Field Service Management | Field Service Software | Field Service Mobile App | Mobile Workforce Management Software
A field force management software solution caters to business needs of any manpower service company such as Contracting, Cleaning & Janitorial Services, HVAC Services, Electrical, Plumbing and Roofing Services.
Mobile workforce management lets you manage your team and operations from anywhere. Field force mobile app provides your technicians access to their schedules, work order information, quotes, and turn-by-turn directions to their next job, anytime and from any phone or tablet device.
Rise Above the Time - Look Beyond the Future
The thoughtfully crafted solution gives you the power to create a futuristic business that helps you to go pass many operational huddles time and again. The solution features...
Smart Schedule & Dispatch
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Customers tickets logged for assignment.
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Auto Dispatcher can automatically assign calls to the field employees based on zip code or territory definition or nearby location or availability.
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Field employee gets notified about the activity to be done on the mobile.
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Back office employees can manually re-assign if the current field Employee cannot make it on time / stuck on the previous call / rejects the job for any reason.
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Back office/ Manager can monitor TAT, completion and other metric based on the real-time update we get from the field employee.
Benefits:
- Streamlined and Efficient work allocation
- Improves Field Employee Productivity
- Handle Large volume of Visits/Calls
- Increased Customer Satisfaction
- Manage Delays or Reassignment efficiently
- Instantly communicate availability of Field employees for adhoc calls
- Field users Schedules on mobile
Automatic rule based scheduling and job allocation combined with location aware dispatching and live tracking create extreme mobility even at adverse situation.
- Interactive calendar enabled schedule and dispatch
- Location-aware dispatch
- Map-based location tracking and reallocation
- Single screen calendar-based availability view
- Ad-hoc and priority-based schedule
- Mobile app-based schedule management for field force
Mobile Workforce Management
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Field employee downloads the app
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App automatically gets all the information required for offline use.
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Employee performs activities based on the information available on his device.
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App geo tags and time stamps the information captured from the field employee.
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App automatically uploads all the information back to the cloud whenever the network is available.
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App geo tags and time stamps the information captured from the field employee.
Benefits:
- Streamlined and Efficient work allocation
- Improves Field Employee Productivity
- Handle Large volume of Visits/Calls
- Increased Customer Satisfaction
- Manage Delays or Reassignment efficiently
- Instantly communicate availability of Field employees
Mobile App powered Field Force drives end to end field activities and automate the resolution process. Access to digitized information and field data capture make it even effective for field force to outperform.
- Information hub for field force
- Online-Offline access to knowledge base
- Notification, Alerts and real-time Status Update
- Scheduled job route and navigation
- On-field contactless electronic data capture
- On-field sales lead generation
- Offline data upload and sync
Field Service Management
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Automatically / Manually assign service calls to field agent.
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Field agents gets all the service calls on mobile.
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Field agent visits service location.
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Complete the service and complete all the reporting formalities and heads to the next call.
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Manger/Back office with real time updates from field can monitor and track the progress of service calls.
Benefits:
- Improved First Time Fix Rate
- On time completion of Service Jobs
- Improved Customer Satisfaction
- Reduced operational cost
- Increased employee productivity
- Improved Visibility of Field Activities
An intuitive tool providing greater visibility of field operations. Helps enable mobile workforce transforming services into strategic engagement with customers ends up building loyalty and value.
- Cumulative and detailed view of service status
- Real-time tracking of field operations
- Digital communication with mobile workforce
- Customer feedback management
- Structured data management (image, audio, video, signatures, fingerprint, etc.)
- Setup and update knowledge base (e.g. - Manual, Practice Guide)
Delivery Management
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Manager creates and allocates the delivery job to the delivery executive.
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Mobile app automatically downloads delivery details.
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Delivery executive visits the customer location, delivers the goods.
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Delivery executive captures proofs of delivery and marks the job as complete.
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Manager gets near real time update about the field employees delivery.
