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78 posts tagged with "Field Service"

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· 5 min read
Srinidhi Narayana

Field service management is an essential part of small businesses, and this is one part that is often ignored or not given the attention it deserves. Since the field service is rarely the central part of the business, it is often hard to get the necessary support, resulting in employees not doing their job well or inefficient work.

This can lead to a bad customer experience, which is never good for any business. Automating the field service can ensure productivity, organized processes, and a good customer experience.

There are many ways to automate your employee field services, but it's important to understand each. Field services automation is carried out to increase productivity while ensuring goals are met. Let's dive into understanding three important ways to automate the Field Services.

automate field service

3 Ways To Automate Your Employee Field Service

Predictive Maintenance

Often, companies tend to focus on problems, analyze them and provide a solution. Though it is a typical way to look at issues and ensure resolution, it is important to address the root problem and take preventive measures to avoid them in the first place.

Predictive maintenance is a smart way to ensure issues do not arise in the first place. When services are provided, it's essential to have an ongoing prediction and plan for ensuring a good service experience.

Using predictive maintenance means having a data warehouse and using scores of data points gathered through industrial devices such as sensors, cameras, scales, and pressure gauges. This helps reduce the average number of incidents per day and overall maintenance costs. It also allows you to avoid unplanned equipment failure and extends equipment lifespan.

This is a really valuable tool as your company grows, but it comes with a high up-front cost if you are in the early stages of the business. One great tactic for this option is to partner with someone who has experience setting up these platforms and simply seek guidance from such an individual because it can prove to be extremely valuable down the line, but also requires some training first to learn how to use it!

Smart Job Scheduling

Customers do not have time for an average response time and will quickly leave you for a competitor if you can't get their issue resolved in a reasonable amount of time. Consider adding qualified resources and schedule automation to your team to handle those issues more efficiently.

Getting a hold of agents with experience at various levels and their availability is a rather daunting task. The use of something Job Scheduling Automation has three critical benefits:

  • They help you create and organize schedules with visual charts, calendars, etc, in a customized format to work shifts or jobs.
  • They assign tickets and jobs to the right technicians based on skill sets, availability, or any other criteria you set.
  • Optimize routes to reduce travel distance and costs for quick resolutions.

Using automated schedulers, you can automatically re-optimize the schedules in real-time to reflect the changes in projects or fieldwork. For example, you might alter a schedule if a specific agent has an emergency to attend to. Re-optimizing can ensure that the issue is taken care of despite certain obstacles.

On the whole, you have to assess the availability and readiness of agents, as well as their willingness and ability to provide the service requested. It's difficult to perform these tasks manually, but things are a lot simpler with scheduling involved.

Automate Payroll

The process of automating tasks goes a long way towards helping businesses with payroll, sales, and customer service. From an accounting standpoint, paying employees and offsetting the cost of valuable time against projects can be a tall order to juggle.

Automating payrolls helps in identifying overtime and holidays as well. Geotagging makes it easier for employees to work on fields without worrying about getting paid on time or getting their attendance monitored.

Automating the payroll includes setting up different hourly pay structures weekly or monthly, automating payment dates not to miss crediting salary to employees’ accounts, generating invoices, and keeping track of it all in one place.

It is cost-effective to automate the payrolls and ensure data is used to calculate proper salaries for the employees.

Closing Thoughts

Automation solutions are great tools to maximize the efficiency of your business and reduce human error. But if you don’t use them the right way, they will turn out to be a complete waste of time and money. Choose the right one and help the employees understand the importance of it. If possible, provide training on efficient usage of automation, which can impact the way processes are organized and carried out.

Fieldproxy is a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Ways.To.Improve

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

· 6 min read
Srinidhi Narayana

Field service is one of the most important aspects of any business. Companies that offer field service get to enter numerous businesses and offices. In fact, they get to enter many businesses, including both small and large companies. For that reason, companies need to make sure that they are covered in the field service aspects. For example, they need to know what they need to do to be considered the best.

Here are five best ones that help with ensuring that the best service is provided.

best apps for 2022

The 5 Best Service Apps For 2022

Fieldproxy

With Fieldproxy, automation, and sales management have become easy. It removes the everyday struggles of reporting and maintaining streamlined processes to increase productivity efficiently. From scheduling tasks, assigning various resources, planning, and management, Fieldproxy is a go-to solution. Certain essential features include:

  • Automations that helps easy task creation and management
  • Report generation with detailed analytics unique to each business
  • Timeline Reporting that helps gain insights on what happened and when
  • Live employee tracking that updates field agents who are on the go.
  • Simple user interface that is easy to understand and navigate
  • Invoice generation and Attendance tracking.
  • A 360 degree view of everything happening on the field makes Fieldproxy an efficient Android app for Field service. It is safe to say that it acts as a checklist for ensuring a better customer experience

Field Service Lightning by SalesForce

If you have field technicians driving around spending hours in the car and not getting any work done, you need to look into a better way of managing those field technicians. Salesforce has a tool that is built for that purpose. It is called Field Service Lightning by Salesforce, and it has made field service a lot more efficient. Though Salesforce is known for its CRM, it also helps manage work across many sectors. Some of the prominent features include:

  • Virtual support that reduces in-person visits, time, and money
  • Automations that allow for prioritizing tasks and projects to allocate to agents for efficient service
  • Einstein AI helps agents use image recognition to identify problems to prescribe the right equipment to resolve issues faster.
  • Analytics that help in making data-driven decisions faster.

In the world of field service, you need to be able to service customers when they need you to — fast. And as more companies go mobile, you also need to be able to support them outside of the office and on the field. Field Service Lightning app has the flexibility to support both simple and complex field service operations. Hence it is a trusted choice by numerous companies.

OnTheGo

With more and more businesses moving towards a mobile workforce, it's more important than ever to have a way to keep your team connected and on the same page. With an app like Onthego, you can rest assured that you will always have a channel to communicate with your team and track their progress across the day. This app will not only help you keep track of your workforce, but you'll also be able to improve your business by filling in the reports of your customers and proving the value of your service. Some of the salient features include:

  • Notifications to customers on their request status
  • Service forms that save time with getting necessary details from customers
  • Tracking jobs and service requests carried out by the Field service agents.
  • Track spares available in the inventory.
  • Invoicing and quotations in real-time
  • Customer feedback

Onthego is another excellent solution to optimize field services and provide support to businesses to track and improve their workforce.

ServiceMax

Customer needs have dramatically changed, and it is important that companies predict, prescribe, and be more efficient in providing services. ServiceMax is one of the Field Service Management software joined with SalesForce to provide 360 degrees of assets and deliver visibility for more significant analysis and performance. Apart from delivering CR, the top-notch features that help with field service management are:

  • Assets 360 makes sure the field agents have all the types of equipment are intact and provide a view of inventory management.
  • Preventive and proactive maintenance is essential for de-risking and ensuring maximum utilization.
  • ServiceMax Engage lets customers with self-service and have a transparent view of the processes carried out for their requests.
  • Zinc Intelligent remote services lets agents connect to the experts in the field and provide accurate solutions to customers and resolve quickly.
  • Scheduling and optimization
  • Field service analytics

With the features mentioned above of ServiceMax, it is often the topmost app to be considered for a greater customer experience. But yeah, there is also Fieldproxy, which is the best ServiceMax alternative

Jobber

Jobber is an all-in-one File service app that lets businesses track and manage their field services. There are essentially many features in this app that have changed the way businesses work in the field. Gone are the days when the field agent had to wait for confirmation from the owner to start work, make payment, or invoice. Jobber has it in the same place where Field agents can perform several operations and complete tasks. Some of the features include:

  • Check and approve quotes.
  • Make payments
  • Job updates
  • Automatic follow-ups
  • Batch Invoicing

Jobber on iPhone is good for efficient data tracking, on-the-go invoicing, and payments. All this happens without the employees having to lift a finger and also the customer without having any trouble with the services taken.

Field service is a part of every business. The importance of field service management cannot be underestimated. Many businesses are still working on improving the field service. The reason is that businesses are not able to deliver the best services to their customers. Hence, choosing an app that helps achieve customer service and ensure business goals are met is essential.

Closing Thoughts

An employee field service management and time tracking software that fulfills all your needs is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

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

· 11 min read
Shoaib Ahmed
Sowmyah Nandakumar

Do you know what is common between Nestle, Dove, Pepsi, Coca-Cola, Dabur, L'Oréal, and Domex? Well, think further than saying " brands" Before you think this is a script for an Advertisement or a brand deal and end up going back, trust me, you're at the right page. The one thing all these items have in common is that they are the products of the FMCG aka the Fast-moving customer goods sector. Read more about the FMCG sector here!

The FMCG sector offers us products that people use every day in their lives. From eatables like chocolates and chips to bathing products like soap and shampoo, this sector brings all of these goods to the consumer market at a low cost. Since the FMCG sector dominates the goods consumed by every household, its market has high revenue and turns out to be competitive.

With brands like Colgate and Pepsodant fighting for the top place and taking digs at each other, to the iconic Pepsi vs Coca-Cola rivalry, the FMCG market is constantly trying to evolve and reach the pinnacle of success. Through this article, we will be exploring in detail the FMCG sector and the challenges the industry faces to date.

Everything You Need To Know About FMCG

What Is FMCG?

FMCG - known as the Fast-moving customer goods - involves the production and distribution of goods that are quick to consume, high in demand, and highly accessible due to their affordable prices. These are non-durable products that are sold in packaged form. To give you an example, products you essentially buy in a supermarket be it your 2 min magi packets, dove shampoo, or even baby napkins, are all products that are a small entity of this gigantic industry.

These products have a huge turnover because they're produced and bought in large numbers and sold for cheap and affordable rates. The FMCG sector is one of the key contributors to the Indian economy and is currently the fourth largest sector of our economy.

The Relationship Between COVID And FMCG

The world has been hit by a deadly pandemic for the last three years and sadly persists to date. People have gotten accustomed to lockdowns, isolation and have been trying to cope with the changes. Days have gone where people wait for the pandemic to get over to get back on track with their lives. Over time, Sadness, grief, and anger have converted to acceptance and the world has come to terms with the new normal.

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Similarly, markets and industries have been trying to meet new demands and restrictions and are desperately trying to keep their heads above the water. These industries have been hit hard by the lack of revenue and are trying to incorporate new strategies to thrive in the post-covid era. On the flip side, there have also been markets that have taken advantage of digitalization and come up with innovative methods to tackle the restrictions imposed by covid on their business.

The FMCG industry has gone through its share of ups and downs in the pandemic. At the peak of the pandemic when grocery and other non-essential stores were temporarily closed, a lot of venues all over the world faced a reduction in revenue and decreased frequency of customers. As the vaccination drives started rising, there was a change in customers' shopping behavior and demand forecasting was needed more than ever to cater to the customer's needs.

Trying to develop ready-to-eat and frozen meals, implementing more health care and hygiene products, commercializing pharmaceutical goods into consumer-packed goods are a few ways the FCMG sector has pushed to engage with customer needs and hence promote revenue.

Here are a few challenges and trends the FCMG sector is likely to face in a post-pandemic era.

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What Are The Challenges Faced By The FMCG Sector In 2022?

Proper Retail Execution

Have you ever walked into a store to get a packet of milk and ended up walking out with two bags filled with well, everything? Well, "I have not," said no-one ever. This is most likely to have happened at the store physically and that split-second decision to buy everything apart from your list is the result of a well-drafted retail execution plan.

So, what exactly is this retail execution? It is a form of sales strategy aimed at improving sales in the store or venue of the brand by implementing certain regulatory measures.

From an FMCG perspective, it ensures that the product on the store is how exactly it needs to be to increase revenue. A proper retail execution plan includes shelf merchandising, order replenishment, trade promotions, store audits, and more. Though driving the distribution and display promotions to contribute a chunk to sales, proper retail execution is very essential in driving the sales to new heights.

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Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


It has been reported that there has been a loss in 25 percent of sales due to poor retail execution and 79% of impulse buys occur at physical retails with a strong execution strategy. With the pandemic and lockdown, countries have been advised to shut down a majority of the shops and this has resulted in empty shelves and deserted shops. In addition, people have also resorted to buying essential supplies in bulk and stocking them.

In uncertain times, budget constraints and health consciousness have taken precedence and have changed customer perspectives on indulging. All these have led to poor retail execution planning and brands must step up and rethink their customer demands to foster a feasible retail execution plan.

Sales Automation

FMCG has been an industry that has highly depended on traditional sales practices. As the world has taken a digital turn, digitalizing field service in FMCG has become essential for running a successful brand. With people becoming less accessible to each other, sales automation through digitalization has been prioritized over traditional sales practices.

With the loss of laborers due to several issues including migration laws and health concerns, the FMCG sector should not only ensure that the sales force gets their job done but also ensure that their work is productive, optimized. This is why sales force automation in your field teams in important, but that's a story for another day.

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What Are The Benefits Of A Field Service Management Tool?

With a field service automation tool like Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Help and assistance should be provided to push them to achieve a good ROI. This requires a well-strategized sales force automation plan to go the extra mile with recommendations and acquire insightful data. Sales automation software not only increases sales but also boosts employee productivity and collects insightful data with the help of IoT and AI to go the extra mile and streamline the business.

A recent McKinsey report outlined that 30% of all sales tasks can be automated. Field sales automation helps in reducing the cost of sales processes by reducing the time spent on manual processes and reporting.

Here are three reasons explaining why sales automation is essential for FMCG

  • Provides a way for a smart approach: It helps identify areas of market coverage in terms of potential and not geography. Through this way, companies can focus on meeting customer demands effectively instead of trying to crunch up their numbers.
  • End-to-end digitalization: Helps FMCG brands with end-to-end digitized sales scheduling and planning with the help of in-depth market intelligence through IoT and AI.
  • Encourages fulfilling customer experience: Salesforce automation puts the customer first and focuses on giving importance to their customer experience. Demand is created by identifying customer expectation.

Ageing

FMCG has been a sector that depends on age-old brand loyalty. But the trick here is to identify the audience to which they cater. Being a very traditional and an old market, FMCG has a widely ranged consumer number from senior citizens to our very own millennials. Unlike certain industries that have catered to a specific set of consumers, finding the right balance to satisfy and stay relevant with a wide variety of age groups is going to be a tough nut for the FMCG industry.

The population of the older generation is on the rise, and it is expected that there will be a rise of 41% in India's elderly population over the next decade to touch 194 million in 2031. Senior citizens are often the pioneers of brand loyalty and have been the pillars of the industry. With the onset of the pandemic, their needs have shifted towards simple, reliable, and risk-free products.

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To cater to such needs, FMCG brands can simplify products by making small changes while choosing the ingredients, reducing the use of chemicals, and boosting the use of natural ingredients in both food and non-food products. At the same time, attention should be given to the present generation as well.

With the millennials being exposed to a whole lot of technology and products from all over the world, there is pressure for the FMCG market to remain 'cool' enough for them to retain customers of this generation. Finding the middle ground is essential. Constantly evolving their strategies, digitalizing while ensuring easy accessibility can help strike this balance.

FMCG Field Service Management Software Fieldproxy

Environment And Sustainability

Sustainability for field service in FMCG has been a major issue in the present world. Industries have been dumping their wastes in water bodies and the amount of smoke from manufacturing plants has taken away the lives of countless animals, water species and has slowly started killing humans. As children of the earth, it is our responsibility to protect it and change our lifestyle adhering to sustainable practices.

The FMCG sector has bought its fair share of controversies by undergoing practices that degrade the environment. PepsiCo, Hindustan Unilever, Dabur, ITC, Kelloggs, Mother Dairy, Nestle are some classic examples. The youth of today are smart consumers and are looking to choose brands that have values that include sustainability. According to a report by Forbes, FMCG companies have a key role to play in curbing over a third of global greenhouse gas emissions and should invest in R&D for the same.

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Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


Adapting to sustainable ways by reducing the usage of plastic, conscious elimination of waste, adopting alternate ways of packaging, sustainable sourcing, plant alternatives are among the many ways in ensuring that companies are adhering to the environment and inculcating sustainable practices. Industries must keep the environment and sustainability at the center of their plan.

Even though FMCG companies struggle to tackle the environmental responsibility of their production, packaging, and waste management, some brands have taken initiatives to reduce the amount of degradation. Dauber has taken several steps to be environmentally responsible and has eliminated cartons from their packaging. They have also initiated recycling and reusing thousands of kilograms of waste. Brands must incorporate strategies in their supply chain management and be socially and environmentally responsible.

Closing Thoughts

The Covid era has worked through its way in altering the world economy, industries, and the lives of people altogether. It's been more than 3 years since the world has thrown lemons at us and it's time to make it into lemonade! Industries must work harder than ever to renovate their strategies around changing customer demands.

Especially a customer-oriented, long-time pioneer FMCG sector must adopt new methods to survive and thrive in the post-Covid era. The biggest challenges that the industry might face have been covered in this article.

All the major solutions for these challenges revolve around digitalization and changing strategy based on customer needs. It is also the responsibility of the industry to take charge of its operations from an environmental perspective and it is up to us, the consumers to make a difference to the world by choosing the right brand wisely

Girl looking into computer

· 6 min read
Shoaib Ahmed
Sowmyah Nandakumar

Our world is becoming fast-paced day by day. Industrialization, digitalization, and countless technological advancements have degraded our earth with various forms of pollution. It is our responsibility to hand over a safe, liveable planet to the upcoming generations. The FMCG sector has had its fair share of controversy in the degradation of the environment, and it is necessary to change that. Customers of the present day are highly informed and are constantly pushing FMCG brands to move towards sustainability.

4 Ways To Identify If Your FMCG Brand Is Sustainable

Field Sales Team Optimization For FMCG

Monitor Your Waste Level

Mass production in FMCG leads to the accumulation of exorbitant amounts of waste. Proper disposal and management of this waste is a distinguishing factor that helps you determine if the brand is practicing sustainability or not. A lot of FMCG brands have unfairly dumped thousands of kgs of waste in water bodies and have deviated from environmental guidelines thereby disrupting sustainability practices. If this is something your brand does, it is time to change!

Analyze Your Packaging

The primary culprit contributing to environmental degradation is plastic. The FMCG sector is one of the greatest contributors to the accumulation of plastic waste. If your brand is striving towards alternate packaging options such as reusing and recycling waste, adopting new technology to reduce the amount of footprint, they are going in the right direction about sustainability.

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Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


Analyze Your Sourcing

Customers are increasingly shifting towards brands that source their products ethically. Especially with the number of disasters that have occurred over the past few years, there has been increased affinity towards organically sourced products that cause no harm to humans, the environment, and animals. Brands have included sustainable ingredients, banned animal testing, and have started utilizing recycling to move a step further towards sustainability.

Take A Look At Your Logistics

Sustainability is not just going green; it also involves optimizing your field operations in alignment to using resources wisely. Reducing mileage, energy consumed to restrict carbon footprint are ways through which FMCG brands can encourage sustainability. These methods also help the company in reducing their expenditure.

6 Steps To Build Your FMCG Brand To Be More Sustainable

Man Studying How to Build Social Media Presence

Avoid plastic packaging

FMCG industry is one of the largest economies and has played a major role in plastic pollution. Companies must invest in alternate technologies such as bioplastics, cloth, and other non-degradable items to reduce the damage to the ecosystem. FMCG companies have also moved forward towards recycling and reusing plastic wastes to reduce waste pollution. Dauber, an Indian FMCG company has recently become a complete plastic waste neutral firm and has set an example for all the other brands

Use Plant-Based Alternatives

There has been an increasing trend of consumers switching to vegan and vegetarian options to prevent animal cruelty. Especially with covid-19, which has raised so many concerns over the world’s food and lifestyle habits, It is the right time for FMCG companies to focus on more plant-based ingredients and promote a healthy and sustainable lifestyle.

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What Are The Benefits Of A Field Agent Tracking Tool For Your FMCG Brand?

With a field service automation tool like Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Draft Sustainable Development Laws

Drafting regulatory practices and guidelines promoting sustainability will help the brand follow sustainable practices strictly. Implementing certain regulatory such as reducing plastic by a certain percentage, promoting recycling will benefit the company.

Practice Sustainability Within The Organization

Only if the employees understand the need for sustainability, will they actively perform towards creating a sustainable brand. Actions like banning plastic within the office, encouraging people to utilize the resources in a limited and required amount, organizing frequent awareness drives can inculcate values and push the employees to be aligned with the values of sustainability. This in turn will trigger a value system within the brand and will help them bring out innovative products and practices that display the sustainable values of the brand through its product.

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Use Energy Efficiently

Using clean renewable resources that provide energy without compromising the needs of the future generation is as important as protecting the environment. Especially a huge sector like FMCG is likely to spend huge amounts of energy. Brands must invest in technology that provides them an alternative to non-renewable forms of energy.

Contribute To The Environment

Brands have shown their support for several environmental issues and donated for the same. Partnering and supporting organizations that strive for sustainability and the environment can be a great way to attract consumers as well as show love towards our planet.

Closing Thoughts

The FMCG sector has been one of the largest contributors to greenhouse gas emissions. Brands must evolve in their operations to ensure they adhere to sustainable practices. Being environmentally aware and sustainable is a social responsibility that all industries must follow. In this article, we have covered 10 ways to check if your brand is sustainable and have suggested ways in which you can build it.

An employee attendance management and time tracking software that also doubles down as an excellent field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

· 5 min read
Shoaib Ahmed
Sowmyah Nandakumar

Due to COVID 19, consumer behavior in FMCG has changed drastically. Since we are progressing towards a digital world now, everything has become one click away. Because of the rapid urbanization and growth of the internet, E-Commerce has exponentially grown providing a great platform for all kinds of dealers in the FMCG industry.

Since this shift, a lot of consumers prefer to get their goods at their doorstep. As there’s rapid growth in this particular sector, there are also a lot of challenges faced by online business owners. Therefore, here are a few ways by which online business owners can tackle the challenges they face.

How To Increase Online Sales For FMCG Businesses

Woman teaching computer for FMCG online business

Well, no business can succeed without a good marketing strategy. Since everything is evolving, sticking to old marketing techniques such as giving an advertisement on television or newspaper might not yield great outcomes. Therefore, coping up and adapting to new market trends such as festive discounts, seasonal sales, special discounts, membership programs, use of mobile apps, etc.

Effective Delivery

Delivery is one of the most crucial things when it comes to online shopping. The issue of not being able to deliver products to some areas can be a major challenge. This challenge can be tackled by creating strategies that predict the hurdles of delivery to particular areas. Tying up with the local retailers to deliver the goods faster might also be effective. Setting up a minimum purchase amount for free delivery can also be a win-win situation. In this way, strategizing a perfect delivery system for your business can be of great help to come over this hurdle.

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Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


Focussing On Consumers Who Are Not Technologically Advanced

Not all consumers who shop might be very well versed with the use of technology and gadgets. This group of consumers majorly lies in the age group of 40-70 years. So, focussing on that particular category of consumers is very important. Accessibility of that particular group can be brought by inculcating voice commands and voice assistance in your online platform.

