field service software business owners

Companies that use field service software solutions are always looking for the best. Most of the time, this comes in the form of increased revenues and profits, as well as efficient collaboration between the team.

With the right field service management software, you can get a solution that automates your tasks, streamlines your operations, and improves your customer service. However, many business owners struggle when making the switch to a digital solution like this. Below, we are going to list some of the biggest problems plaguing the field service industry – and some common mistakes business owners make when implementing software solutions.

1.They forget about their customers

Many assume that field service software solutions are only designed to manage business processes. The key mistake business owners are making is not understanding their software’s full potential and how it can help them take care of their payments, management, invoices, signatures, staff tracking, and many other things that can strengthen their relationships with their customers.

ServSales is a ServSuite module specifically designed to manage your sales pipeline. With it, you can enjoy a unique field service management software that is specifically designed for the service industry. Its user-centric customer portal allows you to boost your mutual interaction but also schedule meetings, download invoices, give feedback, and a lot more. All of this is proof that mobility is ubiquitous and that its importance is growing. Mobile field service apps are the future of field service operations; connecting all the moving parts of field service operations in the quickest way possible.

2. They are used to paperwork

In the 21st century, paperwork is out of date, and yet many business owners are still relying on it for key tasks. According to Mordor Intelligence, there are over 20 million field technicians operating worldwide, and the number continues to rise. Companies continue to invest in processes that require significant physical storage space to store their extensive documentation but fail to understand the power of going digital.

Another key feature brought by the new generation of field service software is the digital signature (e-sign). With digital forms and signatures, the entire concept of pen and paper is obsolete, and signing your documents is as easy as scribbling your name on a screen.

field service management software

With a field force management system like ServSales, you can digitize, automate, and innovate in the easiest way possible. From invoices to reports and instant payments in the field, there are plenty of ways to enjoy working from your mobile device and adjust the software to meet your needs. In that way, you will get rid of paper and even contribute to saving the environment.

3. They are hesitant to take the next step and embrace technology

Many businesses still function with paperwork and the traditional processes surrounding them. According to a survey conducted by Finances Online, the field service management market’s growth is forecast at a CAGR of 16.2%, meaning that it is estimated to reach $5.9 million by 2024.

While 52% of companies still use manual methods for most of their field service tasks, adopting software is an innovation for less than half of business owners. In a digital era like the one we are living in, this can make or break a brand, which is why business owners need to be tech-savvy and adopt the latest technology.

ServSales provides quick and easy ways to enter data and gather information to fully integrate your field sales team with Office operations. You can track the sales management process, manage information related to sales opportunities, and use the software as your go-to portal whenever you need access to data to help with your sales-related decisions.

Most importantly, our software lets you add prospects chronologically in a timeline and manage them accordingly. From a prospect to a lead to a customer, you can edit information in real-time and organize your sales processes with a few clicks or taps on your mobile device.

4. They don’t know how to manage/schedule events

Field service management companies are dependent on scheduling as the best way to manage teams and keep field employees coordinated. While most scheduling now happens over the phone, many new concepts make this task even more efficient.

ServSales has an intelligent scheduling option that lets you see all of the Events within a Calendar Preview, add prospects, leads, and customers – and automate your scheduling in real-time. Alternatively, you can create filters for your Calendar events and manage them separately from prospects, leads, estimates, and proposals.

field service scheduling software

5. They don’t train their teams

Many problems can be attributed to a lack of training. When talking about software, not receiving relevant training is what makes employees inefficient or unable to perform their tasks. Business owners like these are actually at risk of losing business and not meeting their clients’ expectations.

With ServicePro, we make sure to give you plenty of educational materials and access to an extensive library of dynamic learning resources (ServSuite Explore) that shows you the software in detail and presents you with every single feature. At the end of the day, not everyone understands how to do operations from the screen, which is why every field service management software must include thorough training.

Increase Your Productivity And Equip Your Team With Innovative Features

If you are looking for a way to move forward and start automating your field service operations, you are on the right page.

With ServSuite, you are getting more than just a robust solution. Our field management software tailors to every business, bringing you closer to features such as electronic signing, invoicing, a wide knowledge base via ServSuite Explore, and more. 

With our software, you can prioritize essential tasks, assign jobs on the go, and harness the power of electronic signing. ServSuite also lets you track your field technicians’ in real-time through the interactive app, allowing you to make data-driven decisions all within a single system.

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