How To Sell Your Field Service Clients On The Value Of Software

By Christine Kern, contributing writer

How can you sell your field services clients on the real value of management software? An infographic from The Service Manager (TSM) provides a quick comparison between manual processes and field service management software that can prove useful in the selling process.

As the infographic states, “as the demand for field service management services rises, managing increasing workloads becomes challenging, pushing managers to find more efficient ways to effectively manage a growing enterprise.” Enter field service management software.

TSM says field service managers should serve as coaches for their teams, including scouting the competition, highlighting areas of improvement, and making appropriate changes that make the team perform at optimal ability. And automating field service processes can help with these initiatives.

Other benefits of field service management software you can share with your field service IT clients include:

• timely entry of time sheets, using real-time clock and easy computation of overtime, travel time, prepaid time, time off, and even pay policies via a mobile device
• drag-and-drop of jobs onto a visual scheduler calendar, providing a convenient way for mangers and dispatchers to manage field staff and service requests
• centralization of scheduling details, updating in real time so staff can view job sites, access client history, and check status of work orders immediately
• collection of digital signatures and billing of clients on-site, and the ability to produce accurate electronic invoices immediately upon completion of a service helps improve business cash flow, shortening payment cycles, and improving professionalism and customer satisfaction
• digitized documents and forms and organized, secured service request history, payment details, and other customer information
• immediately accessible data for tracking and assessment purposes, allowing dispatchers to view individual technician stats, completed work orders, inventory reports, and to produce and print whatever report is needed.

The integration of field service management software can help reduce inefficient practices and free up administrative staff to allow them to focus on other, more important tasks, thus improving bottom line profits, maximizing employee productivity, and maintaining control over expenses.