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4 Things to Look for in a Field Service Management Platform






> 4 Things to Look for in a Field Service Management Platform

Selecting the right field service management platform for your business and its unique requirements can feel like a daunting task. But it doesn’t have to be. Although there are plenty on the market to choose from, they’re not all created equally, and there are particular features you should be on the lookout for when making a decision. 

In this article, we’ll explore the top four platform features you should expect to find when looking for field service management software. Read on to learn more.

The 4 Field Service Management Software Features That’ll Help Your Business Thrive

1. An Integrated Mobile App for Your Engineers

Having a mobile app isn’t a luxury for today’s engineers. It’s a necessity. According to 54% of field technicians, the industry’s biggest bottleneck is not having access to pre-work site data. So, to ensure that your business is running as efficiently as possible, you must give your team everything they need to do their jobs.

With a mobile app, not only will your engineers have access to pre-work site details that removes any obstacles that could stand in their way, but they can also do the following:

  • Communicate with your back-office and share their location
  • Access the CRM (customer relationship manager)
  • Log expenses
  • Capture photos and signatures
  • Complete DVSA-compliant vehicle walkaround checks
  • Carry out risk assessments and follow workflows
  • View stock and equipment availability
  • Issue digital invoices and accept online payments
  • Fill out timesheets

…All from the palm of their hands.

By eliminating unnecessary paperwork and additional journeys to the office, you’ll liberate more time for your engineers to attend extra appointments each day.

2. An Intelligent Scheduling Assistant

Currently, scheduling and dispatching difficulties are the main challenges for field service organisations. But, job management is such a vital component of running a successful field service business that you can’t just hope for the best. After all, your schedule is responsible for ensuring the right people are in the right place at the right time.

Therefore, you should look for a field service management platform that includes an intelligent scheduling assistant. Using the assistant, your back-office team can assign and dispatch workers to jobs based on their locations, traffic information, skillsets, vehicle types, qualifications and job constraints at the click of a button. 

By ensuring that you’ve allocated the perfect person for each job, you’ll be able to improve your first-time fix rates, impress your customers and increase your profits simultaneously. Better still, your back-office team won’t be burdened with any additional work.

3. An Asset Manager

Around 43% of small businesses don’t track their assets and inventory effectively, opting instead to rely on paper-based documents, spreadsheets and legacy systems — all of which are prone to errors. 

Human error, whilst unintentional, can eat into your profits and prevent you from taking on more ambitious projects that would directly contribute to company growth. As such, having a reliable asset management system in place is essential.

With a field service management platform like BigChange, you can apply serial numbers, QR codes and barcodes to each item in your warehouse, which your engineers can scan on their mobile devices to sign them in and out of storage. By digitising your inventory and linking it to your central system, you’ll have access to accurate, real-time data that gives you the power to make better long-term business decisions instead of reactively ordering stock. 

Learn more about the importance of managing your inventory effectively here.

4. An Online Invoicing and Payments Feature

Since the outbreak of COVID-19, late invoice payments have skyrocketed in the UK by 23%. Unfortunately, unpaid invoices can stunt your cash flow, leaving you unable to meet vital operational expenses. For businesses to thrive post-pandemic, you must consider ways to streamline your invoicing and payment method for a more rapid process.

Arming your engineers with a mobile app that’s linked to your central field service management platform doesn’t just help them get the job done, it also gets you paid on time. Once they’ve completed the work, each engineer can generate an electronic invoice and send it to your customer in minutes. 

Then, the customer can pay for the service using a range of convenient online methods on the same day. Aside from involving less paperwork, online invoicing and payments significantly reduce the chance of late payments, meaning you’ll always have a healthy cash flow.

6th February 2022 - Find All the Right Field Service Management Tools in One Place

A shocking 44% of UK workers say their company’s office technology is ‘woefully outdated’ and causes them to waste just over a quarter of each day on pointless administrative tasks. So, for your organisation to stay ahead of the curve and bounce back stronger post-COVID, you must look for ways to modernise your technology and streamline workflows.

BigChange enables you to manage the entire end-to-end process — from bookings to invoicing and payment — on a single easy-to-use platform. A worthwhile investment, the right field service management platform eradicates time-consuming activities and paperwork from your team’s day. As a result, everyone will have more hours each week to do what they do best, and your bottom line will enjoy a boost.

BigChange Has All the Field Service Platform Features You Need and More

Save valuable time and stay connected to every aspect of your business with BigChange. 

Our secure, cloud-based software helps you track and control every job, from quotation to payment, on a single platform. Everything you need to know will be at your fingertips, making it easy to plan, manage, schedule and track your field-based workforce and transport operations.

Plus, you’ll be able to make the most of our dedicated, expert support.

Want to find out more?
Discover how BigChange can make your business grow stronger here and arrange a free demo today.

6th February 2022



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