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Tip #12: Trade your pen and paper for Field Service Management software.


Powerful Field Service Management (FSM) software solutions are available for only a few dollars a month per technician that save you money and improve the customer experience.


The SAAS (Software as a Service) model has put products in the hands of small and medium sized businesses that were out of reach in the past. While the cost can add up to a significant expense, the benefits typically outweigh the cost and can include:

  1. Elimination of paper automates administration and reduces rework.

  2. Automation of payment can eliminate receivables and cash handling.

  3. Automating routine administrative tasks can eliminate non-value-added work.

  4. Dynamic scheduling improves the customer experience and productivity.

  5. Drip feeding calls dramatically improves productivity.

  6. Enhanced communication between the customer, the office and the technician.

  7. Integrated telematics tracking and reporting.

  8. Small business management solutions like invoicing, accounting integrations, etc.

  9. Improved communication tools and customer self-serve can dramatically improve the customer experience at a lower total cost to serve.

Another related benefit that occurs when you install a software solution is that you have the opportunity to document and train your processes including the new tools and steps. Take this opportunity to reengineer those key elements of the solution BEFORE rolling out the system. Don’t install a bad process into a new system, use the best practices that are inherent in the system design to improve your operation.


Selecting the right solution for your business is also important. You don’t want to install an enterprise-level solution for a small business, but you also don’t want to skimp and miss out on key benefits.


Are you in the market for a new field service management solution? Or do you believe that your pen and paper solution just can't be beat? Share your experiences in the comments below.


Learn more about field service transformation with Chapman Management Solutions and download the 30 Tips eBook at www.chrischapman.ca.



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