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How can you improve your field service management?

Field service management is on the rise. This is the managing of employees who do not work in the office but who work in other locations. These employees are often referred to as field staff. It usually involves technical personnel, but in other sectors more and more employees also do not work in the office. Then it is about hybrid working, but there are also employers who previously operated from an office and now choose to operate without an office. Many software companies nowadays also work like this, with GitLab as a forerunner. Whether you have been working with field service management for years or have just started with it, it is important to monitor how you can improve your field service management. That is not only necessary to monitor whether the work is being carried out properly, but it also enables companies to react proactively to challenges.

1 Maart 2023
Reading time 2 minutes
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1 Maart 2023
Reading time 2 minutes
Share this article

Practical field management tools

To manage employees when they are not physically present, it is important to maintain contact remotely. This can be done in various ways. For example, task management is often monitored digitally via apps or other task managers. Appointments are also often easy for all parties to view and keep track of, as is the number of hours worked. Because much information can be made accessible to multiple parties, no time is lost transferring information and every employee involved in a project can see in real time what the status of a task is. In addition, it is also possible to communicate with the devices being used. Think, for example, of an installed modem or a smart thermostat. Problems that arise can also be viewed remotely.

Working efficiently with field service management software

There are many choices that can be made in the field of field management software. Which application is useful depends, among other things, on the nature of the work and the number of employees who use it. Field service management software can be fully customized to the customer's wishes. With an integrated system, users can see at a glance what the status of a project is, whether inventory is in order, and can view notes about customer contact. Work orders can also be automated and customer orders accurately tracked and followed up. A well-configured field service management system not only ensures that work is carried out efficiently, but also that predictions can be made about problems that may arise. Think, for example, of automatic notifications of equipment that is due for maintenance.

Commonly used field management software

As mentioned: the choice of field management software depends on various factors. Where one party chooses a solution like Microsoft Dynamics 365 Field Service, another prefers the Customer 360 platform from Salesforce. SAP Field Management is also a popular solution. All of these solutions can make use of the Internet of Things (IoT). That means that the data can be used from equipment that collects data. That can, for example, be a notification from a device indicating that maintenance is needed, but also an automated warehouse indicating that shortages are occurring. Through this collaboration between workers who work outside the office and devices that transmit data, perfect service can be delivered, even remotely.

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