How Can I Train My Team To Utilise FSM Software?
Field Service Management (FSM) software, like our own at Mobile Job Sheet, can offer a wide range of benefits for your company. When used properly, it is a fantastic tool that can help you to streamline many of your processes. It can help you communicate more effectively and submit paperwork like sign-off sheets quickly without the risk of losing anything.
Of course, fantastic software of any kind only works the way it is intended if the people using it know what they should be doing. This is why training is essential.
Whether you have recently decided to move to FSM software or are seriously considering it,let’s look at how you can train your team so they can use it most effectively.
Create a plan
Before you begin any training for your team take some time to sit down and work out exactly what they need to learn. It is possible that not everyone will need to learn the same things. Consider when they are available; if you have part-time employees you may want to ensure training occurs when they are in, to make it more cost-effective.
Once you have created a plan, offer training sessions to all of your staff. Many companies find it handy to offer these off-site so that employees can fully immerse themselves in the training without the distractions of the workplace.
It may be that you want to combine software training with other relevant topics such as customer service practices to save time.
Call in the experts
The best way to deliver effective training on any software is to utilise the services of an external company that understands the software inside out. This means that they will be well versed in everything that it is capable of doing, able to deliver great training and answer all of the questions that people might have.
Make sure that the training isn’t rushed. Some people pick new things up quicker than others and the key to any good training is to ensure that everyone can use the software correctly, as it will help them to be more efficient in their role.
Also use of any training or general system videos from Infotek Software. We’ve created a short video specifically for mobile users as a brief introduction to the system: this video is aimed at mobile users and how to use the basic Apple or Android Job Sheet App: https://youtu.be/yc6N2xjrZus
One other thing to remember is that if you want to foster a great working environment then you need to make sure that senior members of staff also take part in the training.
After the training
Once the training has been completed it can be a good idea to ask your employees for feedback. Check how they thought the training went and if there was anything they felt was missing. Also check that they understand everything; this can be a good time to seek clarification if there are any questions that they may still have. Remember, a good software trainer will always be happy to answer more questions.
