Flip The Switch On Your Field Service Software By Asking The Right Questions

Sep 19, 2021
3 min read
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Are you completely satisfied with your current field service software? There may be some nagging issues in the back of your mind that you’ve been ignoring. If that’s the case, the time to start looking into another option is now! This Checklist provides the right questions to help you flip the switch on a software company that isn’t working so you can find one to help your business become more productive, efficient, and happy.

Is The System Overly Complicated?

A well-working system that supports your field service business’ growth doesn’t have to be hard to use. In fact, it should be quite the opposite. A good field service software platform should be easy to teach new users so that implementation is short, understandable, and effective. The point of having the software is to streamline tasks. Look for something that shaves time off the regular duties of its users. This can include features such as instant updates, intelligent routing, interactive reporting, and digitized paperwork. If it’s making everything hard and leaving your team and your customers frustrated, a change is needed.

Is The Pricing Straightforward?

Are you experiencing complicated pricing while getting nickel-and-dimed? Is the a la carte pricing system just not working for your business? If additional fees are added for every adjustment, it’s time to look for another option. What if there was a field service software solution that had easy-to-understand subscription pricing based on the number of customers your business has? You need to partner with a company that has straightforward, simple pricing that doesn’t constantly change, so you know what to expect.

Is My Workflow Getting Disrupted?

Even if you do provide some products to your customers, the reality is that you’re in a service-based industry. As a result, work matters. Innovation should not stop you from doing business. It should help you do it more efficiently. What would happen if your team couldn’t complete all the aspects of their work because the platform that is supposed to help your field service business isn’t working? Because of the nature of the job, technicians will sometimes be in crawl spaces, concrete buildings, or other areas with spotty cell coverage. This is especially true when servicing commercial field service customers. Make sure essential elements of the platform are available offline when technicians have to go into areas without the best reception. In addition, your sales professionals need to be able to get to potential customers with the highest likelihood of conversion, and they need to be prepared with tools to make the sign-up process as easy as possible. The point is that your software should help your team work more effectively

How Does This Support Technician Productivity?

Does the software eliminate paperwork, simplify communication, or provide detailed customer history information? Ask exactly how the use of the app will improve technician productivity and make sure your specific challenges, such as detailed reporting for commercial customers, are addressed.

How Is The Customer Support?

One of the major reasons to have a partner is for the support. If they aren’t offering that, are they even a partner worth having? When you have questions, can you get the answers you need in an amount of time that works for you? And when the answers are provided, is it a rush job? Are all of your concerns addressed? And if you’re truly partners, why are you being charged for support in the first place?

Take note of your answers to the above questions and commit to the right partner for your field service business. Do your homework to ensure your software provider has everything you need to grow and succeed so that your business is set to increase productivity, revenue, and market share while making everyone on your team happier.

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