Field service management is just like crushing a hard rock. From scheduling to dispatching, managing the activities of numerous field force executives is challenging.
That’s why companies implement automation tools like field service management software to streamline their workflows.
What exactly is it? How can you implement the software in your business?
This detailed blog post on field force management software will answer all your questions. Continue reading to find out!
Why Is Field Service Management Important?
Every business sends its employees to different locations for sales, marketing, and operations.
For example, pharmaceutical companies send their executives to sell medicines while a healthcare business may send its employees to collect blood samples.
The manager encounters various challenges while managing their field service executives. They face problems in processes like assigning tasks, creating orders, managing expenses, and most importantly in tracking their activities.
These pain points not only disturb the management but also reduce the productivity of field executives. Hence, every business must ensure automated field force management to streamline and optimize the end-to-end workflows.
But how can you promote field force management in your business? Let's find out in the next section!
How to Use Field Service Management Software For Optimization?
An organization can improve its field service management through the best field force management software.
It is an automation tool that allows you to streamline end-to-end business operations. It operates on GPS-based technology to provide live location tracking for each executive to the manager.
This comprehensive platform also offers numerous tools and technologies to simplify your entire field force management.
Here’s a list of these automation tools of top field force management software:
Attendance and Leave Management Software
With attendance and leave management software, an organization can track the actual clock-in and outtimings of field employees.
It comes with various attendance marking systems that allow your executives to mark attendance remotely. The most popular attendance marking solutions are attendance-task linking and geo-verified attendance. TrackoField provides both the attendance marking system to ensure transparency in employees’ attendance.
What's more? The company can also monitor the leave patterns of field employees using this tool of the best field force management system. Your employees can apply for leaves with this advanced solution and the manager can review it in real time.
Task Management Software
Task management software is a calendar scheduling solution that provides innovative solutions. It enables you to assign tasks based on the geography and availability of field employees.
The best part of task management software is its capability to generate auto-performance reports. The manager can save time by creating manual reports. They can simply visit the software to download software-generated performance reports for each field executive.
Having these accurate performance reports enables businesses to make well-informed and strategic business decisions.
Order Management Software
It is undenying that every order is like a diamond for an organization. However, many companies fail to manage the orders due to improper management.
An order management software is an automated field force management tool that helps the manager optimize their order management process. It allows you to improve team coordination and create orders remotely.
Whenever any new order request is raised by field executives, the software sends an auto-alert to the manager that allows them to process the orders quickly.
Expense Management Software
An expense management software is the best field service management tool to simplify their employees’ claims and reimbursement process.
Your field employees can upload their bills and receipts within the software to claim their expenses. The request is sent to the management at different levels for approval. They can review and edit the request if required and further approve it in real-time.
The most interesting feature is that it can be easily integrated with payroll management software to ensure timely reimbursements.
Real-Time Tracking Software
An organization can track their employees' activities in real-time using real-time management software. From live location to employees’ task status, the manager can get accurate insights into the precise whereabouts of each field executive.
This real-time monitoring will ensure that employees are productive throughout the day. Hence, their increased efficiency will boost the overall business growth.
Tips to Implement Field Service Management Software
Implementing field service management software is less challenging when you know the factors to be considered while purchasing it. Below are a few factors to take into consideration:
Automation Tools and Features
First and foremost, assess your business needs carefully and compare different software to choose the one that caters to your needs. This will ensure that you make the best use of the software.
Company’s Financial Budget
Another important factor that you should consider is your company's budget. Make sure that you select the software that provides innovative features at the lowest subscription price. You can try TrackoField here to implement the best software at minimum cost.
Ratings and Reviews
Know whether the field service management software you are choosing is reliable. Read the reviews of existing users before implementing it in the business. Also, ensure that you take a free trial of field service management software.
Mobile Accessibility
Select a portable automated field service management solution for your business. This is because it becomes challenging for your field executives to use their laptops while travelling. Hence, they can use the software without any effort when they are connected through their mobile devices.
The Last Words
Seamless business growth demands constant changes in an organization. One of the major transformations in field force management is introducing automation in the business.
A field service management software is a software solution that helps you automate the entire business workflow. Which might be the best for your business?
We are not being biased but TrackoField is the best field service management software in India. With several in-built features, an organization can also customize the software as per their needs. Schedule a free demo to explore the software today!
Source : Field Service Management: What It Is And How To Implement It
