Four Things Your Field Service Software Should Do for Your Sales

It has been said that your sales team is so important that if you’re not a salesperson, then you’re considered sales support. Sales are what keep your field service business going. There’s no doubt managing a sales team has its challenges, but the software they use shouldn’t be one of them. 

Tips and Tools PDF

It has been said that your sales team is so important that if you’re not a salesperson, then you’re considered sales support. Sales are what keep your field service business going. There’s no doubt managing a sales team has its challenges, but the software they use shouldn’t be one of them. Make sure you invest in software that keeps them competitive, motivated, and productive.

Here are four things it should help you do:

1.Simplify Selling

Depending on your field service company’s size, you may not have the budget to hire an entire sales team to canvass the town. Therefore, you need to get the most from your technicians while they’re in the field. Your software should have the capabilities to turn them into salespeople by enabling them to sign customers up and perform the service right there on the spot. Additionally, the ability to upload sales and marketing materials will give them the tools they will need for success.

2.Close Faster

Mobile sales apps give your sales team the ability to sign customers directly from their smartphone or tablet. Customers can sign digital contracts and receive their service the same day. Additionally, your sales staff can quickly set up automatic payments. This enhances the customer experience and ensures you always get paid on time.

3.Save Time

When customers sign their contract, they should immediately receive a copy via email. Once your technician has completed the service, the customer is billed automatically – there’s nothing for your office team to do. This eliminates tons of paperwork while giving them a fast and easy way to stay in communication with your sales team and monitor results as they happen.

4.Stay Competitive

Salespeople are naturally outgoing, competitive creatures and thrive on challenges. This is why you should buy field service software that includes a sales leaderboard. It will rank your top sales representatives throughout the day, month, and year. Establishing a leaderboard drives your sales through competition, increases morale, and gives you the ability to track performance.

Empower your team with the right tools and make it easy for them to sell. Without the right software in place to motivate, manage, and measure, you’ll be left wondering why you didn’t close more deals.

FieldRoutes Clients Grow Faster


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

graphs and charts on a laptop