Focussing On Suburbs And Small Towns

One major flaw in all these major online FMCG companies is that they primarily focus only on urban and metropolitan cities and they forget to reach the other end of the spectrum. This might be a great risk in the beginning as the population in these particular areas prefers the traditional method of shopping over shopping online. But, once implemented, there is a lot of scope for reaching a wider audience as everyone is evolving with technology. Starting with something as simple as ordering over a phone call can bring huge changes.

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Maintaining Inventory

Maintaining a good inventory can be a huge task, especially if you are a large-scale FMCG producer. The whole business runs around storing the products and ensuring it is delivered in a good condition. Inventory management is the key to delivering good quality products. This can be done by having quality checks once in a while and making sure there are no expired products. With proper planning, inventory can be managed in a very clean manner.

Maintaining The Freshness Of The Edible Products

It is very hard to deal with edible products as they have a very short period before they get rotten or spoilt. Therefore, buying a limited amount of such products and storing them properly will be a good way to tackle this issue.

Tackling The Supply Costs And Storage Issues

Considering factors such as transportation of goods and having a spacious storage space is very important to avoid high expenditure on storage facilities. Having a supply chain will be of great help to save the business from uncertainty. It is important to have storage spaces in a very happening location.

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Handling Cyberthreats

It’s very important to stay away from cybersecurity attacks. Therefore, dedicating a team to handling cyber threats is very important. Having regular security checks can also avoid the problem of getting hacked.

Creating A Good Interface For The Users

When it comes to online shopping, having a user-friendly interface is a very important thing. Therefore, the UI and UX of the application or website matter a lot. Hiring UI/UX designers for the application can come in very handy in avoiding user glitches.

Maintaining Customer Satisfaction

As a brand, it is very important to have customer loyalty and satisfaction. The key to this is being consistent in delivering A-grade products.

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that also doubles down as an excellent field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

· 6 min read
Shoaib Ahmed
Sowmyah Nandakumar

Social media has become a household name throughout the world, thanks to field service digitalization. I'm sure everyone has talked about how social media is corrupting young minds, in your school or college debate. On the flip side, social media is an extremely powerful tool to spread awareness, let out your creativity and gain knowledge. FMCG Brands have upped their marketing strategy by utilizing social media and have been attracting traction by constantly engaging their customers. To know more, keep reading this article!

Why Should You Care About Social Media Presence For Your FMCG Brand?

FMCG Brands like Dove, Loreal, Nescafe have created amazing social media campaigns to promote their products. They have also included social and environmental issues as easter eggs within their promotional campaigns. Constantly engaging their consumers through Instagram stories, continuous tweeting, and using a variety of platforms like Snapchat have pushed their marketing tactics to a higher level.

Countless brands under the FMCG sector strive to reach the pinnacle of success through extensive marketing. With so many brands channeling their creativity and making the best out of social media, it is inevitable for some brands to have FOMO! This can be tackled only with a unique and effective social media marketing strategy.

Here are 10 ways to up your social media marketing game and say bye to FOMO!

Top 10 Social Media Tips For FMCG Brands

Social Media Tips For FMCG Brnads

Engage Through Instagram Stories

Instagram stories are one of the best ways to engage your customers daily. It is a medium that encourages tapping the creativity of the brand and promotes your products. With inbuilt poll options, creative stickers, and funky texts, the brand can portray its fun side and attract all age groups. It also has provision for adding links and tagging pages helping FMCG brands to gain more traction.

Make Use Of Influencers

Onboarding fashion and lifestyle influencers to promote your brand will extend the target audience base and help in spreading awareness of the product in an organic wave. It also helps in building trust and credibility among the consumers.

Sell On Social Media

There are times when people look at a Facebook or Instagram post and are tempted to buy that product. When there are no direct methods to buy at that instant, they often avoid searching up the website and end up not buying it. Driving sales directly through social media can compel the consumer to impulse buy. Using the 'shop' feature in Instagram or linking the product on Facebook, FMCG brands can enable ways where consumers can directly get hold of the product.

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Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

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Personalized Messaging For Customers

Consumers feel validated when the brand personalizes messages without generalizing them. Social media platforms have come up with various means to encourage personalized interaction. This increases customer loyalty to the brand and its retention rate.

Encourage And Notice Brand Mention

Resharing customer opinions on brands and engaging them with their satisfaction towards the brand is another way to make the consumers feel respected and valued. Interacting with them through comments, resharing posts and stories boost customer experience. Netflix India has been a classic example and its social media page has been loved by all.

FMCG Sector

Invoke Social Responsibility

Consumer these days are well aware and informed about the issues of the world. The present generation is likely to get attached to a brand that is socially and environmentally aware. Taking a strong stance on social and environmental issues creates a positive brand image and promotes customer loyalty.

Utilize Chat Options To Engage With Customers

Artificial intelligence has made what was once impossible, possible. Engaging with customers through chatbots promotes personalization. Through these, customers can contact employees, sort out any queries, and so on.

Choose Platforms Carefully

Identify your audience and accordingly choose the required social media platforms. For example, Snapchat might attract only a few of the millennials and is useless for other older age groups.

Girl looking into computer

Explore Regional Content

Tapping into regional content can cover the grassroots of the society. Content in regional languages is likely to attract a huge rural audience. Patanjali is one brand that has made sure to include campaigns drafted in regional languages.

Initiate Fun Competitions And Activities

Organizing fun campaigns centering around several products of the brand will help in triggering participation and hence improve customer experience. It also provides an opportunity to familiarize the audience with the products of the brands.

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Recap

In short, here's what you need to do to up your social media presence in 2022.

  • Engage Through Instagram Stories
  • Make Use Of Influencers
  • Sell On Social Media
  • Personalized Messaging For Customers
  • Encourage And Notice Brand Mention
  • Invoke Social Responsibility
  • Utilize Chat Options To Engage With Customers
  • Choose Platforms Carefully
  • Explore Regional Content
  • Initiate Fun Competitions And Activities

Closing Thoughts

There are a lot of brands in FMCG that have resorted to social media as a crucial way of marketing. Differentiating them from those who achieve extraordinary results is by effectively strategizing. This article had covered 10 ways brands can make use of social media to give an edge over other competitors.

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that also doubles down as an excellent field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

· 5 min read
Shoaib Ahmed
Nilofar Praveen

Want to know how even the Pharmaceutical Industry is getting the advantage of Artificial intelligence? Read on to find out.

Let's start with what's the role of AI. Or, you can say in which aspects of life, AI is helpful for us. So, to demonstrate how vital artificial intelligence (AI) is to our regular lifestyle, business procedures, and society, it might be easier to clarify what element of our modern society it hasn't influenced.

Nearly every aspect of human life is being influenced by artificial intelligence systems to increase efficiencies and complement our human capabilities. In short, AI has become so ingrained in our daily lives that it's difficult to picture life without it. Sounds amazing right?

Today you'll read here how Artificial Intelligence is more like a boon when it comes to the Pharma sector. So, keep reading if this topic concerns you.

Concept Of Artificial Intelligence

Simply put, Artificial intelligence refers to the ability of machines to think and make judgments in the same way that people do. Machine learning, for example, is a sort of artificial intelligence in which robots, rather than being programmed what to think, can monitor, evaluate, and learn from facts and mistakes in the same way that our human brains can.

Consumer items are being influenced by this technology, which has led to substantial advancements in healthcare and physics, as well as changes in industries including manufacturing, banking, and retail. Also, you should know that artificial intelligence has expanded in recent years, owing in part to the huge count of data we generate every day and the computer power accessible.

While talking specifically about business, artificial intelligence is transforming industries from funding to production with new products, procedures, and technologies as business leaders and inventors rush to realize the promise of artificial intelligence to give a competitive edge as well as cost reductions.

Till now you must have got a slight idea of how the emergence of AI has made the business easier. Continue reading and learn how it has affected the Pharma sector.

How AI Is Benefitting Pharma Industry

In the pharmaceutical sector, artificial intelligence and machine learning are crucial. According to industry stakeholders, the best use cases for these tools are drug development, drug manufacturing, diagnostic aid, and enhancing medical treatment operations. Here are the 10 best use cases of the Pharmaceutical industry. Or, you can say these are the 10 ways AI is benefitting the Pharma sector.

Helpful In Drug Discovery

We all know that drug discovery has gotten more competitive and expensive over time. Hence prompting pharmaceutical corporations to consider AI can act as a new way to cut research and development expenses while avoiding costly mistakes. By accelerating the research and innovation, cutting drug prices, and boosting the possibility of FDA approval, AI has the potential to transform medication discovery.

Repurposing Of Medications

The technology has also aided in the repurposing of novel medications, which was particularly useful during the COVID-19 pandemic. In other words, Artificial intelligence and machine learning algorithms can detect molecules that failed in clinical trials and forecast how the same chemicals could be used to treat different ailments.

Making Pharma Operations Easy

Then, AI offers a variety of ways to improve pharma work procedures. AI, for example, can help with quality assurance, resource waste reduction, manufacturing reuse, and predictive maintenance. Forecasting and mitigating over- and under-demand, and also managing supply chain challenges and manufacturing line malfunctions, are all things that machine learning can help with.

Supporting In Diagnostic Assistance

By giving a more data-driven strategy to patient categorization, AI and machine learning can also considerably aid diagnostic assistance. The FDA has authorized dozens of AI technologies for individualized patient care throughout the years. Some of those platforms are used to monitor patients remotely, while others are used with CT scans to detect brain bleeding.

Easy To Optimize Medical Treatment

Through smartphone apps that provide health measuring and online monitoring features, AI can help enhance the medical treatment process. The apps' tailored data could aid in investigation and development as well as therapeutic efficacy. Most notably, AI tools greatly aid in the diagnosis and treatment of cancer.

Helpful In Chronic Disease Management

Then, Pharma companies are rapidly turning to artificial intelligence (AI) to better chronic illness management, reduce costs, and improve patient health. Chronic renal disease, diabetes, leukaemia, and chronic lung damage are just a few of the major chronic diseases that AI may be able to help with in the future.

Helpful In Candidate Screening

Furthermore, by enhancing candidate screening processes for clinical trials, AI also can affect the future of pharmaceuticals. AI can help ensure trial adoption by swiftly evaluating patients and determining the best prospects for a given trial.

Easy To Find Hindrance

The technology can also assist in the removal of aspects that may obstruct clinical trials, lowering the need to adjust for these problems with a big trial population.

Better Diagnose Patients

AI can also be used to improve patient screening and diagnosis in the future. Experts can utilize artificial intelligence to extract more useful information from existing data, such as MRI pictures and mammograms.

AI In Pricing

When it comes to HTA assessment, pricing, and negotiations, Al can provide a lot of benefits by assisting companies in developing value propositions, differentiating products, and responding quickly to concerns from HTA organisations. And that's it.

Bottom Line

Overall, artificial intelligence (AI) has been causing a stir in the pharmaceutical industry for a long time now. Many pharmaceutical companies are attempting to model their business processes by estimating future needs. The application of AI can aid in the development of new and existing product strategies, with the next step being the use of AI in global trade decision-making.

· 5 min read
Shoaib Ahmed
Nilofar Praveen

Ever heard of the term "Management"? Well, there's no doubt you must have! But ever in the context of business? If your answer to the previous question is NO then keep reading and get to know how the term management has a lot to do with businesses.

You must know that each company always places a high value on management. In other words, management is more like a core of any successful business be it anything. And here in this blog, you'll read about how field team management holds great value in the Pharma Sector. Additionally, you'll read the best ways to improve field team management in the Pharmaceutical industry. So, continue reading if you're interested to know the answer to the above-mentioned questions.

blog cta

Significance Of Management In Business

You should know that every year, almost 90% of new businesses collapse catastrophically during the first few years of operation. And nearly 90% of those fail because of their terrible team management. It may sound surprising to you but yes, that's the significance of management in any business or market industry. However, unlike in the past, managing an organization has become a more difficult task as a result of increased rivalry both within and outside the company.

Now let's first have a look at what this term really suggests. Management can be explained as the process through which a professional plan, organizes, leads, and supervises the actions and assets of an organisation or firm in order to accomplish its goal in an efficient and competitive manner. Or, we can say, it is the process of managing and controlling an organization's business operations.

Let's understand the importance of team management in a business with an example. So, we all know that a business is made up of employers and employees who collaborate and work together. And everyone has their own objectives in a business. Now, management provides all of them with a single direction to achieve their goals together. Easy to understand right?

Well, till now you must have understood the importance of team management in a business. Keep reading to know the ways to improve field team management in a Pharmaceutical firm.

Field Team MAnagement Checklist

Tips To Improve Field Team Management In Pharma Sector

We all know that the Pharmaceutical business invests a significant amount of money and time in developing new remedies and treatment alternatives to battle the wide range of ailments and diseases that plague today's world. As a result, it becomes vital for them to work efficiently.

Here are the best tips for their field team management.

Strike A Balance Between Self-Discipline And Flexibility

The lack of structure is frequently the cause of the team's failure to work effectively and the squandering of time. As a result, undesirable habits begin to sneak into the workplace. Developing a framework is crucial to the success of a pharmaceutical company. Teach the members of the team how to be self-disciplined and adaptable.

Set Work Priorities And Communicate Clearly

Set a schedule for the key tasks and prioritise them. Not only that but to make teamwork more productive, communicate clearly and consistently. Prioritization is fundamental in the pharmaceutical sector, particularly in the supply chain. Organize meetings and determine how the task will get completed. Make clear decisions and then follow through on them.

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What Are The Benefits Of A Field Service Management Tool?

With a field service automation tool like Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Keep The Team Motivated

When it comes to running a business, motivation is essential. Every member of the field team, especially in the pharmaceutical industry, must remain active and motivated. Taking pauses at regular intervals can help each person feel less stressed.

Employ Technology To Reduce Labor

Last but not least, you can improve field team management by reducing manual labour with technology. There is a variety of software that can assist field teams in reducing manual labour, such as applications that can help monitor time or generate reports. So, if you're looking for one, Fieldproxy can be one of your options. Fieldproxy is one of the best software in the market for displaying data in a clear and comprehensible manner. With the use of this platform, pharma companies can acquire crucial insights across numerous functions. Sounds amazing, isn't it?

Conclusion

Overall, it's quite evident that the pharmaceutical business is diligently involved in policy related to new medicine study, innovation, and development. In addition to this commitment, the pharma sector also plays a key role in ensuring that appropriate patients get access to cutting-edge scientific developments. As a result, it is critical for all pharmaceutical companies to improve the productivity of their field teams in order to function more effectively.

Hope this blog on ways to improve field team management would have helped these companies understand the best ways to work efficiently.

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that also doubles down as an excellent field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

· 5 min read
Shoaib Ahmed
Nilofar Praveen

We are living in a spectacular period of technological advancement. Well, the days of field service employees tracking activities and completing work orders with outdated systems, databases, and paper and pencil are long gone. Yes, the companies using field service personnel must stay up with the shifting pace of technology. In simple words, digital technologies can be a valuable resource for field teams.

Continue reading this blog and get to know the best tips to achieve effective optimization of the field team with and without technology.

Field Team Optimization With Rotating Gears

Tips To Achieve Effective Optimization For Your Field Teams

Assign Ownership To Field Team Members.

The most successful business people usually understand the importance of giving ownership. Giving team members ownership simply means allowing them to make their own decisions and holding them responsible for their work. Making a team member liable for his or her work instils in him or her a sense of ownership over the project. And Because individual decisions can affect the entire team's success, the team members will begin to see their work in a new light. In this way, each member of the field team will work diligently to achieve goals.

Make Constant Communication

Communication is another most important variable that affects team performance. We all know that businesses fail due to a lack of good communication. It's because when there is a lack of communication, there is a lot of miscommunication, which leads to a lot of failures.

tip

Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


Hence, a field team manager must guarantee that the team communicates well. Communication becomes necessary for team members in comprehending their job obligations. It's because as mentioned above if there is a communication breakdown, it can lead to a slew of misunderstandings inside a team, which will surely affect the team's overall productivity. So in a way, good communication will lead to effective optimization of the field team.

Understand Your Positives And Negatives

Getting to know your pros and cons is crucial. It is the field team manager's responsibility to identify their teammates' abilities and skills and keep them in mind while assigning duties. Understanding a person's skill set is crucial to forming a productive team. If someone on your team, for example, enjoys thinking outside the mainstream, you can make him propose unique ideas to a client(s).

blog cta

You should know that team members usually hope to contribute to the workplace because they believe their experience, expertise, and talents can be used to help their companies. Making them use their strengths will help your firm become more productive and efficient. The connection among team members has a significant impact on team productivity. When team workers get along and are aware of one other's skills and shortcomings, the workplace creates a more pleasant environment.

Appreciate Good Work

While unique things work for the different workforce in terms of increasing their production and efficiency at work. However, for many of them, it is as simple as being recognised for their efforts. Nothing can increase productivity if an employee believes his contribution is undervalued. Acknowledging them in front of the entire team, on the other hand, can work wonders. So, just appreciating their good work can help in the effective optimization of the field team.

Employ High-Level Technology To Achieve Optimization

Apart from these, using technology can also improve field team optimization. Fieldproxy is among the best examples. Fieldproxy is a software suite with a mobile application that assists pharma and other firms' management and teams in collecting data in a coordinated way. Executives can quickly create tasks and allocate them to field workers using a web-based portal. They can also use Fieldproxy to easily create and monitor sales teams. And that's it! The whole work is done in a matter of time.

tip

What Are The Benefits Of A Field Service Management Tool?

With a field service automation tool like Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Bottom Line

Overall, it would not be wrong to say that effective field team optimization is analogous to preparing a cake as the correct ingredients (team members) must be collected and combined. Inspiring your teams to be their most productive selves requires a well-balanced batter of many elements. In general, there is no one-size-fits-all approach to empowering your people to be more productive.

Rather, modest, consistent habits can be used to establish the groundwork for a productive environment. By giving workers ongoing guidance, feedback, and encouragement, the optimization meter can skyrocket. So, why not give these tips a chance?

Hope this blog on best tips to get an effective optimization of the field team would have been helpful to you.

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that also doubles down as an excellent field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

· 4 min read
Shoaib Ahmed

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.

mistakes to avoid in FSM

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 employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

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

· 10 min read
Shoaib Ahmed
Srinidhi Narayana

Each day in an HVAC company begins with the challenge of keeping up with the maintenance of their fleet vehicles or equipment and the parts built into them. Customers need to be billed, technicians need to be dispatched to the right jobs, and each job must be completed at the right price. It's a highly complex challenge, and the dispatchers must handle this every day. To help you choose the best solution for your business, here are some of the most popular software solutions out there today:

Which Is The Best FSM Software For HVAC Businesses?

Fieldproxy

Fieldproxy is a field sales and service automation platform. It removes the everyday struggles of reporting and maintaining streamlined processes to increase productivity efficiently. From scheduling tasks, assigning various resources, planning, and management, Fieldproxy is a go-to solution. Certain essential features include:

  • Automations that helps easy task creation and management
  • Report generation with detailed analytics unique to each business
  • Timeline Reporting that helps gain insights on what happened and when
  • Live employee tracking that updates field agents who are on the go
  • Simple user interface that is easy to understand and navigate
  • Invoice generation and Attendance tracking.

A 360 degree view of everything happening on the field makes Fieldproxy an efficient tool for Field service. It is safe to say that it acts as a checklist for ensuring a better customer experience.

tip

Fieldproxy is offering a seven-day trial, zero questions asked, field service management and automation solution, and for FREE.

CLICK HERE TO GET THE FREE TRIAL TODAY!

Jobber

Jobber is an all-in-one File service tool that lets businesses track and manage their field services. There are essentially many features in this software that have changed the way businesses work in the field. Gone are the days when the field agent had to wait for confirmation from the owner to start work, make payment, or invoice. Jobber has it in the same place where Field agents can perform several operations and complete tasks. Some of the features include:

  • Check and approve quotes.
  • Make payments
  • Job updates
  • Automatic follow-ups
  • Batch Invoicing

Jobber is good for efficient data tracking, on-the-go invoicing, and payments. All this happens without the employees having to lift a finger and also the customer without having any trouble with the services taken. Of course, the best Jobber alternative is Fieldproxy, but you might consider going for this if you have a higher budget.

Field Service Lightning by SalesForce

Salesforce has a tool that is built for helping field technicians to manage their work. It is called Field Service Lightning by Salesforce, and it has made field service a lot more efficient. Though Salesforce is known for its CRM, it also helps manage work across many sectors. Some of the prominent features include:

  • Virtual support that reduces in-person visits, time, and money
  • Automations that allow for prioritizing tasks and projects to allocate to agents for efficient service
  • Einstein AI helps agents use image recognition to identify problems to prescribe the right equipment to resolve issues faster.
  • Analytics that help in making data-driven decisions faster.

Field Service Lightning software has the flexibility to support both simple and complex field service operations. Hence it is a trusted choice by numerous companies.

Fieldpoint

Fieldpoint is a good option for start-up HVAC companies. The software can be easy to integrate and allows field technicians to update, route tasks, and provide real-time updates to the company rather than make calls. Dispatching and scheduling remain painless and responsive.

A prominent strength of Fieldpoint is its API, which enables it to integrate with 3rd party solutions for managing your workflow and customer relationship management, improving efficiency and profitability.

Housecall Pro

If there is a clutter-free app that is so simple and easy to use, it has to be Housecall Pro. With its simple UI and various catchy features, this has to be one of the top used Field service Android apps. Since the Field Service industry is customer-centric, Housecall Pro focuses on getting feedback and closing customer loops. The catchy features that make this app more usable are as follows:

  • Sales Proposal feature that helps create recurring quotes for customers to book.
  • Process payments via the app in an instant and reduce processing rates.
  • Get reviews from customers with automatic to follow-ups
  • Scheduling, invoicing, estimates, offline booking, all at one place.
  • Customized SMS number to reach out to customers

Housecall Pro, on the whole, gives a great customer experience. It can save time for field service agents, which means more time for productivity.

Closing Thoughts

There are a lot of good field service management tools in the market currently, but here's why we think you need to choose Fieldproxy.

Fieldproxy is a simple employee attendance, time tracking, and management software solution that makes managing and controlling your entire workforce easy. The software offers a flexible array of features that suit the specific needs of all types of businesses and their diverse workforces!

The software allows you to easily create tailored dashboards, which can then be used to identify areas for improvement in your business operations. Using the Fieldproxy time tracker, you will never again have to worry about misplacing essential documents or forgetting where they were kept in the first place - keeping everything all in one centralized location!

Fieldproxy is an intelligent choice for anyone looking to start with Field service management with the features mentioned above. There is abundant importance given to the customers and ensuring a smooth experience.

tip

Fieldproxy is offering a seven-day trial, zero questions asked, field service management and automation solution, and for FREE.

CLICK HERE TO GET THE FREE TRIAL TODAY!

Frequently Asked Questions

1. What is FSM Software?

Field Service Management (FSM) software is a one-stop software for businesses to track various essential processes carried out during field service. FSM software helps automate tedious tasks and maintain the overall customer experience. It includes creating workflows, scheduling, attendance, and reporting, which are essential for understanding the pain points and improving the service provided.

Businesses often face problems that require on-site help and quicker resolutions. But there could be times when they are last minute or unannounced. To avoid such last-minute delays and make technicians available at all times, it is crucial to know and update the details of the customers and the agents working on the field. FSM software helps tackle this problem with the help of automation and live to update using the dashboard.

