Field management software is designed to keep your teams moving forward and reaching their objectives outside the office. But without the right tools available to them, they might be unable to meet the standards expected. It’s why many are now looking for field service management software to power their mobile workforce to boost their productivity levels.

How can you decide on which product is the right fit for your company? In this latest post, we’ll explore five features that comprise the leading field service management software products.

1. Technician scheduling

Your technical staff require up to date information on their schedule for the day and for upcoming days. If they’re required at a different client site in the afternoon, they need to be able to plan their morning work to be able to be finished before their next working project. The leading field service management software comes replete with technician scheduling systems that provide notifications to on-site teams. The scheduling systems also integrate customer contact information to improve the response time between a ticket being issued and the technician responding.

2. Document management

Tracking the use of forms within the field service management software is also essential, as it ensures that data can be effectively exchanged between the various parties involved in the service work. From the help desk to the team member working on site, sharing information such as equipment pictures and equipment ID numbers can help streamline the repair work.

It can ensure that problems are diagnosed in a quick timeframe. The feature can also give teams the ability to review past reports, instantly gaining access to comprehensive information on the equipment and its repair history.

3. Preventative maintenance service

The leading field management software solutions now help support refined preventative maintenance procedures. Companies can now keep track of equipment that requires regular maintenance throughout the year while the software schedules the maintenance work automatically.

Customers are contacted automatically via the system when their equipment requires preventative maintenance. The leading systems alert technicians when they’re working on a system that requires preventative maintenance in the near future, helping ensure required work is completed on schedule.

4. Invoice generation

A dynamic and accurate accounting process is the engine of the leading field service companies. Oftentimes it can be difficult for infield teams and their office-based counterparts to effectively communicate on invoicing issues, and so they rely on the latest software to automate the process. Companies can harness field service management software to automatically general sales orders and invoices for customers.

As part of the invoice generation process, travel time and labour costs can then be added to ensure the highest level of accuracy. This form of invoice generation helps limit the work of the accounting team and keeps companies running to peak efficiency.

5. Alerts for critical events

Your work teams require access to software that alerts them to critical events inside the facility or organization they’re working with.

For example, teams in industrial facilities must be alerted to equipment changes and potential events within the facility. The alerts can be sent through the field service management software so that team members can then react promptly to the issue. This can help save lives and ensure the ideal safety response in emergency situations.

By looking for the latest software using the features we’ve highlighted as your guide, you can make the right choice in bringing in new solutions to your team. Look for the latest options on the marketplace, and make sure you receive a complete full demo of the product before you begin the integration process.