Field service management… another management category, but what is it about? In simple words, it is the management of services provided by your teams en route.
Are you a service provider? Are your teams always on the road? As that kind of service is strictly related to customer service, this type of management promises productivity, efficiency and competitiveness for your company.
Here you can find the definition of field service management, its purposes and the support software available in SaaS mode.
Field service management (FSM) refers to services related to installation, maintenance or repair where the technical team is required to work “on-field” at the clients’.
This concept aims the optimization and the coordination of material and human resources for interventions on the field, such as maintenance or after-sales service.
The productivity of these teams is one of the main challenges, as well as the profitability of operations and meeting customers’ expectations.
Field service management also refers to cloud software used to manage services and teams on the spot.
In the following video you will find all the topics that we are going to address in the article:
Field service management meets the needs of service companies performing maintenance and installation operations in multiple industries:
Field service management is useful to all hierarchical levels and any kind of department:
Moreover, a team on-the-go requires special attention because its members :
Field service management is a practice that refers to several complementary fields of application:
Considering that we are talking about an area of activities involving a wide range of actions, people and applications, the best advice we can give you is to get a field service management software adapted to your needs.
Mobile applications, SaaS solutions, are what you are looking for!
FSM publishers often develop connectors so that communication between their tool and an ERP or CRM already in place is possible.
CRM, a customer relationship management tool, enhances the relationship between the company and the customers to build a long term relationship. Field service management software sometimes includes some of its functionalities, but with a less "commercial" goal. It is more focused on the quality of the work provided and its follow-up.
As for ERP, a planning software composed of several modules and a single database (for production, logistics, HR, accounting and sales), it can satisfy many service providers' needs.
However, the FSM responds to issues that are not necessarily addressed by CRM and ERP software:
If you search the term field service management on the Internet, you will find articles mentioning solutions such as Task4Work, Servicemax, Salesforce, Microsoft Dynamics 365 for Field Service, Servicenow, IFS Field Service Management, Intuit for Quickbooks, etc.
Here are three other software programs that meet field service management needs, in different fields, to illustrate our comments:
→ an ERP and CRM
→ a software for intervention and commercial management
→ a planning and human services software package
There's something for everyone, enjoy it!
DoliCloud is a platform that offers features typical of both CRM and ERP software. This suite appears interesting especially for SMEs because it offers the possibility to get a complete and sophisticated tool for a very reasonable price without giving up on all the advantages of a cloud solution.
Among its features, you can find: financial accounting, general ledger, VAT management, customer support, expense management, marketing automation, intervention management, etc.
Kizeo forms is the tool that simplifies your intervention and commercial management, whatever your profession is. With Kizeo forms, you can collect, communicate and use your data on the spot in a few clicks.
All your reports and forms are consistent, complete and error-free, filled out by mobile teams in a very intuitive way on their tablet or smartphone. On the administration side, no need for computer skills, the implementation of the tool is quick and its adoption is just as fast.
Inventory management, maintenance, expense reports, disconnected mode, electronic signature, the range of functionalities is very interesting.
Ogust is a complete management software dedicated to personal service jobs (housekeeping, homeschooling, childcare, etc.), it offers prospect and customer management, quotes, invoicing, online payment, etc. Ogust is a specialized ERP that allows advanced management of intervention planning.
You can choose a general or a tailor-made formula. This tool offers, in particular, the management of intervention schedules with agenda and geolocation, employees and customers portals and human resources management (working time, absences, holidays).
Whatever the size of your company is, you can be competitive. Field service management software, thanks to their practicality and low prices, allow you to be at the same level of the largest structures and to manage your mobile teams masterfully.
Do you still have doubts or think you do not need it? Still, you are a little bit curious? Well, you just have to ask for a free trial! We bet it will not let you down.
We are looking forward to your feedback!