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Did you know that 40% of organisations experience growth using field service management software solutions? By modernising and streamlining your processes, you can eliminate inefficiencies and spend more time concentrating on business-critical tasks instead. 

However, you must ensure that you’re choosing the right solution for your company.

In this article, we’ll explore the top four things you should consider before implementing a solution and share how BigChange can help field service businesses reach their full potential.

What to Consider Before Implementing Field Service Management Software Solutions

There are many field service management software solutions on the market. But they’re not all created equally. To ensure you’re implementing the right one for your business, you should consider the following:

1. Your Pain Points

The first step to figuring out what solution to implement is to think about your pain points. Currently, only 52% of organisations are using field service management software solutions. The remaining businesses continue to rely on error-prone manual processes and antiquated legacy systems to manage their operations, which leads to a host of challenges. 

Here are some of the most common issues field service businesses encounter:

  • Job scheduling issues
  • Poor first-time rates
  • Inadequate communication methods
  • Lack of visibility over operations
  • Inconsistent cash flow
  • Inability to track performance

You should look at your current ways of working to figure out where the weaknesses are and what you can do to alleviate any problems. For example, if cash flow issues are plaguing your company, you may want to consider a solution with an inbuilt invoicing and payment feature

For more insights on the top field service management challenges and ways to mitigate them, click here.

2. Team Requirements

The next most important aspect you must consider is your team since they will use the system daily. Remember, your back office employees will have different requirements to your field technicians, so it’s worth getting both teams’ opinions.

Back-Office Staff

If your business currently relies on outdated systems and manual, paper-based processes, chances are you’re missing out on the opportunity to boost productivity. Workers who have to complete repetitive, mundane tasks on a daily basis are likely to be less satisfied with their jobs, leading to more errors and slowed workflows.

However, companies that go paperless notice that team productivity rises by nearly 30%. By eliminating the monotonous aspects of the job, your team will have more time and feel more motivated to focus on activities that directly contribute to business growth.

Therefore, you should take time to identify where processes could be streamlined and modernised. Once you’ve determined what you can do to improve your working practices, you can look for the right field service management solutions to help you achieve your goals.

Field Technicians

45% of technicians report that their current tools aren’t fast enough, and a further 38% say they can’t access all the information they need. Aside from being frustrating for your technicians, lack of correct tools or information leads to delayed work, confusion and dissatisfied customers.

Because your team spends most of their day off-site at customer jobs, you should consider using a cloud-based field service management software that includes a mobile app. With access to all the information they need at their fingertips, your technicians will be able to focus on getting the job done. Plus, they can instantly provide real-time updates to your back-office staff and complete digital documents on their mobile devices, making for a more seamless and rapid workflow.

3. Customer Needs

In today’s client-driven market, customer experience (CX) is king, and more field service businesses will need to consider how to make their operations meet expectations. In fact, 92% of field service executives want to transform their service models to meet customer needs.

Fortunately, improving customer experience needn’t be challenging or costly, thanks to cloud-based field service management software. Using a platform with an inbuilt CRM (customer relationship management) system allows you to anticipate your customers’ needs using real-time data and deliver an outstanding service.

State-of-the-art CRMs allow you to easily manage each customer’s case in the system, allocate and dispatch workers, provide personalised updates using templates and instantly issue important documents for speedy invoicing and payment. As such, your customers will appreciate the swift and convenient service and may be more likely to use your company again in the future.

4. The Future of Your Organisation

Processes that currently work for your business may not work in the future. Using inefficient methods to manage your operations could result in errors, delays, and burnt-out staff. According to University College London (UCL), overworked employees report more health problems, and as a direct consequence, are less productive and use more sick days.

Therefore, you must find software that can scale alongside your operations. With BigChange’s cloud-based field service software, you’ll have access to five helpful workforce management systems all on one, easy-to-use platform. 

Get the most out of your existing staff without hiring extra resources to keep up with increasing business activities by streamlining processes and going paperless. Your team can complete various actions, such as scheduling jobs, dispatching workers and updating your customers, at the touch of a button. As a result, they’ll have more hours each day to target more meaningful tasks.

