Essential Features of Field Service Management Software

Field management software is a system that helps in the running of the business. It takes complete charge of dispatching activities. With this system one can ensure that his material will reach its destination on time.

A dispatcher needs to a keep tab with the driver on where the vehicle is and when will it reach. Constant phone calls connect them. But with this technology, the dispatcher does not have to worry. He can access the vehicle’s information as and when needed. The system helps in field service management and makes the administrator’s task simpler and stress-free. Some of the most important features to look for while buying field management software are:

Client Management

This feature helps you maintain records of your clients including your client’s contact details, purchase history and choices for a lifetime. Any feedback or note can also be stored. You can access the data anytime you want. This will help you to stay informed even on old client related matters thus helping you build strengthened relationships with your client.

Scheduling

This feature is the most vital part of the system. It helps you track the exact location of your vehicle. It also suggests which route to take while travelling. This saves the fuel costs and time taken for hunting the place. You can inform the customer about the exact time your representative will take to reach. This ensures that your delivery is made on time. Also, you can keep proper track of the schedule, work processes, breaks, and completion of any projects. The scheduling system helps you provide your customer with the best of service, thus building on the trust factor.

Billing

Your accounting team can relax as this feature in the system keeps an accurate record of your transactions and is capable of preparing instant bills. It helps to abolish the cumbersome paperwork. The system can take electronic signatures and work orders with an assurance that the data won’t be lost. Papers can be lost or damaged, but electronic data gets stored for a lifetime. Moreover, the customer can also pay your bills through electronic means. Time taken to complete a certain task and the amount of hours that a particular employee dedicates to the office are also evaluated.

Task Management

It is a feature that acts as a planner for your employees’ tasks which provides workforce management solutions. Employees can have their whole planner ready and inform you regarding the progress of each task. You can give them a deadline to inform when a specific task is expected to be complete. They can notify you once a particular task is completed while you can update them about the task that needs to be done on priority. Thus, all the tasks carried out by the employees can be easily monitored using the Task Management system.

Business Intelligence

This feature helps you to develop your business by giving analytic reports of your activities. It will help you identify your shortcomings and work on it beforehand. You can understand your own business better, which will help you to progress and keep abreast with consumer demands and expectations. You can also keep a check on your cash intake and expenditures on a regular basis.

Good field management software will help your business in many ways. It helps you to do away with unwanted tasks by acting as a waste management software too. The efficiency will boost customer satisfaction, and a happier customer is sure to bring more customers, more business and more profits to you.

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