Optimize Your Field Service Software | FieldPLANR

7 Key Features for Making the Most of Your Field Service Software

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  • Do you track your field services on paper?

    Do you use a software?

    Are you giving out the best output for your client?

    If you said no to any of the above, it’s time to think your business over and analyze whether or not you need a new approach.

    If you don’t have a software to manage your field services, you would know how the work builds up on papers and gets next to impossible to sort. Neither is there any guarantee of genuineness of the data recorded by your staff when you are not at your office premises.

    So how can you be sure of the information you see to be able to use it for accurate analysis of your business growth?

    For one, you can totally switch to a reliable software that has the right approach to overcome these issues. If you already use a software, you must find out if it’s making your job easy or more difficult, given the technical aspects.

    FieldPLANR is a complete Field Service Management Software Solution that offers multiple modules that integrate seamlessly with each other. You can pick those that you need and pay accordingly.

    Key features for making the best out of your Field Service Software:

    Scheduler:

    Scheduling forms a crucial part of field services and it is important to take an informed decision while scheduling. What better than a software that shows technician availability on the date you need to schedule field services for a client? A centralized system shows data in real time for informed scheduling so field services are carried out as expected by the client. Assign visits to technicians based on their skills and availability.

    A centralized system shows data in real time for informed scheduling so field services are carried out as expected by the client. Assign visits to technicians based on their skills and availability.

  • Projects & Jobs:

    A good field service software allows to create jobs both one-time and recurring jobs without having to spend a great deal of time. Projects allows creating multiple one-time jobs to be carried out at the same time or as per your preference.

    Services:

    Rather than having to create a service freshly for every job, you should be able to create any number of services that can be used in any number of jobs with a field service management software. Assign inventory for every service to be ready to go.

    Inventory:

    A good field service software allows to create jobs both one-time and recurring jobs without having to spend a great deal of time. Projects allows creating multiple one-time jobs to be carried out at the same time or as per your preference.

  • Mobile App:

    In a world where every update of your life is mobile, your business certainly needs a mobile app to go with the web admin. A good field service management software provides a dedicated app for technicians to update input information including job status from on the go so you can keep a track from wherever you are.

    Workflow management:

    Assign tasks & calls to customers for your employees (including technicians) to handle. An efficient field service software allows access permissions to be set separately for different user roles for security of information. It thus makes workflow as seamless as it can get, organizing your business better, digitally.

  • Customer Management:

    Along with customer records, a field service software for the modern times also allows records of prospects and suppliers to be managed from the same place. CRM plays a major role in the growth of your business. Happy clients are the best!

    FieldPLANR is one such modern field service software that works as a complete field service management system by automating your business. It has advanced features such as dashboard built with the latest business intelligence tools for accurate analysis of your business.

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