Tag: service management software

How To Choose The Best Field Service Management Software?

Posted on by admin

For SMEs, managing the team which is working on the field can be the toughest operation. There are many businesses that use the old and obsolete methods to allocate the work and tracking the performance. But the thing people don’t realize is that there is a revolutionary CRM Platform available in the market. But before you get to know the software, it is vital that you really know how you should choose field management software.

So, here is a basic guide that would help you to make the best decision for your organization. There is no doubt that even a slight miscommunication could lead to big problems. Whether it is a delay in service or low efficiency, the results of the under operability is faced by the whole organization. Choosing an appropriate tool can be challenging, thus, here is the complete list of specifications that you need to consider before picking out software.

Core Field Service Management Functions:

The core features are the ones you can’t miss no matter how interactive the software is.  The software must have the following features:

  • Scheduling and Dispatch Services:

If you can multitask, then good but if you don’t want to rest the burden on your shoulders, then CRM software can help you. The scheduling and dispatch functionalities will make the processing easier and take a lot from your plate.

  • Geographic Maps
  • GPS tracking
  • Multi-location
  • Route Optimization
  • Dispatching and Scheduling

All these features make up for the best scheduling tool.

  • Job Tracking and Management:

What’s the point of having a management tool if you can’t assign Jobs to Field Service Technicians with CRM Software. Yes, the CRM software can track the technicians and their tasks along with the time and expenses they incurred in completing the assigned tasks.

  • Job Tracking
  • Real-time Updates
  • Task Tracking
  • Workflow Management
  • Employee Management
  • Service History tracking

These details will tell the employer everything they need to know about the employees.

  • Job Costing:

Figuring out how much the client should be charged for a service is really a dilemma. But it can be easy if you are using a CRM tool.  It will calculate:

  • Estimate
  • Job Costing
  • Quote management

This will make sure that the clients are not charged heavily without any valid reason.

  • Customer Management:

Knowing the customer is very important and it is the understanding which helps the staff to deliver the best services. With CRM, you have to make sure that you keep a complete record of the customer database including contact details, addresses, billing cycles, interaction with field technicians, and customer history. This will ease up the process for the business and the client.

  • Client Portal
  • Customer Database
  • Customer History
  • Client Management

All the above-listed things leverage a customer. Therefore, it is vital that you keep updated information of the employees and the customers as well.

  • Customization:

When you are choosing software, it is critical that you keep a space for improvement. There is no doubt that technology is advancing at a very fast pace. Thus, you need to stay at that pace to make sure that you don’t lag behind. Leave a space for organizational and individual needs and focus on the features like:

  • Custom Forms
  • Customizable Reporting
  • Templates customization
  • Forms Management

You can add further options according to your requirements.

  • Invoicing and Payment Processing:

While the business is utilizing the Assign Jobs to Field Service Technicians CRM Software, it is vital that invoicing and payment processing functions are also added in the features. Electronic payments, documents, and billing options must be available otherwise the software will seem like a waste. With a smart CRM tool, processing of the order and payments will be much faster even when the processing is requested in bulk.

  • Integration:

Integrating some pretty useful features in the software is also important. The ideal software ensures that it is integrated with accounting services, social media, and other relevant apps too.

  • Accounting Integration
  • API
  • Data Import/Export
  • Mobile integration
  • Third Party Integration

Fortunately, CRM RUNNER has all these features with additional ones. The business will get their hands on professional software that has a big inventory, smart dashboard, notification panel, booking portal, lead generation system, and much more. So, don’t miss the chance of buying booking a demo for the software and give it a real try. And decide whether the software is suitable for you.

As you are about to buy CRM RUNNER, it is vital that you understand their pricing plans too. The software has a straightforward plan with no hidden charges. So, you can choose the plan according to the accessibility to various features of the software. The list of features is very long, so here we are providing a brief detail about the pricing of the software.

Monthly Plan:

  • Startup Plan without SMS at $15/month
  • Pro Plan with SMS at $50/month
  • Enterprise Plan with SMS at $95/month
  • Ultimate Plain with SMS at $145/month

Yearly Plan:

  • Startup Plan without SMS at $165/year
  • Pro Plan with SMS at $550/year
  • Enterprise Plan with SMS at $1045/year
  • Ultimate Plan with SMS at $1595/year

The main difference between the pricing is on the usage. The Ultimate plan gives access to the features to 10 users at once. As the number of users’ increases and decreases, the price of the software also fluctuates. As you can see, the plans are quite expensive, but if you focus on the practical application of the software, you’ll realize that the software covers its cost by itself. It will save human power and various resources and help you to increase the saving while staying on the budget. That’s why CRM RUNNER is a Revolutionary CRM Platform which has no match in the market.

