Pointman Blog

Avoid These 4 Field Service Software Search Pitfalls

Posted by Keelin Burke on Apr 25, 2017 3:49:36 PM

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The market of field service software is certainly a competitive one. At any given time you could see multiple advertisements claiming to be the best value or “the #1 app,” imploring you to either switch or to choose them. How do you avoid the pitfalls of possibly choosing a solution that harms rather than helps your business? Keep reading before deciding to settle with the first Google search result.

1. Not evaluating what your business needs first

It’s easy to get distracted by attractive slogans like “exponentially grow your revenue,” and “get more customers,” but without evaluating what your business really needs in a field service software, it’s hard to determine which solution is the right one. Sit down with coworkers, techs, and other team members and make a list of the things you’re looking to gain from a field service app. That way, when you really begin your search, it will be easier to see through the advertising verbiage and make an informed decision.

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2. Only sitting through one demo before making a decision

Most field service software companies provide demonstrations for prospective customers looking for a solution. A demonstration is a great opportunity to familiarize yourself with the apps, learn what they can do for your business, and identify any features in the software that may be extraneous to your needs. Even if your first scheduled demo seems like the ideal fit, schedule a few more before making a final decision. With so many similar offerings in the market, it helps to shop around.

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3. Having unrealistic expectations

Implementing field service software can help to eliminate some of the problems your business currently faces with field management. However, don't assume that productivity and revenue will grow overnight. Like anything, these things take time, and making sure that the people working directly with the software are prepared for the switch will help make the transition run smoothly and help you to see better numbers sooner.

4. Not having a plan once the software is chosen

This point directly correlates with “having unrealistic expectations.” While you personally may not be working with the new software on a day to day basis, many team members will be. It’s important to ensure that there is an organized plan in place to introduce the changes to your team so they feel prepared when they head out on the field. Plus, ensuring that you have a solid training plan will help avoid confusion and customer frustration with techs who aren’t familiar with the software yet.


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Finding the right field service software is an undertaking. That’s why it’s important to take steps to ensure you’re choosing the right one. Most importantly, take your time. Ultimately, being prepared and knowing what to look for during the search process will guide you to the right solution.

Pointman provides field service software solutions for companies looking to improve the way they do business. We work with you and your business every step of the way to guarantee that you’re getting everything you need for a smooth transition before, during, and after you switch.


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Topics: Field Service Software, HVAC Service Software