Benefits:
- Great cost reduction
- Improved visibility for informed decision making and complete visibility into your field operations
- Near real time tracking of field force with location based notifications
- Improved field force efficiency
- Minimizing time wastage
Achieve highest level of customer delight using a cost effective yet streamlined and hasslefree process of service delivery. Optimized routing, minute field data capture and proof of delivery make your process robust.
- Quick scheduling and automatic dispatch
- Real-time job information access on the field
- Cost-optimized map-based route planning
- On-field communication and status update
- Proof of delivery
- On-field collection and feedback
Notifications, Alerts & Messaging
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Automatically / Manually assign service calls to field agent.
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Field agents gets all the service calls on mobile.
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Field agent visits service location.
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Complete the service and complete all the reporting formalities and heads to the next call.
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Manger/Back office with real time updates from field can monitor and track the progress of service calls.
Benefits:
- Better descision making with real-time alerts of operational data through SMS and Emails
- Instant visibility of missing TAT for enabling corrective actions
- Greater visibility of all activities with instant alerts
- Greater customer satisfaction as all actions are informed in advance
- Improved effeciency due to greater compliance
While real-time notification and alerts create trust factor and transparency throughout the service operations, the quick messaging also enables managers to effectively drive the operation with ease.
- Scheduling and allocation notification
- Job reminder alter to field force
- Instant field activity notification to managers
- Activity Update to customers using email and SMS
Field Data Capture and Offline Capability
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Manager defines the data capture templates.
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Mobile app downloads the data capture templates.
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Employee visits the data source.
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Collects various kinds of multimedia data like pdf, signature, pictures, videos. Fills the data and saves from his/her mobile device.
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Mobile app syncs data back to the cloud.
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Manager gets the real time feed of filled form data.
Benefits:
- Great Improvement in the filed data capture process
- Structured methodology for your field worker to collect the data in the field
- Elimination of double data handling between your field worker and your office
- Elimination of data entry errors and omissions
Quick and easy capturing of field data was never so easy even offline (no network connectivity). The user friendly interface even let your field force use regular expression to capture data.
- Multimedia data capture capability - Offline too
- Data validation and restriction for the field force
- Field Activity Data dashboard
- Access to updated information and knowledge base
- Realtime and Offline sync of captured data with integrated back-office system
Using Scheduling App, dispatching Simplified
Field service scheduling software is built to meet the needs of the modern field service industry, with automated scheduling to eliminate errors and inefficiencies, SMS and push notifications to communicate with workers instantly.
With an Intelligent Field Service Management Software, you can easily manage your field services tasks such as online appointment scheduling, dispatching, and tracking. You can schedule new jobs and appointments, communicate with your mobile employees in real-time, create route plans and track, and automatically assign new jobs.
Happy Customers Every Day
Using an intelligent field service scheduling software increases the number of jobs you can handle daily and reduces the time spent, allowing improved customer experience and resulting in happy customers
Ease of Scheduling
A field service software factors in time spent in appointment scheduling and other activities planning so you can focus more on customer services and business.
Improve Back office Productivity
Automate your field service scheduling software and utilize dispatching to reduce operating costs and efficiently deliver services to keep business moving
Analyze & Streamline Tasks Pipeline
With a field service mobile app, view the availability and capacity of your mobile workforce, and generate robust reports to forecast service demand and manage your mobile workforce accordingly.
Mobility Solution for your Field Force
You can reduce reworks and redundancies by dispatching mobile workforce exactly where and when they are needed. Field service mobile apps also provide active job schedules, job lists, job details, job route, and other details. The field force mobile app connects your workforce in real-time. Using a field service management app to share updated schedules, on the right route, view and track jobs, details and collect digital proof of completion.
A mobile app, as a part of workforce management software, can also have offline capabilities, improving the mobile workforce experience by providing secure access to key information in the field offline which can be later synced when connection is established. Field service mobile apps are supported on both Android and iOS, so no matter what devices your teams use, the field force mobile app will work and offer the same feature set for everyone.
