Six Tips For Picking The Right Field Service Management Software For Your Business


When it comes to picking a field service management software for your business you want a solution that will boost your ROI, as well as improve the efficiency of your daily operations and employee productivity.

Below are six things to consider before choosing the right field service management software for your business.

1. Assess what your needs are

When it comes to deciding on a business management software for your field service business, it is important to determine what the needs are of your business.  One thing is for sure, it will definitely give you that competitive edge. Whether you are a small or large business, there are so many processes happening within any given day.  You want to implement something that will help automate things like crew management, invoicing, task management, revenue tracking and more.  This will save you time, money and effort.

2. Ability to be connected at all times

Doing field service work means you need to be both connected and responsive at all times. For this reason, the software you choose needs to work perfectly across any and all mobile devices. It is also important that it has social functions that can keep office staff and those out in the field connected.

3. Optimized for mobile

In field service jobs, everyone is on the go and they need to stay connected on a mobile level. Trying to work with a software that is not optimized for the mobile world will prove to be a hassle.  When your crew is out working in the field they need a mobile app that will provide them with access to information covering all areas from service quotes to inventory management.  If having a dedicated mobile app for your business is not an option, try looking into HTML5-based web app that will at the minimum provide your team with the ability to access the software’s capabilities with ease and from any device.

4. Delivery type matters

When field service managers are deciding on what software would be the best fit, they need to consider how it will be delivered to the users (i.e. SaaS, on premise or a hosted solution)  and what will work best for them.  Research shows that SaaS models are really gaining in popularity due to their ease of use, convenience and the cost saving factor that comes with cloud-based software. This type of model can also be advantageous as more and more software functions and features are built to work in the cloud.  If you have a SaaS model in place, everything will work more smoothly as your business grows and evolves.

4.  Look for seamless integration

Because field service tasks usually involve use of both CRM and ERP apps, it is critical that you choose a software that will work seamlessly with your other systems.

5.  Get feedback from your crews

One area you don’t want to forget when thinking about what software would be best are the technicians themselves.  Find out what their challenges are and share with them what field service software systems you are looking at and see what their comments are. Let them know how it will benefit them so they are receptive and excited about it.

6. Keep an eye on trending technologies

Trends in mobile and cloud technology are the current driving forces in the field service market.  With that being said, it is also important to keep abreast of burgeoning technologies like drone technology and augmented reality.