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Field Service Software: Your Tool for Driving Efficiency and Customer Loyalty

Field work. It even sounds a bit wild. It certainly isn’t the black and white environment of the accounting office. But if your company installs, services, repairs, or does any other type of field work, you’re likely trying to bring a measure of organization to your field service management. Doing so can have major benefits. With the right software, you can more efficiently create quotes, dispatch techs, estimate jobs, track costs, and handle work orders. Positioning your company to more swiftly and reliably deliver services is critical to the successful service business. Read on to find out more about how the right field service management software can help you accomplish these goals and which features you can rely on to get you there.

Overwhelmed? We’ll help you find your ideal software solution, absolutely free!

Find out why thousands of businesses trust Find Accounting Software to help narrow down thousands of options to a managable list of top recommendations. There’s no pressure, no obligation, and no cost. Sound good? Let’s get started!

The companies and representatives you sent our way were prompt and thorough… I definitely would recommend your company as a means to exploring options with qualified providers. — Bruce Conley
Your service saved me some very valuable time and hooked me up with some excellent resources. Thanks for providing this top-notch service. — Linda Vittori
Thanks! Having a service like this to help navigate the ocean of accounting software and help identify potential good-fits without having to delve through numerous bad-fits is of tremendous value! — Mark Carpenter

Why properly accounting for field service work is important

Service departments are getting smarter about their service operations. Decision makers are realizing automation is necessary to keep pace with competition—and the rest of the company. More market competition means service based organizations are facing increased commoditization. In light of this challenge, it’s crucial to improve the “customer experience” to distinguish yourself from the pack. When you get down to it, creating customer loyalty starts on the job site. The company that reliably gets its service staff onsite, effectively completing work, and billing accurately is the company that has taken a major step towards differentiating itself from the competition. The right software program is an accelerator in terms of more quickly meeting these objectives.

Improving customer loyalty is not the only business benefit of field service management. Obtaining a clear picture of your dynamic service costs can allow your company to spot unnecessary expenses and inefficiencies. Field service solutions featuring key performance indicators (KPI’s) provide a starting point for creating benchmarks and establishing goals. Creating visible company standards and performance metrics allows your company to track improvements over time. This information can help you focus on targeting gains in the procedures your service work revolves around.

Functionality typically found in field service solutions

Many field service solutions integrate with other accounting and ERP software programs. Most field service solutions include the following functionality:

  • Estimating and Quoting. Designed to help you quickly prepare estimates, quotes, or proposals for a specific job or project. Typically, estimating functionality allows you to place a bid, and in some cases translate the bid or quote over to an actual invoice.
  • Work Order Management. Simplifies work order assignment and tracking in order to ease the management of business tasks.
  • Asset Tracking. Allows you to track the purchases of equipment, vehicles, buildings, tools, and other assets for depreciation, inventory, and tax treatment. Depreciation data and gain/loss detail helps you properly account for each asset during ownership and at disposal.
  • Service Contracts. Helps create service agreements and automatically schedule recurring service and preventative maintenance.
  • Field Service Scheduling. This typically allows you to schedule to right fitting worker to a job with less manual effort. Allows you to better find and fill time slots that communicates & integrates with your workforce in the field.
  • Dispatching and Fleet Management. Dispatch service calls and integrate that into a schedule with two-way communication into the field. May include mapping, vehicle monitoring, routing, and GPS functionality.
  • Mobile Capabilities. Allows you to send job related data from PDA’s, tablets, smart phones, and laptops. Mobile technology is rapidly changing in the field service industry.

Potential Benefits

  • Increased customer satisfaction and retention
  • Tool to fight increased industry commoditization
  • Reduce scheduling time
  • Reduce fuel costs
  • Reduce overhead
  • Improving how work orders are scheduled and invoiced
  • Improved client records
  • Reduced customer response time
  • Remote instant access
  • Improved internal communications
  • Better employee and equipment monitoring for safety and security
  • Improved maintenance and service contract management

The importance of leveraging field service technology

Many service based companies have started using field service software to improve communication, streamline workflows, increase productivity, and enhance the overall customer experience. For many companies, the service department is assuming a more prominent role in the organization in terms of driving revenue and adequately maintaining existing customer accounts. Odds are many of your employees are taking on new roles and responsibilities such as sales, account management, estimating, and public relations in an effort to improve service delivery. Leveraging field service technology can provide you with the platform to properly track and understand service costs. The intelligence and automation which a properly implemented field service solution can provide will allow your service department to become more efficient, and will arm you with the necessary perspective and tools to increase your bottom line.

Take the next step

Finding the right field service management solution can seem like a difficult task. But it doesn’t have to be. Our free software search service will help save you time finding the right program for your organization. Get started today!

Popular Field Service Software Products

Looking for great field service software options? Below you can check out a list of the products most commonly considered by others searching for field service software. The list on this page is based on many years of real software matches. But everyone’s needs are different. Browse for fits with your specific requirements or let us help you identify your top options.

Which software is right for you? Get quick and accurate recommendations.

What if you could simply tell someone about your software needs and they’d find your best choices? Look no further. We’ll listen to your needs and find your top software matches. That’s it. There’s no pressure, no cost.

The companies and representatives you sent our way were prompt and thorough… I definitely would recommend your company as a means to exploring options with qualified providers. — Bruce Conley
Your service saved me some very valuable time and hooked me up with some excellent resources. Thanks for providing this top-notch service. — Linda Vittori
Thanks! Having a service like this to help navigate the ocean of accounting software and help identify potential good-fits without having to delve through numerous bad-fits is of tremendous value! — Mark Carpenter
  • KEY2ACT | Signature by KEY2ACT

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  • Enterprise Work Management by AtTask, Inc.

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  • Infor Service Management by Infor

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  • FIELDBOSS by FieldBoss

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  • FieldAware by FieldAware

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Your Field Service Software Recommendations

Ready to find out which software solutions are best suited for your needs? Great! Understanding that you’re motivated to find field service software gives us a great start. We’ve helped companies of all shapes and sizes meet their field service software needs. With a bit more information about your unique requirements, we’ll narrow down to your top options. Let’s get started!

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