Control Field Costs And Streamline Your Operations
Field Service Management Software is designed to simplify your field operations, as well as your back office. Intelligent reports enable you to analyze your field services and its productivity avoiding staff mismanagement at critical times. Robust reports help you to identify trends that may impact customer services and hamper business operations.
Field service software can also be integrated with Salesforce, Zendesk, and ServiceNow for enhancing customer experience.
Jobs can be created from a CRM and information can be synced to reduce rework and redundancies for your back office employees. Field service management platform is powerful and flexible to optimize your field service scheduling software and dispatch operations to meet your unique business needs.
Features of Field Service Management Software
Field Service CRM
In order to increase business, the organization would need to keep a track on their leads and convert them to customers. A basic CRM is required to keep records of customers and maintain a record of activities performed for each lead or a customer. Track and record the activities pertaining to business opportunities with each customer, helps to track the sales pipeline and funnel.
- View complete customer history
- Real-time Progress Updates and notifications
- Record communications, attachments and Notes
Efficient Route Planning and Job Tracking
To achieve efficiency in the business operations, it’s important to track the job assigned to your mobile workforce. Tracking jobs include recording in & out time, movement & location on the route and job status. Real-time location data combined with easy time tracking makes mobile teams more efficient and gives the back office visibility into the field work.
Field service mobile app helps field personnel to find job locations marked on map, create and view jobs and collect feedback and digital signature after the job completion.
- Create and manage Route Plans
- Track field force on map
- Easy integrations with Google Maps, Apple Maps and Waze
- Real-time Job Tracking
- Instant Communication with Chats and Calls
Jobs & Tasks Planning and Scheduling
A Field service software also helps in planning and scheduling jobs and tasks for customer orders. You can assign the jobs to a mobile workforce and track their status in real-time creating complete sync between mobile workforce and the back office.
Field force management software smartly assigns jobs to field personnel and helps in creating route plans with job priorities.
- Record and track opportunities and quotations
- Job Planning on shared and interactive calendar
- Assigning on demand jobs
Digital Proof of Completion and Feedback
Capturing data from the field is important to improve the productivity of your mobile teams by providing and capturing the data you need to make better and informed business decisions.
Using the field force mobile app, mobile employees can view customer details and follow custom instructions and tasks to make delivering work easier. Mobile employees can quickly and easily capture all the business data you need from a job including photos and video uploads, and capture e-signatures right in the app.
- Capture Customer Data
- Collect Digital Proof of Completion
- Take e-signature from Customer
- Upload Photos and Videos
Easy Billing and Invoicing Module
After completion of a job, invoice is created on the basis of job order and completion details. You can invoice a customer with your branded invoice template with logo, company details, payment terms, and other details. You can also track your invoices after sending them to the customers and send follow up emails. You can also process bulk invoices for a customer.
- Manage Customer Invoice
- Track Invoice Status and Follow up
- Customize Invoice Format
- Bulk invoice processing
Seamless and Instant Communication
Efficient communication methods help the mobile workforce to communicate in real time with schedulers and other resources, enabling them to do their jobs well. Instant communication ensures clear and quick communication to increase efficiency and escalation resolution across departments and teams by consolidating the systems employees use to communicate and manage work.
- Job schedule and allocation email and push notification
- Job reminder alerts in push notification
- Instant field activity notification to managers
- Activity Update to customers in email and SMS
- Video Conferencing
Safe Payments and Integrated Accounting
Field force management platform accepts major credit cards on the payment for billing and invoice payment. Safe payment can be enabled by integrations with best payment gateways such as Stripe, PayPal Express, Authorize.Net, GoCardless, NMI Payment Processing, Square, Payeezy and EquiPay.
These payment gateways support payments from most global banks and their credit cards. Payment gateways also support Apple Pay and Google Pay.
