Get Better at Field Service Management with an FSM Software

Field service is a crucial activity in most industrial sectors especially ones related to eCommerce, healthcare, manufacturing, and telecommunication. From on-site maintenance, movement of goods, to product delivery, there are various types of field activities businesses perform depending on their services and products.

However, many enterprises face a continuous challenge in delivering efficient field service and this has been the trend for the past decades. The use of obsolete software is a major reason for that. Such software lack capabilities and are least scalable which makes customer service and work monitoring difficult tasks.

To overcome various hassles in field service and perform operations in a seamless manner, businesses need an advanced Field Service Management Solution. FSM software like Optima Pro enables firms to shorten work cycles, monitor easily, schedule tasks intelligently, and make data-driven decisions. 

Here is how FSM Software can help you streamline business operations:

1. Fast Creation of Orders

By implementing an FSM solution, you can create work orders automatically based on a customer complaint or request. These work orders can also be integrated with accounts, contacts, objects, and cases giving a full view of customers/client’s requests. Since work orders are created easily, field technicians can access the information almost instantly speeding up customer service.

2. Optimize Work Schedules

With a Field Service Management Solution, you can create automated work schedules taking due consideration of the technician’s location, expertise, and availability. Since most advanced FSM solutions are automated, service requests can be assigned faster and to the right experts. Based on task criticality, you can also make changes in work schedules optimizing resources in the best way possible.

3. Improved First-Time Fix Rate

If you are involved in maintenance operations, consider implementing the Salesforce Field Service solution to be at a massive advantage over your peers. These solutions leverage Salesforce Einstein Vision which is an AI-based tool with visual search capabilities. You can leverage such tools to finish service and maintenance-related tasks faster. A good FSM Software will empower your technicians to locate and fix the affected parts in their first trips only.

4. Manage Tasks From Mobile

Integrating FSM Software with ERP/CRM allows firms to manage employees, tasks, and service requests much conveniently. Managers can monitor employees, work schedules, work progress, and communicate with them in real-time. Additionally, field technicians would be able to access service requests, knowledge articles, update tasks, send reports, and communicate seamlessly with customers and team members.

Bottomline

Businesses involved in field service have to deliver timely and top-notch service to customers. However, with reliance on legacy systems accomplishing such goals seems a far cry. By implementing modern solutions like Optima Pro, firms can shorten work cycles, manage resources optimally, improve customer service, and get better at service delivery.