9 Best Practice Tips for Field Service
Now that you’ve invested in field service software for small business, you need to streamline your operations to make the most out of it. To do this, you need to embrace field service best practices for more productive personnel and effective operations. Here are 10 best practice tips for field service to help you improve your operations.
- Identify and The Document Problems
Field service management is more efficient and effective once the core inefficiencies, bottlenecks, and problems are identified. Again, you need a comprehensive understanding of the areas where your small business needs improvement. Documentation is also vital for it helps you understand how your business is working presently, as well as how it will work in the future.
- Keep Users Protected with User Access Control
Your data is critical to the success of your business. This is why you need to restrict access only to the right people so that they can get the information they need to execute their tasks. Making your data accessible to too many people leaves you vulnerable to security breaches. Your field service management software should enable you to manage access permissions.
- Manage Your Mobile Workforce
The most valuable asset in your business is your people. Make sure the best resource is assigned to the right task by tracking competencies, availability, and performance of your filed employees. This will help save both money and time.
- Manage Your Equipment
Managing equipment is equally important as managing your workforce. If your business is manufacturing oriented, having a field service software for small business can help you keep track of your equipment at all times.
- Create A Complete View of Your Customer Client
Make sure all the information about each client is available to your support team. Whether it is the client’s service location, contacts, personal preferences, or service history, make sure it is with the support team at all times. This will help them to interact with the clients knowledgeably thus providing them with the highest possible level of service.
- Reward Loyal Clients
Loyal clients are the clients who can purchase from you multiple times. Since they make an important contribution to your bottom-line, reward them accordingly. Use a service software to set-up distinct client groups based on service agreements, pricing groups and pricing policies to ensure loyal clients receive their reward.
- Plan Out Jobs in The Best Way Possible
Your team should be able to know what each job will require in terms of competence and tools before getting to the customer site. Your field service software should allow back office staff to update details about each job type via ‘planned lines’ functionality and robust templating.
- Capture as Much Data as Possible
You need information to make the right decisions for your business. For this reason, you should abandon paper-based records and instead use digital versions to help capture and customize data from your customers at any time.
- Define Your Hours of Operation
Scheduling is one of the most important components of field service. Make sure to set up your operating hours including holidays and working time. Only schedule jobs when they can actually be fulfilled by setting up employee calendars that capture holiday and shift timings.