<img src="https://secure.leadforensics.com/133892.png" alt="" style="display:none;">

If you can operate more cost-efficiently while boosting productivity, you’re on your way to field service success. Field service management software will help you do that by consolidating and simplifying business processes, improving visibility, facilitating cross-team collaboration and more…but you know that already.

You’re here to find the right software. Scroll on to discover how…

Features of top field service management software

Can it help you provide a proactive service?

What is good customer service

  • IoT sensors can remotely detect and fix issues before they become a problem or noticed by customers. This can help prevent service calls (unless absolutely necessary), saving you time and money and allowing you to focus on higher priority work
  • Data from IoT sensors can help you adopt a predictive maintenance model which, again, can help you prevent unnecessary service calls and optimise resource usage
  • If the software integrates with your ERP system, you can gain a complete view of your customers. This enables you to meet and exceed expectations
  • Certain manual activities can be automated (e.g. customer surveys being sent out after jobs and voice and text appointment reminders) which improves customer satisfaction and experience, and boosts your productivity

Can it help you schedule resources efficiently and intuitively?

  • A complete overview of your technicians and details such as their skills, availability and location can help managers better manage assignments
  • AI-enabled recommendations and automated scheduling can help managers send the right technician to the right task at the right time
  • Automated scheduling also brings the next job straight up after the one before has been completed or rearranges schedules based on the urgency of the tasks. This maximises your field service team’s productivity
  • Powerful reports help you monitor your resource allocation and technician productivity/efficiency. You can then use this knowledge to optimise work scheduling

Can it help you ensure a first-time fix?

the right field service management software

  • D365 Field Service is available in mobile app form so your technicians can access the service activity and information they need while on-site and offline.
  • The app also allows field technicians to manage their work orders and schedules remotely, whether it’s capturing and adding photos to the order, taking payment, ordering spare parts and more
  • The built-in resource hub allows technicians to access additional guidance, tips and instructions to get the job done
  • D365 Remote Assist allows your technicians to connect with their colleagues and other experts in real-time and together, they can conduct remote inspections

Is it within budget?

  • Cloud-based is often the best option because it’s scalable, can be used remotely and product updates are automatically deployed so you’ll always be on the latest version
  • Keep in mind that it’s not just the cost of the solution you must consider. There’s also the implementation and all the costs associated with that (e.g. training, customisations, if any additional software/hardware are required)
  • One debate you may have is whether to implement the system in-house or outsource to a consultancy. Here’s a handy resource on that topic

The right field service software enables you to provide the best customer experience possible

Top field service management software

When it comes to field service, your customers want:

  • Quick acknowledgement
  • Quick, efficient action
  • A first-time fix
  • If possible, the issue to be fixed without them realising

And your employees want:

  • To be assigned to the tasks that are best suited to them (i.e. matches their skillset)
  • To have a manageable workload
  • To request assistance as and when they need it
  • To access the information and tools they need to complete the work order

And you want:

  • Visibility over your technicians
  • Ability to easily match the technician to the task
  • Optimum productivity
  • Optimum cost efficiency
  • Optimum resource usage

Invest in the right field service tool and you can certainly achieve the above.

To read more about D365 Field Service and its role in enhancing your customer experience, download our solution factsheet below. You can read about the Microsoft Dynamics 365 platform in more depth.

How D365 Field Service can help

Topics

Discuss this post

Recommended posts

Your CRM system centralises your customer data so finding what you need to personalise customer engagements can be fast and easy. Your ERP system centralises your back-office data so again, finding what you need can be fast and easy. Integrate these two systems and you can centralise the data from both of these systems.
Having been involved with ERP over a number of years from a customer perspective, I’ve seen how the right ERP solution can help transform the way a business performs and brings all the relevant data and processes together under ‘one roof’. 
In a recent report we released in association with the Retail Gazette, over 110 organisations from their UK readership were surveyed. It was found the retail industry had seen the equivalent of five years of change over the 12-month period of this pandemic.
How well do you think your business knows its customers? Did you know the answer to that may well stem from your ERP-CRM integration? After all, your ERP system will help you manage your back-office activities while your CRM focuses on your front-office. So, an integration will allow you to access the right data at the right time.
An ERP and CRM system may both centralise data, eliminate siloes and boost the efficiency and profitability of a business. But they’re not the same thing. The biggest difference is an ERP system can manage back-office tasks to help you reduce overheads and improve process and cost efficiency. It is the official and legal transactional system of record for your business while a CRM system, which manages front-office tasks to help you boost sales volume, is not transactional in the same way.
right-arrow share search phone phone-filled menu filter envelope envelope-filled close checkmark caret-down arrow-up arrow-right arrow-left arrow-down