Most businesses find it challenging to oversee a sizable workforce of field executives, delivery personnel, and technicians constantly on the move. Without a system, it isn’t easy to monitor and maintain track of their jobs. You can keep track of the operations of your field force with the help of a robust field service management (FSM) system.

The fundamental components of field service management software are location intelligence and artificial intelligence (AI), which aid businesses in managing and tracking the whereabouts of their out-of-office executives. From a centralized system, companies may automate routine processes and track the effectiveness of their field executives.

Here is a list of the valuable features you should look for in a new FSM software.

Work order management

Work order management, which enables managers and supervisors to make the most of available resources, is one of the major components of an FSM solution. It makes it possible to manage, watch over, and automate tasks. Supervisors can also maintain track of the whereabouts of the field agents or technicians in real time and monitor their past travel patterns.

Additionally, they receive real-time updates on the status of their jobs and keep track of SLA observances. Improved contact with officers and supervisors back at the office thanks to a special app for field executives.

Efficient job allocation

Idle time or lost opportunities can result from manual job distribution or out-of-date systems. Incorrect work assignments to an executive with no or different skill set can lead to a low first-time fix rate. Thankfully an FSM platform uses AI to automatically assign the right job to the right executive or technician. When posting a particular work, it takes into account essential variables like skill, availability, priority, and location. The automatic assignment of tasks avoids confusion and errors.

Inventory management

Techs must bring certain parts, tools, equipment, and other items when they perform repairs or other maintenance work. Supervisors can easily track and control inventories thanks to the FSM system, and it maintains track of the stock in real-time and logs every time a technician takes a spare part. Numerous solutions can forecast demand and combine analytics with inventory software. Thanks to this, understanding the most often utilized sections and the approximate reordering time is more manageable.

Scheduling and dispatching

FSM software can fully automate scheduling with a centralized hub for day-to-day operations. Supervisors have total access to the field service executive’s performance, which aids them in job scheduling. On the other hand, technicians are instantly informed of the kind and location of their subsequent work whenever jobs are scheduled. This lessens task duplication and guarantees that the proper executive and tools are available when and where needed.

Digital invoicing

Field executives or technicians can use an FSM app on mobile devices to gather digital proofs, images, documents, or videos. Using the app, they may enable payments and generate receipts. Processes without paper lessen the likelihood of losing or destroying crucial documents.

The takeaway

Opt for field service management software powered by AI and ML to improve operational effectiveness, provide you with a better understanding of your field workers, and increase customer happiness.