Accounting software such as Quickbooks and Xero when integrated with Field Force Management Platform enables complete accounting flexibility and easy year end reporting.
Field Force Management Solution: Works for Every Business
Integrations in Field Force Management Software
Integrate apps and services to improve your field force management operations. Some featured integrations are –
Accounting Integrations
Integration with readily available accounting software for easy year-end process and accounts postings
Integrations for seamless communication
Communication means everything when it comes to managing on field resources and effective communication channels are required such as SMS Gateway Integration, Emails with Amazon SES or SendGrid, Marketing and Communications.
Integrations with Secure Payment Gateways
Safe and secure payments can be enabled by integrations with best payment gateways such as Stripe, PayPal Express, Authorize.Net, GoCardless, NMI Payment Processing, Square, Payeezy and EquiPay.
Data Analytics and Representations
Integration with Tableau and PowerBI for analyzing user experience and field data and making analytics and data representations.
Field Force Automation leading way for Service Management Businesses
The field force automation market is expected to acquire market growth in the forecast period of 2022 to 2029. Market Research examines the market to develop at a CAGR of 16.15% in the previously mentioned forecast period.
In the midst of the COVID-19, the worldwide market for Field Force Automation assessed at US$ 1.4 Billion in the year 2020, is projected to arrive at an updated size of US$ 4.2 Billion by 2027, developing at a CAGR of 17.2% over the period 2020-2027.
Field force automation creates real-time communication between your on-field and back-office team managing sales and admin tasks. Field service businesses require flexibility and mobility for their tasks. Thus, they will likewise require tools that can move around with them.
Process Automation in Field Force Management
Automation in Field Force Management, creates an effective flow of information between the back office and the field team through mobile technology. With the growth of RPA or robotic process automation, deploying bots for answering basic questions of field teams or customers can save a lot of back office time.
This intelligent automation helps businesses to achieve growth, process management based on the business needs at that moment. Here, AI and Analytics will be in continuous sync with automation to make data-driven decisions on field force services.
DreamzTech RPA Developers are well versed to Automate your complex back-office processes that involve tedious, repetitive, manual tasks across systems and applications. Back office can eliminate the high costs for labor, errors, and re-work—with a direct positive impact on metrics such as customer SLAs and cash flow.
Use of Augmented and Virtual Reality to Reduce Costs
Many businesses spend a lot on purchase and maintenance. These costs may consume most of the company’s profit. By using an AR-enabled field service software system, you can reduce business operational expenses.
Your on-field team can remain in the office to conduct service appointment calls, view the inventories from a video-conferencing stream from the customer’s smartphone, and help the customer with visual instructions for making repairs.
AR integrated field force automation software can reduce costs and equipment downtime.
Connected Sensors can Authenticate Field Operations
Internet of Things(IoT) sensors of various types connected for services and monitoring can help in Field Operations to a great extent. Data collected by connected sensors can be used to authenticate and timestamp transactions.
For example, a sensor on an equipment can report a malfunction and automatically can trigger a service request. A blockchain record provides an unfalsifiable account of the health of a critical piece of equipment, capturing when it failed, when it was repaired and who repaired it.
Using Blockchain in Field Service
Blockchain technology traces the entire life cycle of service calls to help field service providers improve customer satisfaction and avoid disputes over compliance with contractual commitments.
It’s easy to understand blockchain’s advantages when you look at the benefits it brings to field service management. Blockchain would allow field service providers to capture and trace every defined stage in any type of service activity from the time of the initial customer request through invoicing. For example, the signing of the service report using e-signature from the customer could trigger closing of the ticket. These kinds of Smart Contracts can be configured using Blockchain Smart Contracts. With smart contracts, payments can also be made when the service is complete and verified.
All stakeholders — customers, technicians, managers — can share an immutable ledger of records. This transparency will improve customer satisfaction.
