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

Productivity is key to any successful business. Monitoring and improving that productivity can be a challenge, particularly if a large portion of your workforce are out in the field. These employees spend much of their time mobile as they must frequent various locations for customers, sometimes resulting in low visibility of their day-to-day activity.

This is where field service management software comes in. Not only can your workforce increase productivity which will lead to improved customer satisfaction, but it can also improve profits.

Let’s look into this in more detail…


Simplifying routine tasks with field service management software

Management of tasks

To start, you’ll benefit from increased awareness of the business as a whole. Allowing you to adjust to day-to-day challenges and make better informed decisions.

This also filters down into smaller, routine tasks that can become time consuming such as paperwork and administration. Field service software frees your team from writing up reports, making appointment reminder calls or filling out invoices. This enables them to be more productive in their roles and provide an improved customer service.

By automating these various tasks, you’ll also see an uptake in completed appointments as customers will be fully aware of the schedule. This results in less missed appointments and will minimise any downtime in your field team

The software also acts as a valuable record-keeper. From capturing e-signatures to storing invoices, the software can be particularly valuable when preparing for audits and ensuring you have all of the documents and details you need.7-Adjustment of goods inventory


A digitised inventory through your field service software will save you and your field team time with the simplest of tasks. These include:

  • Mobile access so your technicians can check at any time whilst out in the field. They don’t need to make various calls to the warehouse team etc
  • Maintaining an accurate and up-to-date inventory providing clearer visibility
  • Monitoring what parts/supplies are present in the van, reducing unnecessary trips to and from the warehouse
  • Knowing the status of parts ahead of appointments enabling them to plan

This clearer view of inventory allows your field team to concentrate on the job at hand with little time being wasted looking up part numbers and making orders. Additionally, this will help reduce errors and returns made when making orders. With these everyday tasks being simplified and made digital, your productivity will increase and so will customer experience alongside it.


Field service software allows you to monitor your field workers in real time, providing updates on both progress and location. This enables your team to keep track of their daily schedule and even adjust it if they are running ahead or behind. For example, if they complete a job more quickly than expected you could add in an additional job.

Being able to see this data real time also means you don’t have to contact them to get an update on their status. With no interruptions, your field workers can finish the jobs on hand faster with their full attention, this frees you up too, to focus on your tasks.

Your team will also have mobile access so they can also see their own schedule with any updates or changes made throughout the day or week, helping them to plan their time and routes better. This also gives management more visibility into the teams and ensures that they’re choosing the right worker to the right job based on inventory, skillset and location.

field service engineer 2-1

Reap the benefits with Dynamics 365 Field Service

When choosing field service management software, it’s important to make sure you’re choosing the right one for your business.

Take Dynamics 365 Field Service (D365 FS) for example, it provides all the features needed to increase your productivity for both your front-line field service technicians to your office-based management teams. With easy-to-use integrations and mobile access, your teams can collaborate with clear visibility.

To read more about why we think D365 Field Service is the ideal software, click here.

Choose the right field service management software

If you’re wondering how best to choose the right field service management software for your business, take a look at our blog below.

Choose the right field management software


Discuss this post

Recommended posts

The number of ways a customer engages with a brand is forever evolving, with omnichannel experiences (i.e., looking on a website via one device and purchasing through another) being considered as the norm nowadays.
In the current challenging market conditions, it's important to focus on initiatives that can improve your strategy and help grow your business. One key approach to reaching your customers and making an impact is through marketing automation and the personalisation of your marketing messages and content. Marketing automation steals the show in Microsoft’s latest marketing features, released in 2022. Over half of the new features released from February to August 2022 focus on real-time marketing, personalisation and customer journey automation, with several new and improved integrations to make data capture/usage and output more effective. There have been over 20 new features released so far this year and more still to come in the Wave 2 release expected from October 2022. With improvements and changes being released constantly, it can be hard to keep up with what's new and figure out how to use these new features. That's why we've put together our top picks of the new features now available in Dynamics 365 Marketing, with insights and links to help you get started. Note: based on my experiences, I've ranked each feature in terms of effort level to implement, complexity and its potential impact level on business processes. These ratings may differ depending on your company's needs. Star rating ⭐⭐⭐⭐⭐ = highest ⭐ = lowest
The customer is always right. While that may or may not be the case, one thing is for certain - the customer can be a treasure trove of vital information you can and should use to achieve better marketing and sales results. In the B2B sector, whether you’re in the manufacturing industry or food packaging and beyond, ensuring stellar CX is one of the most powerful ways to drive customer acquisition and retention.
The need to deliver better customer experiences (CX) has been a key focus for B2C businesses for some time. However, as products commoditise, excellent CX is becoming an important metric to differentiate companies, regardless if they’re B2C or B2B.
Today’s B2B organisations are discovering their customers are just like any other – they want a more B2C-like customer experience (CX) than ever before. And this discovery is changing how manufacturers view and implement their CX strategies.
right-arrow share search phone phone-filled menu filter envelope envelope-filled close checkmark caret-down arrow-up arrow-right arrow-left arrow-down