In addition to its flexible pricing options, GeoOp provides all the key features a business needs for successful field management. This system works to streamline your office functions by centralizing labor management, customer information, profit reports and invoices. Your staff can charge customers using the timekeeping tool to ensure your company is paid correctly.
Further, you can set permissions for users and even customers so everyone gets the visibility they need. Your field service technicians can benefit from GeoOp, as well. The easy-to-use UI facilitates documentation of job details and allows messages to be sent between the office and field users.
The app also supports jobs that require several different appointments. This helps keep all relevant information in one place so your technicians can work without interruption. In addition to these starter plans, mHelpDesk also caters to enterprises looking for a customized system.
The most basic package provides scheduling and job management tools. The Pro package adds on more jobs, syncs with Quickbooks and allows you to track equipment. Higher-tiered packages provide more users, more jobs, custom forms, location tracking and inventory management. Medium and enterprise-level businesses would benefit from the more powerful plans or a customized pricing plan.
From automated routing to multi-language support to resource mapping, this solution is all-encompassing. Oracle provides comprehensive field service tools, including scheduling and dispatch features. Built on self-learning and predictive technology, this solution allows your business to remain one step ahead of any issue, ensuring you maintain your SLAs.
Oracle is a great choice for all company sizes and is available in the cloud. These are all great options if cost is a major concern for your small business. There are serious challenges in Field service that demands mobility, collaboration and flexibility. A good way to move your process forward is to form a team with members from multiple departments to determine what your organization needs. Once you have a good understanding of requirements, document and communicate the business case for your new system and the improvements you expect to achieve.
Having an overview of your needs is an important step to justify your investment. Here are some questions to discuss with your team to help determine whether your company needs to invest time and money in FSM software or apps. To pay, or not to pay? That question can be answered based on your self-evaluation and how many bells and whistles you need to run your own field service organization and meet customer needs.
But just about every kind of software now gives you a free, trial option so you can try before you buy. When it comes to affordability, functionality, and overall integration, there are three general categories to consider:.
So does having mobile capability to do everything from order taking to check out, and making sure that is tied into every activity. While every field service process begins with a service request and ends with an invoice, there are many things that happen in between. Systems can increase customer satisfaction in three ways. First, they can state more precise arrival times for technicians. Second, they can predict the tools and parts that a rep will need.
Third, they can allow the customer to pick the most convenient appointment time. Reduce parts inventory costs. Systems can analyze history files to predict which parts will fail on what schedule.
Companies can use this information to more accurately manage part inventories to reduce costs. Reduce fuel costs. Intelligent route planning is a feature of most systems.
It calculates the most efficient way for sales agents to drive to their appointments. This can dramatically reduce mileage and consequently fuel costs.
But there are two potential issues. The first is obvious: there is a potential to over-schedule reps, which decreases both their effectiveness and level of job satisfaction, and also decreases customer satisfaction since appointments are missed. The second problem is more typical of enterprise software; proper implementation, change management and adoption is required for customers to realize the true benefits.
When Microsoft introduced the Tablet PC version of Windows in , field work organizations were listed as a market. More than a decade later, mobile field service apps are available for all major mobile and tablet platforms from Blackberry, Android and iPhones to iPads and Windows 7 tablets. Software as a Service SaaS. Many vendors now offer cloud-based products, typically through a monthly subscription plan.
Web-based interfaces. Reps and managers can interact with Web-enabled systems at the office or on the road. Web-based tools can also let partners access the systems and can even allow customers to schedule their own appointments. Customer support consolidation. For example, Microsoft Dynamics CRM lets agents generate a trouble ticket, set an appointment, create an order, and dispatch a rep.
Once the rep has completed the work, the order is closed, which closes the trouble ticket. AnalytixInsight acquires parts of Euclides Technologies. Although a free online scheduling tool can simplify your workload by allowing you to schedule jobs and create invoices, you'll most likely have a monthly job limit. But with a paid option , you'll have full access to all features. Free Field Service Management Software Learn more about the top free field service management software for small business.
Read reviews here! Loc8 is a cloud-based field service management tool that has a free tier for up to two users. With all tasks synced to a central database, technicians in the field can see upcoming appointments on their mobile devices, view the details of a job, and write comments.
They can also obtain customer signatures for completed jobs and schedule follow-ups if required. Client records in Loc8 Source. Most suitable for: The free version is ideal for independent technicians or contractors looking to manage a small business. ReachOut Suite is a cloud-based field service management tool that combines customer relationship management and technician tracking into one platform.
The tool is free for up to three users. ReachOut Suite offers work orders that function similarly to the job management features of the two previous tools. Users can input job details in the work orders, add photos and comments, and assign technicians. These work orders can be viewed on a smart calendar and scheduled using the drag-and-drop functionality.
Ticket management in ReachOut Suite Source. Most suitable for: The free version is well-suited to the needs of independent technicians or contractors managing small businesses. ServiceTrade is a cloud-based field service management tool designed to help commercial service contractors deliver better services to their customers.
He started asset management firm Smartpath in , laying out the blueprint for what was to become Loc8. Branch Messenger is the ultimate app to keep your mobile workforce connected.