FSM Man

The Key Elements Of Field Service Management

ByCaroline

Businesses that run their operations from various locations, or ‘in the field’, face a number of unique challenges. From being able to manage off-site personnel, track jobs, and streamline operations, all while team members are attending client locations, or travelling to off-site locations and using company resources outside of company property. It can be difficult for businesses to manage everything in one simple way.

What is Field Service Management? 

Field service management refers to the process of how these operations and resources are managed from an internal perspective. While jobs and tasks are completed to a high standard and customer satisfaction is maintained. 

Thanks to advancements in technology, the introduction of systems and software, such as field service management software has made managing field jobs and operations more efficient. 

Features of Software for Field Service Teams

Features of such software include:

  • Job Scheduling – with the ease of simply pressing a button,  office staff can assign tasks to field service technicians, without having to pick up the phone. This can be done on a daily basis or across a calendar schedule.
  • Job Tracking and editing – Jobs can be tracked as to their status in real time, receiving field engineer / workforce updates as jobs are completed. All updates are typically stored in one easily accessible web portal and, in software like Mobile Jobsheet can include: photos, worksheets, times, parts used, signatures, risk assessment questions, job check sheets.
  • Billing of customers/clients – Another helpful feature which helps to streamline the operations of field technicians, is the ability to automate billing and invoicing of clients. Compiling everything into one system makes it easier for technicians to ensure their jobs are accurately recorded so that clients are then invoiced correctly and pay in full for the services they receive. 
  • Inventory management of resources, tools and stock – Businesses with field team members across a wide area will need to oversee the management of inventory. This could include work tools or company stock. A software such as Mobile Jobsheet, allows businesses to oversee a parts database. This feature allows for the seamless importation of parts data from spreadsheets and selection of parts to add to particular jobs and invoices. 
  • Analytics and reporting of jobs and Key Performance Indicators (KPIs) – On top of operation management, good field service job management software such as Mobile Jobsheet will also allow businesses to oversee reporting and analytics. Drilling into the data of specific jobs, how long tasks are taking, whether goals and KPIs are being met both by the team and individuals. 

Features of Mobile Jobsheet 

Our Mobile Jobsheet software has been designed with a range of the aforementioned features, and additional aspects: 

  • Calendar planning 
  • Image and signature capture of completed jobs 
  • Pre-job checklists for field teams 
  • A mobile app which can be accessed from anywhere by the field workforce 
  • Parts management and database 
  • Quotes and invoicing 
  • Reports and an optional status board

Key Benefits of Field Service Management Systems

Businesses with a field workforce such as construction and maintenance, organisations specialising in vehicle and transport, fire & safety operations and IT & communications would benefit from the use of field service management systems. These benefits include: 

  • Reducing the amount of paperwork
  • Improving the efficiency of operations 
  • Optimisation of resources 
  • Better communication with off-site staff 
  • Reduced costs 
  • Increased productivity
  • An easier way to manage team coordination 

Start Your Free Trial of Mobile Jobsheet 

Businesses who want to benefit from the use of a field service management system can get a free trial of our Mobile Jobsheet system. Giving you a taster of our list of features and smart technologies. Get a free trial today and discover the benefits of a modern field service management solution.