Grow Stronger on the BigChange Complete Job Management Platform

BigChange is the complete Job Management Platform that’s helping field service businesses across the UK to win more work, take control of their operations and deliver winning customer experiences.

Bringing together customer relationship management (CRM), job scheduling, live tracking, field resource management, financial management, business intelligence into one simple to use and easy to integrate platform your business can run on.

Want to find out more?

Discover how BigChange field service management software can make your business grow stronger here and arrange a free demo today.

As of 2020, only 52% of businesses are using field service management software. The rest continue to rely on outdated legacy systems and error-prone manual processes to manage their field service operations.

Therefore, it’s unsurprising that field service organisations experience a host of common issues, including miscommunication, delays, and inconsistent cash flow. But, by modernising your processes and using the latest technology to improve your workflow, you could eliminate complications and free up your time to focus on business-critical activities instead.

Also, you’ll be able to stay ahead of the curve. Roughly half of your competitors haven’t yet made the most of technology, so early adopters will find themselves in a highly lucrative position.

In this article, we’ll explore the top four challenges in field service management and share how field service management technology can provide a cost-effective and straightforward solution.

The Top 4 Field Service Management Challenges

1. Scheduling Conflicts

Scheduling and dispatching difficulties present one of the main field service management challenges for businesses today. However, job management is one of the most crucial aspects of running a field service organisation since it ensures that your people know what they’re supposed to be doing, when and where.

Without proper scheduling processes in place, you may find it tricky to keep track of everything, leading to delays, clashes and double booking. Not only are these conflicts inconvenient for both your technicians and your customers, but they also have the potential to affect your bottom line.

However, by replacing traditional manual processes with an intelligent scheduling assistant, you won’t have to worry about allocating resources anymore. Modern software uses real-time data to guide you to the perfect engineer for each job, taking into account location, traffic, job constraints and vehicle type.

Consequently, you can be confident that you’re making the most of your technicians’ time and keeping your customers happy simultaneously. 

2. Asset and Stock Management

It’s estimated that inaccurate asset management reporting results in an approximate $1.1 trillion loss for companies worldwide. As such, your asset and stock management reports must be reliable; otherwise, you could be haemorrhaging revenue.

Businesses that rely on paper-based documentation and spreadsheets may find that, over time, numbers become skewed, and equipment goes missing. As a result, you may have to halt projects because you don’t have the right items available or end up over-ordering on stock that your staff has miscounted.

In comparison, when you use live asset and stock management software, you can easily keep track of all your belongings, regardless of location. Plus, you can assign stock and assets directly to jobs within the system, so your technicians will never be without the correct gear.

3. Communication and Administration

When businesses rely on archaic manual methods of communication, such as phone calls, texts and paper-based documentation, they are missing out on an excellent opportunity to increase efficiency. Poor communication and administration processes often lead to confusion and could destroy your entire workflow.   

In contrast, companies that adopt digital tools to alleviate field service management challenges achieve a 45% increase in the number of jobs completed each day. With a complete job management platform, you can manage the entire end-to-end process on one system, giving your back office staff and your field engineers complete visibility over the information they need when they need it.

The system updates information in real-time, meaning your team will receive live status updates on projects and be able to send automatic, personalised communications to your customers. Then, once your technicians have completed a job, they can simply fill out all forms from their mobile devices and generate an instant invoice.

By making administration and communication methods simpler for your team, you’ll find that they’re able to make the most of each day. For example, your back-office staff can allocate resources based on accurate information, and your technicians don’t have to spend hours completing paperwork. Instead, they can move straight onto the next scheduled job.

4. Invoicing and Payment

Since the beginning of the pandemic, late payments in the UK have shot up, with a 23% increase in unpaid invoices impacting companies nationwide. Subsequently, for your business to survive in a post-COVID world, you must streamline your payments process.

Organisations that don’t receive payments by the deadline could be unable to meet operational expenses, pay vendors, take on new projects or grow their operations. Fortunately, BigChange’s invoicing and financial technology integrates directly with your accounting software to increase efficiency, reduce errors and ensure that you get paid on time. 

Additionally, the system makes all documentation paperless, meaning that engineers can send invoices directly to your customers via their mobile devices as soon as they’ve completed the work. Customers can then pay on the same day using BigChange Pay, which provides them with the speediest and most convenient payment options.

