What is the best field service management software?
Before we learn which field service management software is the best, let’s first understand what this kind of software is, and what kind of service companies need a software solution like this.
You have mobile services, and you need to connect these services to your customers online. However, you quickly realise you need multiple pieces of software to manage your jobs, contractors, staff and payments. Does this sound familiar?
But what is Field Service Management Software?
When you aren’t using field service management software, companies often find they spend more time on admin, and less time on growth. This forces them to hire more admin staff at a high cost or, sacrifice on job quality.
The best field service management software generally combines eight or more core features in order to reduce admin tasks, let’s take a look at those features.
Which are the best Field Service Software features?
1. Online Appointment Scheduling
Advertise all of your mobile field services that your tradesman can perform to potential clients in your service area on an online booking page, and turn them into work orders.
Small to large businesses often choose WIX Bookings for Online Appointment Scheduling. Perfect for a quick to start, but as your business grows, every appointment scheduled will require extra time. Because of the in-ability to factor in dispatch logic, each appointment requires double checking, and these bookings are often added to other software.
2. Staff Scheduling Software
Manually dispatch technicians to certain jobs with notes on how to perform the job. Dispatching efficiently is a daily if not hourly task for companies who offer urgent or scheduled same day services.
Google Calendar is a common choice for small to large businesses, who also have an app that works as a minimalistic scheduling & dispatch app. Unfortunately these calendar appointments don’t have logic behind them to avoid double bookings and travel time.
3. Job Messaging Software
Office administrators need to message clients and field technicians on the go to give them updates.
A combination of phone calls, emails and Whatsapp are commonly used by small to large service companies. Communicating across different platforms can heavily increase internal call time, resulting in missed comms across multiple messaging platforms.
4. Job Tracking Software
Customers often need to know the status and ETA of their scheduled service job. Calling staff and contractors for updates can sometimes be time consuming and in-accurate.
Installing GPS job tracking software into vehicles or in mobile apps is generally the choice for small to large businesses. GPS hardware is expensive and generally after you have purchased the hardware and paid for the installation, you will also incur monthly fees.
5. Job Billing & Invoicing Software
Once the service call is complete, your workforce need to take a mobile job payment from the client, or invoice them via CRM and billing software.
Square for mobile payments and invoicing is a common choice for small to large businesses, but it won’t link with the original booking and requires your team to match jobs with Square Payments.
6. Contractor Payment Software
After reconciling the weekly mobile point of sale payments, and paid online invoices, admin can create a weekly payroll summary for each contractor.
Often this is a manual process, followed by sending this data to Quickbooks, Xero or MYOB for manual bank account transfer to sub contractors.
7. Customer Stay in Touch Software
It costs five times more to attract a new customer versus nurturing existing ones. With a basic followup campaign you can engage existing clients and get them to re-book your services online.
Twilio for SMS messaging, and Sendgrid for bulk email marketing campaigns are the common marketing solutions for field service companies should they have time to market when aren’t busy managing all of their different software solutions.
8. Prospecting and Lead Management Software
Organize prospective customers via a CRM funnel to track progress. Having a CRM dashboard will increase sales and ensure business isn’t lost.
Trello or Monday.com are often used to keep track of leads by small to large service companies. Great for leads, but they don’t connect to your customers profile and auto track any jobs or history with these customers.
9. Job Management Software
An all in one tool to keep track and link multiple pieces of software together.
CRM solutions such as Zoho are able to help with managing the different pieces of software used through integrations. These integrations will hopefully enough workarounds so all your data can be kept in once place, even if the management software isn’t designed to work with other software.
How to choose the best field service management software
The best field software available have the above 9 features built in and more, in one easy to use online system.
Emerging ahead of conventional management software is field software designed around automation. Automation based field software heavily reduces the requirements of big admin teams to manage field staff, which allows businesses to optimize and scale at a fraction of the cost.