Field management software is a helpful tool that companies use to ensure their field workers are able to complete their jobs with maximum efficiency. It is also used to help connect field workers and office workers so that processes can run from start to finish without a hitch.
When companies are looking for a new field management software, they should select a software that allows them to pick and choose the features they require, instead of paying for a package full of services they will never use. This is an ideal way for companies to save money on their field management software, and there is no shortage of options to choose from.
1. Technician scheduling
This feature allows everybody to be on the same page regarding who should be where, when, and for what purpose. It is a feature that provides detailed information about field jobs, and helps avoid problems like double booking, over booking, not having the correct tools or materials to complete the job, and other common organizational problems that can occur due to miscommunication and carelessness.
Technician scheduling on a field management software is not only organized, but it also can be updated, and all parties will have access to any updates and changes in real time.
2. Document storage
Access documents anywhere, any time. This is an important feature for a lot of companies whose services take place primarily outside of an office building. With document storage and document management, field management software not only allows employees to access documents remotely, but also allows them to attach them to work orders and customer profiles.
In addition, it allows field employees to upload documents live. This could be anything from a signed contract or form to a photo or report that documents important information about a job.
3. Inventory management
This is another feature available for field management software that helps save the company time and money. First, by ensuring that inventory is always stocked properly, field employees will be able to complete jobs the first time around, and not have to return a second time when the right materials come in.
It also helps companies to ensure that they do not have a surplus of stock. A surplus of materials comes off the top of a company’s revenue, and although they may eventually use those items, it is better to only have to pay when necessary, and keep that cash on hand in the meantime.
4. Contract management
Not only can field management software store contract documents and keep them organized, but it can be tailored to send notifications when action needs to be taken regarding contracts. For instance, if a contract is up for renewal, the field management software will notify users to ensure that it is renewed.
This can help companies ensure they do not lose customers due to disorganization. The software will also help manage contract cancellations and updates, allowing for real-time changes to be made and saved, and ensuring that documents are always correct and up to date.
5. Route planning and optimization
Route planning ensures that field employees are able to access each job as quickly as possible, and it helps them to save on resources like time, fuel, and vehicle wear and tear. Route optimization can help to ensure that field employees are spread out over the span of the area the company works with, and that each employee is assigned a group of jobs each day that is as close as possible the job before it.
Ideally, field workers would work on jobs in a logical progression from one area to another, not in a scattered fashion.