By advancing the invoicing process, reducing the margin for human error and providing your customers with straightforward payment methods, you can rest assured that your cash flow will remain consistent.

Overcome Typical Field Service Problems with BigChange

BigChange is the complete Job Management Platform that’s helping field service businesses across the UK to win more work, take control of their operations and deliver winning customer experiences.

Bringing together customer relationship management (CRM), job scheduling, live tracking, field resource management, financial management, business intelligence into one simple to use and easy to integrate platform your business can run on.

Want to find out more?

Discover how BigChange field service management software can make your business grow stronger here and arrange a free demo today.

In 2020, research showed that around half (48%) of your competitors are still using manual administration processes and legacy systems to manage their field service operations.

Many businesses are yet to realise the benefits of changing their field service management processes from manual to digital. As a result, there’s a unique opportunity to get ahead of the competition by embracing a digital-first approach in your business operations.

This article explains three reasons why adopting digital field service management software can make your business more successful and efficient.

1. Improved Productivity

Eliminates Paperwork

Digital processes can reduce the number of mistakes or errors compared to manual methods. What if numbers on a physical invoice are miswritten, or if the handwriting is unreadable? 

Software that incorporates any forms you have been filling out manually will enable you to work more efficiently across different teams, as all relevant documents will be easily accessible to everyone on the system.

A Clear View of Resources Available

Using software to manage your people allows you to match the right person to the right job quicker than ever. 
Systems such as the BigChange Network —available through BigChange’s management system — grants access to thousands of companies worldwide to sub-contract. Because of directories like this, you’ll be able to fulfil jobs in a broader range of locations without having to hire extra resources or spend unnecessary amounts on travel costs for a job that’s farther away.

Improved Communication

A survey conducted by Verizon Connect found that 48% of business leaders claimed their biggest struggle was ‘keeping everyone updated about the schedule’, and 45% suggested the biggest hurdle for them was ‘keeping customers informed of technicians’ estimated times of arrival’. 

By storing all relevant information about a job in one place, you can use your field service management platform to improve communication across all parties involved. This transparency about every job will mean communication between all key stakeholders is easier, but it will also provide a better experience for your customers.

2. Providing a Responsive Customer Experience

In the field service business, high first-time fix rates are essential to a good customer experience. Companies with a first-time fix rate of over 70% manage to retain 86% of their customer base. Any less than this, and the retention rate drops by 10%. 

When you use field service management software to manage your stock and assets, you can use the real-time information to give you complete visibility over your inventory and equipment. As such, your team can efficiently allocate the necessary items to each customer’s job. 

The system then makes sure your technicians can confidently arrive for appointments with all the right tools in their van to complete the job immediately. This removes the need for your team to return with parts or equipment that were missed in the initial planning.

When using a field management platform, your customers can also make and reschedule appointments themselves. Using a self-service portal means your employees can use the intelligent scheduling assistant to see which technician is suitable for the job. The system then allows you to make plans based on several factors such as:

  • Job constraints (for example, are specific qualifications needed in this job?)
  • Location 
  • Traffic information
  • Vehicle type

If you have an optimised schedule, you can free up the capacity to respond to emergency call-outs and provide quicker service for customers that need your help urgently. 

Plus, your customers will never be frustrated and wondering where their technician is. Instead, you can send texts and emails via the system so customers can track their technicians’ vehicles live with geolocation. 

3. Increasing Your Bottom Line

Ensuring Invoices are Paid Promptly

Ever since COVID-19 hit, late invoice payments in the UK have risen by 23%. Successful companies are considering more effective ways to ensure they’re paid on time to thrive post-pandemic and so that they maintain good cash flow.

Ultimately, the longer it takes for your team to send an invoice, the longer it takes to get paid. Drawn-out manual payment processing procedures may also cause customers to forget about the invoice. However, using a digital field service management platform such as BigChange, you can instantly use the integrated invoicing feature to obtain payments.

Once technicians complete their jobs, they can fill out the essential information directly on a smartphone and send the customers digital copies of the invoice. The invoices include all the correct customer details from the platform’s CRM (customer relationship management) system — meaning errors are eliminated.

