field service crm software

Businesses have always benefited from technology. It has been useful in improving business processes and removing bottlenecks that threaten a company’s operational efficiency. This blog is about the field service management app and its features and benefits, which have transformed field services by addressing deep-rooted operational issues.

This blog covers all of the critical aspects of field service management software, including the following major points:

So, what exactly is field service CRM?

What issue does CRM for field services address?

How do I choose an affordable and effective CRM for field service businesses?

What is Field Service Management CRM?

It is a process optimization software that is specifically designed to address operational field challenges to improve the work efficiency and productivity of the field workforce. Thus, automation serves as one of the key features in field service management CRM for efficient operations. Using such software aims to achieve field automation in all such repetitive processes that lead to productivity leaks by engaging the workforce and diverting them from their primary jobs or goals. The Field Service Management app or software should never be viewed as a replacement for the field workforce but rather as a tool that enables field technicians to be more productive and efficient.

The primary advantage of utilizing a field service Management app is that it serves as a single platform for hosting and managing the majority of operational field processes such as job scheduling, reporting, timesheet, attendance, time management, invoice, and payments. The service manager can manage everything from a single dashboard.

What Problem Does Field Service CRM system Solve?

Job scheduling:

A field service management app eliminates scheduling conflicts and automates task assignments. You can use the software to regularly create a calendar of job schedules for your field agents. You can also add specifications describing the nature of the job, client addresses, tools needed, and other details needed to complete the job. Another significant capability of this automation tool is the ability to run a database to check the availability of field technicians, match their skills with the job at hand, track their current field locations in real-time, and identify who is the closest available, rightly skilled technician for a job. This improves the effectiveness of the first visit and the customer experience because the right skilled person always arrives on time at the job site.

Performance tracking:

Another significant challenge for field service businesses is tracking the performance of their field employees. Due to a lack of visibility into field activities, management is forced to be extra strict on people and enforce so many regulations that, rather than helping, cause productivity leaks among employees. On the other hand, a field service management app provides complete transparency in performance tracking. The software allows management to track employees’ real-time field locations, validate their travel reimbursement claims, timestamp their various field activities, and monitor their communication trail and collaboration activities with other employees. And because everything is automated, neither the employer nor the employees have to do anything extra to record all of this data. They can continue to do their jobs while the field service management software collects all of the data in the background. The employees’ performance records can then be extracted in the form of visually appealing reports using the software’s built-in analytics.

On-the-job learning and development:

Despite the best training, your employees may face some setbacks or challenges when they begin working in the real world. One of the reasons for low first-visit effectiveness is a lack of appropriate or inadequate troubleshooting knowledge. However, field service management software is a cloud knowledge base repository that employees can access from anywhere and at any time using their mobile devices. They can access troubleshooting guides, tutorial videos, AR and VR demonstrations, and other resources directly from their phones. Even if they are assigned a job without hands-on experience, they can access the knowledge base from the job site, virtually refer to the support material, and resolve the issue on the first visit.


Finally, once you’ve learned about the advantages of using field service management software for your business, you’ll need to know how to choose an affordable and effective CRM for field services businesses.

First and foremost, always use cloud-based software to ensure real-time team collaboration, data sharing, and information tracking. Next, work with a custom software and App development company that can tailor the product to your specific business requirements. It’s preferable if you can obtain a saas product because your software will remain updated and bug-free as a result of the software developer’s maintenance services. Finally, different software suites will have various features. Job scheduling, route tracking and planning, and real-time access to the company’s database reporting and timesheet, invoice, and payment are the essential must-have features. Above and beyond this, if you get additional features, that is great, but make sure that the essential elements mentioned above are present in the software you are purchasing.

By Anurag Rathod

Anurag Rathod, as a blogger he used to spread all about app-based business, startup solution, on-demand business tips and ideas and so on.