The necessity to reduce physical contact has become more crucial than ever as COVID-19 spreads over the world. This breakthrough has had an impact on virtually every aspect of business, including service management. Because they frequently perform maintenance, installs, and repairs, service workers are among the business staff at danger of catching the virus. This requires them to enter customers’ homes at times. It’s a good thing that service management software solutions exist that allow these staff to provide services remotely.
Can these tools truly assist in cost-cutting and productivity enhancement? Or are you overpaying for features you don’t require? It should also be simple to manage orders, schedule routes, and access client information, among other things. We can assist you in determining which app is most suited to your needs. As a result, we’ll go over the top five field service management software packages in this post, which should help you narrow down your options and choose the finest system for your business.
Monday.com is a collaborative management platform. In a single centralized hub, your in-office staff and field agents may communicate easily. Your members can make quick decisions together by syncing all information in one intuitive area. Furthermore, the context-based collaboration system ensures that they do not miss anything, which is especially important when working on vital assignments.
The versatile platform adapts nicely to your specific workflow. You can quickly group projects so that your team can identify their priorities. You can link tasks to team members using the main Board, which will help with accountability. You can also set up automatic processes for your field agents, such as alerts and notifications, to improve their efficiency. They can swiftly notice and adapt their priorities as changes occur.
2. Freshdesk Field
One of the top cloud-based omnichannel help desk solutions is Freshdesk Field Service. Its field support management capabilities are excellent. Freshdesk allows your team to work together on all support channels from one central location. Helpdesk agents and field personnel will benefit from the platform’s enhanced features, which will help them boost service efficiency. Freshdesk’s Field Service Management (FSM) module has automated capabilities that can help with this.
You can make your operations more efficient and even bring gamification to your field workers. When utilized correctly, friendly competition can help to foster teamwork and motivate employees. A self-service site is also available to help spread out and strengthen client support. They’re available on both iOS and Android devices.
Freshdesk also includes statistics and analytics to help you obtain a complete picture of your business. As a result, manipulating data and generating insights for the development of policies, actions, and strategies will be easier. It also has a built-in knowledge base and community platforms. It may be tailored to your specific requirements, and it includes phone and live chat support.
In the field service management software area, ProntoForms is a standout tool. You can take advantage of the vendor’s free trial plan to test out the platform’s features on your own.
What makes ProntoForms so special? To begin, this program automates mobile workflows and allows remote employees to gather data using a mobile device, access company field while on the go, and automatically communicate the results with their team, cloud services, and back-office apps. Companies can also use this tool to track, evaluate, and improve their operations, as well as gain actionable insights for making better decisions in the future. It may be used on an Android device as well as an iPhone or iPad.
The Essentials plan costs $15 per month per user if you only need basic services. If you want to use additional features like a full-featured analytics suite, you’ll need to upgrade to the Advanced subscription, which costs $45 per user each month. Although an Enterprise plan is available, it is only on a quote basis.
Jobber is a web-based field service management solution for small enterprises that helps them improve service quality and efficiency. The platform is simple to use and comes with advanced features for providing exceptional service and client experience. It makes no difference what type of service you offer. Plumbers, general contractors, and cleaners may be dispatched by your firm. Jobber is available to assist you.
For a self-service portal, Jobber includes a client hub. Customers may check their appointment details, pay, approve quotations, print receipts, and request services at any time by logging into their account. Your team can also develop work schedules, job quotes, and invoices, among other things. You can also use the software to plan job routes and dispatch individual field personnel or teams. Furthermore, it makes no difference which device you use. You can use a computer or a mobile device to complete this task (Android or iOS).
It also comes with communication features that send out alerts on a regular basis. You’ll find it simple to communicate with your customers. Automatic syncing with other apps is also one of the benefits. PayPal, Stripe, Braintree, QuickBooks Online, and Convert are just a few of the services that have been integrated.
Many firms prefer to connect their field workers to the office with mHelpDesk, a web-based field service management solution. mHelpDesk is currently being used by over 20,000 businesses. Electricians, home repair businesses, plumbers, and a variety of other professionals are among them. This all-in-one platform assists businesses in automating and connecting critical service activities.
You’ll be able to generate invoices and keep track of service delivery. It also has CRM capabilities to assist with lead tracking. As a result, you’ll be able to convert leads into paying clients. Furthermore, other functions like as scheduling, customer contact, and even communications can be automated. This allows you to save time and improve the accuracy of your service processes.
mHelpDesk simplifies workflow management and allows you to trace job phases from order to delivery. It also offers a report function for task expenses and earnings, as well as assisting with estimations. You can also personalize templates and trademark them. You may also use the app to take deposits and record digital signatures for approval. To make things even easier, all of this can be done using native mobile apps.