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How can field service management software optimize your processes in the office

FSM Software: How Does It Optimize Your Processes?

Today, it’s hard to imagine running a field service organization without software tools, whether that unit provides field service to clients outside your company or helps other parts of your organization. However, some software programs with restricted features could make managing and keeping an eye on field service teams more difficult. Having software at the top of its field would make field service more productive and efficient.

What Features Make a Software Package the Best FSM Tool?

Because of cloud and mobile technology, it is now much easier for businesses to use field service software and automate and improve essential business tasks like scheduling, dispatching, collaboration, route optimization, and work order and case management. These solutions assist you in streamlining and improving your operations to make them profitable. Below, we examine field service software’s basic and advanced features.

The following are some of the basic features:

  1. Scheduling, dispatching, and routing of jobs
  2. Work Order Administration
  3. Mobile Accessibility
  4. Parts Inventory Management
  5. Management of Cases, Contacts, and Orders
  6. Communication

Advanced capabilities include:

  1. Analytics and Reporting
  2. Upkeep and Repairs
  3. Organizational Analysis (BI)

Your company may have gotten by with manual paperwork and procedures and called every other employee when a task needed completion right away. But today’s customers are picky and know a lot about technology, so they expect their work to get done quickly and without any problems.

6 Outstanding Field Service Management Benefits

1. Productivity Speed

As a stakeholder in the field service sector, you understand that every second counts. For instance, your technicians will have more billable hours available to finish more jobs if they spend less time searching for the best routes. This increases efficiency because you can quickly meet your consumers’ needs.

2. Operations Costs Reduction

FSM software can help you save money in various ways, including lowering the amount of paper-based paperwork and managing work orders and route optimization. Additionally, a workforce management application aids in reducing travel costs. With clear routes and fewer trips back to the main office, you’ll spend less on fuel and maintenance for your fleet, saving you money. Since technicians will find it simpler to contact customers frequently while still on-site about things like satisfaction, payment, and appointments. It will also significantly reduce outreach and sales costs.

3. Remote System Operation

The FSM program can be used remotely, like any other management solution. Employees, independent contractors, business partners, and administrators can all use it anywhere in real-time.

4. Helps Build Connections & Strengthen Relationships

Customers and employees are involved in the same project in any field service business. Despite existing independently, both work toward the same organizational objective—increasing the bottom line. In our scenario, the FSM program serves as the binding agent. Quick turnaround times guarantee clients are happy with the project at every level. As you know, a happy team and long-term project success depend on pleased clients.

5. Enables a More Comprehensive Understanding of the Business

You might not yet be aware of what is happening at every stage of the service delivery process. When you know where the gaps are, you can act quickly to fix the problems and improve customer service.

6. Maximizes GPS tracking

Several FSM technologies can track your technicians’ movements using cutting-edge GPS signals. This system can notify the headquarters when a technician enters or exits a job site. This is very helpful if you have a technician on their way to a client who isn’t where they should be or is just lost.

Work Order Administration


8 Major Areas an FSM Solution Optimizes

A field service management solution can benefit several vital domains, such as:

1. Service Agreements

A service level agreement (SLA) is a contract that guarantees performance and spells out what will happen if the requirements aren’t met. An SLA typically covers hardware, software, and services. Still, some things aren’t covered, such as unauthorized alterations, improper use, neglecting to perform necessary maintenance, failures brought on by unsupported add-ons, financial contract violations, etc. A field service management solution helps businesses avoid fines by looking at client SLAs, understanding what they cover, and planning and carrying out exemplary service for the right customer.

2. Client and Customer Assets

With the help of customer assets, you can keep track of the equipment you’re in charge of inspecting, maintaining, and fixing. Client assets are just a list of the products at each customer location. However, they may also keep track of all previous and ongoing work orders for each asset’s service history. When you use Connected Field Service, you can attach sensors to client assets to keep track of their condition and send IoT alerts and service orders when needed.

3. Preventive and Proactive Upkeep

Tracking all maintenance-related data is crucial since keeping equipment in top condition for as long as feasible. This will lessen the likelihood of unforeseen problems and breakdowns, which can delay scheduling and site visits.

4. Work Order Administration

A work order records a job or task that can be scheduled or delegated to an employee and may include the following:

  • Details about the goods and services to be used.
  • The type of work to be done.
  • The activities to be carried out.
  • Other incident-specific information.

A field service management solution centralizes scheduling and other pertinent data.

5. Resource Management

Resource Management Optimization is the pinnacle of field service scheduling. It automatically sends work orders and other needs to the right resources to cut travel time and get more work done. When a work order is made to finish a task, you must set aside the right resources. A key element of efficient field service and resource management is route optimization. With the right software, a business can use a technician’s GPS to steer them away from busy areas and keep their schedules from changing.

6. Product Inventory

View real-time product inventory updates to avoid delays for your staff and postponed site visits because of a lack of parts.

7. Planning, Distribution, and Market the Product

Customers expect you to respect their time, so setting up visits quickly is essential. The ability to allocate the appropriate technician and the appropriate resources to the right job is made possible by modern field service systems, which can offer a unified picture of open work orders, technicians’ skill sets, and available resources. The precise arrival time of a technician can also be provided to clients by a field service solution.

8. Movement

The correct software may offer a user-friendly mobile solution so that all staff members can stay connected no matter where they are, which is especially important for technicians who frequently spend a lot of time on the road.

Bottom Line

The utilization of workforce management software by enterprises is becoming more and more crucial. Your company cannot afford to sit on its laurels as automation permeates every industry. Service delivery that is data-driven and effective via an FSM solution can set you apart from your rivals. Field service management software is now necessary, not an add-on if you want to succeed in the competitive market.