Using field service management software could be the tool you need to allow your business to run more efficiently. This software has been designed to allow tradespeople and service businesses to manage jobs, keep track of schedules, boost team productivity and even get paid quicker.

Understanding Field Service Management Software

Field service management software has been designed to make everyday business management easier and more efficient. Gone are the days of having piles and piles of paperwork, instead, you have everything you need while on the go. 

Most importantly, it allows you to keep on top of everything, even when you’re not sitting at your desk. You can complete tasks straight from your phone, send out any customer quotes or invoices and even check your schedule for the day.

Key Features of Field Service Management Software 

There are so many unique features that come with field management software, and these days, it’s hard to find a tradesperson without it. Here are just a few of them:

Scheduling

A favourite feature is the scheduling option. Regardless of whether you’re self-employed or work as part of a team, you’ll be able to see what each day consists of for both you and your colleagues. You can instantly schedule jobs or add any to your team member’s calendar. With instant updates, your employees will always know where they’re meant to be and at what time.

Job Tracking & Workflow Automation

We all want to know what our day looks like, either first thing in the morning or a week in advance. Most field management software will have some form of job tracking, which allows you to create your own job statuses and keep track of any current jobs. There’s even the option to complete them in real time so that you can keep track of your work even when you aren’t on site. 

Mobile Accessibility

The typical day of a tradesperson can get pretty hectic, and that means you aren’t always on-site with access to business insights. With this mobile software, you’ll be able to access your workflow from anywhere, regardless of whether you’re in a customer’s home or in between jobs. 

Quoting & Invoicing

If you’re self-employed, then you’ll already know how important customer satisfaction is to your business. Another key feature of field management software is being able to provide your customers with quotes and invoices instantly, even when you’re standing in their homes. You’ll no longer have to wait to get back to the office, allowing you to secure more business in the moment and keep every customer happy. 

Staff Locations

When you manage a team, it’s important to know where they are during their working day. With this software, you can track and view your staff’s location live. Not only will this help you monitor productivity, but you’ll also be able to reschedule any emergency jobs to a team member closest to the required location.

Inventory & Asset Management

Something that might not always cross your mind is your stock levels, and with the stock management feature, you can think about them even less. Field management software will keep records of your stock and its location and even notify you when you’re running low. You’ll be able to place important restocking orders well in advance, without having to worry whether you’ll completely run out of something. 

Get Paid Faster

Everyone likes the sound of being paid faster and by using field management software, you can take payments via the web app in the moment or use the invoice function to send a link to customers. 

Benefits of Using Field Service Management Software

Being self-employed or running a business can mean you constantly have a busy schedule. By using field service management software you can make life easier for yourself thanks to its many benefits. 

Improved Productivity

There’s no doubt that field service management software drastically improves the productivity of your business. This is because you can access live data, such as finding your employee’s whereabouts, viewing job statuses or replying to customer messages. Having access to everything through one app helps you streamline operations and free up any time that would be wasted on paperwork and admin.

Enhanced Customer Experience

Your customers also have a better experience when you use field service management software. This product allows you to communicate easier with them, which is key to maintaining important relationships. You’ll no longer have to wait to get back to the office to respond to a message or send a quote, instead, you can do this in the moment.

Cost Savings

Using field service management software can reduce unnecessary costs and make your business more profitable. With it being digital, you can save money on admin costs and send quotes and invoices electronically instead of the more traditional, longer and costly paper alternative. This can also help you beat any potential competitors in securing the job, which ultimately brings more money to your business. 

Better Compliance & Record-Keeping

With the ability to take photos, create and complete forms and secure customer signatures, field service management software will help you be compliant and keep important records secure. This can give you the peace of mind that all records are up-to-date and accessible should you ever need to revisit them.

Scalability

Regardless of whether you’re a sole trader or a business owner with employees working for you, this software can benefit anyone in the trades industry. It can also be a great tool for businesses that are constantly growing as it has so many different features. It can help your growing business remain efficient as it develops by allowing you to take on more jobs and employees without losing track of admin tasks. 

Is Field Service Management for Me?

If you want to see whether field service management software will benefit you, then why not use our demo feature or free trial? With these options, you can really experience how field service management software improves the day-to-day running of your business without any initial costs. 

We offer a free trial, which gives you 14 days to experience everything our software has to offer and gives you enough time to benefit from the number of different tools and features available. Also, you can read over our customer reviews to gain insight into how businesses and people working in a similar industry have been able to improve their work on a daily basis. 

To recap, field service management software has been designed to simplify the running of your business, whether you’re a sole trader or company owner with employees. With access available on your phone or laptop, it allows you to efficiently run your business regardless of your location. 

Remember, the features and benefits of using field service management software are almost endless, so if you want to improve any or all of the aspects mentioned in this article, sign up to Workever today and simplify your business straight away.