5 Great Ways To Improve Your Field Service Operations

Business EfficiencySeptember 21, 2022

In the field service industry, most of the jobs are time-sensitive. As such, they require businesses to think proactively, coordinate staff, and automate as many aspects of their business as possible. Doing things manually can cause significant delays and leave room for costly errors that often lead to unsatisfied customers and jobs that are less profitable. Scaling your field service operations, on the other hand, is a practice that requires a focus on your customer satisfaction levels as one of the primary metrics related to growth in this segment.

In today’s blog, we look at some of the best ways to improve your field service management operations, overcome challenges, and ensure every customer is satisfied with the service provided.

#1: Focus On Field Service Automation

Improving your field service automation is vital if you want to maintain a successful business. Doing so can help you do more with the employees and resources you already have in place, which is essential to scaling your business for future growth. This means using various field service management software and tools to streamline your processes and maximize your efficiency. 

Automation can help you solve bottlenecks in your business, aligning your processes and providing new ways to work in a faster and more efficient way. For instance, a field service management software system can provide your office staff and technicians with better coordination by bringing the entire communication process together in a central hub. Plus, it enables accuracy when keeping tabs on tickets and tasks and allows for a faster service thanks to automated work orders and optimized field routes. 

#2: Use Technology To Improve Productivity Among Field Service Managers And Technicians

Next on our list is productivity – and finding the best ways to monitor your field service technicians. Many businesses implement GPS tracking in this manner but often overlook the benefits of assigned jobs and having everything centralized into a single dashboard. With a solution like the latter, one can gain control and focus on efficient route planning, clear work orders, precise completion time, and increased productivity. 

Relying on software to improve your field service management operations is a decision that improves processes, optimizes your routes, and shares ticket status updates in real-time. As a result, you can see increased productivity and transparency across different service areas.

#3: Centralize Your Data Storage And Access

Next up on the list is data and the importance of centralizing it across the board. Doing so can provide a single source of truth for you to base key decisions on. Using a field service management app or software solution is a great way to do this, allowing you to view all of your work orders, clients’ and technicians’ locations, planned routes and real-time reporting in a single tab.

Many field service management software systems can let you customize your data storage and access, giving you ways to store data and process it in a cloud-based system. Knowing that data is constantly changing or being updated, the right field service software system can provide you with all the right tools to improve response times and increase customer satisfaction.

#4: Streamline Your Communication

As we said at the beginning of this blog, communication is the key to improving your field service operations and scaling your business. Keeping your customers informed about upcoming appointments, invoices, new services, and so on can help you stand head and shoulders above your competition. If you’re currently struggling in this department, perhaps it’s time to consider a new approach.

Adopting field service software for small businesses can help you set up timely notifications on mobile devices, create efficient schedules that work for your customers, and set expectations if outages occur, along with the needed actions they should take before their downtime. 

Using field service management software is an essential way to tie in efficient operations with increased communication. It’s also a great way to keep clients informed throughout the entire process, building trust and value.

#5: Get Rid Of Paper-Based Documentation

Plenty of field service businesses work with paper-based documentation. From work orders to routes, pest control and lawn care companies typically waste precious time and energy juggling documents that make their work inefficient and more difficult than it needs to be. The root cause of the problem is the proneness to (human) error, which can waste a lot of time and result in a loss of revenue – not to mention the added costs of ink, printer maintenance, and paper. 

Deciding to escape the paper and manual documentation – and move to a digital dashboard where you can preview everything gives you faster turnaround times and greater efficiency. From signing invoices to updating payment details, you can bring all back-office tasks with you and make your work easier. This in turn can allow you to move quickly and decisively when needed. 


If you want to grow a successful field service business, you must identify your main challenges and find ways to improve your operation to overcome them. Such actions can help you navigate the competitive and challenging industry. With field service software like FieldRoutes, you can stay on top of your demands and maintain steady growth. 

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Our fastest-growing customers on the 2021 PCT Top 100 have seen a 74% year-over-year average revenue growth rate.

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