4 Field Service Management Mistakes You Are Making That Need To Stop

There are 4 mistakes you are making with your field service team that are killing your business. Here is what they are and how to fix them. Read more here.

Posted by By Shoaib Ahmed on 2021-10-18

As a business owner, there’s a great deal of information that needs to be managed effectively and it can be difficult to keep track of everything from one central location. Navigation through menus and databases is also very time-consuming. Fortunately, you have a variety of technologies for your field service management to choose from depending on your individual/business needs. But businesses can still tend to make a few critical mistakes that can cause them a lot of wasted time, effort, and money.

Let’s help your business not do that. Here are four crucial mistakes your business can make with field service management, and how you can prevent them.

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4 Field Service Management Mistakes You Are Making That Need To Stop


Employee Monitoring Is Not In Your Weaponry

One of the biggest issues with field service management is that you cannot keep track of employee activity and progress. They are away from their desk, in the field, just like you. Their mobile phones become your desk in some ways. This is all part of being off-site for employees and needing to report back at certain points during the day. We suggest that you use software that automates this process so that real-time updates of task progress throughout the day are made.

Inefficient Task Assignment

You need to understand who can accomplish what task in what duration so you can allocate responsibilities without having to worry about them being completed on time. For instance, if you’re using a calendar to schedule an installation service and assigning it to one of your field agents, it pays to know whether the person you’re assigning the task to is going to be the most efficient person for the job.

Maybe the agent has another route that they operate on, or they have another higher priority task assigned to them. Finding who’s doing what will help you delegate tasks more efficiently, and also ease the agents’ work. Proper task assignment and scheduling is key to proper field service management.

Bad Inventory Management

A common problem with field service is the lack of inventory control and management. Techs often find they haven't been given a complete set of parts on a job, which leaves them stumbling around trying to locate a part they need. This can be very frustrating, not only for the technician but also for the customer waiting for their product to be fixed or assembled.

Field service management software offers many useful features that can cut down on frustration and add more efficiency to your business. One such feature is live scanning of components - this means on any given job you can scan identifying codes from all of your components so you have an accurate record on file in case you ever need to find or reorder an item!

If you’re using Excel for inventory management, you’ve already almost lost the game. Inventory management is a difficult task, one that requires complex technology to keep track of. Get a good inventory management tool for your business, and your field teams and field management needs are both miraculously simpler.

Not Using Mobile Checklists

“Customer retention is less expensive for your organization than customer acquisition”

With the current digital age, there are tons of different things you can do to make sure you’re skilled up to work with customers, but also to ensure that they stick around all year-’round!

One way to do this is by giving your field sales team the gift of technology, which will help your salespeople provide customers with on-the-spot generation of estimates, invoices on the spot, and even accessing useful customer feedback.

One tool that will help sales teams all around do their jobs better is Fieldproxy. It’s an easy-to-use field reporting app for estimating time and expenses so everyone can stay on track throughout each day.

A Little Bit About Fieldproxy

A vendor management software that fulfils all these categories is Fieldproxy - a one-stop solution to all your field service and Vendor Management needs. With Fieldproxy, you can easily

Create unique dashboards Identify areas of improvement Track systems with greater efficiency Create tasks for different warehouses and manage them seamlessly.


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And that's not all. With Fieldproxy, you can do so much more. Book a demo and improve your field management teams with just a few clicks today.

Manage with Fieldproxy

Fieldproxy manages all your field operations, including location tracking, client data management, worker productivity, time and expense tracking, and much more. Fieldproxy is designed to be easy to use.

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