All field service software typically includes the following core features:
Work Order Management
Work orders contain the information that your technicians need to complete their calls. You might create thousands of work orders daily, so it’s important to have a system for managing them at scale.
Work order management lets you send, digitize and distribute work orders with all the details your field service staff need for the day’s jobs.
Smart Scheduling and Dispatch
As a dispatcher, you’re responsible for a distributed workforce. Your field service staff plan their days around the schedules you set, so you need to be able to update their job orders and assignments in real time.
That’s what smart scheduling is for. The feature allows you to sort technicians by expertise, availability, and even proximity to the customer (if you’re using in-vehicle GPS tracking).
How can your technicians be effective if they’re ill-equipped?
Most modern field service management solutions can track your inventory levels and automate reordering of key parts when you’re running low, giving you one less thing to worry about.
Nearly all field service software suites include a mobile app. The most basic ones give your technicians access to their schedules, work orders and job histories while they’re in the field.
The most advanced apps, like Intuit Mobile, will even send reassuring service status updates to your customers.
▶ Read our review of Intuit’s excellent field service app
Several field service management solutions offer the following advanced features:
Some packages, like Wintac job management software for plumbers and electricians, provide quote creation tools to help you draw up on-the-spot estimates for customers. You can assign costs to specific spare parts and perform in-app calculations to make quoting a whole lot faster and easier.
▶ Learn about the best field service plumbing solutions
Field service apps like AT&T Workforce Manager provide fleet management-lite functionality via GPS location tracking. Technicians get accurate route information, and dispatchers benefit from knowing when they’ve checked into customer calls.
▶ Read our review of AT&T Workforce Manager
Field service software doesn’t just assist your field service personnel - it also makes customer relationship management (CRM) easier for account managers. Simple scheduling features help to minimize missed appointments and keep your customers happy. There’s also the option to upsell customers new products during repairs.
There’s nothing better than receiving swift payment for a job well done. That’s why some field service apps let your staff process customer payments on the spot. Your accounts team will thank you later.