Any organization that offers field service such as moving goods or personnel needs to optimize field operations. Traditionally field service management was executed through on premise spreadsheets with A lot of manual work like data-entry, roster drafts, schedules, etc. Now progressive organizations have switched to digital and automated management of field service operations.
A Field Service software is a digital solution for optimizing field operations such as:
- Appointment Scheduling
- Right Skilled Personnel Assignment
- Inventory Management Warehouse/van
- Fleet Tracking
- Route Optimization
- Warranty/Service Contract Tracking
- Service Follow-up
- Feedback Portal
- Escalation Management
- Expense Claims
For the unversed, an FSM software can be implemented for smaller teams with size as small as 10. Even if your field service team is using a messaging app to communicate with each other and share routes or invoices, they have built a rudimentary digital solution for streamlining field service.
Adopting an FSM software is not always a costly affair as implementation cost is based on the number of users. Hence, organizations shy of FSM solution because of budget constraints should discuss the possibility with Field Service Software vendors.
While some of the FSM software are commercial off the shelf (COTS), rest can be customized as per the needs of industry and business logic. An advanced FSM software should also communicate with ERP, CRM or accounting software for a 360-degree view of the customer.
New-age Field Service Management software like Optima Pro, are cloud based, offer CRM tools for nurturing customers at various touchpoints along with analytics and dashboard reports for identifying opportunities and taking data-driven decisions.
The most obvious advantage of implementing FSM software is the automation of redundant tasks like assigning, scheduling, route planning, and feedback collection. In several apps, offline access to data is also available so that the services are unaffected in the case of low network areas and low battery.
An OS-agnostic software can be implemented for web, Windows, iOS, Android, etc. with real-time data access made available for the designated users. Access through mobile devices ensures that updated information is available for all concerned stakeholders
More about FSM software– applicability to a particular business case, customization, and pricing; contact here.
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