When the customers receive their invoices, they can make a digital payment straight away. Not only will more convenient payment methods ensure that you’re paid quickly and on time, but customers will appreciate the convenience and be more inclined to use your services again in the future.

Reducing Travel Costs

Although you can’t control the cost of fuel — which has hit a staggering eight-year high in the UK — you can ensure that your technicians are making the most efficient journeys between each job.

Field service management platforms have the potential to shave off a significant amount from your current fuel expenses. Using GPS vehicle tracking, the system provides you with real-time data on your technicians’ locations, where they’re working and whether there are any traffic issues. Your team can find the best route for hundreds of jobs simultaneously and reduce your cost to serve per customer call-out using digital software. 

By cutting down the time each worker spends on the road, you can save money on petrol and increase the number of bookings they can attend per day. The software would also allow you to choose an available technician sooner than another, even if they are farther away. It will enable you to select technicians based on efficiency, not just location alone.

Make Running Your Business Easier with BigChange

BigChange is the complete Job Management Platform that’s helping field service businesses across the UK to win more work, take control of their operations and deliver winning customer experiences.

Bringing together customer relationship management (CRM), job scheduling, live tracking, field resource management, financial management, business intelligence into one simple to use and easy to integrate platform your business can run on.

Want to find out more?

Discover how BigChange Job Management Software can make your business grow stronger here and arrange a free demo today.

When your team is working across various customer sites, it can be tricky to maintain visibility over who is working, where and when. The fact that 52% of field service businesses continue to rely on outdated legacy systems and manual administration methods only adds to the dilemma further.

When you’re unable to properly manage your field service engineers, it directly affects the service you provide to your customers. Unfortunately, with everyone’s lives being so busy, your customers won’t appreciate having to wait for late technicians, needing more than one appointment to fix their issue or spending hours chasing down your back-office team for updates.

However, thanks to modern field service management technology, effectively managing your field technicians is more straightforward than ever before. With access to real-time data and visibility over your entire operations, you can rest assured that your field service engineers are doing an outstanding job and that your customers are satisfied.

In this article, we’ll explore what field service management is before sharing the top five ways businesses can effectively oversee their field-based workers using modern workforce management technology. 

What is Field Service Management?

To put it simply, field service management (FSM) is a method of organising and enhancing work performed outside of the office. But, as we mentioned earlier, the majority of businesses rely on antiquated, error-prone manual processes to manage their workflow.

Unfortunately, traditional methods of handling your field technicians are time-consuming and ineffective. Not to mention that they can cause a host of issues, including poor first-time fix rates, delays and booking clashes, and workplace-related injuries.

In contrast, field service management technology has the potential to completely revolutionise the industry, giving managers more control and visibility over their entire operations than ever before. Consequently, you’ll be able to improve productivity, provide better service to your customers and boost your bottom line.

The best field service platforms come with an app that arms your field-based workers with all the essential information they need, regardless of location. With such a powerful tool at their fingertips, your technicians will have the ability to do the following:

  • Log expenses in seconds
  • Capture photos and signatures
  • View available stock, parts and equipment
  • Complete risk assessments and view method statements
  • Access the CRM (customer relationship management) system
  • Carry out electronic vehicle walkaround checks
  • Fill out and submit timesheets
  • Communicate with your back-office staff in real-time

Providing your field technicians with the best technology not only ensures that they can complete each job to the highest standard, but you’ll have a better understanding of what is happening off-site. You can then use the real-time data that the FSM technology captures to make crucial business decisions that enable you to grow your operations more rapidly.

How Can Modern Technology Help Manage Field Service Engineers?

If the COVID-19 outbreak has taught us anything, it’s that technology has the power to transform the way businesses operate. In fact, companies that adopt technology report a higher rate of recovering from pandemic-related economic challenges.

In addition to the overall advantages to your organisation, technology can also help you manage your field-based workforce more effectively. Here are the top five ways that your business could benefit from implementing a field service management platform:

1. Create a More Effective Job Schedule

Currently, 25% of field service businesses rely on spreadsheets for job management. The remainder use whiteboards and other unreliable manual methods. As such, it’s no surprise that job scheduling presents a significant challenge to many organisations.

