What is Field Service Management Software?

Field service management software (FSM software) helps companies deliver effective onsite service by tracking requests, managing personnel, and maintaining visibility into operations. Common field service management software features include. 

Field service management (FSM) software helps companies manage and optimize the business activities performed by field-based workers. These solutions are primarily used by companies that manufacture industrial products that require on-site services such as deployment and maintenance of equipment, cleaning, repairs, and the like. Utilities companies and service-oriented businesses that deliver, repair, and/or clean at a customer’s location also leverage FSM software.

Field service management software  is used by managers and supervisors to allocate workers to field tasks and monitor their performance. Employees use it to find information about their tasks, report on their work, and optimize the time and resources allocated for each job.

Field service management software usually integrates with software solutions such as GIS software for location tracking;

 customer relationship management (CRM) software to find information about customers. 

 product lifecycle management (PLM) software or design software for technical specifications and instructions for maintenance and repairs.

To qualify for inclusion in the Field Service Management (FSM) category, a product must:

Provide features to dispatch workers based on the type of work, their availability, and the physical locations of customers.

Include functionality to help managers prioritize field work and optimize the human and material resources allocated to each job Provide information to field workers on their tasks and how to achieve them. Deliver dashboards and analytics for managers to track ongoing field activities and the performance of field workers.

Field service management software helps businesses manage all the resources that go into the process of field service management. Since field service workers are often given a variety of tasks to complete, field service management software can help workers visualize the goals they need to accomplish on a day-to-day basis as well as assist them with project management.

Key Benefits of Field Service Management Software;

Coordinate and monitor employee schedules, appointments, and timelines

Save both time and gas with appointment optimization features

Automate processes including dispatch, scheduling, and invoicing

Proactively monitor inventory

Increase communication and transparency between field workers and management

Field service management software will make your business more agile and efficient. Field service management software provide features that dispatch technicians, schedule workers, track employee location, and access work, all via a mobile app which can vastly improve time management. Your company can also set key performance indicators within field service management software which will help your team track and manage annual goals.

Field service management software is used by anyone working in field services. This can include construction workers, electricians, plumbers, landscapers, energy workers, security managers, technicians, and any other workers that shift between offsite and onsite locations. Field service management software helps streamline the day-to-day operations of field work by improving communication between the onsite and offsite locations that field service workers must shift between. In a field service such as construction, for example, a manager can deploy his workers into an offsite location and then track and manage his workers during the day via the field service management software.

Kinds of Field Service Management Software

Cloud Based — Cloud-based products store data remotely, allowing access by multiple users at a given time. Cloud storage also prevents data loss due to the malfunctioning of a computer or device, which is beneficial to businesses with a large number of technicians in the field. Many cloud-based products are also priced on a monthly subscription model.

On Premise — On-premise solutions are more customizable and sometimes offer simpler integrations with already established systems. These products are often cheaper over the lifetime of use because they are one-time purchases. This can be a good choice for businesses where there are customizations needed to meet business processes.

Field Service Management Software Features

Work Order Management — Field service management software offers work order management solutions. This allows field service managers to manage all work order history in an easy-to-read dashboard. Work order management also helps field service workers place service requests and monitor real-time status updates. This helps to make repair and maintenance more efficient within the field.

Scheduling features — Field service management software offers scheduling features to help with project and employee management. You can schedule routes and work schedules for your field service workers months in advance so they can see their work ahead of time and make necessary arrangements in their schedules.

Dispatching — Field service management software offers dispatch management services that help with the logistics of planning routes, choosing the right facilities, and ensuring that assets are used optimally. Dispatching features can help workers in the trucking industry find optimal driving routes that have low traffic, which can help them complete their tasks.

Invoicing — Field service management software offers invoicing features that help manage field service sales transactions. This feature includes immediate invoicing direct from the field technician who completed the work to your customers, achieving a more streamlined, quicker payment cycle.

Mobile Apps — Mobile apps help managers oversee field services on the go. Field service managers can monitor their workers, dispatch fleets, and schedule work for employees while they are travelling from site to site.

Quote estimates — The quote estimator feature helps prospective clients get a price estimate which will help them with the decision to move forward with your service. Once you send out an estimate to a client, they have the option to accept or decline. If your client accepts within the quote estimator, you can start making the necessary arrangements to begin field.

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