FSMs not only act as a software used solely by businesses but also by the technicians to update, change and make appointments on the field for providing quick solutions.

Apart from that, the FSM gives insights into how well each technician performs and how efficient they are in solving customer queries. It also helps get feedback from the customers and ensures productivity among the technicians to provide valuable service.

Considering Customer experience is a key factor, FSM ensures that it is taken care of.

What is FSM software

2. What is a Field service organization?

A field service organization helps resolve customer problems face-to-face, to put it simply. It is a customer-centric organization that manages work across all teams and provides on-time support to customers. A field service organization is challenging in its ways and has various functionalities.

  • Real-time information and problem-solving
  • Ensure quality and quick resolution
  • Automated processes
  • Analysis of Data for further improvement.

Some industries in Field service are Telecom, retail, health care, construction, utilities, etc. All these require proper planning of staff, timely delivery of services and goods, feedback, and a good customer experience. A Field Service Organization must ensure that there are field service agents and technicians available at the right time to ensure processes are smooth and there is no backlog. With an increase in the need for help by the customers frequently, it is important to check on a regular basis on how well the performance is and tweak as and when it is required.

As much as it is the field that is rewarding with connections and networks, it is important to know what the organization does and why it does. Once it is all set, there needs to be constant training and upskilling of all the employees in the organization to maintain consistent delivery of the excellent experience.

3. What is HVAC Software?

A Field Service Management software that pertains to Heating, Ventilation, and Air Conditioning is an HVAC software. As much as both have their similarities, there are a few differences. The HVAC industry is booming and has tons of equipment to handle. Hence the software that is used to maintain the inventory of those items is simple. The technicians are constantly on the move and require portable software, meaning a mobile app that is easy to understand and use. A major aspect of this kind of software has strong inventory and expense tracking to ensure inventory is up to date and revenue is properly tracked.

The usual FSM software provides all the above as well, but the HVAC software mainly focuses on maintaining inventory and track expenses. It also ensures support is provided at all times and there is no miss from the business end.

HVAC, as an industry, is in high demand, and hence the need for HVAC software has also been increasing tremendously. The need for generating hundreds of invoices and estimates on the field, approvals, changes for the same makes the HVAC software a very important tool in the industry. It, in fact, makes the job easier with all the calculations and automation for ensuring on-time delivery of services.

4. What are the basics of HVAC?

HVAC means Heating, Ventilation, and Air Conditioning. The primary HVAC use is to mitigate the air temperature inside air-conditioned places and control temperature. It also includes maintaining air movement from outside to the inside spaces. All these comprise the HVAC system.

Each component of HVAC may be present in different parts of a space. For example, the Air Condition in bedrooms and the ventilators in other parts of the home.

A source of fresh air is taken from the outside through a ventilator which happens in two ways. One is the natural way where air seamlessly moves from windows, doors, and other parts. The other would be mechanical ventilation since a few places or buildings are tightly built without natural air movement. Hence ventilators are used to bring in the air so that there is circulation. Then, the heating or cooling is carried out as per the equipment's design.

HVAC Basics by Fieldproxy

In other words, the heating and cooling systems at homes and other commercial places are the HVAC systems. They may take different forms, like refrigerators, humidifiers, Air conditioning, heat radiators, etc., but the principle remains the same. Hence it is important to know what each of these does and how they work.

· 6 min read
Shoaib Ahmed
Srinidhi Narayana

Field service apps are essential in every business to be up to date when they have employees who work on field most of the time. They can help out the company's employees get their jobs done and, most importantly, help out in the bid to increase the business profit. Field service apps can help schedule appointments, take photographs of the work that is done and any other kind of service that their company provides. Some of the apps are proven to be productive and have enhanced the quality of services provided to customers.

The major advantage of service apps is that they keep both the customer and the company updated in real-time on the progress. Since there is better communication and realistic timelines set up, it reduces friction.

There are a lot of good field service apps for iPhone out there, but only a few are really worth using. This blog will go through a few of the best field service apps for iPhone.

Field Service Apps For iPhone - Fieldproxy

What Are The Best Field Service Apps For iPhone?

Jobber

Jobber is an all-in-one File service app that lets businesses track and manage their field services. There are essentially many features in this app that have changed the way businesses work on the field. Gone are the days when the field agent had to wait for confirmation from the owner to start work, make payment, or invoice. Jobber has it in the same place where Field agents can themselves perform several operations on the go and complete tasks. Some of the features include:

  • Check and approve quotes.
  • Make payments.
  • Job update.
  • Automatic follow-ups
  • Batch invoicing

Jobber on iPhone is a good idea for efficient data tracking, on the go invoicing, and payments. All this happens without the employees having to lift a finger and also the customer without having any trouble with the services taken. But there are better alternatives to Jobber

ServiceWorks

The basic motto of ServiceWorks is to reduce the amount of time it takes to work on a particular job by automating them so that employers can focus on many important aspects of the business. ServiceWorks provides field services companies with a mobile app to manage their operations on-site. There are numerous features it offers:

  • Instant booking, GPS tracking, scheduling and task management.
  • CRM, data storage, route optimization.
  • Inventory management and material tracking.
  • Payments, notifications. SMS automations, etc.

There is much more to the above-mentioned features, and ServiceWorks has a good reputation of being the best service management app.

Fieldroutes

Fieldroutes is an interesting field service management application that is designed to record, organize and analyze data in real-time. It helps in the understanding customer lifecycle, helping with a clear picture of cost reduction and manual processes. It's very simple to use and intuitively designed while providing all the tools required by a modern business owner. It not only manages the employee data and tracks the business on the field, but it also does much more:

  • Track and manage the sales pipeline
  • Efficient routing and scheduling
  • Revenue collection without hassles
  • Quick invoice generation on the field.
  • Real time data and customer ROI for analysis and improvement.

It is safe to say Fieldroutes field service management app is not what it just seems. It is more than a field service app.

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UpKeep

The core reason why UpKeep exists is reliability and maintenance. The two important aspects of a business are taken into consideration, and everything else revolves around it. The app provides various features like a Contact database, inventory management, work order management, Contract, and license management. The noteworthy aspects of this app are: Centralized Command Center ensures leaders, employees and teams work collaboratively to help customers during critical situations.

  • Dispatch management
  • Analytics and ROI represent the life cycle of the services and maintenance.
  • Advanced IoT for monitoring and performance
  • Seamless integration

UpKeep continues to improve in terms of providing help and understanding businesses that constantly want to leverage the use of technology.

FieldEdge

An app that ties marketing and sales at the same place to generate revenue would be FieldEdge. To gain company insights, understand the processes, and track the performance of the employees, FieldEdge has to be the solution people can tend to. Other features include:

  • Price presentation on the field.
  • Quotes and invoicing
  • Mobile CRM on the go
  • Equipment tracking
  • Live and seamless integration
  • Service agreements

Though FieldEdge has most of the features of any Field Service management app, the user experience and integration of sales and marketing teams is the unique selling point for efficient use by customers.

Bonus Mention: Fieldproxy

Fieldproxy is our pick for the best employee location tracking and attendance management solution for 2021. It is a one-stop solution to all your field service and employee tracking solution needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

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

Field Sales Tracking App

Closing Thoughts

With so many different options out there, it can be hard to choose the right field service management app for a company. If the company is just getting started and unsure about how to choose a field service management app, we hope that our blog post has provided you with some ideas to consider when looking for a new field service management app.

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that fulfils all your needs is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy Field Service Management Software

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

· 4 min read
Shoaib Ahmed
Abinaya Lakshmi

Staying organised is always important in whatever work we do to stay on top of the day’s plan and the work we accomplish. This is very much applicable to self like how you plan your day and how you organise it for your team as well. Managing a huge fleet on the ground is not that easy when it comes to field operations. Hence you need a highly automated software that allows your businesses to manage the technicians on ground.

Field dispatch is the start of any field service that the operations run around and only if that is done as per the plan, the rest of the operations will work seamlessly. Field service dispatch planning is a tedious and time-consuming task for operations managers today. But it is also super important that it requires some amount of time to be invested while planning.

FSM field dispatch software

With the rise of on-demand services, it has also become increasingly complex because task assignment has become real-time. Charting out the utilization of the resources deployed and time management are two major things that have to be on top while planning out the dispatch schedule.

Why Is Field Dispatch Service Required To Simplify The Operations?

Keeping track of multiple dispatchers, their jobs and work orders can be a bit challenging for any organisation. The right software can streamline your operations, help you chart out the plan and improve your bottom line.

Scheduling The Dispatch

A day well planned before always works out well. With a technological software in hand, eliminate paperwork, spreadsheets and work calls that requires a lot of coordination and time consuming. Now, you can easily start gaining valuable insight into your technicians schedules - planning out the dispatch route map, time of start, get them accurate ETAs and send them quickly to the customers. Also efficient route planning like this will enable our technicians to complete more tasks in less amount of time.

Communication And Visibility

With the digitized software, we get a clear visibility of vehicle locations, job progress in real time. This will pave way for more accurate dispatch planning and more accurate ETAs to achieve. The on ground people will also find easy communication through the system to the technical team or anyone in office in case of any issue, escalation that needs to be fixed immediately.

Fieldproxy FSM Software

Route Planning And Tracking

According to customer needs and geographical layouts, listing out optimal routes and creating schedules based on it will increase the efficiency by saving time. Also the field dispatch software will have GPS live tracking through which both the businessmen and the customers will be able to track and know the vehicle status.

Who can use Field Dispatch software?

This software will be an all rounder that will serve its purpose for all the players around.

  • Businessmen: to monitor all operational details while maintaining a holistic business view.
  • Dispatchers: to manage scheduling and dispatch efficiently, considering the multiple touchpoints and other time consuming inputs.
  • Customers: to track the vehicle status, delivery status and keep updating the reputable vendors they always want to work with.

Dispatch Management With Fieldproxy

Conclusion

A comprehensive field dispatch service is always required to give a holistic view of performance of the fleet and thus allowing the business to plan and improve customer satisfaction and operational efficiency. Field dispatch is not important only for the clients but for the business overall productivity.

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that also doubles down as a HVAC field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

· 4 min read
Shoaib Ahmed
Abinaya Lakshmi

To put it bluntly, any work that is done in the field at customer location where the products are sold / installed / used is considered as field service. Today, field service is one of the most important workforce that a company invests in. This is more prevalent in manufacturing, healthcare technology fields, high tech, etc. More than seventy percent of the customer acquisition, retention or revenue is targeted from the employees who do field service. The typical workflow of field service operations starts from dispatching employees or contractors to specific locations to install, repair and maintain the equipment or systems.

What Is The Goal Of Field Service?

The foremost goal of deploying field service in companies is to provide customers with prompt, job satisfactory service. It manages your costs and saves in real time scenarios. If the field service has improved uptime and works as per planning, it becomes quite easy for businesses to achieve better FSM solutions and customer satisfaction.

FSM System For Field Teams - Fieldproxy

What Are The Most Common Activities Involved In Field Service?

Installation

Product installation is one of the very first activities in field services. It's important that product installations are completed to standards and fully operational at the end of each job. Field service technicians take their jobs seriously because their customers rely on always having a technologically advanced system or equipment to assist them for any future troubleshooting. Once the work is complete, it's likely that a demo will be offered by the technician such as a training session on how to use all of its features or specifications.

Maintenance

Field service employees help in fixing the equipment anytime when it comes up with issues / errors. They go directly to the customer’s place once the issue is received and try to resolve the case. The technicians also capture and analyse the data collected from the equipment which is referred as monitoring.

By considering safety measures, the field service technicians brief the customers about the usage of the equipment.

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Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


Customer Satisfaction

Customer acquisition, retention and more importantly customer satisfaction is the first goal when it comes to field service. Hence the technicians strive to deliver services related to equipment maintenance, service orders, general repair and fixes and even testing strategies. Having better relationships with the customers is always a good addition for any field technician. This will help in enhancing customer relationships for a long term future.

Closing Thoughts

Field service could be a bottom line decision for a lot of companies. It gives a whole lot of power to the field workers in the entire business. Streamlined field service with an effective field service management software will always be a brownie point to the business!

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What Are The Benefits Of A Field Service Management Tool?

With a field service automation tool like Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that also doubles down as a HVAC field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

· 5 min read
Shoaib Ahmed
Srinidhi Narayana

Whether you’re new to this kind of topic or you have years of experience, you never stop learning. Being a successful Field service manager means staying up to date with current events and trends – not just so you can anticipate them accurately in case they present tricky surprises when they crop up, but also so you can use that knowledge to personally benefit from advances in the industry, as well as best navigate the path through increasingly fluctuating and unpredictable personal injury results.

Below you will find a list of some great books containing essential and relevant information to assist you in becoming a professional Field service person

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Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


42 Rules for Superior Field Service: The Keys to Profitable Field Service and Customer Loyalty

Written in 2013 and published by OBD (Outsourced Business Development), 42 Rules for Superior Field Service is a guide for anyone in the field service industry. It has already become required reading for employees specializing in home service, and serves as a valuable resource for anyone seeking to improve the performance of their business through field service. Authors Tom Coates and Nancy Reily are both veterans of the field service industry who focus on how companies can generate revenue from their customers through superior customer support services.

Amazon Link:

42 Rules for Superior Field Service Book Cover On Amazon

The Service Culture Handbook: A Step-by-Step Guide to Getting Your Employees Obsessed with Customer Service

There are many, many books out there that cover the importance of taking great care of your customers. But we're also going to tell you about one book in particular that sheds light on future customer servicing challenges which we believe will be a valuable tool for business owners to familiarize themselves with. The Service Culture Handbook by Jeff Toister that was published by Amazon.com gives us practical methods for building a culture where your entire business is focused around putting your customer’s needs first – something which will definitely pay off in the long run!

Amazon Link:

The Service Culture Handbook Book Cover On Amazon

The Reputation Economy: How to Optimize Your Digital Footprint in a World Where Your Reputation Is Your Most Valuable Asset

Seek out new customers/users who are actively searching for your product only after they have placed a call to your office first. This will allow you to garner at least one foot in the door with a customer and give you a better chance of winning that person over on your product or service more than if it were coming from an unfamiliar source. The Reputation Economy is a deep dive into how the web has changed commerce for small businesses, professional consultants, and technical service providers like computer programmers.

Amazon Link:

The Reputation Economy Book Cover On Amazon

Delight Your Customers: 7 Simple Ways to Raise Your Customer Service from Ordinary to Extraordinary

One study of nearly 200 different companies conducted by Watson Wyatt Worldwide and published in the Harvard Business Review revealed that only eight percent of consumers believe that the service they receive from companies is in fact truly exceptional. This book takes a deeper look into why businesses are failing to understand what their customers really want. Three truths to help you deliver exceptional customer service are highlighted throughout this book.

Exceptional customer service makes the ground shake. Excellent service is a reflection of every employee’s job role in the service industry. Customers never have to force it, great service is always voluntary and typically costs the same to provide as less than satisfactory service. The author states that “With so much poor customer service around, great customer service becomes truly outstanding; exceptional customer service is never a happy accident that a company stumbles into – it is always the result of intention and design.” This book helps you achieve that.

Amazon Link:

Delight Your Customers Book Cover On Amazon

Be Our Guest: Perfecting the Art of Customer Service

Disney is known as being one of the most customer oriented companies on earth, taking extra steps to delight customers with pretty much every step by incorporating elements like a sense of nostalgia or having great customer service representatives. This book helps field service leaders see new possible ways to provide better care for your customers that aren’t impossible considering everyone else doesn’t have it in their repertoire. If you are curious how Disney’s customer service model can be implemented into other field service work environments then this book will enlighten you on ways to deliver the highest quality of service and always giving more than is expected thus making all customer experiences memorable.

Amazon Link:

Be Our Guest: Perfecting the Art of Customer Service Book Cover On Amazon

So what are you waiting for? If you are in the planning stages for an upcoming vacation or trip, grab a copy of one of these impactful books listed above to make your next destination more fulfilling than ever!

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that also doubles down as a HVAC field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

· 7 min read
Shoaib Ahmed
Srinidhi Narayana

Before you can begin to measure your business, decide what success looks like, then break it down into stepwise metrics for each area of focus. You'll likely have a few critical areas on your list (or you wouldn't be measuring them) and the rest are good ideas that--if they apply to an area not yet covered--might one day be turned into additional, actionable metrics. Once you've measured your key areas long enough to understand their ups and downs, you'll be able to understand why some areas succeed and others falter.

It’s important to realize that before looking at the most crucial KPIs for field service management, the areas of performance measurement must be divided by role in order to get an accurate representation of what may have occurred during the specified time period and month.

In a service organization, you also need to take into account that there will likely be times when an employee or several employees might not show up for work because of sickness or unexpected issues such as vehicle breakdowns, canceled appointments and so on. On behalf of all this, it is always worth considering this when carrying out analysis.

Let us look at the most important KPIs that can help understand businesses better and work towards clear goals.

People trying to fix gears in position

Ten Key KPIs For Your Field Teams

Customer Satisfaction

FSM focuses on establishing concrete service KPIs that are relevant to the business. Since a satisfied customer is one who will return, it’s great for the bottom line if you have many of these loyal customers . For example, Aberdeen Research conducted a study and found that companies with high levels of satisfaction saw 89% renewal rates. These companies experienced a 6.1% growth in revenue from servers and 3.7% growth overall.

Average Resolution Time

Knowing your business’ first-time fix rate, also called the resolution time KPI, will help you understand your employees’ productivity levels. Additionally, since first-time fix rates contribute to customer satisfaction, knowing your company’s average resolution time can help you understand how your organization is running on a macro level. On a micro level, understanding how long it takes employees to complete certain tasks will allow you to see where techs are running into problems, and how that can be solved.

Woman sitting in front of desktop

Completed vs Invoiced Jobs

This is a KPI that drives your business and it's worth your consideration. An Order-to-Cash process also keeps track of invoice jobs, as well as the number of pending jobs or those that haven't been invoiced yet. It helps you measure how many jobs have been invoiced versus completing what has already been done in the field, which is important to ensure the right amounts are entered into your system of record eventually. But if you notice any discrepancies between the two figures, it's best to invest in a Field Service Management software to help streamline internal processes and optimize revenue streams.

Revenue From Services

In order to ensure that a manufacturing business stays competitive and relevant in today’s modern economy- where business offerings can be adjusted based on the service sector - it is crucial to evaluate how much revenue is being made from services overall. This can help businesses identify where, in their service offerings, more service revenues need to be generated otherwise they will suffer at the hands of their competitors who offer services.

tip

What Are The Benefits Of A Field Service Management Tool?

With a field service automation tool like Fieldproxy, you can easily

  • Create important dashboards and analytics
  • Identify areas of improvement for individual agents
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Customer Retention

Existing customers have been proven time and time again to let new business come to you—as in, without having to spend heavily on marketing campaigns. Retaining clients helps prevent high customer acquisition costs because your brand name has already been established through word-of-mouth by other clients who would happily recommend the services you offer. Similarly, if you are able to work with repeat clients who you’ve grown fond of, it’s going to be easier for them to promote your products and services in earnest so that they can make sure their friends and family members—or even colleagues at work—can derive the same benefits in their life by choosing your company for all their needs as well.

Conversion Rate

If you want to know the effectiveness of your overall sales funnel, the easiest way is to figure out the conversion rate. To do this, count your customer acquisitions and divide them by your prospects.

Tracking your conversion rate over time will help you to see whether changes you make in sales and marketing are improving your conversion rate. For example, if you notice that you get more comments or better ratings on your blog posts when they include pictures, then it might be worth taking the time to re-edit some of your recent posts with a few images.

Employee Productivity

Knowing where best to focus your employees' skills, strengths and weaknesses are is a vital role of an employer. This allows you to understand what products are going to sell better and in turn give you insight into where your team needs more training or whether they need new field service technology or software to perform their jobs most effectively.

Girl stadngin wtih bunch of statistics

Customer Lifetime Value

Customer lifetime value is like gold. You measure the value of customers in a number of different ways, but if you look at it from a strategic perspective, customer lifetime value as a metric is one of your best indicators for measuring how healthy your business is over time. How well can you retain your existing customers? How satisfied are they with their experience overall? All these comprise the customer lifetime value.

Customer Acquisition Cost

Customer acquisition cost is the best way to pinpoint the real value of a new customer. For example purposes, if we are looking at $5,000 in revenue and an average CAC of $1,500 then we can find this by using simple subtraction: ($5,000 – $1,500) = $3,500 per new customer. This lets us know that this is the total amount we need to generate from each customer over the time he or she is a customer before our business becomes profitable!

tip

Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


Employee Retention

As with acquiring new customers versus retaining current ones, learning about your own company's employee retention trends is key to the long term success of your business. Once you've identified a field service employee who has proven themselves capable of delivering stellar customer service and that you feel confident in, try to ensure that their skills are rewarded too (with salary increases for example). This will help to incentivise other employees to stay with the company meaning that once invest time in training them.

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that also doubles down as a field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

· 5 min read
Shoaib Ahmed
Srinidhi Narayana

Qualified field service owners often find that customer relationship management and field service management are commonly confused by the public, but there is a good reason for this. The public sees how essential CRM is to their daily lives, and most of them know about field service management because they need to know if their systems break down who can easily fix them.

Field Service Management Vs CRM

A field service management software helps businesses streamline and optimize their field efficiency. However, a customer relationship management (CRM) tool offers another opportunity to anticipate and plan for the full customer experience. It's possible to confuse one with the other – but they are very different systems.

A CRM can help businesses track each interaction with a client from initial contact to closing the sale. A good CRM tool is like a helping hand for business owners because it can prospect clients and lead them through the sales process towards the point of conversion.

However, what happens if the business is field-driven and you need to pass the leadership to your field sales team? For example, a dedicated field sales management software by a mobile CRM is what the business needs. A field sales management tool includes many features that make it easier to do your job more efficiently and successfully.

FSM Vs CRM Thumbnail

Why Do You Need A CRM Or Field Service Management Software?

Your field sales management tool helps you orchestrate the whole customer relationship journey. With software available to your field force, you can track every step in and out of a customer journey as it pertains to lead generation and win rates.

With a good CRM or FSM, you can:

  • Get real-time updates on Field resources.
  • Capture and document data without papers.
  • Make automation and intelligent assignments.

Benefits Of Field Service Management Software Vs CRM

Monitoring Team Performance

Both CRM and field sales management software are heavily reliant on team performance. Updates, alerts, and modifications populate in real-time in both the tools, enabling respective team members to take action fast. With many processes being automated, the time it takes to take action is also optimized. However, there is one major difference between both these software types. A field sales management software deals with monitoring performances concerning field jobs, while CRM encompasses something greater - managing the updates of a customer.

tip

Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


Sales Forecasting To Cross-Selling

A customer relations management system (or CRM) helps a company improve its sales forecasts by tracking the amount of communication between an organization and any of its customers. The system can also be used to cross-sell or upsell products to existing customers or create additional follow-ups between your company and potential clients. Using different solutions, managers can also analyze the productivity of field workers—not only can they track how many jobs they've closed in a day, but they can also find out if their sales teams are meeting service level agreements (SLAs). It's even possible for managers to find out where their agents are at all times!

