
When those in the service industry choose to implement FSM software into their business operations, they can experience many benefits, such as:
Increased Productivity
Productivity is key within any business. If things don’t get done, customer satisfaction can decrease. This makes it essential for companies to find ways to streamline productivity and operational efficiency.
Integrating field service software can increase productivity by enhancing task-scheduling processes. It uses a set of service scheduling criteria to automate appointments for jobs. This reduces the chances of scheduling errors, like double-booking.
Field service software can also complete other work order management tasks, like calculating invoices. Between materials used, labor, and other factors, calculating customer invoices can be a challenge. This type of technology does the math for you, using real-time data submitted by field service technicians.
This allows timely service delivery for customers, as they can receive an accurate price number upon job completion without having to wait. Field software can also account for discounts, warranties, and other factors.
Maximize Your Resources
When it comes to project management, you must maximize your resources. The best way to do so is by working with the appropriate software. For example, paperwork is a hurdle that many service teams deal with. It’s difficult to organize and can become lost easily. It can also be a challenge to share information with off-site workers.
When companies switch to field service software, all information is automatically organized. This streamlines business processes and offers preventative maintenance, allowing for reductions in errors. It also lets field service providers see necessary information from wherever they are.
In addition, service software allows for better collaboration between co-workers, as they can easily and quickly share and access information within one platform.
Enhance Customer Satisfaction
Companies that enhance their business strategies also enhance the customer experience. When workers have the tools and resources to complete jobs efficiently, customers experience higher satisfaction with the job. FSM software creates less confusion in day-to-day work processes. This creates more organized workspaces, which customers can pick up on.
FSM software also gives customers a reliable platform to voice their concerns. It provides a space where customers feel free to share their opinions and communicate with businesses personally. Some software even allows customers to schedule their appointments directly through the app.
By giving customers easier, better ways to communicate with your company through customer support, you can further build your brand into one that customers see as consistent and trustworthy while maximizing profitability.
Choose Sera for Your Field Service Software Solutions
Sera offers field service software to small and medium-sized businesses in need of change. Using our four pillars to guide our services, companies find effective, simple, and all-in-one-field service management solutions for streamlining business processes.
To learn more about our field management software, or to inquire about optimization for your existing technology strategy, contact us today to schedule your 15-minute discovery call.