Using field management software can be beneficial and vital to your business. It can improve efficiency and reliability in every area of the company. Field management software should no longer be considered an additional investment; rather, it should be viewed by your management team as an essential purchase. Look at some of the business tasks that this software can improve:
1. Stock Visibility
Managing your inventory can be a challenging task for many companies. Costs and finances are often tied up in inventory. A great field management softwaresystem can offer visibility across a mobile workforce, something that the older technology platforms could not do. There is also the ability to monitor which items are fast moving or slow moving, helping you to have a better overall understanding of your inventory.
2. Scheduling Jobs
It can be a challenge to schedule and allocate jobs to field service technicians. However, a field service management software system can do this for you in various different ways. One way this can be done is by a simple call allocation model, which allows an operator to allocate a job based on their own knowledge.
A second way is through intelligent or dynamic scheduling, which is automated and rearranges a schedule automatically based on a preset list of rules and data. This is reliant on having a lot of incoming accurate data, so you must ensure that you’re inputting reliable data. You could also combine the two options, allowing for a scheduling feature that best suits your business needs.
Many years ago, it could be as long as 6-8 weeks following a job before a customer received an invoice, and even longer to receive payment from the customer. A field service management system can ensure customers are accurately invoiced on the same day as the job is carried out, making for a smoother payment process and more efficient cash flow. This also reduces the risk of payments being forgotten, causing delays in revenue.
4. Managing Costs
Having a field service division can make it difficult for those in charge to manage costs efficiently and accurately. It is a fundamental part of any company to keep track of all costs involved. Effective business reporting and cost recording can be helpful in measuring the inflow and outflow of money. You need to be able to monitor not just the costs but the reason for all the costs as well.
5. Customer Relationship Management
A modern field service management system can incorporate CRM features, meaning you are able to manage new customers and retain current customers. The clients are the heart of your business—you need to effectively manage these relationships. With this system, you can record the habits and interactions of every customer, making it a more efficient and personalized service for them, which in turn creates more business and higher overall profits for you. It can be hard for a larger company to manage and monitor all its client relationships; however, having a field management system can ensure you do not neglect this essential business activity.