Let’s imagine that a customer has requested a plumber to fix their shower on Thursday at 10:00am. They schedule an appointment with one of your employees, who assigns Dev to the job. 

At the same time, another team member is also making a booking for a customer on Thursday at 10:00am. They can see that the customer is based in Wakefield. Dev’s 9:00am appointment on Thursday is in Wakefield, so it makes sense to assign him to this job straight after.

Both employees add the bookings to the spreadsheet, not realising that there’s a scheduling issue. Unfortunately, on Thursday, Dev finishes his 9:00am booking and realises that he somehow has to be in two places at once. 

Now you face the dilemma of either letting one of your customers down or trying to find another plumber nearby who can attend one of the appointments at the last minute. Not ideal.

Luckily, job scheduling issues can become a thing of the past with modern field service management technology. With access to real-time data and an intelligent scheduling assistant, your team can assign technicians to jobs based on location, availability, traffic information, job constraints and vehicle type.

Therefore, you can rest assured that you’ll have the right resource in the right place. Every time.

2. Provide Real-Time Connectivity

Data from MarketsandMarkets estimates that the global field service management market will more than double in size between 2019 and 2024. One of the primary reasons for such rapid growth is the increasing demand for mobility solutions that support real-time visibility into field service operations. 

In a world where technology can provide real-time connectivity, it doesn’t make good business sense to continue banking on phone calls and texts from technicians every time you or your customers need an update. Second-hand information is slow and unreliable, leading to a range of potentially costly issues further down the line.

Modern field service management solutions, such as BigChange, allow you to view your entire operations at the touch of a button and keep everyone in the loop simultaneously.

For example, once your team has scheduled and dispatched engineers, they can send instant messages to your customers, which provides an estimated arrival time. In the meantime, you can see exactly where your technicians are using geolocation vehicle tracking so you can ensure that everyone is on schedule.

Once your technicians are on-site, they can complete pre-determined workflows from their mobile devices, which guarantees that they’re carrying out their projects to your high standards. Finally, once the work is finished, they can again use their mobile devices to send essential documents and invoices to the back-office team and customers before marking the job as complete.

It’s never been simpler to stay connected with your field-based workers. 

3. Promote Efficiency and Productivity

Did you know that around 75% of field service businesses that adopt mobility tools have enjoyed increased employee productivity?

Whilst traditional methods of managing your workflow may get the job done eventually, they are slow, leave a significant margin for error, and are unfit to deal with modern customer expectations. 

If your workers often have to arrive at jobs without the information they need to hand, or the information is consistently incorrect, their morale will take a nosedive, and they won’t be as productive.

Contrastingly, when you use a state-of-the-art field service management system that includes an integrated mobile app, you can provide your technicians with everything they need to know in the palm of their hands. With the ability to access vital information in seconds, your technicians can complete their jobs more promptly and efficiently.

Plus, using the intelligent job scheduling feature, your back-office team can organise each field service engineer’s working day in a way that optimises their time. Instead of spending several hours travelling between customers, you can dramatically decrease the amount of time spent on the road by assigning work to your technicians based on proximity and traffic information.

4. Increase First-Time Fix Rates

According to 54% of field technicians, not having access to pre-work site data is the industry’s biggest bottleneck. Suppose you expect your field engineers to attend a job without giving them all the information upfront. In that case, it becomes much harder for them to do an adequate job and will likely mean that they’ll need to revisit the customer later to complete the work.

On the contrary, when your engineers can access a field service management platform directly from their mobile devices, they can view the most up-to-date case files and ensure that they gain a strong understanding of the customers’ requirements before starting the work.

Plus, your back-office staff will have already used the real-time data the system provides to assign the right stock and equipment to each project, meaning your technicians will never arrive with the wrong gear.

With the proper knowledge and equipment in place, your field technicians won’t have to worry about finding a workaround, wasting time going back and forth with your back-office team, or scheduling another appointment with your customers. Instead, they can focus on doing what they do best.

5. Improve Health and Safety

Research from The Health and Safety Executive (HSE) shows that UK businesses lost a staggering 38.8 million working days due to non-fatal workplace injuries and occupational ill health during 2019-20. Aside from inconveniencing businesses and employees alike, poor health and safety measures can also cause severe reputational and financial damage.