Field Service Management Software

Posted on by admin

5 Features Field Service Management Software Solutions Must Have

Businesses that operate with most employees and inventory out in the field have different needs when it comes to management software. Field service management software solutions have been hard to come by for a company who needs to track everything without access to it.

Field service businesses rely heavily on self reporting to track their employees. This is often where many excess costs and resources go.  When employees aren’t at the office or nearby any other employees, morale is more likely to slip and managers will never know.

Tracking parts of the business is the most effective way to manage it from a distance.  CRM systems designed as field service management software solutions are masters at tracking everything from employees to customer communications.

Field Service Management Software

Purpose of CRM for field staff

The purpose of a CRM for a business with field staff should be more than just tracking client communications and automating sales emails.  A CRM that was made to help a business with managing field staff and service calls needs to serve multiple purposes.

With an online CRM system field staff can access their schedules, updated client requests and communication from management at the click of a button.  Filling out reports at the end of a repair or installation is another one of the purposes a CRM for field staff serves.

An effective field service management software functions like a CRM.

Without the tracking features that are offered by the best CRM systems online, field service management software falls short of what the industry needs.  Managers of field staff have a long list of things to track. Worrying about progress on a project or the location of an employee takes up a large amount of time for managers that aren’t using a field service management software that acts like a CRM.

While each service based business is different, a company that is largely comprised of field based service needs to be able to track employees, customer interactions and invoicing all at once.  The best CRM systems of 2019 include features that are designed with field service and job sites in mind.

5 features a field service CRM should have

Field service CRM software should easily integrate into the daily routine of technicians and installers.  Often they are already too busy to fill out paperwork and remember to check in so the right CRM system keeps that in mind.  Making the focus of a field service CRM the employees who use it results in an increase in both profits and customer satisfaction.

1: Field service scheduling software that tracks employees, inventory and fleet.

When most of your team is driving to service calls and job sites making sure that everyone knows where they are going and what they are doing is a time consuming job.  Often it takes the help of all the of the office staff to keep up with who is supposed to be where.  A CRM with a field service scheduling software built in helps automate the communication and updates about scheduling and job expectations.  The best CRM systems have GPS and inventory tracking software built in as well.  This way everyone has access to who is where, in what fleet vehicle and what they have on board to complete a service call.  With this kind of tracking a quick glance and the push of the button takes the place of finding paperwork and making phone calls.

2: Mobile field service software must be accessible from anywhere

Without a CRM that has mobile field service software integrated, staff that works in the field will almost never be connected to the system at the office.  When the software that tracks work orders, progress, and customer requests is accessible from a mobile app, field staff have more knowledge and feel more confident doing their jobs.

Without mobile field service software, technicians and field staff are out of the loop and often that shows in the way they engage with customers.  Lack of communication isn’t a worry with a CRM system that tracks information and makes it accessible from any device that can get online.

3: Field service management software should track customer interactions

Customers are the bread and butter of the business.  Keeping their trust turns them into word of mouth referrals and long term buyers.  Service technicians that arrive late without notifying customers and field staff that seem to be unaware what the customer told the person on the phone are the most common reasons customers say they lose confidence in a company.

When the field service management software solves those problems automatically both technicians and managers see a decrease in time spent trying to figure out what they are doing and for which customer.  Tracking customer communication puts everyone in the business on the same page and that kind of awareness makes customers feel important and valued.

4: Field service reporting software should allow for customizable reports

When staff is out in the field knowing how they spent their day and what kind of quality they are producing is a challenge for managers.  A CRM with a customizable field service reporting software is essential to managing progress and quality with field staff.  Creating reports that update managers on what they need to know helps hold employees accountable.

Managers can keep track of which projects are on track and which staff members are achieving success.  With reports designed specifically for the managers eye, finding out what is going on with the business is barely more than a glance at the screen.  Accurate reporting from a field service reporting software helps managers make accurate decisions about staffing and deadlines.

5: Field service accounting software integration and easy to create cost estimates

A CRM system that allows field staff to accurately and quickly provide estimates help customers feel more at ease that your company will do the job right.  Invoicing and payments are a challenge without a field service accounting software that integrates with payment processors.  Collecting payments is easier for field staff it all happens in one place.

Businesses providing services in the field should consider an online CRM software that meets their needs.  Tracking employees, inventory, fleet and customer interaction are among some of the many features that CRM Runner has to offer for field based businesses.  To learn more about how the features of CRM Runner are a field service management software solution, click here to sign up for a free trial.

Categories

Sign up for Fresh Content