How to Find the Best Field Service Software for Your Business

Did you know that 97% of field service management users said that software has a major impact on how their business operates? Now more than...

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Did you know that 97% of field service management users said that software has a major impact on how their business operates? Now more than ever, companies must be diligent in their responses to changing customer needs – underscoring just how important it is to find an expert field service software. But making the switch to an online software can be intimidating. Before you make that decision, you’ll want to have the best tools available to choose the right field service software for you.

Here are a few tips on how to find the best field service software for you and your day-to-day business operations.

Ensure Organizational Readiness

Before you adopt a software for your team, you will want to get a better understanding of your business needs. With so many solutions claiming to be the best field service software, it’s easy to get lost in the lofty jargon of management software. The best way to understand your actual business needs is to talk to your field service management team members, help desk agents, delivery and supply chain partners. These are team members that your staff will often be communicating with when you find the best field service software for your business. Involving them in your decision-making will establish what features will be required, gaps that need to be filled and determine underlying business needs.

While the needs of your business deliveries may be fairly simple, your field service technicians have a wide range of capabilities. Knowing that, it’s critical to utilize a field service management tool that routes the right service task to the right technician. The ability to leverage your team’s different skill levels is vital when adopting the best field service management software for your business.

Choosing the Right Type of Software

When it comes to choosing the best field service software for you, you’ll want to look at the available options. An on-premise delivery model is more suited for companies with complex workflows that cater to specific verticals. This type of software is best made to accommodate the unique needs of specific industries or companies that are big enough to keep operations in-house. However, an on-premise field service management solution is typically high maintenance, lacks flexibility and may not have the ability to integrate with external systems like QuickBooks or a support chatbot as everything is built internally. 

Conversely, if your team is running a startup or a growing business, SaaS (Software-as-a-Service) may be the better option for you. SaaS solutions offer heightened scalability as field service workflows are streamlined and easily customizable. As field service management software can involve many moving parts, it is often the smarter choice to go with a SaaS model to ensure your help desk software and other essential tools can easily be integrated. 

Scheduling Capabilities 

When choosing a solution for you and your business, you’ll find that the best field service software provides a transparent field tech calendar to assign tasks efficiently without clashing with previous or upcoming appointments. Apart from automatic routing, your team also has the ability to override tasks and assign them to the best available technician in terms of expertise and location. For RazorSync, our calendar tool features an easy-to-use drag-and-drop interface – allowing you to quickly and easy update your team calendar. 

Overall Comprehensive Features

To maximize the potential of your field technicians, you need to make sure they are always connected to their team throughout the day. It’s a no-brainer that field service technicians will make the most out of a comprehensive, feature-rich field service app. Some of the general, but most important features to look for when finding the right field service software for you include the ability to: 

  • Locate and navigate to customer destinations
  • Add service notes for future reference, click and attach service pictures
  • Service checklist for tracking and expense purposes
  • Clock-in and out of appointments to log field service times and obtain customer signatures when the task is completed

Field service management software is quickly becoming a cornerstone for both employees and customers alike. When choosing the best field service software for your team, it’s important to keep in mind that the right application will be a direct contributor to the success of your business. With the right software, your team can improve the mobility of your technicians, optimize operations and automate manual processes like bookkeeping and scheduling.

Ready to implement a field service management software with the industry’s #1-rated scheduling app? Try RazorSync free for 14-days to get started! For more information, contact one of our pros to learn more.

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