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Clients expect the best performance from you and your team. Your Field Service app, your most effective tool, should work with every tool you choose. Don’t skimp on the best Field Service software selection. We’ll outline eight features that the top field services app has.
After reading this article, you’ll understand how the top Field Services app can:
- Boost productivity in the workplace
- Almost immediately pay for itself
- Help your team finish tasks more quickly.
- Streamline processes by having the appropriate software in your toolbox.
Cloud-Based Enables Access from Anywhere
Creating a single database containing all company files and information makes everyone’s job much simpler.
Consider a scenario in which a client calling in to request Field Service calls someone in the office. The field service will almost immediately require an updated gate code, which the client supplies.
When the office staff gets the updated code, they immediately update the client’s cloud-based profile. When the Field Service team arrives, they will check the client’s profile as usual and discover the updated gate code waiting for them.
Consider the days when calling a field service provider out in the field required playing phone tag. Additionally, the Field Service won’t have to stop while driving to find a pen to write down the new gate code.
The client’s cloud-based profile is updated in real time with all information. Anyone on your team can instantly access everything from anywhere.
Smarter Dispatching is a Breeze with the Best App for Field Services
Scheduling and dispatching the appropriate Field Service for the job is occasionally the only difference between your company and a higher bottom line. Without a doubt, it is a form of art.
The first step is to hire the best office and dispatch personnel. But giving those experts the most cutting-edge equipment available also helps.
Fortunately, the best dispatcher software also doubles as the best app for Field Services. This will give you a general picture of your entire field crew. Additionally, it provides your dispatcher with the resources needed to assign the most qualified and nearby Field Service to the appropriate job.
When using this cutting-edge Field Service software, everyone is immediately informed of scheduling or dispatch changes!
This means that your dispatcher can immediately change schedules and assign the necessary field team members if an urgent job arises during the day. Additionally, your team on the ground will be informed right away. Therefore, any changes to the schedule can be immediately sent to the entire field team by your field service software.
With InvoiceASAP, you can optimize the schedule of your field workforce to raise the organization’s wrench time ratio and reduce unapplied time. Keep your field team’s attention on finishing jobs rather than moving between them.
Eliminate Paper and Duplicate Data Entries
The average waiting time for misfiled, mislabeled, untracked, or lost documents is four weeks per year.
We are all aware of the difficulties in locating a physical copy of a crucial document. The fear we experience after searching through rows of filing cabinets only to discover that the file folder is empty and has no sign of the crucial document.
Thank goodness paper document management is being replaced by cloud-based document storage. Thanks to this real game-changer, you won’t ever question whether the information you’re viewing is accurate.
Those tense searches through rows of filing cabinets to find the most recent document you require are over possibly. Everything is digital, accessible from any location with a signal, and searchable directly from your web-enabled devices with cloud-based storage.
This effectively means that your team can have faith in the data they look up and the data they record. Most importantly, your team can feel secure knowing everyone can access the same information.
Along with reducing stress, you’ll also save time and money! Paper and storage costs can add up over a year in any business.
By doing this, you can reclaim some office space.
Monitoring, Monitoring, and More Monitoring
Monitoring performance metrics is unquestionably essential to managing any business, especially one poised for expansion. Fortunately, there are numerous ways to monitor your company’s performance. However, few are as quick, reliable, or simple to comprehend.
With the best Field Services app, you’ll get a top-down, 360-degree view of your entire business. Access insightful data and valuable information on:
- Accounting and Bookkeeping
- Dispatching and Planning
- Billing and Invoicing
- Calls and emails from clients
- plus more!
This implies that you will have the most recent information about your company at any time of the day or night. A mobile CRM will also enable you to access your entire company from any location with a signal.
No Communication Failures Anymore
Nobody enjoys being misheard, or worse, hearing one thing from one person and another person telling them something entirely different. Even worse is when a customer hears one thing, but your office staff is certain they said something entirely different.
Communication breakdowns might become commonplace if there aren’t tools and procedures to stop them. Without proper data logging, a manager’s job resembles a detective trying to figure out who is telling the truth by following a trail of clues!
Fortunately, the top field services app significantly enhances business communication between teams, departments, and clients:
- Every time your team interacts with a customer, notes can be recorded in that customer’s cloud-based profile.
- Additionally, you’ll have instantly updated data that everyone can read, including those working in the field.
- Your clients will appreciate that they don’t have to repeat themselves as frequently as they would if you were using pen and paper or, worse, those other guys with outdated software.
- Your company will be able to record every call made between your customer service team and customers thanks to the best field services app.
- You’ll be able to recognize top performers and coach those who need a little coaching and save yourself the hassle of figuring out who said what.
Save your company from losing clients as a result of avoidable communication errors. And strengthen your team’s capacity to deliver the industry’s best services.
Simple Billing and Timely Payments
The classic cat-and-mouse game of sending invoices and waiting for a check is hard to forget. For a very long time, that was the way business was conducted. That arduous, drawn-out process of hoping you’ll receive your deserved compensation while waiting.
You may already be using digital invoicing and have had some success. The best field service app can, however, SURPRISE that process. You can now bill customers directly, all while your field service is still working.
The best part is that you can even accept payments right away! Suddenly, a task that used to take days, possibly even weeks, can be finished in seconds. This particular feature of cloud-based field service management software has the power to improve your company drastically.
The fact that your clients will value it as well is the real secret, though. Many clients that your Field Services will interact with daily would prefer to pay for those services immediately. No one enjoys getting a bill or trying to remember, only to forget, to pay it.
The software can assist you even if you prefer to invoice your clients after the fact. You can create reminders when a payment is due and send invoices to the customer’s email!
Eliminate the hassle of invoices and payments on both sides of this deal. Your customers will be grateful.
The Best Field Services App Produces Perfect Price Presentation
Don’t overlook the steps taken before sending that invoice. The best app for Field Services makes price presentations highly visual and simple to understand. Give your field services the resources they require to offer each client a good, better, and best option when on a job site.
Give customers the option to accept more services right away.
Giving your field team the appropriate tools for price presentation, in turn, is a game-changer. With this straightforward addition to your Field Services toolkit, you might notice a sharp rise in billable services per job.
An advanced price presentation tool can assist in educating the customer and free the Field Service from making a difficult sales pitch. It can also increase the bottom line of your business.
Support for team members and training
A powerful tool, the best app for field services, wouldn’t be the best if you weren’t shown how to use it. It is easier to choose because resources like InvoiceASAP Academy are included.
Your team as a whole will have total access to:
- Lesson plans and self-paced tutorials to help you get the most out of your app
- Earning and displaying badges on your profiles
- Environments that are interactive and separate from your company’s database
Your team will be free to test InvoiceASAP’s more sophisticated features in a setting that isn’t connected to your company’s data. This implies that anyone working for your company is welcome to use the best Field Services app for practice while learning how to use it.
Member Assistance That’s unparalleled
The member support is priceless when going live with your company’s data in InvoiceASAP. Your entire team will have a specific point of contact for questions.
Especially for organizations that have historically only used paper and pen for business, onboarding can be intimidating. Because of this, InvoiceASAP takes great pride in the close connections we provide to our customer success team.
As you and your team become experts with your new Field Service software, you should always have a specific person to turn to for questions and support.