Customer Vs Field

CRM is best for collating all the data resulting in a controlled communication flow, keeping in mind your customer's changing requirements. But a, field sales management software has more direct involvement with automating the daily workload, giving field agents freedom to work proactively; they can organize their time and complete their tasks on time and efficiently with enhanced capabilities like route optimization and live tracking. As a result of these added features, you get some transparency across all mid-level tasks within your organization.

Field Technician Confused With service management

A Quick Comparison

CRM can let you know how your company is performing as a whole and enable you to see what levels of service you are providing from your customers' perspectives. It encompasses taking a look at your overall sales communication strategy and comparing it with how things pan out in the real world so that you can work on closing any potential gaps you might have if they arise and be just one step ahead of everyone else.

Adding a field CRM or mobile sales force automation tool to your business helps you track your team's progress and performances through their journey, i.e., from pitching a particular client, executing their service, and finally closing a sale for the company. This ensures that you can monitor crucial parts of the field sales process effectively, helping schedule them accordingly, improve productivity by knowing how certain tasks can be automated, and serve customers better.

· 2 min read
Shoaib Ahmed
Abinaya Lakshmi

Companies deploy huge fleets on the ground to take care of the core operations like sales, customer retention, customer acquisition, and such. Field Service Operations are often considered as a part of the company’s payroll or the company can choose to deploy the team through a third-party service. While hiring the field operation employees through a third party, it becomes easy for the company in terms of maintenance, payment cycle, etc.

This is where a field service provider comes into the picture.

Field Service Providers, as the name says, cater to the general and specific needs of customers and clients and continuously strive to offer improved and better field service support. They manage, maintain, and monitor the on-ground support technicians under a predefined service or maintenance contract.

Best Field Service Provider - Fieldproxy

Here are a few straight to the head points that help you see how easy and streamlined it can get with the use of an effective Field Service Provider

Maintenance

Proactive and predictive maintenance is the main focus of Field Service Providers. With a high-end tracking system, Field Service Providers will be able to keep an eye on the resources deployed, number of heads on the ground and will be able to provide alternative headcount in case of emergencies. The IoT-enabled services will have the power to track systems and machines when they are down well before the operation cycle and get it replaced or fixed for a smooth process.

Mobile App Solutioning

Time and today’s world doesn’t wait for us. From decisions to solutioning, everything has to happen in seconds. Through technology, Field Service Providers makes this possible. Since the full tracking system is integrated through apps, it’s easy to use all the modules through mobile and enables quick solutioning to the technicians whenever they are stuck. This way, the communication also becomes very easy for both sides on a real time basis.

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In Conclusion

A Field Service Provider saves your business time and energy. It also helps us run our field operations seamlessly with very less maintenance from our end. One fact that is sure about field service providers is that they are striving to offer better field service support.


· 6 min read
Shoaib Ahmed
Abinaya Lakshmi

FSM makes you step back and look at the big picture for just a moment to connect the dots. IT accelerates growth of the business across verticals. From sizing up your competition to placing your bets, their system provides you with all the tools and assets you need to succeed in today's online market, while always keeping your costs low or even non-existent.

How Does FSM Make Your Work Easy?

Crunching data, generating reports and building relationships with your customers are just some of the many things that a player needs to keep doing on a daily basis in order to stay competitive in the events industry. From day to day operations such as helping partners or getting new customers, market trends might change quickly which is why you need to readjust your direction during this constant evolution.

Any good Field Service Management worth its salt would want you to think about how they can make your life easier by making sure you know all the necessary aspects of marketing and dealing with customers. It’s only when you think about it that what really matters will start mattering!

FSM Use Cases

Who Uses Field Service Management?

Businesses which have a fleet of people on the move regularly, specialising in specific fields or sectors apportioned by their job role are best suited to deploying Field Service Management (FSM). These types of field management systems are used by companies across the globe and are of great assistance when it comes to logging in resources and making sure that their regular workers on field sites have been deployed correctly.

By working with experts in remote workforces, business leaders are able to efficiently oversee their entire workforce, including schedules such as work hours and daily duties - enhancing both accessibility and mobility for every employer in the process.

tip

Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


FSM Use Cases

Service Management

A service management system helps to monitor each employee's progress. Service Level Agreements (SLAs) are set for each person and every individual is responsible for meeting or exceeding their planned targets. This ensures setting and satisfying client expectations as well as ensuring employees hit their sales and marketing goals.

Inventory Management

One of the best use cases of FSM today is managing the inventory. As we all know, keeping an eye on the assets in a system is a tedious task since the numbers are always huge. FSM allows you to know how much is ordered, stored, sold, lost etc. It helps you keep the numbers on top.

Customer Relationships

A system that becomes a win-win for both sides of the coin. Employers and customers can be in touch with each other through this programme to exchange their view points. Better communication among these two parties results in higher productivity and better relationship between them, while the partnership is achieving goals both are focusing on. TfSM helps the employers to resolve any network issues which may come up to customers and makes them happy, owing to which the network grows bigger and stronger day by day.

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What Are The Benefits Of A Field Service Management Tool?

With a field service automation tool like Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Scheduling

The finest thing that FSM can help you with is that you can assign KPI / KRAs to your employees, schedule their jobs. This system will let you get the real time status update of the job assigned and also help you track against the timelines assigned.

Tracking Management

Transportation tracking can be done through service management which will let us know when / where the vehicle has reached, departure time, arrival time etc. Also goods that are sent across or couriered can be easily tracked through this system.

Remote Work Monitoring

Every company has a set of people who put in their feet on the ground and work offsite. As with any kind of telecommuting, we all understand that it's important to check in with them once in a while so as to catch up and make sure they're still using the right tactics to complete the job they were hired for. This can help save time (and therefore money!) by helping this person not have to deal with repeating themselves over and over again, so long as an efficient FSM is being used.

Fieldproxy FSM Software

Data Maintenance

FSM solves one of the toughest problems people are trying to get solutions for. Managing the entire company data is very crucial and with FSM, this is a cakewalk today without any minor break or disruption. Data maintenance for any business function or HR (starting from enrolling to payroll software), the integration and usage can be easy today with FSM.

Closing Thoughts

FSM is shaping the world of tech as we know it. Right from offering data-backed insights and number representations to customized plans of actions, field servicing management paves a long way in driving growth for industries. FSM will pave the way in new and emerging, disruptive business environments. Get started with FSM and get to experience the high end performance of your business!

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that also doubles down as a HVAC field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

· 4 min read
Shoaib Ahmed
Abinaya Lakshmi

Sales is a critical part of every business. As we turn around, every corner has a startup, every corner has an industry. There are hundreds of opportunities opening up for us every now and then across verticals and functions today. But right from the beginning till date, we have one thing constant in whichever business we kick start - the salesforce.

Salespeople are an integral part of any industry today. Without them, the business doesn’t run - it just doesn’t. When we talk about sales, there’s always a question that pops up: which is better - inside / outside sales? It's a no brainer, we might think, because both of them kind of complete each other. What one does, the other doesn’t and vice versa.

FSM

We may claim romantic idiosyncrasies that both types of sales are important and are sides of the same coin, but they are not equally contributing as industries say they do. While inside sales can always convert leads to valuable customers only a ground force will be able to close a deal efficiently.

Significance Of Field Resources

“They don’t close a deal; They open up a relationship to build a long-term, successful enterprise”

The salesforce that spends more time on the ground brings in the most assertive insights to the table. They will be able to dig deep into details, understand and process the intrinsic level of information. A Field Service Technician essentially stays on top of prospects and the customers. Once a client is onboarded, FST are the people who stay in constant touch with them and help them understand the business better.

A good field service technician is responsible for helping clients / customers on the complete usage of the product right from installation, maintenance and fix the issues. They can basically be tagged as the on ground customer support. They drive the satisfaction of customers, retain them and increase the profitability of the business.

Details matter and we should really take notice. Field service technicians on the ground are crucial in being informative while they communicate with customers on what is expected to happen when a machine is being looked into for “troubleshooting” because as a company that provides high quality printers, it is important for us to make sure that our products meet their expectations - because their satisfaction is the end goal after all.

FSM Field Service Management with Fieldproxy

Customers will have uncertainties about how something works, what to expect from the functionality of our printers and should feel more than confident that the field service technicians will know exactly what is wrong and pinpointing solutions for them so we can work towards filling their needs quickly. This entire process also helps build professional relationships with customers which could potentially serve as a network.

A Field Service Technician also works on the other side where he / she will be responsible with coordinating with the technical team / inside sales, comprehend the customer views and represent the data for all of them to have an idea about every customer relationship.

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Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


Businessmen always say, “Customer is the King” and we cannot deny that. To target more potential customers, retain them and build the network stronger, the industries will always try to train more Field Service Technicians and will always look forward to working with them!

· 3 min read
Abinaya Lakshmi

”Eighty percent of success is about showing up for work”,

Attendance is one of the most important things that every employer tracks to emphasize the importance of showing up to work and track the employee’s performance as well. Attendance also gives work credibility to the employee and strengthens his / her way of trust with the organization.

Importance of Employee Tracking

Why Is Attendance Tracking Important?

Companies use different types of modules to track attendance - like GPS system, fingerprint, facial recognition, check in softwares etc. While this is all automated, few companies also choose to track attendance manually in spreadsheets which is quite a tedious process. These methods vary from company to company, also depending on the strength of the organization. Field employees attendance tracking gives you accurate details of individuals working and helps to track the live GPS locations also to manage their performance.

What Is An Attendance Tracking System?

Attendance tracking system is used to track attendance for the employees. Tracking field employees at different locations becomes quite difficult and hence the employers need a system of attendance tracking that is reliable, free from errors and that won’t take up too much of their time and efforts.

This automated software will help the organization keep an eye on the leaves the employee takes, check-in and check-out time of the employee, payroll integration etc.

Things To Keep In Mind Before You Choose The Right Software

The choice of an effective attendance tracking software will largely depend on the type and size of each individual company, business model and the budget.

An attendance software that has a combination of one or more useful features can be the right choice to use. The system should be able to track the employees working hours, manage various types of leaves employees avail and should be able to integrate to the payroll system. The employer should be able to understand the productivity, demand and generate HR reports for the same. In short, the system should not consume much of an employer's time, and should provide more accurate and reliable results to be fruitful for the organization.

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Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


· 5 min read
Shoaib Ahmed
Srinidhi Narayana

Qualified field service owners often find that customer relationship management and field service management are commonly confused by the public, but there is a good reason for this. The public sees how essential CRM is to their daily lives, and most of them know about field service management because they need to know if their systems break down who can easily fix them.

Field service management Vs. CRM:

A Field Service Management software helps businesses streamline and optimize their field efficiency. However, a customer relationship management (CRM) tool offers another opportunity to anticipate and plan for the full customer experience. It's possible to confuse one with the other – but they are very different systems.

A CRM can help businesses track each interaction with a client from initial contact to closing the sale. A good CRM tool is like a helping hand for business owners because it can prospect clients and lead them through the sales process towards the point of conversion.

However, what happens if the business is field-driven and you need to pass the leadership to your field sales team? For example, a dedicated field sales management software by a mobile CRM is what the business needs. A field sales management tool includes many features that make it easier to do your job more efficiently and successfully.

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What Are The Benefits Of Field Service Management?

Managing your Field team properly will have a compunding effect on your team and your business. It has a range of benefits:

  • Spike in productivity
  • Scheduling and optimization
  • Hassle free processes using workflows
  • Reporting

Why do you need a CRM or Field Service Management Software?

Your field sales management tool helps you orchestrate the whole customer relationship journey. With software available to your field force, you can track every step in and out of a customer journey as it pertains to lead generation and win rates.

With a good CRM or FSM, you can:

  • Get real-time updates on Field resources.
  • Capture and document data without papers.
  • Make automation and intelligent assignments.

Benefits of Field Service Management software Vs CRM:

Monitoring team performance

Both CRM and field sales management software are heavily reliant on team performance. Updates, alerts, and modifications populate in real-time in both the tools, enabling respective team members to take action fast. With many processes being automated, the time it takes to take action is also optimized. However, there is one major difference between both these software types. A field sales management software deals with monitoring performances concerning field jobs, while CRM encompasses something greater - managing the updates of a customer.

Sales Forecasting to Cross-selling

A customer relations management system (or CRM) helps a company improve its sales forecasts by tracking the amount of communication between an organization and any of its customers. The system can also be used to cross-sell or upsell products to existing customers or create additional follow-ups between your company and potential clients. Using different solutions, managers can also analyze the productivity of field workers—not only can they track how many jobs they've closed in a day, but they can also find out if their sales teams are meeting service level agreements (SLAs). It's even possible for managers to find out where their agents are at all times!

Customer Vs Field

CRM is best for collating all the data resulting in a controlled communication flow, keeping in mind your customer's changing requirements. But a, field sales management software has more direct involvement with automating the daily workload, giving field agents freedom to work proactively; they can organize their time and complete their tasks on time and efficiently with enhanced capabilities like route optimization and live tracking. As a result of these added features, you get some transparency across all mid-level tasks within your organization.

Ccrm vs fsm

A quick comparison

CRM can let you know how your company is performing as a whole and enable you to see what levels of service you are providing from your customers' perspectives. It encompasses taking a look at your overall sales communication strategy and comparing it with how things pan out in the real world so that you can work on closing any potential gaps you might have if they arise and be just one step ahead of everyone else.

Adding a field CRM or mobile sales force automation tool to your business helps you track your team's progress and performances through their journey, i.e., from pitching a particular client, executing their service, and finally closing a sale for the company. This ensures that you can monitor crucial parts of the field sales process effectively, helping schedule them accordingly, improve productivity by knowing how certain tasks can be automated, and serve customers better.

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that also doubles down as a HVAC field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy Field Service Management Software

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

· 5 min read
Shoaib Ahmed
Srinidhi Narayana

Due to the numerous roadblocks that arose after 2020 in regards to traditional field service models and practices, many businesses were forced to find new or more sophisticated ways to leverage technology as a way of overcoming these roadblocks. By 2021, projections showed that most businesses would seek to implement new systems and software solutions that would further aid the way their business was run and supported on the whole.

Field Service Report 2021

There is so much to take away from this 2021 emerging Field Service Technologies in Field Service Report, including the key observations for business leaders. We've tried to pull out some of the most critical points in our summary below. You can read the full report by TSIA here

Mobile Apps Are To Prevail

One of the most important things when it comes to mobile apps for business is that you have to think about all the possibilities, especially in a world where businesses are increasingly growing their mobile presence. There are many ways in which companies can benefit from all this, and they're not limited only to healthcare or e-commerce - think of the financial industry and even enterprises themselves, who could potentially adopt an app as well!

The meager percentage of businesses that aren't even considering embracing mobile apps is a wake-up call to those that don't yet realize the value they could be missing out on while still employing traditional business strategies.

Data-Driven Delivery

Team members can collect data more swiftly and efficiently with different Field Service software. We know exactly how time-consuming the collection process can be - especially when you don't have any means of accessing the info (and, well, having to ask many people for specific details). With apps and software, employees can send company information out into the field to fill mobile forms faster!

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Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


Automating the delivery process is still very important for businesses in 2021. Increasingly, industry experts say it's not enough to fix errors after they occur; instead, companies need to invest in proactive solutions that can help them make adjustments to avoid those errors altogether. To do this, manufacturers must have a good grasp of their overall customer experience. They need actionable insights into data like customer acquisition costs so they can better measure their outreach strategies and pinpoint the most effective channels for reaching new customers - information that will set them up for success in delivering on-time and what they promise.

Automations

Companies are focusing on modernizing their field service work more than ever, and the right applications can help you do so. There are a number of important drivers which have made progress in this area vital of late.

Cloud-based, always-on services have made information more accessible in real-time with different services allowing you to manage everything from checking your technician's availability to scheduling and confirming bookings, providing automatic invoicing at the end of service calls, along with many other necessities like managing maintenance contracts and handling payments via secure online forms all available in an instant, giving clients quick access to the information they need when they need it.

AR And VR Transformations

AR and VR devices bring many benefits to the field services industry, including increasing technician efficiency and customer service. As field technicians can gain instant access to all of the subject matter expertise in their mobile integrated knowledge system, they can address any and all issues that might occur quickly.

Field technicians will be more effective and efficient when maintenance problems plaguing their customers will be addressed upon arrival at a site through a virtual meeting or by physically examining the device and then entering desired qualifications into our fieldwork order tracking system. The team working with you on your AR- or VR-enabled devices is one that's been specially selected to fit your custom needs.

Field Service REport 2021 by Fieldproxy

Predictive Maintenance

Predictive manitenance through insights made possible by IoT Triggers turn field services from reactive to proactive repairs and send benefits to both customers and suppliers – you identify and fix problems before your customers are aware of them, solve issues before failures occur, and detect underperforming products by diagnosing them easily.

As customer requirements have constantly evolved and advanced, it has become critical that field service organizations invest in better systems. These technologies should improve how quickly and efficiently your field technicians can work, therefore enhancing their productivity and helping your company grow. Improving their performance in all areas (speed, efficiency etc.) also helps to improve the lifetime value of each client, which positively impacts customer loyalty, enabling you to retain more customers with less effort on your part!

Closing Thoughts

An employee attendance management and time tracking software that also doubles down as a HVAC field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy Field Service Management Software

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

· 6 min read
Shoaib Ahmed
Srinidhi Narayana

HVAC systems come with a broad range of maintenance and repair activities needed to stay relevant and work as expected. The only way you're going to handle this is if you have a time-efficient technician scheduling and dispatching system in place.

Whatever the nature of your business, you need to pick the best field service management software to ensure your revenue is maximized. Through dedicated team and well-executed services, automation systems can help manage every aspect of your daily operations, such as activating leads, providing customer support and coordination, automating payments and invoicing, analyzing data to save time by projecting future work in mapping job sites, unlimited users and so much more.

Let us look at three scheduling and dispatch services so you can find the one that will work best for you and your HVAC business.

Field Service Scheduling For HVAC Business

Smart Scheduling

It's crucial to have a variety of solutions for your HVAC unit scheduling software. Still, the number one thing that you need is the ability to accurately orchestrate and upload it into an internal system where it can be organized and distributed accordingly by you. It's important to remember that scheduling software shouldn't require you or anyone else in your company to do all of the work on their own - because no one can handle it. It takes a community to make sure that everything is up-to-date, maintained, and moved around as needed by various team members.

When you're looking for HVAC unit scheduling software, you'll learn that there are a variety of solutions out there to suit a range of budgets. But at the end of the day, the number one requirement is to have access to an insightful platform that can help delegate tasks effectively by members of your team who need to work fast and make sure that nothing gets behind on their watch! Don't underestimate the challenges posed by attaining an automated calendar - ensure that it is something everyone can benefit from and make sense of by having some strong oversight from people in high places such as yourself!

Whether the parts you track are in a refrigerator assembly line or soldering tools, equipment tracking provides your company with the kind of transparency and organization that you not only need to manage your mobile resources effectively, but also help your business make better decisions that increase profits and reduce costs.

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Did you know that Fieldproxy's field service automation and employee management tool is available for FREE? There's no catch, we swear!

No card required!!! Click Here To Get The Trial

Notifications

One great way to make sure that your employees are on point and doing everything they're supposed to is by properly using a scheduling app. Assuming that your employees carry a cell phone, why not make an SMS feature one of the first things you add (as many already do)? Since you're already pretty well stocked with all the features any business owner would need from such an app, why shy away from making use of this one as well? Who knows, maybe it's exactly what you'll need to save some money on labor costs or promotion.

Live updates are indeed crucial to a business's daily success, but since you can never predict if they will be useful at any given moment, it's best not to provide the audience with more than they want constantly. It's your job as an employer to decide what people need and what potential clients even have time for, so make sure you're providing only valuable information.

Plus, notifications help ensure your customers and employees are updated from time to time to ensure everything is getting done correctly, and everyone knows where the tasks stand.

data analytics for field service management

Customer Service History

When you're working with a customer, you may only have very little time to prove yourself to them before they hire you; they are, after all, taking a risk by entrusting their heating and cooling installation or maintenance services to you. One easy way to build trust and rapport with any customers is by showing them how much effort and care you've been putting into helping improve their HVAC system during your last interactions with them.

An HVAC scheduling software's most beneficial component is that it should keep track of all info related to the previous customers to be easily accessible at any given moment when necessary, allowing both parties to have quick access in order to discuss further the plans regarding any issues the customer or business person may be having while ensuring that they are fully transparent about all of the facts relating to any current projects currently happening at hand.

It's really easy to lose track of all the orders customers ever placed. It can be tedious to navigate a customer's many services. It would be best to make sure you don't forget about something important to them. However, FSM is always there to collect various data like contact information, installed equipment, billing information, notes, and other collection related to the things that can efficiently help provide contextual services.

Fieldproxy FSM Software

When it comes to choosing the right software system, things can get confusing rather quickly. But don't worry: there are a lot of features to look out for when making your selection. The ones covered above should make things easier when weighing your options.

Closing Thoughts

An employee attendance management and time tracking software that also doubles down as a HVAC field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy Field Service Management Software

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

· 5 min read
Shoaib Ahmed
Srinidhi Narayana

An intelligent heating/cooling control system adapts to your household's preferences over time. The system can learn which settings your family enjoys and create a schedule based on this information to keep you at an optimal temperature even when the weather outside is changing throughout the seasons.

So, for example, if it's a hot summer's day, the smart heating/cooling system can provide you with more cool air or allow you to turn off your heater entirely because increases of temperature feel less hot on warm days than what highly-changing temperatures would feel like on a cold day!

Building automation and control systems is a great way to save money in the long run by saving on energy consumption and keeping your residence or commercial building at a set temperature. It's important that your heating, ventilation, and cooling (HVAC) system be working properly, so it can control these aspects for you as well as its energy consumption. That being said, the above-mentioned ways can be achieved by Automation using Fieldproxy. Let us look at a few ways by which it can help!

Field Service Management For HVAC Businesses

How Fieldproxy's HVAC Automation Solution Can Help Your Business

Individual Attention

Not sure why individual attention is mentioned here? Think a little harder and you would understand that customers would want dedicated support and help as and when necessary. They want to feel valued and important. This is incredibly challenging to accomplish since historically, HVAC installers have been entirely reactive - meaning they only interact with customers when there's a problem. These days, however, technological innovation has allowed technicians to be proactive by delivering presentations and offering tips on how homeowners can keep their systems in tip-top shape throughout the year!

Fieldproxy's Automation helps the technicians understand each customer individually and provide proactive support according to their use case and need. This ensures long-lasting and real relationships with customers.

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Fieldproxy is available for a seven day-trial - Completely FREE.

No card reuired!!! Click Here To Get The Trial

Remote Monitoring

Most homeowners have no idea how HVACs work and why regular or preventive maintenance is needed in order to keep it working efficiently. Ultimately when a customer calls service technicians, they can explain the benefits and amenities that come from having their HVAC system maintained on a regular schedule. For example, whether it's an air conditioning repair or maintenance call, you'll end up spending 50% less over time because repairs are minimal and not as often!

Fieldproxy's Automation then comes into picture. The remote monitoring often ensures that the customers' issues are monitored from time to time and solutions are given at the right time.

