How to Digitize Your Field Operations with Field Force Management Software?

Looking to save paper, time, and effort? Discover how TrackoField’s field force management software digitalize every aspect of your field operations.

Imagine your managers spending hours making schedules on paper, and HR spending 30 hours every week on timesheets. And accountants are frustrated by validating physical invoices. There is so much paperwork that has to be reduced.

Your team needs to use Field Force Management Software like TrackoField. To reduce that ongoing paper-chase and hasten up the daily activities & judiciously use those manhours.

Going digital will help you

But first…

Why Should Field Service Businesses Stop Using Paper?

Going paperless saves not just paper, but also saves you space, time, and money. Here’s what actually happens when you go for FFM software.

1. Staying Organized is tough: Your team may find it challenging to manage paper piles and manage processes on time.
2. Where’s that paper? Paper piles will take up your storage and you won’t find it when needed.
3. Lots of Stress: Believe it, rummaging through paper piles can stress your team out. 
4. It’s not damage-free: If you make a clerical mistake on paper, you have to redo all the work.
5. Risk of Losing: Papers can get lost or stolen, and important info can be copied easily.

What is TrackoField?

TrackoField is a comprehensive field force management software designed to help businesses manage and optimize their on-ground operations. It provides real-time tracking, task allocation, performance monitoring, and data collection, all in one integrated platform.

By using software to go paperless, you can streamline workflows, reduce errors, and improve overall efficiency.

How Does TrackoField Help Field Business Go Digital?

This powerful field force management software is equipped with paperless solutions for remote and office teams’ management. The software is super useful in creating, storing, and sharing documents all digitally.

Read how exactly it ends your struggle to manage physical copies:

1. Digital Sharing of Job/Shift Schedule

Instead of printing out schedules or updates, you can share job schedules digitally with your on-site workers on their app. This helps you circulate job details much faster and helps save paper. While ensuring every agent is on the same page, no matter where they are.

2. Digital Task Allocation

The software saves you from making physical task sheets for giant teams. It lets you quickly assign tasks online with task management software. These tasks can be easily planned as per the location and availability of the agents. See, how you do not need to circulate paper memos.

Another good thing is that the task module of our field force management software comes with a voice note attachment feature. 

You can use it to send more detailed instructions in the language or dialect your ground teams understand.

3. Digital Expense Claims Uploads

The software gives your field agents the option to share field expense receipts digitally. Yay! No need to collect the gas, fuel, or stationery bills physically.

This field force management software’s smart expense management system helps upload every field expense from multiple agents without glitching. This makes the employee mileage reimbursements much more accurate and fast.

4. Electronic Signatures as Delivery Proof

This smart field force management software supports electronic signatures, enabling products or service proofs to be signed digitally. This reduces the chance of misplacing proofs and avoids reliance on papers.

5. Sales Order Quantity Management at Clicks

                                                                                             Digitally Manage Sales Orders with TrackoField

Digitally Manage Sales Orders with TrackoFieldThe software takes care of your important business function – sales orders. Yes, you can digitally maintain the active sales order quantity with all the details. Your sales teams’ collected sales orders will reflected on your dashboard for your review with all details like:

• Order ID, customer name
• SKUs, order quantity
• Collection amount, pending/refund amount

With the field force management software, you can also add more columns or tabs as you would like.

6. Creates Digital Proforma Invoice

To help you build a better relationship with your vendors, we let you make your custom proforma invoices – without needing to print them. In these e-invoices, you can add details like the company’s name, address, order amounts, price, discount, and total cost.

You can even add your company’s logo to make it look more like your brand.

                                                                                             Create Digital Proforma Invoices with TrackoField

7. Cloud Storage for Better Archives

Since this field employee tracking software is a cloud-based system, it stores, syncs, and secures all data and documents safely. Every important document is archived so your team doesn’t have to worry about losing the crucial paper or data on it.

8. Digital Reporting & Data Analysis

The best thing about this field service management software is how it enables digital reporting of field events. The agents on the field can update the progress of assigned tasks, meetings, sales orders, service repairs status, and more. No need for managers to wait until the end of the day to review the progress sheets.

Moreover, apart from such smooth reporting, it even auto-creates bite-sized reports on teams’ performance, productivity, daily wins, and the company’s overall achievements as against assigned targets or work order fulfillment. These reports are easy to download in PDF or Excel without having to print on paper.

FAQs on Field Force Automation to Go Paperless

• How does Field Force Automation help businesses go paperless?

  Field force automation software helps digitize task allocation, sales orders, attendance tracking, and expense reporting processes. It helps avoid reliance on paper piles as every workflow is accessible digitally via a sleek and user-friendly dashboard.
  Anyone from the team, be it branch managers, HRs, and accountants can use it to simplify approaches.

• What are the advantages of going paperless with Field Force Automation?

  Going paperless with Field Force Automation helps you:
  - Reduce admin manhours and efforts.
  - With safe and secure data management.
  - Streamlined workflow within departments.
  More than that, it enhances environmental sustainability by reducing paper waste and helps in accessing real-time information, leading to faster decision-making.