8 Factors to Consider When Choosing the Best Field Service Scheduling Software

Fieldwork usually involves lots of scheduling. When books and spreadsheets are used to maintain the field worker’s schedule, the process is not only tough but also time-consuming. Additionally, preparing the schedule isn’t enough; you need to make sure that the schedule is adhered to. In today’s fast-paced world, time is money, and automation is the need of the hour. The introduction of field service scheduling software has made the tasks of scheduling faster and organized. Read on to know what things you need to consider before choosing a  field service scheduling software that best fits your business needs. 


Importance of Field Service Scheduling Software

If the scheduling is not done properly and if your field worker reaches late for an appointment, your customers won’t be happy. They may even leave a bad review for your company. This is where field service scheduling software can be of help. This service scheduling software for small businesses is commonly used in Cleaning, HVAC, Pool Service, Lawn Care, and other general field service domains. With the help of this service scheduling software, you can schedule appointments according to the convenience of the customers and the availability of the technicians. This software not only helps you automate the process of scheduling but also helps you manage work orders, dispatch, payments, and other field service-related activities.  


How to Choose the Best Field Scheduling Software for Your Business


1. Determine your business needs                                         

Figure out what problem you need to solve. Is it the planning? Your technician’s schedule? Or is it the communication? Once you find out what the problem is, choose a field service scheduling software accordingly. 


2. Involve your field technicians in your decision 

Your field technicians are the ones out in the front lines meeting your customers.  Ask them what problems they are facing. Involving them in your decision-making will help you identify bottlenecks, gaps that need to be filled, and what features you would require in your field service scheduling software. 


3. Research and stay updated with the trends in field service software technology 

Make sure that the software you invest in is designed to accommodate important new technologies. Research to find out the latest technology trends in field service scheduling software; otherwise, you may end up with software that will be technologically obsolete in a few years. 


4. Do you want to adopt an on-premise or SaaS field service management software?

An on-premise delivery model is tailor-made to accommodate complex workflows and the unique needs of big companies or industries. If you are a start-up or running a growing business, SaaS is the better option for field service scheduling software.  


5. Invest in a mobile-friendly field service management software

Your field agents should be able to access the service field scheduling software on their phones. So, make sure the software you adopt is mobile-friendly so that your field executives can easily clock in and out of appointments, navigate customer destinations, add service notes, log in expenses, etc. 


6. Get a complete view of the customer information 

Choose software that gives you a complete view of the customer’s profile and information across various channels onto a single platform, accessible in a single view.  


7. Check references

Reference calling is a very important step but is often ignored by many. Take as much information as possible from the references by asking a wide variety of questions – from customer support, software usability, and stability to communication. 


8. Efficient automation and forecasting

Repetitive tasks such as service task delegation, ticket routing, etc., can be time-consuming. Invest in a field service management software that automates these tasks and speeds up the process. Also, if your field service management software has forecasting abilities, you will be able to improve managing schedules and appointments, predict recurring issues, optimize your service delivery times, and pinpoint which service tasks need better resolutions.  

From task management to asset maintenance, from customer relationship management to operations management, a comprehensive field service management software will help you run your business smoothly and efficiently.


Author Bio:

Akhil Rajan is a Customer Success Specialist at Zuper, an intelligent workforce management platform for service-oriented businesses. Working with customers on a daily basis, he has a deep understanding of their needs and pain points and so he is able to contribute to the marketing strategies for Zuper with the content he writes. He writes on topics like how to increase workforce utilization, how to reduce the service turnaround time and increase workforce efficiency, customer adoption, cost reduction strategies, etc - to name a few. He is often found buried in books or playing chess in his free time.


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