Fieldproxy's Automation is more than just a simple checklist for techs to follow. It analyses the mechanics of units and provides fast solutions for your customers, freeing up time for them to handle other important tasks. Reaching out to customers means less worry about whether you've missed out on something that might cause a problem down the road - their issues are monitored through remote monitoring, so you can always stay one step ahead!

Efficiency

The use of Automation in Fieldproxy makes the HVAC unit run more efficiently and in a way that will help you to save money. Certain Automation in Fieldproxy allows you to diligently assign tasks and organize teams efficiently to ensure productivity without any waste of time. Fieldproxy automation allows you to customize various Automation according to different use cases. Right from efficiently tracking employee performance and customer insights, the Automation in Fieldproxy helps achieve greater results.

Efficient Field Service Management

Companies like Fieldproxy that provide tracking solutions for employees, clients, customers and other stakeholders can help businesses save time and effort maintaining an efficient operation. Other automation features like call tracking, employee tracking, geo-location, etc., can make these businesses run smoothly without worrying about assigning tasks, checking manually on how performance is, and how well customers adapt to the software.

One of the biggest challenges that HVAC companies have when using marketing automation is understanding that it's yet another technology for them to learn and use. It can be quite challenging to get up and running with all of the tools needed to make it work properly, so we want you to know the following Automation in Fieldpoxy that can help your business scale-up:

  • Multiple workflows
  • Data analysis
  • Routing and allocation
  • Reporting and Dashboards

We hope that we were able to provide you with some helpful information on why Fieldproxy's field service automation can help your business.

Closing Thoughts

An employee attendance management and time tracking software that also doubles down as a HVAC field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy Field Service Management Software

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

· 9 min read
Shoaib Ahmed
Srinidhi Narayana

The modernization of an old building is a tedious task. A huge investment of time and resources is required to ensure that the building or equipment is up-to-date. One of the most important aspects of building or equipment is automation. Automation helps with handling electricity and maintenance of equipment. The automation system is high-performing and it requires several different skills to ensure that it is set up correctly.

Many companies fail to realize how much automation can help them become more efficient in their jobs until it's too late. For one thing, you will save a lot of time because you won't have to do something manually over and over again as many times as you would otherwise be required to under your old system. However, other benefits come along with implementation, such as increased safety when trying to adhere to regulatory standards and less of a need for staff or labor so that you can cut costs while keeping your employees safe.

Field Service Automation For HVAC Companies

Why You Need To Automate Your HVAC Service Business?

No Time Consumption For Monitoring

Building automation provides a central location to keep track of multiple units, devices, and machines one time. Used for residential structures and commercial buildings, automation systems have been around for quite some time. They have become more useful through technological advances that allow easy access to the control platform from anywhere in the world! If one of your old and rundown devices breaks down with age, you might be better off simply replacing it with a newer model unit if you'd rather not waste any more time fixing it piece by piece than you would need to replace the unit altogether.

Increase Property Value

If you ever plan on selling your building or a house in the future, one of the most important things that can attract potential buyers is having more high-tech home automation available. This will be a good investment even if you don't think they're interested now because property seekers look for efficiency in everything they own. Having an automated service can help make their lives so much easier.

tip

Did you know that Fieldproxy's field service automation and employee management tool is available for FREE? There's no catch, we swear!

No card required!!! Click Here To Get The Trial

Boost Your Security System Using Automation

Automating systems help keep track of visitor entries and exits during the day. Automation systems collect time-stamped data from a reader device that's swiped at the door or inserted in a piece of equipment, allowing managers to manage security, maintenance, and issue access permissions for specific individuals, as human resources need to be recorded efficiently. The main benefits of implementing this system include:

  • Being able to identify any unauthorized access attempts into restricted areas inside the building or any changes in the said equipment
  • Creating an audit trail of controlled doors, alarms, HVACs, and surveillance devices
  • Reducing false-positive alerts due to valid entry transactions not being received or processed by the controller keeps costs down while verifying personnel are effectively monitored by their employer.

Earn Savings On Utility Costs

Increasingly more and more homeowners are starting to get automation systems for their homes because of the unique advantages it gives them. For one thing, you don't have to worry about setting the heating or air conditioning anymore — let a computerized system ever so slightly tweak your home's temperature according to what time of the day it is. This results in a significant difference in how much money you spend on electricity every month: 40% less than before! Some people think doing this makes no sense, but when they're faced with how expensive it is to continue wasting energy, they do an about-face – trust us when we say that it's worth it.

Future Of Field Service Automation For HVAC

Increase Company Morale

With better security and better ventilation around your building, everyone is sure to love their work environment more. The one thing all businesses, no matter the industry, needs is great workers who are responsible, hard-working, and detail-oriented. Suppose this describes the people who work for you. In that case, your company should make any necessary investments towards improving their work to keep them happy because it'll mean greater productivity for your venture overall, which is what we're talking about here.

As building control systems become more advanced and automated, the HVAC industry will get more intelligent by going mobile, using cloud-based systems, and communicating between units. As we consider the future, we think it's important to consider that not all HVAC equipment is created equal; thus making it necessary to continue striving for efficient system integration through unit connectivity to achieve greener buildings!

Closing Thoughts

An employee attendance management and time tracking software that also doubles down as a HVAC field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy Field Service Management Software

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

Frequently Asked Questions

1. What is FSM Software?

Field Service Management (FSM) software is a one-stop software for businesses to track various essential processes carried out during field service. FSM software helps automate tedious tasks and maintain the overall customer experience. It includes creating workflows, scheduling, attendance, and reporting, which are essential for understanding the pain points and improving the service provided.

Businesses often face problems that require on-site help and quicker resolutions. But there could be times when they are last minute or unannounced. To avoid such last-minute delays and make technicians available at all times, it is crucial to know and update the details of the customers and the agents working on the field. FSM software helps tackle this problem with the help of automation and live to update using the dashboard.

FSMs not only act as a software used solely by businesses but also by the technicians to update, change and make appointments on the field for providing quick solutions.

Apart from that, the FSM gives insights into how well each technician performs and how efficient they are in solving customer queries. It also helps get feedback from the customers and ensures productivity among the technicians to provide valuable service.

Considering Customer experience is a key factor, FSM ensures that it is taken care of.

What is FSM software

2. What is a Field service organization?

A field service organization helps resolve customer problems face-to-face, to put it simply. It is a customer-centric organization that manages work across all teams and provides on-time support to customers. A field service organization is challenging in its ways and has various functionalities.

  • Real-time information and problem-solving
  • Ensure quality and quick resolution
  • Automated processes
  • Analysis of Data for further improvement.

Some industries in Field service are Telecom, retail, health care, construction, utilities, etc. All these require proper planning of staff, timely delivery of services and goods, feedback, and a good customer experience. A Field Service Organization must ensure that there are field service agents and technicians available at the right time to ensure processes are smooth and there is no backlog. With an increase in the need for help by the customers frequently, it is important to check on a regular basis on how well the performance is and tweak as and when it is required.

As much as it is the field that is rewarding with connections and networks, it is important to know what the organization does and why it does. Once it is all set, there needs to be constant training and upskilling of all the employees in the organization to maintain consistent delivery of the excellent experience.

3. What is HVAC Software?

A Field Service Management software that pertains to Heating, Ventilation, and Air Conditioning is an HVAC software. As much as both have their similarities, there are a few differences. The HVAC industry is booming and has tons of equipment to handle. Hence the software that is used to maintain the inventory of those items is simple. The technicians are constantly on the move and require portable software, meaning a mobile app that is easy to understand and use. A major aspect of this kind of software has strong inventory and expense tracking to ensure inventory is up to date and revenue is properly tracked.

The usual FSM software provides all the above as well, but the HVAC software mainly focuses on maintaining inventory and track expenses. It also ensures support is provided at all times and there is no miss from the business end.

HVAC, as an industry, is in high demand, and hence the need for HVAC software has also been increasing tremendously. The need for generating hundreds of invoices and estimates on the field, approvals, changes for the same makes the HVAC software a very important tool in the industry. It, in fact, makes the job easier with all the calculations and automation for ensuring on-time delivery of services.

4. What are the basics of HVAC?

HVAC means Heating, Ventilation, and Air Conditioning. The primary HVAC use is to mitigate the air temperature inside air-conditioned places and control temperature. It also includes maintaining air movement from outside to the inside spaces. All these comprise the HVAC system.

Each component of HVAC may be present in different parts of a space. For example, the Air Condition in bedrooms and the ventilators in other parts of the home.

A source of fresh air is taken from the outside through a ventilator which happens in two ways. One is the natural way where air seamlessly moves from windows, doors, and other parts. The other would be mechanical ventilation since a few places or buildings are tightly built without natural air movement. Hence ventilators are used to bring in the air so that there is circulation. Then, the heating or cooling is carried out as per the equipment's design.

HVAC Basics by Fieldproxy

In other words, the heating and cooling systems at homes and other commercial places are the HVAC systems. They may take different forms, like refrigerators, humidifiers, Air conditioning, heat radiators, etc., but the principle remains the same. Hence it is important to know what each of these does and how they work.

· 5 min read
Shoaib Ahmed
Srinidhi Narayana

Taking care of your HVAC unit is critical because unloading regular maintenance will help it last longer. It would be best if you made sure that there is nothing wrong with the system before setting it up with summer activities. Replacing its air filters and checking refrigerant leaks should be performed several times a year, but certain tasks are on a seasonal timetable.

To get ready for warmer weather this spring, you need first to have your air conditioner checked thoroughly and then install or perhaps even buy new air filters yourself if so required when summer comes along. Everything is good to go!

Keeping your HVAC equipment in good repair can save you more than just money and time; it can save your sanity! Imagine lounging in your comfy home in the dead of winter when your heat pump fails or preparing for a summer party when your air conditioner malfunctions.

tip

What Are The Benefits Of Regular HVAC Maintenance?

Getting regular maintenance done for your HVAC equipment has a range of benefits:

  • Fewer Repairs
  • Lower Energy Bills
  • Safety
  • Longer Equipment Life

Let's get a bit into detail on how HVAC maintenance can help you:

How Regular HVAC Maintenance Can Benefit You

Fewer Repairs

Investing in regular maintenance services could save you from multiple expensive repairs. For example, getting your car's belts replaced before they snap or your tires repaired before they blow out could save a lot of money down the line since seeking repairs is costlier if it's done on an emergency basis. Maintenance services are worth their weight in gold because they help to prevent issues so that you don't need as many repairs down the line!

Lower Energy Bills

Although your HVAC system might appear to be working at its full potential, it will gradually start losing efficiency. We have to look at the math – the millions of tiny bits of dirt and other grime that accumulate in fan blades, filters, coils, and ducts after years of use will cause your heating and cooling equipment to consume more energy (that you're paying for) than it should. That's why accredited air conditioning service companies offer regular maintenance packages – because they know skipping them is going to cost you more in the long run.

tip

Did you know that Fieldproxy's field service automation and employee management tool is available for FREE? There's no catch, we swear!

You don't even need to enter your card details!!! Click Here To Get The Trial Now


Safety

A malfunctioning HVAC system doesn't just cost a lot of money to repair. It can also be detrimental to your family's health. For example, if the furnace develops a crack in the heat exchanger, carbon monoxide gas may escape and poison the air you breathe. Also, electric HVAC systems can create a short circuit, which is a severe fire hazard that isn't worth ignoring. You should check on them regularly to ensure they're working correctly and get any necessary repairs scheduled as soon as possible.

Longer Equipment Life

Just like how our body needs certain nutrients so that it can survive, your HVAC system also requires a certain amount of care and maintenance to keep it running at optimum levels. One malfunctioning part or simple case of dust accumulating into the vents could cause the entire system to break down and malfunction. It means you need to get them repaired right away, costing you more money than if you had just regularly scheduled cleanings. This is why we strongly believe in educating and informing customers on some tips they could follow to maintain their equipment appropriately. The benefits of getting regular services aren't just limited to still being able to use your AC during hot weather either - cleaning also helps prolong the life of these important devices!

Closing Thoughts

HVAC companies offer HVAC maintenance on setups large and small. They provide routine checks and preventative measures to ensure your home or business stays comfortable all year - whether you live in a rural town with a low population or a city with an overwhelming amount of people. With the proper maintenance, you'll never have to worry about your HVAC system making you uncomfortable no matter what time of year it is.

When it's sweltering outside, and your air conditioning system isn't functioning correctly, you may think that you can save money by hiring an amateur technician to repair it yourself. However, many of these people are neither well-trained nor professional in their field, so the fix may not be very effective. So if you're serious about cooling off your home quickly and effectively, we recommend that you hire a professional air conditioner service technician to ensure things are working perfectly again.

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that also doubles down as a HVAC field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy Field Service Management Software

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

· 10 min read
Shoaib Ahmed
Srinidhi Narayana

An HVAC system is a massive machine and it will be your air conditioning provider's responsibility to ensure that the myriad of parts that make up the whole are kept working efficiently. As an HVAC customer, all you have to do is call them, and they'll send someone out to collect all relevant data on your experience with their company, mark any repairs needed and then schedule a visit by one of their technicians to complete all necessary work while they're there.

Some of the benefits of regular maintenance are immediate, while others prevent future problems. Technicians will evaluate your unit and make any needed adjustments and repairs. Knowing what to expect can be the first step toward a happier existence - namely, one free from bugs that pop out of nowhere or drip ceilings in your kitchen. You'll have fewer unwelcome surprises if the technicians are called at the right time. But, why? Let's take a look.

Field service management for HVAC solutions

Why Preventive Maintenance for Heating and Cooling Equipment Is Essential?

Fewer Repairs

Investing in regular maintenance services could save you from multiple expensive repairs. For example, getting your car's belts replaced before they snap or your tires repaired before they blow out could save a lot of money down the line since seeking repairs is costlier if it's done on an emergency basis. Maintenance services are worth their weight in gold because they help to prevent issues so that you don't need as many repairs down the line!

Longer Equipment Life

Just like how our body needs certain nutrients so that it can survive, your HVAC system also requires a certain amount of care and maintenance to keep it running at optimum levels. One malfunctioning part or simple case of dust accumulating into the vents could cause the entire system to break down and malfunction, which means you need to get them repaired right away, costing you more money than if you had just regularly scheduled cleanings.

This is why we strongly believe in educating and informing customers on some tips they could follow to maintain their equipment appropriately. The benefits of getting regular services aren't just limited to still being able to use your AC during hot weather either - cleaning also helps prolong the life of these important devices!

Lower Energy Bills

Although your HVAC system might appear to be working at its full potential, it will gradually start losing efficiency. We have to look at the math – the millions of tiny bits of dirt and other grime that accumulate in fan blades, filters, coils, and ducts after years of use will cause your heating and cooling equipment to consume more energy (that you're paying for) than it should. That's why accredited air conditioning service companies offer regular maintenance packages – because they know skipping them is going to cost you more in the long run.

How To Perform Effective Field Service Management

Safety

A malfunctioning HVAC system doesn't just cost a lot of money to repair. It can also be detrimental to your family's health. For example, if the furnace develops a crack in the heat exchanger, carbon monoxide gas may escape and poison the air you breathe. Also, electric HVAC systems can create a short circuit, which is a severe fire hazard that isn't worth ignoring. You should check on them regularly to ensure they're working correctly and get any necessary repairs scheduled as soon as possible.

Maintenance tasks you'll need field service technicians to help you with:

  • Check control of the systems to ensure proper and safe operation.
  • Check fuel line connections.
  • Check the condensation system to ensure proper drainage.
  • Lubricate all motors and non-sealed moving parts.
tip

Did you know that Fieldproxy's field service automation and employee management tool is available for FREE? There's no catch, we swear!

You don't even need to enter your card details!!! Click Here To Get The Trial Now

Some cleaning jobs require other products to ensure the job gets done right. For example, you may need an office space deep clean that includes sanitizing desks and essential mopping, vacuuming, and polishing floors and glass surfaces.

There are a few ways to maintain the efficiency and performance of your HVAC system, even if it is broken. One of the most effective ways to keep your system operating is to perform regular preventive checks on your units by professionals. If these checks are performed properly, many major breakdowns can be avoided all together as well as several other issues like energy losses, pollution, and water damage.

Closing Thoughts

An employee attendance management and time tracking software that also doubles down as a HVAC field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy Field Service Management Software

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

Frequently Asked Questions

1. What is FSM Software?

Field Service Management (FSM) software is a one-stop software for businesses to track various essential processes carried out during field service. FSM software helps automate tedious tasks and maintain the overall customer experience. It includes creating workflows, scheduling, attendance, and reporting, which are essential for understanding the pain points and improving the service provided.

Businesses often face problems that require on-site help and quicker resolutions. But there could be times when they are last minute or unannounced. To avoid such last-minute delays and make technicians available at all times, it is crucial to know and update the details of the customers and the agents working on the field. FSM software helps tackle this problem with the help of automation and live to update using the dashboard.

FSMs not only act as a software used solely by businesses but also by the technicians to update, change and make appointments on the field for providing quick solutions.

Apart from that, the FSM gives insights into how well each technician performs and how efficient they are in solving customer queries. It also helps get feedback from the customers and ensures productivity among the technicians to provide valuable service.

Considering Customer experience is a key factor, FSM ensures that it is taken care of.

What is FSM software

2. What is a Field service organization?

A field service organization helps resolve customer problems face-to-face, to put it simply. It is a customer-centric organization that manages work across all teams and provides on-time support to customers. A field service organization is challenging in its ways and has various functionalities.

  • Real-time information and problem-solving
  • Ensure quality and quick resolution
  • Automated processes
  • Analysis of Data for further improvement.

Some industries in Field service are Telecom, retail, health care, construction, utilities, etc. All these require proper planning of staff, timely delivery of services and goods, feedback, and a good customer experience. A Field Service Organization must ensure that there are field service agents and technicians available at the right time to ensure processes are smooth and there is no backlog. With an increase in the need for help by the customers frequently, it is important to check on a regular basis on how well the performance is and tweak as and when it is required.

As much as it is the field that is rewarding with connections and networks, it is important to know what the organization does and why it does. Once it is all set, there needs to be constant training and upskilling of all the employees in the organization to maintain consistent delivery of the excellent experience.

3. What is HVAC Software?

A Field Service Management software that pertains to Heating, Ventilation, and Air Conditioning is an HVAC software. As much as both have their similarities, there are a few differences. The HVAC industry is booming and has tons of equipment to handle. Hence the software that is used to maintain the inventory of those items is simple. The technicians are constantly on the move and require portable software, meaning a mobile app that is easy to understand and use. A major aspect of this kind of software has strong inventory and expense tracking to ensure inventory is up to date and revenue is properly tracked.

The usual FSM software provides all the above as well, but the HVAC software mainly focuses on maintaining inventory and track expenses. It also ensures support is provided at all times and there is no miss from the business end.

tip

Did you know that Fieldproxy's field service automation and employee management tool is available for FREE? There's no catch, we swear!

You don't even need to enter your card details!!! Click Here To Get The Trial Now

HVAC, as an industry, is in high demand, and hence the need for HVAC software has also been increasing tremendously. The need for generating hundreds of invoices and estimates on the field, approvals, changes for the same makes the HVAC software a very important tool in the industry. It, in fact, makes the job easier with all the calculations and automation for ensuring on-time delivery of services.

4. What are the basics of HVAC?

HVAC means Heating, Ventilation, and Air Conditioning. The primary HVAC use is to mitigate the air temperature inside air-conditioned places and control temperature. It also includes maintaining air movement from outside to the inside spaces. All these comprise the HVAC system.

Each component of HVAC may be present in different parts of a space. For example, the Air Condition in bedrooms and the ventilators in other parts of the home.

A source of fresh air is taken from the outside through a ventilator which happens in two ways. One is the natural way where air seamlessly moves from windows, doors, and other parts. The other would be mechanical ventilation since a few places or buildings are tightly built without natural air movement. Hence ventilators are used to bring in the air so that there is circulation. Then, the heating or cooling is carried out as per the equipment's design.

HVAC Basics by Fieldproxy

In other words, the heating and cooling systems at homes and other commercial places are the HVAC systems. They may take different forms, like refrigerators, humidifiers, Air conditioning, heat radiators, etc., but the principle remains the same. Hence it is important to know what each of these does and how they work.

5. Can I Service My Own Equipment?

We generally advise against it because these equipment can be quite expensive to fix if something worse were to happen. Here are a few maintenance tasks that you can do by yourself:

  • Regular maintenance of HVACs systems can help run them smoothly and efficiently.
  • Check the filter every month. Some equipment has an indicator light that can remind them to check them as and when necessary.
  • Remove debris around the vents, ducts, and outdoor units.
  • Trim back foliage from the outdoor unit.
  • Hose down the outdoor units when dirt accumulates.

· 4 min read
Shoaib Ahmed
Srinidhi Narayana

The daily routine of an HVAC company is complex as they deal with several procedures each day. Customers need to be set up and billed, technicians need to get out on the road, and every job needs to be completed in a timely fashion. It's a lot of work for one company to take on!

That's why it's best to invest in top-notch dispatching software so you have one less thing to worry about. We have already conducted a comprehensive analysis of some of the best dispatching software out there today, which should help you choose the right one for your business:

What Are The Top Field Service Management Softwares For HVAC Companies?

Fieldproxy

Fieldproxy is an automation and sales management tool for field services. It removes the everyday struggles of reporting and maintaining streamlined processes to increase productivity efficiently. From scheduling tasks, assigning various resources, planning, and management, Fieldproxy is a go-to solution. Certain essential features include:

  • Automations that helps easy task creation and management
  • Timeline Reporting that helps gain insights on what happened and when
  • Report generation with detailed analytics unique to each business
  • Live employee tracking that updates field agents who are on the go
  • Simple user interface that is easy to understand and navigate
  • Invoice generation and Attendance tracking.

A 360 degree view of everything happening on the field makes Fieldproxy an efficient tool for Field service. It is safe to say that it acts as a checklist for ensuring a better customer experience.

Field service management app for FREE

Field Service Lightning by SalesForce

Salesforce has a tool that is built for helping field technicians to manage their work. It is called Field Service Lightning by Salesforce, and it has made field service a lot more efficient. Though Salesforce is known for its CRM, it also helps manage work across many sectors. Some of the prominent features include:

  • Virtual support that reduces in-person visits, time, and money
  • Automations that allow for prioritizing tasks and projects to allocate to agents for efficient service
  • Einstein AI helps agents use image recognition to identify problems to prescribe the right equipment to resolve issues faster.
  • Analytics that help in making data-driven decisions faster.

Field Service Lightning software has the flexibility to support both simple and complex field service operations. Hence it is a trusted choice by numerous companies.

Housecall Pro

If there is a clutter-free software that is so simple and easy to use, it has to be Housecall Pro. With its simple UI and various catchy features, it's used widely with ease. Since the Field Service industry is customer-centric, Housecall Pro focuses on getting feedback and closing customer loops. The catchy features that make this software more usable are as follows:

  • Sales Proposal feature that helps create recurring quotes for customers to book.
  • Process payments via the app in an instant and reduce processing rates.
  • Get reviews from customers with automatic to follow-ups
  • Scheduling, invoicing, estimates, offline booking, all at one place.
  • Customized SMS number to reach out to customers

Housecall Pro, on the whole, gives a great customer experience. It can save time for field service agents, which means more time for productivity.