The good news is, by using a field service management system, injuries and illnesses can – for the most part – be avoided. For example, before beginning any job, your field engineers can view method statements and complete risk assessments to ensure that they’re operating compliantly.

When required, technicians will need to obtain sign-off on the documents, which are completed on their mobile devices, before they can begin any work. 

Furthermore, if a field engineer deems the environment unsafe or believes a hazard could jeopardise the job, they can immediately alert your back-office team. Your employees can then communicate directly with the field technician to mitigate any risks and get the work back on track without compromising anyone’s health or safety.

However, for technicians working on the field, customers’ sites are not the only place where workplace injuries can happen. A large portion of their day is spent on the road, so you must also consider ways to keep workers safe as they travel between projects.

With a field service management platform like BigChange, you can use the geolocation vehicle tracking feature to assess your technicians’ driving. Your drivers will then receive a score that you can track over time, meaning you can reward safe behaviour and provide additional training for those who take more risks on the road.  

Manage Your Field Technicians More Efficiently with BigChange

BigChange is the complete Job Management Platform that’s helping field service businesses across the UK to win more work, take control of their operations and deliver winning customer experiences.

Bringing together customer relationship management (CRM), job scheduling, live tracking, field resource management, financial management, business intelligence into one simple to use and easy to integrate platform your business can run on.

Want to find out more?

Discover how our market leading Field Service Management Software can make your business grow stronger here and arrange a free demo today.

Over half (51%) of field service businesses currently rely on texts, phone calls, paper-based documents and antiquated legacy systems to manage their operations. Although these traditional methods may have worked in the past, they’re now terribly inefficient in today’s world, where technology is integrated into almost every aspect of our lives.

Modern customers are used to convenient, digitised services and will expect no different from your company. Therefore, organisations that don’t meet customer expectations risk becoming obsolete.

Thankfully, with the latest field service management software, you can revolutionise your ways of working and stay ahead of the curve.

Read on to find out more about field service software and how it can benefit your business. 

What is Field Service Management Software?

Field service management (FSM) software enables organisations to run their operations as smoothly as possible and remove any inefficiencies caused by traditional, manual paper-based processes.

Since technicians are off-site for most of the day, many contemporary field service management software platforms offer an integrated app to blend back-office and technician workflows. As a consequence, all employees have access to the vital information they need to delight customers, regardless of their location. 

With field service management software, you can manage the entire end-to-end process – from job scheduling and dispatching workers to invoicing and payment – in one place. By optimising your field service management methods with the latest technology, you can simplify tasks for your workers and enjoy improved productivity levels accordingly. 

How Field Service Software Benefits Your Organisation

Here are just three of the main ways that field service software can advance your business:

1. Financial Stability

When you send customers paper invoices, you’re increasing your chances of receiving late payments. Firstly, invoices take several days to arrive in the mail once your accounts receivable team has processed, printed and sent them. 

Secondly, paper invoices could get forgotten about or lost once they reach your customer. At worst, your accounts receivable team may have made a mistake and have to send a new one out, delaying the payment process even further.

If your customers aren’t paying invoices on time, your cash flow could take a hit, leaving you unable to do the following:

  • Meet operational expenses
  • Take on new projects
  • Pay your suppliers
  • Budget for future jobs

Unfortunately, since the beginning of the pandemic, late payments in the UK have shot up by 23%, which has had a significant impact on field service organisations countrywide. Subsequently, businesses have to consider ways to speed up the payment process to continue business as usual.

When you use field service management software with an integrated payment feature, late payments can become a challenge of the past. Once your field engineers have completed their jobs, they can instantly send digital invoices to your customers from their mobile devices. 

Your customers can then pay the same day via card using payment links and mark the invoices as complete. The days of waiting weeks on end for a payment are over.

2. Greater Profits

Customers who are satisfied with the service they received are likely to spend more with your business in future. Hence, it pays to optimise the customer experience (CX).

Using a field service management system with an integrated CRM (customer relationship management) platform, you’ll be able to anticipate your customers’ needs and impress them with an outstanding experience. 

