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If you happen to be in the service industry and face difficulty trying to juggle managing customers, having the right technicians on the job at the right time, controlling incoming and outgoing payments, and still managing to hold it together through the mound of paper and process that accompanies all of these aspects. Then, before you hyperventilate and start getting war flashbacks, there is a solution. That solution? A field service management software. Here’s what you need to know about this tool and the few essentials that you should look for before going all in.
Job Scheduling and Dispatch
Using a good software solution should allow you to create and schedule jobs for your team quickly! So you should look for software that will not let you miss this. Make the jobs scheduled and get your team where they need to be. Then you will know you are using your day best by reducing your wasted time.
Invoicing and Payment Processing
The best field service software solutions are going to help you out by providing invoicing and payment processing features. From the platform, users can generate and send invoices to customers in a timely manner, which will, of course, greatly decrease the payment time. And with the payment processing “built-in,” your customers can quickly pay their invoices online, ensuring better cash flow for your business.
Customer Management
Doing a service job means interacting with customers. Thus, service management software must manage dealings with customers as well. Look for service management software that allows your customers to know the ETA of their technicians and notify them of any delays or cancellations. Also, this software should allow them to pay you more easily. Another added bonus that comes with service management software is a comprehensive directory of customer needs and history. This allows you to send reminders when it’s time for that maintenance. This has the effect of making the customer feel like you know them and create loyalty!
Reporting and Analytics
When it comes time to make decisions within your organization, you need to have data on your side. Find field service management software that will allow you to see what’s going on in real time. This will allow you to fix what is wrong and keep doing more of what is working.
Integration with Other Tools
Naturally — your new software has to play nicely with the others in your IT ecosystem. This involves external systems where data lives (CRM, Accounting Application, etc.). After hooking it up, the field management software acts as the middleman, and data can quickly pass between systems — eliminating the need for double data entry.
User-Friendly Interface
Lastly, you need field management software that is easy to use. The user interface will play a huge role in user adoption. Find something that can be installed and set up easily so you can enjoy increased production without much training. In addition, with good software, your mobile employees can access job details, change statuses, and send/receive notifications on jobs from pretty much anywhere.
Conclusion
Now, you have all you need to ensure you never get caught up in a web of administration and service management. Having a business that runs in the smoothest way is now at your fingertips with field service management software like the one from Workiz.
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