There are many softwares out there and it can be quite a daunting task to choose the right one for your business. When it comes to video conferencing, you can use software such as Zoom. So what is the correct solution for your business? That is up to you to decide. We hope this blog has helped you to make an informed decision when it comes to your business.

Closing Thoughts

An employee field service management and monitoring software that also doubles down as a HVAC field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy Field Service Management Software

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

· 6 min read
Shoaib Ahmed
Srinidhi Narayana

Whether you’re new to this kind of a field or your craft and have years of experience, you never stop learning. Being a successful field service manager means staying up to date with current events and trends – not just so you can anticipate them accurately in case they present tricky surprises when they crop up, but also so you can use that knowledge to personally benefit from advances in the industry, as well as best navigate the path through increasingly fluctuating and unpredictable personal injury results.

Below you will find a list of some great books containing essential and relevant information to assist you in becoming a professional Field service person.

tip

Note: This is part two of our books for field sales professionals series. You can acces the full list here


Top 10 Books For Field Service Professionals

42 Rules for Superior Field Service: The Keys to Profitable Field Service and Customer Loyalty

Written in 2013 and published by OBD (Outsourced Business Development), 42 Rules for Superior Field Service is a guide for anyone in the field service industry. It has already become required reading for employees specializing in home service, and serves as a valuable resource for anyone seeking to improve the performance of their business through field service. Authors Tom Coates and Nancy Reily are both veterans of the field service industry who focus on how companies can generate revenue from their customers through superior customer support services.

Amazon Link

42 Rules for Superior Field Service Book Cover On Amazon

Be Our Guest: Perfecting The Art Of Customer Service

Disney is known as being one of the most customer oriented companies on earth, taking extra steps to delight customers with pretty much every step by incorporating elements like a sense of nostalgia or having great customer service representatives. This book helps field service leaders see new possible ways to provide better care for your customers that aren’t impossible considering everyone else doesn’t have it in their repertoire. If you are curious how Disney’s customer service model can be implemented into other field service work environments then this book will enlighten you on ways to deliver the highest quality of service and always giving more than is expected thus making all customer experiences memorable.

Amazon Link

Be Our Guest: Perfecting the Art of Customer Service Book Cover On Amazon

The Service Culture Handbook: A Step-by-Step Guide To Getting Your Employees Obsessed With Customer Service

There are many, many books out there that cover the importance of taking great care of your customers.The Service Culture Handbook by Jeff Toister that was published by Amazon.com gives us practical methods for building a culture where your entire business is focused around putting your customer’s needs first – something which will definitely pay off in the long run!

Amazon Link

The Service Culture Handbook Book Cover On Amazon

Transforming Field And Service Operations: Methodologies For Successful Technology - Driven Business Transformation

Transforming Field and Service Operations is an excellent textbook for managers looking to learn more about what people need in the field to successfully transform operations with automated technologies, as well as advanced computing technology in this area specifically.

Amazon Link

Transforming Field And Service Operations: Methodologies For Successful Technology - Driven Business Transformation

HVAC Licensing Study Guide

If you're studying to become a professional HVAC technician, which is no easy task and requires many hours of hard work and dedication, this highly recommend interactive test prep program. It contains over 800 practice questions designed especially for techs from the different R-IETEs and it even allows you to choose specific types such as refrigeration or combustion or A/C or heat pumps.

Amazon Link

HVAC Licensing Study Guide

The Reputation Economy: How To Optimize Your Digital Footprint In A World Where Your Reputation Is Your Most Valuable Asset

Co-created by Ben Lerer and Michael King, "The Reputation Economy" is a must-read book that's jam-packed with great information relating to building your own reputation on the web so that others can gain confidence in you as a business owner. It will help you on your path toward permanently boosting the profits that you make for your company and boosting sales as measured through repeat traffic.

Amazon Link

The Reputation Economy Book Cover On Amazon

HVAC Design Source Book

Angel's HVAC instruction book offers just over 350 pages of instructions and illustrations. It also includes information on how to properly install, fix, or otherwise deal with HVAC systems.

Amazon Link

HVAC Design Source Book

HVAC Equations, Data, And Rules Of Thumb

If you own an HVAC shop, you're probably very familiar with the series of HVAC books written by Associate Professor Bryan G. Schwennesen. The third edition of his 600+ page tome, HVAC Equations, Data, and Rules of Thumb , was released in 2015 and is another invaluable resource for all things HVAC. This book continues to be a primary resource and go-to reference book for even experienced HVAC technicians - though if you already have an older version on hand, it may be time to upgrade to the latest version!

Amazon Link

HVAC Equations, Data, and Rules of Thumb

The Goal

The Goal talks about manufacturing, specifically the plant and maintenance managers. Goldratt wrote this book to teach readers ways to improve operations. The Goal is a story about a business team that has to fix problems in various situations. Including how to better manage employees and create a well-oiled machine that works together; however, it's also a nice read because it's written like a thriller which makes picking up this book exciting!

Amazon Link

The Goal

The Electrician’s Trade Demystified

This book is an essential read if you’re interested in getting licensed as an electrician. David Herres breaks down each step and explains how to prepare for the exam, including a comprehensive list of resources separated by state. The end-of-chapter review questions are also a helpful tool to reinforce what you've learned.

Amazon Link

The Electrician’s Trade Demystified

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that also doubles down as a field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

· 7 min read
Shoaib Ahmed
Srinidhi Narayana

Whether you’re new to this kind of a field or your craft and have years of experience, you never stop learning. Being a successful field service manager means staying up to date with current events and trends – not just so you can anticipate them accurately in case they present tricky surprises when they crop up, but also so you can use that knowledge to personally benefit from advances in the industry, as well as best navigate the path through increasingly fluctuating and unpredictable personal injury results.

Below you will find a list of some great books containing essential and relevant information to assist you in becoming a professional Field service person.

tip

Note: This is part two of our books for field sales professionals series. You can acces the full list here


10 Books For Field Service Professionals In 2022

Delight Your Customers: 7 Simple Ways To Raise Your Customer Service From Ordinary To Extraordinary

One study of nearly 200 different companies conducted by Watson Wyatt Worldwide and published in the Harvard Business Review revealed that only eight percent of consumers believe that the field service they receive from companies is in fact truly exceptional. This book takes a deeper look into why businesses are failing to understand what their customers really want. Three truths to help you deliver exceptional customer service are highlighted throughout this book.

Amazon Link

Delight Your Customers Book Cover On Amazon

The Reputation Economy: How To Optimize Your Digital Footprint In A World Where Your Reputation Is Your Most Valuable Asset

Seek out new customers/users who are actively searching for your product only after they have placed a call to your office first. This will allow you to garner at least one foot in the door with a customer and give you a better chance of winning that person over on your product or service more than if it were coming from an unfamiliar source. The Reputation Economy is a deep dive into how the web has changed commerce for small businesses, professional consultants, and technical service providers like computer programmers.

Amazon Link

Be Our Guest: Perfecting the Art of Customer Service Book Cover On Amazon

The Power Of Positive Pricing

Smart entrepreneurs know that pricing is a major determinant of a company's revenue. Yet it's also a sensitive subject because some companies are still reluctant to get creative with pricing. Matt Michel wants you to start thinking about your pricing strategy as an essential part of your marketing efforts, rather than something separate. Here, he talks about the importance of active discounting in leading field service-based businesses and how it can help improve profit margins while preserving customer relationships.

Amazon Link

The Power Of Positive Pricing

Skunk Works

Although details are scarce, this book uncovers a fascinating behind-the-scenes look at Lockheed Martin’s Skunk Works. This top-secret facility is where some of the best minds in engineering gather to work on military projects. Even their website doesn’t reveal much about the specific kinds of projects that get done or the methods and technologies used for building them. How do supersonic planes stay afloat? How do fighter jets stay cool inside of a hot cockpit? How does the body cool itself when we're up in the sky? Check out the answers to all of those questions, and more!

Amazon Link

Skunk Works book

Profoundly Disconnected

The content of Mike Rowe’s book may appear to be something that is worth your time in reading it since the proceeds will all go toward going to a great cause. It is interesting how Rowe does touch up on subjects regarding how field service and field trade work are not getting enough applicants early on this next generation.

Amazon Link

Profoundly Disconnected

The New Rules Of Sales And Service

E-commerce has taken professionalism from some field salesmen. They feel that since the buyer can literally go online and buy clothes then there is no need for them to be professional so they just encourage the buying of items through their website. This thinking is disrespectful towards the customer because if you hold a higher standard for yourself then why should it be any different for your customers? Scott's book is written specifically with this in mind as we are living in an increasingly digitalized world. He examines how SMB and enterprise are now using methodologies to make their business more efficient, consumer-friendly, and increase sales opportunities.

Amazon Link

The New Rules Of Sales And Service book

HVAC Spells Wealth

Ron Smith’s highly praised book addresses the challenges of running an HVAC repair business. People consider it one of the best books regarding this topic, and it explains how to weather business challenges by providing a solid how-to format.

Amazon Link

HVAC Spells Wealth book

Selling The Invisible

The economy has changed from product-based to serving a clientele in need of your expertise. Harry Beckwith discusses this change in the article, Selling the Invisible , where he points out that to be successful in this arena you have to focus on your customer’s needs and how you identify with them as fellow human beings before honing in on those who are willing to pay for services rendered. Given how heavy field service relies on trust and reputation, it is important to make the client feel confident from early undertakings given that trust can make or break a deal even before any work has been done.

Amazon Link

Selling The Invisible book on Amazon

Discovering The Soul Of Service

Another that brings something new to the idea of what service can be, the author shows us how today’s technology interacts with our world today and how these interactions can make a big difference in terms of commerce and everyday life. If people don’t care about this technology so much anymore and take for granted other services, then why not have bakeries focus on providing exceptional service to all customers? In essence, it makes things more fulfilling and worthwhile by being able to give people more than just one thing overall during their visit to your business instead of making them feel like they have to get out as soon as possible!

Amazon Link

Discovering The Soul Of Service

101 Ways To Suck As An HVAC Tech

If reading about the key strategies R.J. Schuster uses to achieve success interests you, read his greatest hits. You’ll not only learn a lot about corporate culture and the business rules he’s a master of manipulating, but you’ll also get hilarious stories to tell at parties, avoid the mistakes he made while growing his business, and be entertained in the process.

Amazon Link

101 Ways To Suck As An HVAC Tech book

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that also doubles down as a field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

tip

Note: This is part two of our books for field sales professionals series. You can acces the full list here


· 6 min read
Shoaib Ahmed
Srinidhi Narayana

Whether you’re new to this kind of a field or your craft and have years of experience, you never stop learning. Being a successful field service manager means staying up to date with current events and trends – not just so you can anticipate them accurately in case they present tricky surprises when they crop up, but also so you can use that knowledge to personally benefit from advances in the industry, as well as best navigate the path through increasingly fluctuating and unpredictable personal injury results.

Below you will find a list of some great books containing essential and relevant information to assist you in becoming a professional Field service person.

tip

Note: This is part two of our books for field sales professionals series. You can acces the full list here


Books That Sales Professionals Need To Read In 2022

The E-Myth Revisited: Why Most Small Businesses Don’t Work And What To Do About It

Gerber’s E-Myth Revisited is best for longtime business owners who haven't yet scaled up their operation. If you have an established company and are wondering why it isn't growing, this book will help you figure out what needs to be changed in order to achieve the levels of growth you crave. Forty percent of small businesses fail in their first year. If you know what's coming, you've got a better shot than that at being part of the successful 60%.

Amazon Link

The E-Myth Revisited book

For What It’s Worth

HVAC companies for sale can benefit from Jacob’s book. This book will assist you in taking into account all of the costs that need to be taken into account when estimating your jobs and projects. His book will give you a good viewpoint of the complex process, which begins by considering the finances that are involved. He takes time to share insight into increasing the value of your business before a sale occurs.

Amazon Link

For What It’s Worth

101 Ways To Suck As An HVAC Tech

If you’d prefer to read delightful stories about amusing mishaps instead of reading dry and factual lists of “dos and don’ts” like we find in many popular how-to books, then take a look at R.J. Schuster’s collection of funny anecdotes involving his own personal experiences.

In this book, you get all of the tried-and-true information you need to have a better understanding of field service social media marketing – but presented in a way that many people would actually enjoy reading because it's both cleverly written and cleverly structured (instead of following the typical list format that we've seen so often in other books on business).

Amazon Link

101 Ways To Suck As An HVAC Tech book

No Ducks In The Attic: & Other Basics Of HVAC Installation

Another R.J. Schuster title, this one takes a look at important aspects of the trade such as duct design, on-the-job field service safety and related matters that concern HVAC technicians in their daily lives. Accessible to those with very little or even no knowledge of the field, it covers real world challenges that many in the HVAC industry face while they work in various buildings and locations throughout the city or other parts of their state.

Amazon Link

No Ducks In The Attic: & Other Basics Of HVAC Installation

The New Rules Of Sales And Service

E-commerce gives the customer so much power – they can shop around and they have access to plenty of data. Scott’s book examines how companies are using digital media to make their field sales strategy more agile and customer-focused. From enterprise to SMB, firms are realizing the need for a fresh approach to accounting practices, with a new way of servicing customers through data and technology that was unimaginable a few years ago.

Amazon Link

The New Rules Of Sales And Service book

Commercial Refrigeration: For Air Conditioning Technicians

Wirz’s book is pitched at HVAC technicians who have to affix that ubiquitous “R” to their job description. Field Service Technicians working in the refrigeration industry must be able to fix not just air conditioning units but also refrigerators - that's why this particular view of the business world has helped climate control engineers adjust to an altered environment by introducing them to the distinct yet related world of refrigeration with basic diagrams and definitions.

Amazon Link

Commercial Refrigeration: For Air Conditioning Technicians

The New One Minute Manager

Blanchard and Spencer’s business leadership book is written using the tale-telling method (or in this case, the parable) to teach its readers the three concepts of goals, performance appraisals (i.e.: one-minute praisings), and disciplinary action (i.e.: one-minute redirects) that leaders should use to be as effective as possible while still being mindful not to become aggressive.

Amazon Link

The New One Minute Manager

The Five Dysfunctions Of A Team

As the name so eloquently suggests, Five Dysfunctions: A Leadership Fable is written in the form of a fable to deliver its message of how key issues can affect relationships and leadership. Like other books in this genre (For Example The Horse And His Boy ), it begins with an interesting story that for some readers may be difficult to follow, but eventually leads up to an insightful point being made through an honest dialogue regarding key methodological conflicts that arise from time to time.

Amazon Link

The Five Dysfunctions Of A Team

Freedom From Fear

Mark Matteson’s popular book about improving habits and viewpoints can seem like more of a self-help publication than a business one, but the important thing to remember is that it can affect your business in many ways since not only productivity is affected by feelings, so are field sales.

Amazon Link

Freedom From Fear

The Great Game Of Business

Great Game is a good example of how a business can be run with some healthy competition. In the 90s Jack Stack reorganized a failing company around athletic and democratic principles, which made it possible for his team to function in a way that was fair and equal. This is truly inspirational because it shows that sometimes competitors can come together as one and do something unimaginable to help the business grow into what it is today!

Amazon Link

The Great Game Of Business

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that also doubles down as a field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

· 5 min read
Shoaib Ahmed
Sowmyah Nandakumar

Thanks to technology, the world is changing and so is field service. With digitalization creeping over daily tasks like grocery shopping and even operating a fan, customers have elevated expectations on faster and more efficient delivery of their tasks. To ensure efficiency and speed, business owners can no longer work with pen and paper or excel sheets for managing their operations.

There is a very evident need for a digital transformation. This article will provide you with more information on why transforming to digital methods is necessary for field service. This blog aims to answer all of that, and more.

Especially with the world facing a deadly pandemic and the subsequent lockdown, minimizing contact and digitalizing from head to toe has become the new normal. With the amount of exposure, there is a high demand in solving a problem over a few taps on the screen and delivering a task with minimal contact. With the rise of IoT and artificial intelligence, service providers have gone from delivering just the tasks to also enabling digitalized platforms to get insights and offer a fulfilling customer experience.

Even though digital refurbishing has come to place, only a few industries have incorporated these technologies into their processes. This transformation is more challenging than most businesses expect it to be. A prerequisite for the easy transformation is to slowly change the way people function about their work. Only with familiarization of the technologies and an idea of digitalized operations, the conversion to digitalization turns out to be meaningful.

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Benefits Of Digitalization In Field Service

Improvement In Customer Success

According to research, 70 percent of the organizations have identified customer success as the primary benefit from digitalization. This has enabled real-time notification about the progress of the employee in the job process, appointment notifications, quick contact with the personnel through apps and has improved the efficiency of the task. Customers are informed every step of the way and have easy access to the whole process. Digitalized surveys have also provided an opportunity for the customers to reflect and comment on the task flow. These have strengthened customer engagement and has led to a positive experience.

Increased Employee Efficiency

With field service management software, the employee has access to his scheduled tasks, details of the customer through which they can communicate during an emergency, prior commitments, and a real-time view of the job cycle. Through smart notifications, they are indicated of any changes in the schedule, saving them time. This digitalization has made the lives of the employees and field techs easier, as they do not have to depend upon anyone and hence leading to efficient completion of tasks. Employees also get to fill out surveys about their fulfillment regularly.

tip

Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


Optimized Scheduling And Dispatching

Through artificial intelligence-based methods, the processing of scheduling and dispatching has reached another level of efficiency. The color-coded tagging system allows the scheduling of tasks according to time estimate and difficulty level. Field service management software also ensures the right technician is dispatched to the correct location with the required equipment. This clarity leads to less room for errors and increases customer satisfaction.

Providing Insights

With the help of modern technology like IoT and AI, field service providers can get accurate insights to boost their business. Service software provides information about employees and customers and helps manage sales, revenue and so much more. Apps enable a manager to view how many hours their employee has worked on the project and ensure they are not wasting resources. It also helps a brand keep track of all its marketing campaigns.

Some advanced FSM software like Fieldproxy help in finding where the biggest impact is created and where the campaign is not working. The marketing scorecard allows the contractors to view all their marketing campaigns ranked according to the revenue generated. Now imagine a situation where all these are not possible! The amount of money lost would be more than that gained, and the sad reality is that without digitalization, owners would not even be able to realize it!

Girl looking into computer

Closing Thoughts

We have covered the advantages digitalization has to offer to field service. As much as it takes the business to the next level, it is not a bed of roses to switch to digitalization. It is important to equip the employees with sufficient knowledge about the process involved. Even if the conversion takes time, the advantages of digitalization in field service have the potential to upgrade your business by increasing revenue and offering a fulfilling customer experience. After all, 'Digital' customer is king.

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that also doubles down as an excellent field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

· 5 min read
Shoaib Ahmed
Sowmyah Nandakumar

In any workplace, being appreciated and feeling valued is the key to productiveness and being motivated. With field service, keeping your customer happy has always been the highest priority. Anything else can wait. Brands often model themselves around customers by offering a fulfilling experience and ensuring they remain satisfied. The well-being of employees, who form the backbone of the brand, is often overlooked and dismissed. Failing to create a caring culture for employees affects their productivity which in turn compromises the efficient delivery of tasks.

There’s always been so much stigma around mental health, that people either fail to acknowledge it or refuse to seek help for it. Especially in a workplace where there is so much pressure to finish the task within deadlines, financial constraints, conflicts in the workplace, and so on, the mental health of the employees takes a toll on them.

This leads to situations where people either miss work or get less done on the job. It is the responsibility of the field service provider to provide maximum support for their employees and enable them to work in a mentally safe and secure workplace.

Here are some things you can do to promote well-being in your employees:

How To Promote Mental Health Among Your Field Teams

Woman Happy With Fieldproxy Logo and Blog Title

Understand The Importance Of Mental Health In A Workplace

You don’t need to be a therapist to identify and help people going through mental health issues. Managers and owners must be educated on the aspects of identifying emotional distress, substance abuse, and any signs that may indicate an imbalance of mental health. Sometimes all it takes is letting your employees know “Hey, I understand you’re going through a tough phase and everything is going to be okay” this small act of consideration makes them feel that there are people they can approach and can go a long way.

Here are tips for managers to understand their employee’s mental health:

  • Give out surveys that cover a variety of questions relating to anxiety, depression, family circumstance, work-related stress, etc.
  • Enable training from health professionals to help identify and solve mental health issues
  • Spread awareness about the removal of stigma around mental health

Show Empathy

Field techs are the most personal form of contact with the customer. Inevitably, whenever there is a miscommunication or delay of a task, customers tend to lash out at these techs. Sometimes they are on the receiving end for unrealistic demands and moods of the customer. Field service providers must protect their technicians to avoid working under mental pressure.

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Especially durign these unprecedented COVID times, there are so many things that can go wrong such as health, loss of a family member, delay in certain tasks and so on. There are a lot of times when the employee continues to work with such pressure to avoid pay-cut. The managers must be empathetic and provide alternative beneficiaries and flexibility to the employees.

Curate An Employee Assistance Program

Every field service must curate a free and confidential counseling program for the employees which will equip them to deal with emotional stress, family problems, substance abuse issues, and so on and help in resolving them. This program will help them perform better in a professional setup. This counseling session must remain confidential to respect the privacy of the employee.

Girl looking into computer

Create Awareness Within The Organization

Without removing the stigma around mental health and therapy, the work culture will not improve. It is important to educate technicians and employees to lend out a helping hand to those who might be struggling without showing prejudice. Regular sessions emphasizing about care culture of employees, highlighting options of assistance programs, regular affirmation of the need for emotional well-being can be ways to open the eyes of many people in the organization. This way, the employees feel empowered and are open to the idea of approaching for help.

Closing Thoughts

Field service providers must include health and well-being as the heart of their businesses. The people working in an organization are the greatest asset. Priority for their mental wellness must be always emphasized. This starts from the act of letting them know the importance of emotional wellness the company gives while recruiting, to providing methods and helping them get over any distress that may affect their mental health. At the end of the day, a satisfied and motivated employee performs beyond expectations. Four tips were highlighted in this article to help promote well-being among employees.

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that also doubles down as a field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

· 6 min read
Shoaib Ahmed
Sowmyah Nandakumar

The core of any business is undoubtedly the customers. As an entrepreneur, you might be a great hustler and onboard thousands of customers with marketing strategies. But, If you are unable to satisfy and retain most of them, it does not take rocket science to realize that the business is likely to collapse. Providing a fulfilling customer experience that enables building an emotional connection to the brand is the way forward.

Small actions and efforts towards your customer can streamline your business and save you a whole amount of money. For example, let us say you are selling homemade brownies to a customer. The customer is not only impressed with the brownies but also appreciates your efforts in packaging, attitude, courteousness, and even the way you converse with your dazzling smile.

These little efforts instigate the customer to recommend you to twenty of their friends and voila! You have an exponential increase in revenue without having to spend money on marketing campaigns.

Moving on to field service management, here are a few tips to go the extra mile to optimize the customer experience. Since the customer is king and there are countless possibilities of action, this article is divided into two parts. You can find the other article of this series by clicking here. Let's get started.

