Pointman Blog

How to Get the Most Out of Your Field Service Software

Posted by Keelin Burke on Apr 26, 2017 3:04:00 PM

Field service software is a great way to improve the way your business operates, streamline day-to-day operations, and improve communication company wide. But how do you know if you’re getting the most out of your chosen software? Are you using it to its fullest potential?

One of the first steps in getting the most out of your software is to ask whether or not you’re adequately communicating with the app. Change does not happen overnight and old habits die hard, so many of the procedures your techs and employees had before the switch may still be in place. Not all of your prior practices have to be tossed out, but failing to make company-wide strides to integrate with the new system can be more harmful than not using it at all. You may run the risk of having information spread out over a variety of locations rather than consolidated to one area, making it hard for the software to do its job and hault you company from running smoothly.

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“Optimization” is a word that gets thrown around a lot in the field service software industry, however that doesn't lessen its value. Field service software solutions allow companies to see all of their information in a cohesive, easy-to-view manner to ensure that the best decisions for both the company and customer can be made quickly and efficiently. Failing to include the necessary information or falling victim to “we’ve always done it this way” will undoubtedly harm the process. On the flip side, however, relying too heavily on the software and forgetting to communicate one on one with team members can have the same negative effects on optimization. Field service software works as a solution to many issues businesses face, however it still requires efforts made by techs and higher-ups to make it work rather than just let it work.

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Consider centralizing your scheduling, dispatching, and task lists all in one place. This is one of the most useful features of field service management solutions and can help avoid miscommunication. Recording as much data (customer and job wise, too) as possible and consolidating it into the app is a great way to get the most out of the system and provide stellar service to the customer, and clear information to the tech.

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Ask around! Your customers are just as affected by the new software as your company is. By talking with them directly as well as encouraging them to reach out with their input, you can further improve how your company uses and optimizes your software. Or, alternatively, switch to a new software if your current one isn’t the right fit.

Pointman provides software solutions to field service companies looking to enhance the way they do business. Streamline operations, go paperless, improve communication, and work in tandem with a software that works with you, not against you.

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Topics: Field Service Software, HVAC Service Software