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Table of Contents
ToggleLearn the ins and outs of field service management – its importance, components, practical applications, and more in this one-stop guide.
Remote businesses are on the rise nowadays. But they often struggle to manage their mobile workforce. Managers have to optimise workflow, schedule tasks, control absenteeism, and maintain productivity levels.
Most companies rely on rudimentary ways of overseeing key business functions. And it can cause more problems than creating solutions.
But there’s a way to escape those bottlenecks. You can use field service management software to manage your mobile employees. Let’s discover how!
Field Service Management (FSM) is the process of managing offsite employees’ operations. These include task scheduling, staff dispatching, resource allocation, expense, attendance management, etc.
Some common industries that provide field services include the following:
Gone are the days of manual field force management. These days, most companies use dedicated software to streamline on-field activities. It’s because the alternative, manual staff tracking, is time-consuming and detrimental to productivity.
Instead, businesses prefer leading FSM software solutions like TrackoField. It provides an array of modules like expense, task, order, attendance & leave management. The objective of these modules is to automate field service management activities like:
Field service management (FSM) software supports many tools to bring all your field operations under one umbrella. Here are the different components of the software:
This module offers multiple methods for employees to accurately record their attendance. Unlike normal attendance marking, FSM software also records visual, biometric, and locational proof. This eliminates any chance of proxy attendance.
Managers get all their employees’ attendance data on a centralised platform. Thus, bidding adieu to attendance disputes, and improving convenience and transparency.
The leave management solution frees the HR team from managing employees’ leaves manually. It allows managers to:
Additionally, the module also enables employees to check their own leave balance. They can raise leave requests, and access the yearly holiday list at their fingertips.
Expense management simplifies the whole process of requesting, approving, and reimbursing employee expenses. No more running around to get signatures, or storing various bills or invoices.
Field employees just have to click a picture of the invoice and upload it on the FSM app. Managers can further verify it by checking the location and time of the expense. Plus, the software allows multi-level approval hierarchies and real-time expense reporting updates.
FSM Software consists of an easy-to-use task management software. It helps you streamline job planning for your staff and improve team collaboration. It lets you:
This lets managers invest more time in strategising and identifying gaps. The software takes care of seamless task management.
The payroll management system automates the entire life cycle of payroll operations. The result is a hassle-free integration of finance & HR operations. The software auto-compiles employees’ payroll hours, expenses, overtime, leaves, etc. to calculate wages. Plus, it lets employees check payslips and raise requests in case of disputes.
The sales order management system is a must to optimise order placement. Any sales-focused business can enhance its sales output with the software. Here’s what it can do:
Field service management software is nothing without metrics, analytics, and reports. These are essential to evaluate daily field operations and make informed decisions. The software spots hidden patterns and displays metrics like:
These metrics are essential to identify gaps in your business and correct them early on.
Field service management software helps managers achieve unparalleled visibility, accuracy, and other benefits. Here are a few given below:
Field services demand a lot of time and administrative effort. FSM software automates the jobs of managers and employees. It lets them focus on primary tasks like reporting, updating, and collating data. Plus, the software reduces manual errors and paper wastage.
The result?
Field service management software lets employees carry out their work with ease. Employees don’t have to manually ask for tasks or contact their managers at every instant. They can carry out their necessary duties remotely.
For instance, the TrackoField app allows field staff to:
One of the key features of FSM software is its capability to leverage GPS technology. This allows managers to gain detailed insights into the movement of their employees. Plus, they can check the task or order status in real time too. There are minute-by-minute updates on field executives’ locations. You can pinpoint your staff’s exact address with geo coordinates any time you want.
All field managers dream of disbursing information to their teams in real time. Field service management software can turn this dream into reality. It helps to:
FSM software provides comprehensive comprehensive reports & analytics on crucial business functions. For instance, managers can get:
FSM software saves the company’s cost and time by cutting down on repeated visits. It lets managers assess the most suitable employee to be dispatched to the client’s site. Moreover, the software helps in assigning and tracking a group of tasks to specific teams. This effectively minimises time and resource wastage.