Four Tips To Optimize Field Service For Better Customer Experience

Engineers optimizing gear workflows

Create Realistic Roadmaps AKA Being Bonest!

That is right, be honest with the customer. There are often cases when businesses take people-pleasing to a different extent. It is understandable that rapid completion and handover of tasks play an important role in customer satisfaction, but not at the cost of efficiency. During field service, there are often cases where the contractor or technician is forced to accept more than what can fit on their plates to meet a particular expectation and deadline.

For example, handing a task to the technician, well aware of an extreme time crunch, will only pressure them into doing the job in a scurried fashion and hence the unsatisfactory and mediocre results. Essentially, trying to satisfy the customer through such measures in turn results jeopardizes the company through bad customer experience.

Here are certain tips to help you set realistic roadmaps:

  • Be aware of the skillsets and capabilities of the workforce so you can analyze if the expectations are in level with the brand.
  • Do not be afraid to notify the customers when an unrealistic demand arises. Enlighten them about how that demand can compromise the result.
  • Have a clear idea about the estimated completion time and convey the same to the client. Avoid proactive declarations that can keep the customer waiting.
tip

Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


Train And Educate Your Field Technicians

It is a given that field techs are highly knowledgeable in technical aspects. While some technicians have the inbuilt knack of building relationships and dealing with customers, it is important to train all the field techs in work etiquette, ways of presenting the brand, and what to avoid during delivery of the service. The technicians are the most personal form of contact between the consumer and the brand.

Inevitably, the line between the brand as a whole and the field techs merge and become one. There is a need to provide a fulfilling customer experience along with the completion of the task, to provide great customer experience and hence, the need for training techs. Field techs must be encouraged to remain empathetic, punctual polite, and courteous.

They must also be encouraged to discover beyond the scope of the service and be proactive. Identifying the root cause, suggesting methods of prevention and protection to avoid issues in the future, showcases kindness and reflects positivity for the brand. Doesn't a customer saying "next time I will choose their service just for their amazing technicians" add feathers to your cap?

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Invest In Diagnostic And Preventive Measures

A field service provider needs to invest in the right tools and technology. Having suitable FSM software can increase the revenue. (check out our blog on the best FSM software) offering real-time notifications which provide an estimated time of arrival, the progress of a technician in a particular job cycle, and so on avoids the possibility of any miscommunication that might result in the jeopardy of the customer relationship and experience.

Tools that provide data for retention rate calculations can also provide an insight into the behavior of the customers.

Providing Quick Responses

How quickly a customer receives a response from the workforce, plays a significant role in customer loyalty. Inability to contact the customer service personnel, delay in replies make customers restless and angry. Prompt replies through chat or connecting through calls to help the customers through any unexpected situations must be encouraged.

Girl looking into computer

Closing Thoughts

The proper delivery of the assigned tasks is no longer the sole requirement in developing a strong customer base. Building an emotional connection to the brand by providing a fulfilling customer experience is the way forward. The first part of the article covered four tips that help optimize the customer service of field service.

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that also doubles down as a field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

· 5 min read
Shoaib Ahmed
Sowmyah Nandakumar

The famous age-old quote “Customer is king”, was preached for a reason. Customers are indeed pillars for the field service sector. Thanks to the technology, consumers have innumerable choices of field service providers at their hands. Making customers the focal point is required to retain them in field service. This requires not just proper delivery and execution of the tasks but also involves the overall customer experience offered by the brand.

In this second part of the customer experience series, here are a few tips to optimize the customer experience in field service. Click here to read the first part!

Communicate Regularly For Confirming Timeslots

How many times have technicians arrived at your house, to find it empty? The answer is, A lot! such a mishap requires a dozen of follow-up actions that slow down the entire delivery of the task and is burdensome for both the customer and the technician. It is important to realize that customers and technicians are equally busy, and any scope of miscommunication must be avoided to respect both of their times. The best way of finalizing appointments is by sending regular time indications and confirmations through preferred communication channels. Providing real-time information on the technician's location and the estimated arrival time allows the customer to have a clear idea and puts them at ease.

Collect Customer Feedback

Customer service does not end with the delivery of the tasks. Hearing out the customer's experience provides scope for improvement and can be utilized for the subsequent onboarding. Through survey platforms, detailed data about the overall experience and their reviews must be collected regularly. Customers are smart and are aware of talking about the issues and their opinions on direct and indirect platforms.

Though negative reviews help a brand learn and grow more than positive ones, it is important to note that these customer reviews are one of the best resources for increasing the awareness of the brand. Negative feedback should not be underestimated as they have the power to crumble the entire effort through a single post on social media.

tip

Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


Customer data should not only be collected but should also be acted upon. Tools must be implemented to analyze the data in hand so that the reviewed results help in constantly improving the customer experience of the process. Remember, you cannot retain a dissatisfied customer.

Get Insights From Front-line Employees

Though these insights are not from the customer's point of view, front-line field employees' experience about the customers can speak as much. Since these employees have the closest relationship with the customers, their view on customer expectations, needs and trends can be useful data for rectifying and improving certain aspects of the brands.

Listening to both sides of the story helps identify the root cause of problems if any and can be used to modify the set of expectations to provide and perform a service. For example, if the crew believes the job was executed perfectly but the customer expresses disappointment, this might point out a need for more training to the crew or conveying of the expected quality of the product to the customer. Empowering employees is equally important to the optimization of customer experience.

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Rewarding Loyal Customers

Identifying loyal customers and providing them with extra services and benefits is also a way to make them feel included. Providing memberships with discounts and exclusive benefits strengthens customer loyalty to the brand.

Focus On Convenience

It is important to realize that not all customers and technicians are well equipped with modern technological trends. The tools provided to the technicians must be simple to help optimize the performance and speed of their work. The field service provider should make sure that the tools required for the customer are user-friendly and the learning curve is simple.

Having a good yet simple UX/UI in FSM software and customer portals can make or break the first impression of the customer. If your customer finds it difficult to make even a simple appointment or view notifications, they are tempted to drop from the service and switch to a different provider. If your employee is not able to get their head around the complex functionalities in the app designated for them, the cycle of speed delivery and efficiency is broken. Businesses must keep in mind the accessibility and opt for simple yet efficient software and portals.

Girl looking into computer

Closing Thoughts

The proper delivery of the assigned tasks is no longer the sole requirement in developing a strong customer base. Building an emotional connection to the brand by providing a fulfilling customer experience is the way forward. The second and final part of the article covered five tips that help optimize the customer service of field service.

Closing Thoughts

The proper delivery of the assigned tasks is no longer the sole requirement in developing a strong customer base. Building an emotional connection to the brand by providing a fulfilling customer experience is the way forward. The first part of the article covered four tips that help optimize the customer service of field service.

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that also doubles down as a field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

· 3 min read
Abinaya Lakshmi

What are attendance systems?

Attendance management system keeps a track of employee hours and days they check in. It will be an automated software that can help you document the leaves employee avails and the time they work. It can be done through various ways and this seems to be quite advantageous for most of the companies.

Benefits of attendance systems-

Attendance system saves time and efforts of employers and helps in filling all the loopholes with regards to attendance and working hours. It keeps leave records and gives more understanding about the leave policy and the number of days each employee can avail. This is the easiest way of tracking the working hours for people who work in the field and the teams that contribute virtually. Location / GPS and face recognition can also be done while punching the attendance to avoid proxy inputs from the team.

Install The Right Attendance System

Here are a few tips for attendance system implementation and the best ways to integrate them into your workplace.

Research different attendance systems More than a system, this has to be considered as a platform that will ease the work of HR and the employees. Hence, a deep research on different softwares needs to be done first in terms of budget, features and whether it solves the current attendance complications in the organization.

Understanding the software better Once the right attendance system is chosen, the HR should make sure to make employees understand the system properly to register everyday attendance and track the number of leaves left for availing.

Features that make the right system There are few key features that have to be checked before proceeding ahead with the new attendance system. It should have a location based clock in / clock out facility with facial recognition which will avoid proxy inputs and help us in tracking the employee location easily. This system should be easily integrated with the payroll software for salary credits based on the number of working days. The system should also have visibility on real time dashboards which will help in tracking and should be able to consolidate HR reports as in when needed. If we get these basic features right, the attendance system should be essentially productive for the company.

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What Are The Benefits Of Installing Attendance System?

Install Attendance system the right way for your field team:

  • Make the team understand the software.
  • Track with Better work results
  • Analyse and Crunch numbers on real-time basis.

· 3 min read
Abinaya Lakshmi

Attendance System

Attendance system is implemented to register, store and consolidate the employee information in one place to track their day-to-day attendance. We can also do time tracking, which will count the hours that each employee has worked and how they have been distributed throughout their day. This can include hours between entry and exit from the workplace, as well as overtime and hours that have not been completed, for whatever reason.

As we emphasize and get to know the importance of attendance tracking, it is also important that we get it done specially for the teams that work with us virtually or at the ground. It is usually difficult to get a hold on the field teams, the work they do and the amount of time they spend working. With an attendance system implemented, this would become easy for the employer to keep an eye on all the employees who are on the ground as well.

Best Field Employee Attendance System

How to choose the perfect employee attendance system?

Choosing an attendance system that is not time consuming and cumbersome for employees is very essential for any organization. We have to spend some considerable amount of time before we finalize the right software that would fulfill all the complications the current system holds with respect to attendance.

Few factors that need serious attention before selecting the attendance system - budget that will be suitable for the company, GPS tracking to track the location of virtual employees, real time access to dashboards to consolidate and analyze time - to - time. facial recognition and capture of attendance to avoid proxy inputs which will help us increase the accuracy more.

FieldProxy tops the list of highly recommended systems for attendance tracking since they have all the basic features set, allow us to customize unique dashboards and additionally allow us to set targets for employees and track them seamlessly.You can also book a free demo or subscribe for a 7-day free trial!

Teramind is one of the cheaper softwares available in the market today. It satisfies the first hand necessities of the business like providing both mobile and web applications, and provides a cloud based platform with a lot of space to accommodate popular integration services.

Hubstaff is a slightly costlier when compared to the other softwares available in the market but it can be very useful for larger organizations.That is all not about it, hubstaff also has the best time tracking system integrated to it. Every attendance system will have its own advantages and disadvantages. Businesses can always opt for the system that can solve the number of problems that are existing in the current attendance tracking process.

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Choosing the best field employee attendance system

  • Budget - Friendly.
  • Real-time location tracking.
  • Features that helps increase the productivity.

· 2 min read
Abinaya Lakshmi

Employers manage their employees' attendance through various ways - like key card, facial recognition, fingerprint etc. Sometimes attendance is tracked through spreadsheets as well which will be completely manual and can be quite tedious.

To save time and efforts, and to get more accurate results, we use the attendance system. This can be the one stop solution to collect, record and store details about every employee. This attendance system can track the everyday attendance which will save human time and efforts to work on the attendance part manually. Employees’ time is the working hours clocked in by the employee in the office everyday. Both attendance and working hours tracking are super important for teams that are virtually working and the field teams for whom monitoring will be difficult.

Benefits of implementing an attendance and time tracking system

Effective monitoring of time and attendance is not only a part of business solutioning but it is also an effective way of consuming less human effort and essentially tracking the productivity of the employee. Since the whole system will be automated, it will help us track the accurate working time of each employee, when he / she clocked in and clocked out. Along with tracking employees working hours, the system can also help in tracking the location of every employee through GPS from the view of monitoring the location they are placed out as well.

Few other features that we need to emphasize before launching the attendance and time tracking system are the real time dashboards and HR reports which should be available at any given time for instant consolidation and analysis. We should also ensure that the attendance system is available for both desktop and mobile to make it feasible for field teams as well.

Conclusion

Having a tracking system that has all the vital features which would help reduce human efforts and time is always a brownie point for any business. So, just not wait for it, go grab the right software to meet all your needs!

tip

Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


· 3 min read
Abinaya Lakshmi

Benefits of Remote Employee Monitoring

The COVID pandemic has disrupted several aspects of our lives, directly or indirectly. One of the new normals is now remote working / work from home culture as companies join in the efforts of flattening the pandemic curve. It can be difficult for managers to ensure that the field team is working to their fullest potential. It is also necessary for the managers to ensure that the work from home schedule is productive enough. Luckily we have a lot of employee monitoring software today available in the market that enables us to monitor employees’ activities as well the time spent by them.

Pros of remote employee monitoring software

Employee monitoring allows for maintaining teams aligned and keeps a tab on productivity. Apart from the basic features that every monitoring tool provides, the companies can also try exploring screen time, keystroke logging, idle time notification etc to keep a tap on little more details.

Improved management of employee burnout is the topmost issue that needs to be addressed in the work from home schedule. Most of the employees crib about maintaining a work-life balance and hence by monitoring the active - idle hours of employees, we can ensure that employees aren’t overworking themselves. In this way, employees are more likely to hold themselves accountable since their working hours are tracked.

Handling resources better is also possible with the right employee monitoring software in place. When you identify the right hours, days and references each employee has spent at the workplace, it will be easy to assign tasks, assign timelines and list out the priorities. Employees' potential can be assessed and even the employees who work overtime can be easily identified to take away a few things out of their plate.

Customer requirements satisfaction can be tracked while we track the time spent by employees with each customer and the corresponding actions they take for each employee. This information offers employers a better knowledge of that specific customer’s requirements and permits them to give resources and investment accordingly.

Conclusion

Today, remote employee monitoring software is a super essential need for the companies since most of them have started adopting to work from home. This will purely be an employer's benefit to calculate their employees’ efficiency at work. These tools can be used to increase productivity at the workplace and employee liability and diminish accountability.

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· 3 min read
Abinaya Lakshmi

Let’s understand Big Data

As the term says, put simply, big data is larger, more complex data sets - structured or unstructured - that inundate businesses on a day-to-day basis. These heavy volumes of data can be used to address business problems, better insights that improve decisions and give confidence for making some strategic business moves.

How’s big data helpful in FMCG?

Big Data allows FMCG product managers to break down large data and visualize patterns that add business value from various data sources. This large data gives more insights that we have missed out in the other forms of data and allows managers to make more relevant and responsive decisions according to the needs of the customers and hence this serves as an added advantage in a crowded and competitive market.

There are major impacts that can be incorporated when big data is used in FMCG

Logistics and Transport Network Big Data can be used by brands in logistics and delivery networks which can efficiently plan the routing to save cost. Data derived from geo-analytics can be amalgamated to create more streamlined services. Leveraging GPS can give more clarity in terms of traffic and roads that cannot be taken which will help in planning the delivery network.

Warehouse Operations These advances of data bring in more ideas in managing the warehouses on a daily basis. Warehouses should have a hold of inventory and the materials that the industry handles in the business. Processes and facilities such as stock inventory, materials handling and mismatched deliveries can be carried out and monitored in real time, as can the performance of machinery and equipment as well. Hence, big data brings in more safety, inventory accuracy and makes warehouses operate at an optimum level, with decreased downtime.

Consumer Personalisation FMCG brands work with a lot of different customers who will have customized needs and necessities. Big Data can drive this to customize and personalize their marketing campaigns and messages. It's no secret that targeted strategies lead to increased market share. Businesses can deliver cross-border platform consumer experiences that drive conversions and improve brand loyalty.

Better Products The predictive analysis, business intelligence tools, and data mining can be used to process the big data and better understand their customer behavior and needs by interacting with them and plan to offer the same in future.

Conclusion

Big data is big news, always! Big data has the power to propel FMCG Brands into becoming more agile, responsive, and making more informed and insightful decisions.

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What Are The Benefits Of Big Data in FMCG?

  • Improvised and better product building
  • Efficient Transport and Route Networking
  • Better Inventory Management

· 2 min read
Abinaya Lakshmi

Who is a dispatcher?

Dispatcher is a communication worker or mediator who receives and transmits information to coordinate operations with regards to transits of vehicles carrying out a service. They are the critical members of the first responder teams responsible for gathering and sharing information across both sides.

The role and responsibility of dispatchers may vary according to the industry they are working in. For example, the dispatcher who works in the truck industry can always have long and focused hours with driver trip scheduling, communication, etc. In whatever industry they are based out of, a good dispatcher should have efficient coordination and communication skills.

Skillset for a Dispatcher

Why do we need a dispatcher?

Dispatchers are important today because they act as the first point of contact in case of any emergency. They are the first hand receiver of information, responders and handle both the sides. They kick start by obtaining essential information and send the responders appropriate information.

Essential skills that every dispatcher needs

Decision Making skills are quite important for every dispatcher to analyze and quickly make decisions according to the level of priority of the calls. Quick and careful thought about emergencies and non-emergencies needs to be escalated.

Communication plays most of the part a dispatcher does in his / her role. This is quite crucial because the dispatcher acts like a third party between the caller and the first responder. It is necessary that they should have good communication skills to emphasize the law enforcement and handle the situation correctly.

Coordination and multi-tasking is crucial when it comes to handling multiple stakeholders, prioritize calls, and keep organized records of details, location and needs. They need to collaborate with a variety of professionals and hence they should develop the skill set in themselves.

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· 3 min read
Abinaya Lakshmi

Let’s understand what “Dispatch” and “Shipping” really means

When you purchase an item online, it undergoes multiple stages before it ends up on your front porch. The most common steps for production include confirmation of order, dispatching, shipping and delivery.

Dispatch comes first then shipping.

Dispatch generally means that the sender has packed and handed over the order to the delivery agent / company and the delivery company has further sent the order for processing like packaging, labeling, invoice and arranging all the documents required for shipping.

Shipping is when the parcel is all ready to ship via land / truck / sea / air etc, in transit from the delivery company’s end. It generally means that the parcel is on its way to its destination.

When is your order dispatched and shipped?

Now, what is the difference between a product getting dispatched and shipped?

If you get notified that your order is dispatched, then there’s no necessity to get confused in the first place. Dispatch is a simple part of the production and the stage whenever the product is being prepared for shipping, which will include packing the product, arranging all of the documents for shipping, including the invoice.

Hence the dispatch step can be called as a pre production stage before the product is really out there. The shipping label that we see on the products we order is done during the dispatch stage itself. Since most of the steps processed before delivery are done during dispatch, it means that the work around the product like labels and other items needed for shipment are complete and ready to be shipped.

Now, for any product, for any process flow, the next step after dispatch would be shipping. If the customer is notified that the product is shipped, then it has finished the entire circle of dispatch process and it is already on the way to the customer. Depending on the domestic / international shipment and depending on the transit mode, the item will get shipped and will be out for delivery. It is generally a post production process where the delivery agent will be completely involved to push it out for delivery through modes of transit.

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· 2 min read
Abinaya Lakshmi

Field Force Application

Managing and tracking the field employees is quite a tedious task for every organization. Field service employees are spread across different locations and it is not easy to track them efficiently. There are many softwares available in the market today which can help companies track their field employees efficiently but having just a software won’t solve your problems instead a mobile application that is easily accessible, and has different modules can make things workout.

How is the Field Force application advantageous to the business?

Field Force application is absolutely employee friendly since it can be installed and accessed through the mobile phones itself. Accessing this application through the phone solves things faster and better than waiting for it to be done through the web interface. First of all, it reduces the multiple record process and acts like a one stop solution to store, record and track all the employee information. This becomes easy for the employer to access information about any field technician and vice versa in case if the field employees want to change any of their data has to be changed.

The Field Service employees need not wait until they get back home / office to update their everyday work done on the ground. They can instantly update their day-to-day services and the customers attend from time to time through their Field Force Application.

The Field Force Application also has the feature of GPS tracking which will help them take the right route, reach the customers’ place on time and the employers will also be able to track where these field employees travel.

Conclusion

To summarize, Field Force Application increases productivity of the employees, helps tracking the route and metrics efficiently, and allows the employees to update their records / services from any location, anytime.

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· 3 min read
Abinaya Lakshmi

Every organization holds a set of employees on the ground who will be required to bring the ground reality and insights to the table. The employers often have a hard time managing all the field employees, their tasks and optimizations. Hence, they choose to have a one stop solution like Field Force Software. This automated software solves this challenge by establishing a real time communication channel between the off-site sales team and the onsite team heading sales and other operations. Let us look into the big picture of how it benefits both the employee and the employers and in what ways.

Field Force Software

Field Force Software is a solution to manage the workforce who work at locations outside the company. Since Field operations involve a lot of variables, many organizations are turning around cloud management. This software can help tracking anything like tracking the logistics, field sales, scheduling and dispatching workers etc. The other side of the work management like real time dashboards, extracting reports, billing and inventory management can also be managed using the software. This software helps in eliminating the paperwork and records all the details in a single system.

Field Force Software

Benefits of using a Field Force Software

Scheduling - The most important feature available in Field Force Software is that it syncs and provides us real time data which will help to improve the everyday schedule of the employees. Every field employee starts his / her day very early and it is super essential to plan the entire day’s schedules which will help focus on the customer and the brand improvement in the market.

Route Planning and tracking - FFS allows efficient route planning for all the field agents to get to the customers’ location. Leveraging GPS, finding the best possible route becomes easier using this software and hence saving time for the field employees. This also helps us track the location of employees and keep assigning / allocating technicians to attend customers in case of any issues raised.

Improved Communication - Since the Field Force Software can be used both in desktop and mobile version which makes communication easy between the field teams and the team that is based out of office. The field employees will also be able to access the application from anywhere and update the service done on the field.

Conclusion

To conclude, Field Force Software increases the overall productivity of the employees, saves their time and efforts and helps the business to take right decisions towards profitability. This software will help in gaining customers’ trust and increase the customer satisfaction.

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· 3 min read
Shoaib Ahmed
Abinaya Lakshmi

Company employees whose work is out there on the field, in the marketplace outside the company office - these are the people who are often called field workers, This is the go to option for most of the companies today for different reasons that we would be getting into in detail through this article.

Most businesses today have different kinds of field service roles or go in a hybrid model that will have on and off field roles. But it can never be without a team that helps to grow the business from the fields itself because field roles always go a step ahead than the other teams that are based out of office.

What Are The Different Field Roles That A Field Service Business Has Today?

Field roles are the most reliable choice of business people for various factors. Employees who work in the field can do a lot of functions like sales, operations, supply chain, hiring or even act as vendors etc. Few field roles interact and deal with the customers directly while the other few deal at the backend of the business.

Usually, it’s a traditional thing that sales people and field technicians deal with the customers directly. The sales people who are on the field will usually try to pitch in the customers, pursue them, convert, sell and close the deal for the business. A field technician will help in installation of the product and let customers know the usage of the same. These guys also feed the customers with pro tips of maintenance and precautionary measures to be followed while using the product.

Field Roles For Field Service Teams

Field roles that deal with supply chain and operations tend to be at the backend and streamline the entire business on the ground. Employees who are into supply chain and operations go with the logistics and dispatch plan of loads, maintenance of assets and inventory, etc These guys also look into the quality of the product before dispatching which is a crucial thing to maintain at the backend.

Maintenance and setting up the right talent for field roles might be slightly difficult. But once done, streamlining should be easy and who will not want a great team that might build strong customer relationships?

tip

What Are The Benefits Of A Field Service Management Tool?

