Field Force Management Software: Beyond Employee Tracking?

Do you use field force management software only for tracking? Explore how it is a powerful tool for increasing visibility and productivity.

Many believe employee tracking is just about knowing their location. This idea leans towards micro-management.

However, with field force management software, tracking means streamlining and optimizing. It focuses on improving job effectiveness and earning potential to deliver more services. The goal is to boost employee productivity and efficiency.

Read what more you can do with field employee tracking software in the most ethical, effective, and efficient manner.

Employee Tracking: Enhancing Operations, Not Spying

Field operations span multiple regions. Employees often visit several client sites in one day. Industries like field services, HVAC, or agri-inputs must monitor agents. Especially those handling sales or service-led tasks. Knowing their exact location and task progress is vital for efficiently managing workloads and resources.

The goal, however, is not just location tracking. It’s about improving efficiency and productivity. Employee tracking software provides key data that supports:

• Remote task assignment
• Optimal resource management
• Better decision-making
• Data-driven performance monitoring
• Faster response times to urgent service calls
• Better employee safety and compliance

All in all, effective tracking leads to smarter management and stronger teams. However, employee tracking is part of the bigger picture – optimising field operations.

Field Force Management Software: The Bigger Picture

TrackoField’s field force management software uses automated tools to turn locational intelligence and data into actionable insights. It’s not about constant surveillance but about empowering businesses and employees to perform at their best.

The tracking feature provides real-time location updates. It calculates dynamic route distances and shows live work status. Managers can see task updates instantly, making it easier to assign ad-hoc tasks without disrupting schedules.

Here’s how TrackoField goes beyond basic employee tracking:

How Field Force Management Software Goes Beyond Tracking?

Here is how the solutions of the field force management app are taking remote workforce management beyond tracking.

1. Remote Task Management

The task management software automates creating, assigning, and tracking tasks to employees. Managers have the option to upload tasks in bulk or individually. The software assigns tasks based on –

• Employees’ availability and bandwidth.
• Employee’s distance from the job site.
• Employee’s skills and expertise.

You also get a regular and real-time update on each employee’s task status or checklist status. Not only that but also the current name of the task and the technicians that are working on it. This is an excellent way of getting complete visibility of field activities.

Furthermore, this visibility even helps with adjusting those last-minute unavoidable ad-hoc tasks without much change of schedules. The system sends alerts and notifications of upcoming tasks or changes in the schedules.

2. Geo-verified Attendance Management

The best employee attendance management system for field employees is a great way to reduce absenteeism. The software does so by giving a feature to mark their attendance remotely. This geo-verifying attendance system allows agents to mark in from the first geofenced task location only.

The system effectively ensures there is no buddy punching or time theft and that technicians reach client sites on time through visual verification. Field force has to click a selfie stamped with live coordinates, time, and date. You can restrict access to the gallery for this feature. This will make attendance foolproof.

3. Leave Management

The software has an inbuilt leave management system. Remote staff can apply for leave online. As a manager, you can view all the leave requests and take action remotely. You can also upload holiday calendars and manage leave quotas for each staff member. Additionally, you can add custom leave policies.

Managers can also approve or track sick leaves taken by each employee. This ensures proper planning and resource availability to maintain productivity.

4. Expense Management

Field force management software also comes with an expense management solution. It helps with easy expense tracking and a smooth reimbursement process. Employees can upload them online instead of saving receipts. Additionally, they can track their reimbursement request status.

The software categorizes field expenses as food, traveling, fuel, stationary and more. Not to forget you can create custom categories. Managers can even put a limit to the reimbursement amount according to designation and team. This makes tracking of expenses easy and identifying if double receipts are uploaded.

5. Sales Order Management

The field order management system automates the order-placing process. Sales reps can collect orders on the go with custom prices and discounts on their executive app. Executives don’t have to carry around a stack of papers.

Sales reps can check inventory and match it with the demand. They can also create custom proforma invoices and add custom details like:

• Amount
• Refund data
• Company’s logo
• Discounts

At every step, managers can view each order placed by an individual rep. This improves visibility and adds to the accountability of each employee.

6. Payroll Computation

The system has an in-built payroll software too to calculate employee wages. It syncs with the timesheet and helps calculate payroll hour data.

The benefits of payroll solution are:

• It reduces the need for manual efforts
• Zero human errors
• Streamlines the payroll process

7. Activity and Analytical Dashboard

TrackoField has two dashboards – activity and analytical dashboards.

On the analytical dashboard, you get processed and analyzed data on your field force’s productivity and performance quality. You can view the top 5 performers on the basis of the tasks, which will help reward and recognize major contributors.

On the activity dashboard, you can view each staff member’s real-time location and the tasks they are working on. Get the data on the traveled km, tasks completed so far, and playback history. There, you can also review the timeline of tasks and stops taken.

Both dashboards are interactive and easy to navigate.

8. Insightful Reports

TrackoField generates comprehensive 50+ reports on service operations. These provide insights into:

• Employee performance
• task completion rates and efficiency
• Team’s productivity

Reports such as target vs. achievement help compare targets with achieved goals. So you make better decisions in the long run.

Conclusion

It’s clear that field force management software goes beyond simple employee tracking. It empowers businesses to manage their field workforce effectively while keeping things ethical and efficient. Providing real-time updates, smarter task allocation, and insights into performance helps boost productivity without micromanaging employees.

The software ensures that operations run smoothly, employees stay safe, and businesses achieve their goals. With TrackoField, tracking ultimately becomes a tool for growth, not just monitoring.

Frequently Asked Questions

• How does it help improve operational efficiency?

  The software improves efficiency by:
  - Automating task assignment.
  - Playback history and task timelines.
  - Enabling real-time communication and updates.
  - Reducing manual paperwork with digital forms and reports.

• Does it support offline functionality?

  Yes , the software offers offline capabilities. This means that the system still tracks and records the activities of field agents. They can even access tasks and input data in areas with poor or no internet connectivity. Once they are in the network zone, the data syncs.