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Field service management software enables service providers to better manage their operations and provide optimal customer service. These business apps allow you to schedule and track jobs that take place outside the office. By matching the right technicians with the right clients, planning routes and calculating travel times, along with managing inventories and stock levels, field service software ensures the accurate delivery of a high level of service.
Field service management tools cover a number of needs including ticket management, CRM and database management, compliance tracking, scheduling and dispatching, contract and partner management, RMA management and work order management.
Field service management software is used to collect data on new customers as well as to provide a better understanding of your existing customers. Warranties and service contracts are stored and entitlements are tracked to give a complete overview of client service history. You can also store clients’ personal details, assets, and equipment and keep a communication log to see who dealt with each phone call and which technician was sent out to each job.
Many field service management solutions will provide features for customer self-service. Clients can login to the software gain access to live job statuses. Technicians can also access information remotely and provide updates and feedback on jobs. Technicians can also be notified of incoming jobs via SMS, email and Push Notifications.
Service part and inventory management are a key feature of field service applications. You can use these features to manage reverse logistics and depot repair activities. Many field service software apps will allow you to automatically create quotes and invoices for your clients and will provide digital signature capabilities.
You can also use field service management software to automatically calculate jobs and route times. The reporting functionality of these apps provides you with key service performance information, helping to identify areas for improvement and flag up issues for review.