One of the major concerns among field managers is ensuring their team’s safety and security. However, it’s not possible to use continuous calls and messages. Well, the field service management software fixes this concern with the SOS button. Field executives can receive immediate help in the event of an emergency.
One of the best features of FSM software is that it lets managers track staff even when they’re offline. How? The system stores the location data locally and then syncs it to the server once employees are online. This ensures all field operations carry on without disruptions.
Employees’ productivity reports are one of the most important thing. FSM software also provides reports on ‘when’, ‘why’, and ‘where’ the employee was unreachable during their working hours. This brings complete visibility into your overall field staff.
The software provides instant notifications and alerts on employees’ activity. Be it task completion, attendance marking, or a leave/expense request, you remain aware of all updates. This ensures your team never misses any updates about meetings, deadlines, or schedules.
Businesses in almost every industry utilise field service management software. It offers several benefits in enhancing staff efficiency and improving customer experience. Here are a few of those industries.
This industry uses FSM software to manage field technicians. They have to visit customers for equipment installation, regular maintenance, and after-sales services. This can include laptops, electronics, or at-home services.
The FMCG industry uses FSM software to conduct van sales and direct sales. It ensures safe and secure deliveries with ePODs and code scanners. The software also maintains an exhaustive inventory of suppliers, customers, and retailers.
FSM software simplifies HVAC technicians’ dispatching. Plus, helps the team access customer information, create invoices, and get job details on the go. Also, the software helps managers better oversee the field staff. It enables employee tracking, data-driven reporting, and efficient scheduling and dispatching.
FSM software can be quite useful for pharmaceutical companies. You can use it to optimise the dispatch of medical representatives (MR) to the clients’ sites. MRsjobs is to sell and market the latest drugs and medical equipment. As such they benefit from a sales-focused software. Plus, you can:
Research and surveys tend to involve a large number of people. So, they use FSM software to oversee agents on the fields, schedule tasks for them, and track the team’s expenses.
Facility management services involve waste management, landscaping, catering, pest control, etc.
FSM software can help you plan, create schedules, and dispatch the right resource to the right site. Thus, ensuring uninterrupted day-to-day operations, repairs, and maintenance of the facility.
Field service management is crucial for handling offsite work operations. It helps you track your field staff and their activities in real-time. Plus, you can keep employees informed of any work-related updates as well.
Additionally, you can automate your primary field operations. These include dispatching technicians, shift scheduling, expense reimbursement, and more.
The result is a more streamlined workflow and reduced administrative duties. This further improves employees’ efficiency and customer service.
Want to get further insights into field service management software? Book a free demo now with TrackoField and go on to maximise your business potential.
Field service management (FSM) involves managing the entire work happening outside scattered locations. It can be a strategy or technology solution that helps in optimizing remote operations. Industries with field force operations are construction, pharmacists, utility providers, etc.
FSM software offers a variety of benefits to help your business reach great heights. Some of the major benefits are:
- Automated workflow
- Real-time employee visibility
- Offline tracking
- Waste minimization
- Centralized team coordination
- Fast invoicing
- Comprehensive reports & analytics
Here are the steps to implement a field service management system.
- Know what you want, and accordingly ensure certain basic capabilities of the software.
- Appoint a qualified manager to oversee field activities and assign tasks.
- Try to understand what sorts of data you need to collect and transfer.
- Test out different modules and features of the field service management software
- Now, just train your employees to access and run the software
- Start using the software and effectively manage on-site operations.
Here are significant components in a field service management system:
- Attendance management
- Leave management
- Task management
- Expense management
- Payroll management
- Order management
Field service activities include all the duties performed by off-site employees as part of their job. This includes:
- Equipment installation at the customer’s location
- Maintenance tasks on the field
- Home healthcare visits by practitioner
- Safely disassembling of solid equipment.
Mudit is a seasoned content specialist working for TrackoField. He is an expert in crafting technical, high-impact content for Field force manage... Read More
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