For example, you can provide your customers with an easy-to-use portal that eliminates the need to book and reschedule appointments over the phone. Instead, they can conveniently pick a time and date to suit them at the touch of a button.

Your back-office team can then use real-time data to schedule and dispatch the most relevant engineers for each project before providing live job status updates to your customers.

After your technicians have completed the work, you can also provide your customers with a survey to measure your performance. Consequently, you can rest assured that they are pleased with the work and are more likely to use your business again.

3. Seamless Job Scheduling

Scheduling and dispatching difficulties present one of the top challenges to field service businesses that depend on outdated manual processes to maintain their job schedule. 

When you don’t have complete visibility over your field-based workers or equipment, it can be tricky to ensure they’re in the right place at the right time. As a result, you could end up inadvertently causing calendar conflicts and delays or even scheduling multiple technicians for the same job. 

Not only are manual job schedules disorganised and create costly issues, but they take over three hours per week to create on average. 

In contrast, field service software that incorporates an intelligent scheduling assistant eradicates the error-prone and time-consuming aspects of manually creating a job schedule. Your back-office staff can simply use real-time data to see which engineers and equipment are available nearby and assign them directly to relevant jobs.

Plus, unlike traditional scheduling methods, modern systems can keep up with the ever-changing workday. As such, you’ll be able to promptly re-allocate resources to cover emergency jobs as they arise and mitigate any potentially costly issues. 

Enhance Your Operations and Boost Your Bottom Line with BigChange’s Field Service Software

BigChange is the complete Job Management Platform that’s helping field service businesses across the UK to win more work, take control of their operations and deliver winning customer experiences.

Bringing together customer relationship management (CRM), job scheduling, live tracking, field resource management, financial management, business intelligence into one simple to use and easy to integrate platform your business can run on.

Want to find out more?

Discover how our market leading Job Management Software can make your business grow stronger here and arrange a free demo today.


Statistics show that 52% of organisations continue to rely on phone calls, texts, outdated legacy systems and burdensome, paper-based administration methods to manage their field service operations. 

But, companies that want to prosper in a post-pandemic world will have to step up their game to meet customer expectations and maintain their cash flow. 

To effectively manage a field service business, you must ensure that you have excellent communication methods and efficient processes that maintain the workflow. Plus, you’ll need complete visibility over your workforce, inventory and finances.

With field service management software, you can seamlessly connect your office, field-based workers and customers. Better communication makes the entire procedure – from quotation to invoicing – streamlined and agile.

Read on to find out how technology can benefit your business in more detail.

How Will Field Service Management Software Help My Business?

1. Superior Job Scheduling

Job scheduling is a crucial component of field service management. However, organisations that depend on antiquated systems and manual processes to manage their schedule may struggle with unnecessary downtime, dispatching issues and overlaps that complicate the entire workflow.

With field service job scheduling software, you can simplify your job scheduling methods and increase efficiency. State-of-the-art platforms take into account future predicted workloads by allowing you to set up recurring jobs and allocate the resources required. 

Using real-time data and geolocation tracking, you can assign projects to the appropriately skilled engineer nearest to the customer. Modern systems can also handle the dynamic nature of the workday, enabling you to promptly re-allocate resources to fit in emergency jobs and mitigate any potentially costly issues before they occur.

Automated, smart scheduling processes reduce time spent on the road, lower travel costs and enable your field-based engineers to complete a higher volume of work each day.

Why Accurate and Reliable Data is So Important in Asset Management

Without accurate and reliable data, you won’t have full visibility over your equipment and assets. As a result, you could end up spending more money than you need to, reducing first-time fix rates, increasing downtime and losing high-value items. 

Instead, companies that have access to solid asset management data benefit from the following:

1. Fewer Equipment Losses

On paper, it makes sense to use manual check-out and check-in sheets to keep track of your equipment. However, traditional asset management methods don’t always work in practice and are inherently error-prone. In fact, human error is the leading problem for 46% of businesses when it comes to accurately reporting on assets.

Whether your technicians forget to sign the sheets, inadvertently take too many items and stash them in their van for another project, or their writing is simply illegible, you’ll soon realise that numbers aren’t adding up.

