We all understand that mobile technology is taking over the world. However, the question is whether you are using this technology to enhance your business or not. After all, there is a difference between providing these technology devices to your field service agents and using the technology to enhance business and service delivery. When your service team is empowered with the field service management system, you will achieve streamlined communication between the technicians and the office staff to track billing, improve scheduling, and collect job payments through the application development for enterprise resource planning. Like any software tool in the technical world, coming up with the right strategies will improve success. Let us look at the tips for success.
1. Commence with buy-in
Many companies tend to purchase software without taking their time to consult with the technical team who will use it on a daily basis. This will lead to a deficiency in drive and frustration to use the application software in the field. Work with the operators to find out the features that make their work easier. Also, find the features that are cumbersome to use and how to make their workflow easier. The new software will lead to annoyance and headache without training.
2. Data Integration is key
Without a balanced field service management software and mobile application, your staff will work with the olden invoices and paper work orders. These manual papers will then be passed forward to the office staff with the task of keeping files updated and organized. Data integration will do away with the manual tasks. For instance, you can have a field service agent alerted on the phone if you want to assign them an instant task. They can also access their job schedule on their weekly or monthly calendars. Data also passes to and from the field to office in real-time schedules.
3. Get understanding into work status
As a manager, you can never do all the work in time. You must have confidence that your field service agents will show up to work on time, provide reliable services, and bill their clients with the correct measure. The field service management tool will watch over the technicians on your behalf. It also allows them to update their work statuses at their job locations. Technicians will always notify the management if they are headed to their job locations. You can also manage their performance using the application software.
4. Make payments easy on your customers
For most clients, they are used to digital payment options using a click of a button regardless of their location. It can be complicated to bill your clients after the work has been completed. Most of the new tools have features that update client invoices right after the technicians finish their jobs. If they want to pay immediately, they can proceed. This optimizes your company workflow and saves time for the clients.
With the proper employee training and the right strategy in place, a field service management system can improve customer service and streamline business operations. The trick is to look at the system that has all the features you need.