7 Top Features to Look for in a Field Service Management System

Choosing the right Field Service Management System is crucial to help you provide exceptional service to your customers. It can help you boost your efficiency, modernize your operations, and develop lasting customer loyalty. These 7 functionalities are the most needed in a Field Service Management System since they can provide the most benefits.

1. Scheduling and Dispatching

These allow you to deploy service resources (people, equipment, parts) efficiently. They are the key functionalities in a Field Service Management system. Your system should let you schedule emergency calls, along with previously scheduled calls. The system should let you minimize travel time and integrate with GPS to determine the best route to reduce costs and increase customer satisfaction.

2. Mobile Technology

A modern Field Service Management system must be mobile-enabled, it allows technicians to stay in touch with the information they need: the next customer to visit, the best road to get there, the equipment that needs to be repaired, record time spent and parts used, and so much more.

3. Installed Equipment Tracking

Equipment service history is a critical part of Product Lifecycle Management (PLM) which requires tracking installed equipment. Serial tracking is important to support engineering studies and product improvement. Tracking equipment can help you plan preventive and predictive maintenance.

4. Inventory Management

Your system should provide you with an accurate view of your inventory (parts and repair tools) across multiple warehouses and vehicles. This is essential to provide your technician with what they need, where and when they need it to prevent wasting time.

5. Integration with Back-End Systems

To eliminate errors and delays, your system must be integrated with your ERP and financial/accounting solutions as well. Integrated ERPs and FSM keeps everyone on the same page, giving you a company-wide visibility at all time.

6. Flexible Billing

Your Field Service Management system should let you create and process invoices in compliance with your customers' contracts to keep a healthy relationship.

7. Analytics

Make sure your system lets you access the ocean of data it gathers such as repair and maintenance activities, labor costs and revenues, materials and equipment, customer relationships, inventory usage, and more. Accessing all this information will give you a company-wide visibility and will allow you to take good decisions at all time.

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Since 1987, we helped over 100 clients successfully implement their ERP solutions. We are an Acumatica Silver Certified Partner with a solid experience in manufacturing, distribution and service management industries. We believe in forging strong alliances with our clients, standing by them throughout their digital transformtation to stimulate a rapid return on investment and deliver exceptional client experience. Here at Trellisys, we thrive when you thrive.

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