Keeping track of technicians, customer records, overdue balances—and everything in between—is a tall task, even for the most experienced field service companies. Although you may have internal teams managing finances, scheduling, dispatches, and more, the ability to access all this information in one place (from anywhere) is a must-have to compete in the field service industry.
At RazorSync, we understand the complexities of operating a business. This is why we’ve developed an advanced management tool with custom reporting features, so you can seamlessly sync all your operations, employees, and customer data into one easy-to-use system.
How RazorSync’s Advanced Reporting Works
Using RazorSync’s field service software, you can organize information, such as inventory data, service requests, and customer history, in one place that’s easily accessible to you, your internal departments, and your field technicians. Depending on your needs, reports can be displayed in lists, pie charts, and/or bar graphs and exported into Excel documents to send to customers or file internally.
How RazorSync’s Reporting Offers a Better ROI
From a business owner’s perspective, let’s look at the example of technician tracking. Say your business has multiple men and women completing scheduled job or responding to incoming dispatches. Can your current tracking software:
- Pull up where each field technician is located, so you can dispatch a nearby employee?
- Display which technicians are logging in the most service hours each day?
- Show whether a job has been rescheduled due to out-of-stock inventory or because additional services were required?
Most importantly, how does your current tracking system share this information with internal teams to ensure jobs are completed and priced accordingly?
With RazorSync, your company can create new or recurring reports that display the most up-to-date, accurate information you need to make business decisions quickly and more efficiently. Just by entering a specific date range, you can run reports on overdue balances, sales, paid invoices, and outstanding work orders. The best part is this information is available to every member of your team using any device.
If we look at reporting capabilities from a technician’s perspective, RazorSync offers the following must-have benefits:
- Customer Data: Whether technicians are on site or on route, they can simply pull up individual customer records or customized lists that display pricing tiers, recurring services, zones, type of services, assigned technicians, or last date of activity.
- Synchronized Scheduling: Before heading out to any job, each technician can quickly filter work orders by dates, equipment needed, and customer type, so they are equipped before they clock in each day.
- Inventory Management: Technicians can implement predictive ordering based on reports of service items, as well as track equipment and inventory right from their smartphone. This helps streamline each job and allows them to order necessary products instantly.
Having a system in place that helps you synchronize every aspect of your field service business will ensure you receive a better ROI. Contact RazorSync today to schedule a free live demo to see how our advanced reporting feature works to prevent job drop offs, overdue balances, out of stock resources, and much more.