Choosing the Right Field Service Software: Essential Features to Consider

The management of work orders, contracts, subcontractors, components, and the scheduling of mobile personnel are the main focuses of ZenTrades’ field service management solution for businesses with high call volumes. 

We provide enterprise businesses with a service management platform with solutions for streamlining their business processes, such as real-time mobility across all primary devices and workflow automation. We offer on-premises or in-the-cloud software programs to our clients. We can claim to provide end-to-end service management because of our integration with CRM, inventory, billing, accounting, and other back-office systems. Our solution can manage the complete lifecycle seamlessly, from quotes to installs to break/fix to payment.

The customer-specific software created by ZenTrades provides these excellent characteristics for the expansion of your company.

Digital Invoicing

Field executives or technicians can utilize their smartphones and the FSM app to gather digital proofs, pictures, documents, or videos. With the app’s help, they may enable payments and generate receipts. Processes that don’t use paper make it less likely that crucial documents will be lost or damaged.

Field service management software’s ability to provide precise pricing and quotes is primarily based on quotes and estimates. In addition to streamlining the sales process, they guarantee effective service delivery and offer transparent, dependable pricing. By utilizing this functionality, businesses can increase client happiness, streamline their sales process, and boost their bottom line.

Route Optimization

Intelligent route planning is another feature of field service software that helps your field staff find the quickest, safest routes to their locations. Avoiding congested roads, accidents, events, and more helps your agents save time and gasoline. Additionally, the software provides precise addresses and reduces executive deviation time. Additionally, it offers real-time monitoring and ETA.

Most FSM software considers a technician’s availability, skill level, closeness to resources, and geographic location when assigning work. While some systems perform this automatically, others employ an algorithm to recommend the most qualified technicians for particular work. The system then automatically alerts the technicians of the kind and start time of the following job once it has been scheduled.

Integrations

Field service software that integrates many systems, tools, and platforms allows easy data interchange and communication. By integrating with other systems, FSM software may use their features and expedite operations, increasing field productivity and efficiency.

Integrations between FSM software and other software categories can take many different forms, including:

Accounting: By automatically synchronizing data across the two systems, accounting software like QuickBooks or Xero streamlines the invoicing and payment processes. This integration provides accurate financial reporting, reduces errors, and saves time.

Inventory: Inventory management tools like Fishbowl or Zoho Inventory give technicians access to real-time inventory levels and locations, simplifying tracking and managing inventory. Additionally, by preventing stockouts and overstocking, this integration helps to save money and cut waste.

Integrations for maps: Software for maps, such as Google Maps or MapQuest, gives technicians precise directions and up-to-date traffic information. Travel time is reduced because of this integration, which guarantees prompt service.

Text Messaging

Your field service-related communications are kept inside the software using built-in messaging systems. This simplifies communication tracking and enables features that SMS can’t, such as marking technicians on particular work orders. To quickly source and find a solution, technicians can also utilize the messaging feature while working in the field to broadcast a question to the entire network.

Mobile App

Our mobile field service software gives field technicians a feature-rich toolbox to perform practically any task from their mobile devices, including finding replacement components, creating invoices for new works, and giving customers quotations immediately. With the help of robust, native mobile apps for iOS and Android, you can automate your field service processes.

Your field workers can accept jobs fast, use GPS to discover nearby parts and get directions, buy parts, register labor and expenses, take photographs, make notes, pay bills, complete checklists, and capture signatures with the help of our configurable, secure mobility platform. Either online or offline.

Reports and Dashboard

Field service management software collects and analyzes a large amount of data to increase the effectiveness of end-to-end operations. Managers may monitor employee and team productivity and check-in and departure times. They can even monitor executive attendance and cost management. Managers may manage time and resources more effectively and raise the quality of their work thanks to reports.

Some FSM software also provides leaderboards for executives, adding a competitive element among them to complete more tasks in a day. They also include incentive trackers that encourage agents to put in more effort to meet their goals to earn more rewards.