As such, your equipment can go missing, and there’s no exact way of tracking what happened to it. Not only will lost equipment likely stall other projects, but replacements can be pricey. 

Instead, when you digitise your asset management methods, you can create a detailed register of equipment and other vital assets, maintain a record of fitted parts, track item movements and include serial numbers, barcodes or QR codes on the stock. Your technicians can then check inventory in and out directly from their mobile devices, and you will have better visibility over your valuable equipment.

2. Visibility Over Finances

Cutting costs and increasing revenue are essential to business success. But, if you don’t have complete visibility over your financial data, or if information is stored across multiple platforms, you may be unable to visualise the whole picture, create suitable budgets or make informed decisions.

Field service management software gives you complete visibility over operational spending and other vital metrics such as unpaid or overdue invoices. With access to the latest and most accurate data all stored in one place, you’ll be able to make better judgments when ordering stock and create more realistic budgets for the future based on your current situation.

Better control over your finances and spending will ensure that your business has the funds it needs to take on more projects in the future and continue to grow. 

3. Enhanced Cash Flow

Let’s imagine for a moment that your accounts receivable team has mailed a paper invoice to your customer. The invoice arrives several days later, and the customer puts it on their finance department’s desk to process. 

However, the customer’s finance department accidentally throws the paper in the bin. Several days later, your accounts receivable team realises that the payment is overdue, so they call the client. 

Unfortunately, their finance department can’t find the invoice, so your team now has to send out a new one and wait even longer for the cheque to come through. In the meantime, your cash flow has taken a hit, and you’re wondering how you’ll cover other operational expenses.

With field service management software, you can speed up the payments process. Once your field-based engineers have marked the job as complete from their mobile devices, an electronic invoice is immediately issued to your customer. Alternatively, your accounts receivable team can generate the invoice directly in the system. You can also include payment links, which enable your customers to pay via card and mark the invoice as complete.

No more lost or forgotten invoices. No more waiting weeks on end for payments.

4. Increased Customer Satisfaction

By removing the reliance on phone calls and paper-based documents, you could be saving around two hours each day, making the process much speedier for both the customer and your back-office team. You can manage all administrative aspects of a project on one easy-to-use platform with field service management software.  

Instead of being stuck on the phone for 15 minutes to make an appointment, customers can book online via the portal. You can then allocate the best resource for the job based on set requirements or skills and send your customers real-time status updates. 

When engineers complete their jobs, having filled in the electronic paperwork as they go, the system instantly generates job cards, certificates and invoices to email to the customer or head office. You can also provide your customers with a survey to measure your performance, so you can be sure that they are pleased with the job. 

Not only will your customers be satisfied with the communication, along with the quality and speed of the work, but they’re likely to spend more as a result of the exemplary service.

Win-win.

5. Guaranteed Compliance

Annually, UK companies lose approximately £16.2 billion as a result of injury. In addition to hazards for your technicians, poor compliance can endanger your customers. For example, if your engineer incorrectly installs an electrical system, it can catch fire.

Therefore, it’s critical for any field service business to prioritise health and safety. With a field service management system, you can significantly reduce the risk of accidents:

  • Digitised paperwork: Engineers fill out the forms and paperwork from their mobile devices. You can set mandatory fields within the digital documents to ensure that the workers follow the correct protocols. Engineers can also attach time, date and geolocation-stamped photos, videos and more to the work order as evidence.
  • Geolocation tracking and online timesheets: With a digital record of your engineers’ working hours, you can ensure that they’re not exceeding legal limits. 
  • Scheduling: You can set automatic service schedules for installed equipment to guarantee that they’re inspected at set intervals and are continuing to operate correctly.

By reducing the number of workplace incidents, you’ll have happier staff and customers, your reputation will flourish and your business will grow.

Manage Your Field Service Business Effectively with BigChange

BigChange is the complete job management software system that’s helping field service businesses across the UK to win more work, take control of their operations and deliver winning customer experiences. Bringing customer relationship management (CRM), job scheduling, live tracking, field resource management, financial management and business intelligence into one simple to use and easy to integrate platform.

Want to find out more?

Discover how BigChange field service management software can make your business grow stronger here and arrange a free demo today.

BigChange

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