With a field service automation tool like Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Through goods and gains, field roles copuled with the right technology will help in ways that most businesses do not see from any other team. Proper talent acquisition and training of field roles will bring in strong customer relationships and greater revenue to grow the business.

· 3 min read
Abinaya Lakshmi

Field Service

Field Service is the work carried out by the team from customers’ location. The main objective of every field service employee is to gain customer’s trust and build long-lasting relationships with the customers. Today, the developed technology has changed the customers’ expectations towards brands and their service and the way every brand provides customer service.

Optimize Field Services

Here’s how you can efficiently optimize your field services to increase productivity of the team

Move away from paperwork

A lot of teams, today, spend time with excel sheets and paperwork which is completely manual and becomes a little tedious. Take the paperwork out of the equation and digitize using the Field Service Management software; instead, work orders and checklists can be completed on a mobile application itself. Now, this will bring in a more quick and seamless report project and work order instead of end of day ticketing.

Scheduling

Customers’ expects us to value their time which means it is always important to schedule the visits efficiently. It is advantageous to the field technicians also and makes their day more productive if it is planned out well before the day starts. If the schedules are planned beforehand, then we will have a unified view of open work orders, customer requirements, technicians’ skill set and the resources availability. Improved scheduling means improving the optimization of the field service which will give us the right direction to grow the business.

Dispatch and Route Planning

Scheduling and planning the entire day is the key, if only it is executed well. For effective execution, we need more deep planning into the routes by leveraging GPS and the traffic information. This change will bring in detail to both employer and the employee. The employer will be able to track the exact location of the employee and for the technicians, this will give more accurate directions to reduce response time and travel time.

Improve on-site performance of technicians

Insist more on technicians training on field services and enable a prompt work that would gain customers’ trust and build a strong relationship. The more effective a technician does his job, the more satisfied the customers will be.

Conclusion

Optimization is important and it's super important that you focus on improving and automating workflows every now and then, enabling productivity with solutions, and collecting and leveraging your data for the business to continually improve. Each of the techniques mentioned above is from the view of both customers and the employers guaranteed to enhance the customer experience.

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Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

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· 3 min read
Abinaya Lakshmi

Introduction

The most important factor that will compel consumers to choose one FMCG brand over the other is always the relationship they have with the brand and their perception of it from outside. This can be built through effective media strategies to consistently engage their customers by reaching out to them through social media platforms. Today, most of us spend time on social media more than before and hence it is important for brands to drive their business through the same.

Customer Centric Content Marketing

Through digital marketing, customers get customized and curated content which revolves around them. They can engage and talk about the brand, show other people what they use and help the brand reach recognition. Customers are inclined towards this content more since it is more of personalized branding and more relevant advertisement shown to them.

Influencer Marketing

People like to trust other people they look up to, and that precisely what influencer marketing is based on. Influencer is someone with some form of skills, more social media reach and quite famous around. They command a public presence and are trusted for their word. Through influencer marketing, any FMCG company can ask them to produce content using the brand’s product or service, and drive conversation amongst their followers regarding the same. This can add a lot of importance and reach in the market with respect to the product.

Automated Email Marketing and Push Notifications

Automated emails can be seen in two ways - one that is pushed usually every once in a while with what’s happening, what’s in for you, what are the offers that’s currently running etc. This has become a failure of late since people got quite bored with the continuous notification push that is triggered.

Now automated mails and push notifications have taken over a better space in the market. Automated mails are rolled out on instances, say when a customer signs up, say when he adds items to the cart but doesn’t buy. These automated mails have resulted in a great way to influence the customers today. And push notifications do not create much noise other than popping up on your mobile screen. And adding some spicy captions have gained interest among the public these days.

Other strategies include video messages, brand mentions, reposting on social media especially instagram, planning giveaways on the products etc.

Conclusion

The Internet has become an integral part of our lives today. Brands need to realize this and act accordingly. The success of every FMCG brand depends greatly on its marketing strategy that will pursue a wide combination of strategies. And they should also further keep innovating their strategies to make the most of it.

tip

Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


· 4 min read
Shoaib Ahmed
Abinaya Lakshmi

It is often said that, "A business relationship is a professional relationship", and this couldn't be any more true when you're dealing with customers. Customer Relationship Management (CRM) For Small Businesses is an effortless way to help you keep all your clients in check. No matter how small or big your company is, CRM keeps you updated about your target audience, identifies and caters their needs from time to time which will help in improving the business relationships.

How Important Is CRM To A Business?

A CRM system is one of the traditional practices for managing a business that has shown to improve efficiency in many ways. It allows you to connect with your customers, streamline processes and maximize profits by giving everyone access to one platform - sales, business force, customer support, etc. It's also common in today's day and age that many CRM systems rely on cloud-based infrastructures rather than on-site solutions so they are more accessible and useful to businesses of all sizes.

Bringing In Field Service In A CRM

Business has been struggling to manage the productivity of their on ground workforce. Field Service in CRM is the best find to manage the large mobile fleet and their workflow at the customer location. This is one of the most intimate, personal interactions that you can do with your customers and gain their trust. This will help you oversee the entire workforce operations remotely.

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Win - Win Combo

We can also say CRM and FS are complementary to each other. While CRM takes up the first part of storing customer information and converting a lead into a valuable customer, the field service will complete the after cycle by helping businesses manage the team and the service quality. This will help you oversee the entire workforce operations remotely.

Here are some of the top workflows that are fulfilled for the business by Field Service in CRM.

Mobility

One of the big advantages here is that by integrating our customers as a part of the FSM, we'll be able to provide them with a real-time field service solution. This system will be able to receive requests from the customers and connect with the fault managers on-ground via SMS or email. This will allow us to manage everything more effectively and focus on other important matters while they can get some much-needed assistance right away and cater the customers’ needs.

Customer Satisfaction

The entire customer data is stored in the system which will allow us to track specific customer needs and their comprehensive views. Once it is directed to us, we can go in through the customer history and provide them a personalized experience which will enhance the satisfaction of the customers.

Fieldproxy FSM Software

Time Savings

Since we integrate the customers and FSM together here, we get real time updates and feedback requests from the customers. This will let us schedule the algorithm, set up workflow for technicians on ground and provide a timely solution and fix their problems then and there.

Closing Thoughts

A great customer management tool is essential for any business. With field service in CRM, retention and reputation of the customers can be improved. Not only does it allow you to better understand your target market it also gives you the chance to tailor your products and services accordingly, ultimately strengthening and improving your customer relationships within the community.

tip

What Are The Benefits Of A Field Service Management Tool?

With a field service automation tool like Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

· 2 min read
Shoaib Ahmed
Srinidhi Narayana

Field survey is one of the most important processes that needs to be followed for the growth of the business. The information and insights that is put across by the survey makes more sense than any other brainstorming that can be done by the stakeholders. The field survey responses directly come from the customers who use products, who are on board with the company and hence their understanding will be more helpful to drive the business in the right direction.

Why is Field Survey Required?

Field Surveys by technicians are usually taken in certain time intervals which will give a long time observed data and not random; this will record instances, experience and the feedback can be taken seriously. This feedback can be used to fill in the gaps and doubts that the business people have from customers point of view.

The research provides in depth high quality data that allows the business people to understand how the product is currently received in the market, how the feedback is and essentially draw correlations between the customers and their product.

Puzzled Service Technician

The responses that come from clients are very important for incorporating new changes in the product and bringing new versions every once in a while with user friendly UI and improvised features that makes the product more likable in the market.

Market surveys also give a view on the competitors price, how the new product can span out, customers view on spending money for this product and how the price is spanned out across the market. This will help the business to keep the price balanced, concept fresh and new to target the customers and be ahead of the competitors.

In Summary

Field Survey brings out the customers point of view - satisfaction and dissatisfaction, whatever to the eyes of business and make the right decisions to move forward towards growth. Through this, all the gaps can be filled and get a better view to make changes. Hence an effective field survey is always required to stay competitive in the market.

· 2 min read
Shoaib Ahmed
Abinaya Lakshmi

Field Service Reports benefit the businesses in analyzing the process and workflow efficiencies that are currently running in the system, performance of the field technicians, etc.

How do we create a basic field service report?

First of all, a field service report should be very detail oriented and comprehensive enough for the business to understand the entire case information.

Before we get into the service case details, jot down the customer details like name, contact number, address, issue raised etc. Write the details of product, model specifications, issue raised by customer in the product or service, know how frequently it occurs etc. Also list down the cause of the problem, the feature that is causing the issue and the parts that went defective.

Man analyzing field reports with Fieldproxy company logo

As we look into proceeding with the problem, we can note down the person and the team which will be responsible to handle the issue. Ask that team to detail the procedure followed to service the issue in 2-3 lines.

Sign off from the customer is very important after the field service is done. Also we can ask the customer to rate the service experience once the service is over. All the three, customer, service technician and organization team member can sign off this report after meeting customer and the organization’s expectations.

The above pointers will help you draft a comprehensive, well-detailed report on the service. This report will help the business understand the performance of the field technician, understand the issue better to improvise the current system model. The customer can also document this report for future use and reference if anything comes up.

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that also doubles down as a HVAC field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

· 3 min read
Shoaib Ahmed
Abinaya Lakshmi

Both the business and clients want things to be simpler, less complicated these days. At the same time, they want it all streamlined and accessible anywhere, anytime. All these features are achieved today by moving businesses to the cloud systems which has made the digital solutions for customer service and field service increasingly popular.

A Field Service Application is a mobile app or a tool that is built specially for the field technicians who spend their entire day on the ground. Since they work remotely and not from the office, these applications make their work extremely easy in terms of day to day activities like planning schedules, resolving customer issues on a real time basis and making easy communication with the support agents and customers.

How To Use Field Service Application - Fieldproxy

Why Do You Need A Field Service Application?

Working as a field service technician is a tedious job. Having almost the whole day with customers at their place and continuous hustling makes it quite difficult for them. In between this hectic schedule, it is difficult for the technicians to be on top of all the tasks assigned to them on a day to day basis. Hence they need an application like Field Service Application to streamline the processes. This will also reduce the chances of tasks piling up or getting scrambled.

A Field Service Application helps the employees to have a streamlined view on their daily tasks with context rich information, share activity updates on the go and coordinate with the customer support agents.

What is a Field Service Application?

Let’s sequentially list out the top activities that a Field Service Application can perform and help the technicians in their work.

With an effective Field Service Application in place:

  • Your field technician will be able to know their next day’s schedule in advance so that they plan it out well and be on time for the customer’s appointments.
  • With GPS and location tracking integration, the technician can locate the customers easily without any hassle. The tracking system will also allow the tech team and the clients to track the on ground employees effectively.
  • Live updates and notifications can be communicated to the team sitting in office in case of any issue or help wherever required.
  • The business can also track the data stored in the application and track the performance of the field service employees.
tip

What Are The Benefits Of A Field Service Management Tool?

With a field service automation tool like Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Choosing an effective Field Service Application is a wise decision the business can go with today that will help manage the entire field workforce with ease, increase the service revenue, and lower the costs of maintenance as well.

FSM Software For Field Technicians

· 2 min read
Shoaib Ahmed
Srinidhi Narayana

Field Service Management is the process of overseeing and optimizing business resources of the organization including its workers, equipment, service, and operations out in the field. It incorporates processes such as assigning and scheduling work orders, dispatching workers to new assignments, communicating with field workers on the job, managing product inventory and collecting data from the field.

Field services company is one that takes care of providing field services, ranging from fixing pipes, ACs, and much more. Field service companies are a booming industry and are in high demand these days. However, there are multiple ways each company works and the types of services they provide.

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If you have products installed on a customer premise, field service organizations can have a significant impact on your company's revenue. Field service organizations are often new and exciting entities when it comes to doing business with a company that manufactures products. They often become involved in operations related to the lifecycle of your products.

If you happen to be in possession of products one day, consider working with field service organizations so that they can make sure your products are working as they should while simultaneously being maintained properly by experts who specialize in doing just that. Some of the services a Field service company provides are:

  • Maintenance
  • Installations
  • Adoption services
  • Service Optimization

A connection to a good field services company is critical to ensuring equipment is repaired, serviced, and continues to operate as expected. You might depend on equipment uptime to keep your operations running as planned, and satisfaction is the key.

Field Sales Management Company

· 2 min read
Shoaib Ahmed
Srinidhi Narayana

Field service automation helps you to keep your coworkers trained and up-to-date about changes, issues or progress throughout the day. If a customer has a problem with a product, for example, the field worker can use their mobile device to pull up the solution from your system and resolve it on the spot! As one of our biggest clients can vouch, this leads to happier customers, fewer burnt out employees and better overall business relations.

Using field service management software can be a vital help. However, not every company benefits equally, but using this software as an improvement tool can definitely be advantageous for all types of businesses. The greatest benefit is that it can create more opportunity for experimentation and agility for the organization. On average, a business can see upto (3x the increase) in its efficiency based on how well they choose the right solution and how well they use it to improve their business processes overall.

Field Service Management System - Fieldproxy

But when you utilize field service management automation, you can eradicate these mistakes and more. However, it’s not enough to just have the right technology; you need to have the right team using that technology.

Everything is digital, so no misplaced or lost paper documents to be found! Limit the number of trips your field service workers will have to take in order to complete their projects by making it easy for them to see at a glance what each project entails and when they’ll need to visit by effectively using Field service management.

tip

What Are The Benefits Of A Field Service Management Tool?

With a field service automation tool like Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

· 3 min read
Shoaib Ahmed
Abinaya Lakshmi

Employees who are hired to work outside the office are generally referred to as field workers or field service staff. Field staff are predominant in almost every business. The type of vertical or the function involved might differ according to the product each business deals with. Most common verticals are sales, operations, quality, supply chain, hiring, vendor operations, product technicians etc.

Where Are They Placed?

Field staff, as the name implies, cover the groundwork for their organisations - visitng marketplaces, distribution centers, warehouses, and whatnot. They work at the client’s location or the inventory where products are stored. They work for the business entirely from the market and support either directly or indirectly. You can see a detailed explanation of what kind of services and roles field workers play here.

Employees who take care of supply chain and quality work in the storehouses or inventories to streamline the quality of product, dispatching process, logistics planning and managing the organisation's assets or products. These guys support the business indirectly by placing themselves at the crucial stages without which the entire day might not go out well.

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How Can Field Service Automation Help Your Business?

With a field service automation tool like Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Employees who take care of sales, hiring or work as field technicians meet customers everyday, help them understand the business and the product, make them learn how to use the product and seal the deal. They keep consolidating feedback, issues and suggestions from the customers and build the space of improvement for the business. There’s no room for strong customer relationships without field staff today.

Performance And Payment

The field workers are generally given targets to work on. Their performance is measured with numbers, targets, volume, or even quality of the work they do. Based on the achieved target, the business gradually designs their pay structure that will benefit work out of them. Field staff can be on the company’s payroll or can be off the system. They can also be hired from an agency who will manage and keep deploying people as needed.

Maintenance of field staff is quite a tedious process and hence most of the companies choose to onboard them through consultants. Their pay structure will usually have more incentives and less fixed pay to motivate them and hit the targets.

Field Technician Salary

Hiring / getting the right talent onboard for field workers should be done carefully because the bottom line decision can be based on this team. Hence it is advisable for the business to put in more efforts while setting up this team. The better field staff, the better revenue a company earns!

· 4 min read
Shoaib Ahmed
Abinaya Lakshmi

Planning is very important before we take up anything to work. Today, we are put up in a phase where we can essentially plan, chart out but we might not know how well it can be executed. None of us know what is happening tomorrow. With the situation that is taking a toll on the entire country and our lives, we always need to stay ahead, have plan B and manage our work accordingly.

Every company today has its own type of industry. Be it FMCG, Telecommunication, Agritech, SAS etc, however, each of these industries is run by its major sales force. Sales can be of various types, depending on the industry we are based out of.

There are hundreds of softwares today floating across that help us as tracking systems and enhance the performance of employees which is why field service management is quite critical and important today.

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What is Field Service?

Employees on the ground who put up themselves in front of the people whose business it is to actually reach other potential fsm consumers will help make things easier for you.They are super important to the company sales because they are capable of bringing in how reality works, what are the nooks we need to crack and get insights that are happening on the ground.

Customers prefer the sales team that visits them once in a while to check their views, get the product bugs sorted and have conversations directly. Inside sales are equally becoming important to collect feedback from the clients or customers associated with, to track the sales that are done and to analyse the space for improvement.


Field Service Management

Field Service Management can provide an organization with a valuable graphical representation of individual or team performance. FSM is often used to keep track and organize employees while they are out canvassing on the field. FSM helps us in seamless coordination with our employees who do field operations through the system. It helps us track, understand, analyse and optimise the sales and operations on a real time basis.

FSM makes you get back to basics. The focus is on your personal needs, so you can feel refreshed and ready to take on the world in tomorrow's business environment. Right from crunching data to reporting on customer requests and needs, FSM helps you create a strong network while making sure it doesn't affect your budget.

Making FSM a better space with the cloud network

Field Service Management premises can be deployed in various ways such as host, cloud based or on premises. With cloud, we can connect all the platform players virtually giving everyone easy access to all the applications and resources without complicating the hardware availability or infrastructure. Cloud based FSM solutions store data remotely, making sharing easy by allowing multiple users to access at the same time.

Since there’s no hardware involvement here, the cloud system doesn’t allow any malfunctioning or disruption of data if anything goes wrong with your hardware properties. Apart from the data storage and accessibility, cloud FSM also changes how our business operates today by giving flexibility, data recovery, low maintenance and high level of security.

FSM In Cloud

A cloud based FSM brings all your resources and applications under one roof making it user friendly in terms of data access, interactions and collaborations with co-workers etc. Cloud based system allows you to reduce your attention on labour cost and maintenance which itself is a key thing to reduce your cost. Your data is secured and can be recovered anytime you want. Now, with all of the dream features in hand, let’s not wait to explore and experience how this cloud FSM works.

A Little Bit About Fieldproxy

An employee management and time tracking software that also doubles down as a field service technician management software for every industry is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

· 3 min read
Abinaya Lakshmi

Field Service

Field Service is the work carried out by the team from customers’ location. The main objective of every field service employee is to gain customer’s trust and build long-lasting relationships with the customers. Today, the developed technology has changed the customers’ expectations towards brands and their service and the way every brand provides customer service.

Optimize Field Services

Here’s how you can efficiently optimize your field services to increase productivity of the team

Move away from paperwork

A lot of teams, today, spend time with excel sheets and paperwork which is completely manual and becomes a little tedious. Take the paperwork out of the equation and digitize using the Field Service Management software; instead, work orders and checklists can be completed on a mobile application itself. Now, this will bring in a more quick and seamless report project and work order instead of end of day ticketing.

Scheduling

Customers’ expects us to value their time which means it is always important to schedule the visits efficiently. It is advantageous to the field technicians also and makes their day more productive if it is planned out well before the day starts. If the schedules are planned beforehand, then we will have a unified view of open work orders, customer requirements, technicians’ skill set and the resources availability. Improved scheduling means improving the optimization of the field service which will give us the right direction to grow the business.

Dispatch and Route Planning

Scheduling and planning the entire day is the key, if only it is executed well. For effective execution, we need more deep planning into the routes by leveraging GPS and the traffic information. This change will bring in detail to both employer and the employee. The employer will be able to track the exact location of the employee and for the technicians, this will give more accurate directions to reduce response time and travel time.

Improve on-site performance of technicians

Insist more on technicians training on field services and enable a prompt work that would gain customers’ trust and build a strong relationship. The more effective a technician does his job, the more satisfied the customers will be.

Conclusion

Optimization is important and it's super important that you focus on improving and automating workflows every now and then, enabling productivity with solutions, and collecting and leveraging your data for the business to continually improve. Each of the techniques mentioned above is from the view of both customers and the employers guaranteed to enhance the customer experience.

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Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


· 2 min read
Shoaib Ahmed
Srinidhi Narayana

Field service means your business is coming to you. It could mean you're having to go out into the field and speak to customers face-to-face about their equipment or system problems, or it could be that you're installing new equipment in various locations across town. It's all about getting up close and personal with your business' stakeholders by reaching out to them directly and showing them how helpful your company's products are.

Field service management (FSM) is a system of managing employees and the resources required for them to do their jobs efficiently. By managing those employees effectively, organizations ensure consistent customer satisfaction and increase production by decreasing turnaround time on projects. Originally there was a considerable amount of time spent managing these people manually using a phone and doing paperwork but nowadays FSM software takes care of much of this process.

FSM software helps people organize their lives and perform routine tasks faster. This saves people time so they can get things done on time, helping them feel in control of their workflow and results. One benefit to using FSM software is that even if an employee is far away from the main office or off-site for whatever reason, they can access the help that they need when needed just by clicking a button or two!

Field Service Support Software - Fieldproxy

A field service technician's job can range from diagnosing the latest computer bug to debugging a faulty piece of equipment in a factory, or even just delivering beer kegs to local restaurants. Traditional examples of the industry include taking care of TV and cable issues or seeing an electrician deal with downed power lines but now this exciting sector offers so much more for those eager for a career change.

Field technicians can also be called upon to focus on specific office-related tasks such as installing new software, leading project work teams and more by using their multi-skilled approach. Because being able to access real-time data from across different devices means workers are able to work through complicated problems when issues arise no matter where they are!

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Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


· 2 min read
Shoaib Ahmed
Srinidhi Narayana

A field service specialist is like a doctor visiting a patient in their house to help solve technical issues and mechanical problems. A field service specialist identifies possible problems by questioning the client directly or through another medium if the client is not immediately available. Field service specialists are also responsible for writing down error codes and communicating these to the client to be aware of possible concerns with their system or machine.

Some of the critical tasks of Field service Specialists are:

  • Installing and repairing equipment
  • Testing and providing equipment
  • Replacement of faulty equipment.
  • Maintaining equipment stock
  • Routing equipment to different members on the field.
  • Inspecting and troubleshooting equipment.
  • Maintenance services

Field Service Support Specialist Software

The technicians are also responsible for ensuring that the network documentation is up-to-date, ensuring that all of the networking equipment has been properly classified, performing essential maintenance work on any networks within the office space, and doing necessary troubleshooting in the case of breakage or an outage.

They might have to install different phone systems that utilize digital features and algorithms and analog supporting equipment to cross-connect with existing telephone wiring. When customers have special requests, such as relocation of their PBX phone systems or switching out equipment, the tech support specialists are there to enable those activities by planning them out and staying on top of arranging for any necessary tools or materials.

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Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


Field service specialist understands just how valuable today's modern professionals are. They should be excellent communicators, thorough in their diagnosis, and provide the kind of support that makes customers feel like they're being heard. Furthermore, it's great if the specialists know about computers because knowing about different devices helps them work better with various clients

· 3 min read
Shoaib Ahmed
Srinidhi Narayana

As a field service technician, you will be like the medical doctor who visits patients' homes to help solve any technical or mechanical issues they might have with their system or machine. You will first try to evaluate what might be causing these issues by asking questions of the client directly, or by using another medium if the client is not immediately available. In addition to examining and speaking with clients, it's important for you as a field service technician to take note of error codes that may be issuing and communicate these back to the client so that they can have all of the information necessary to keep them safe from harm when it comes down to possible concerns about their device and anyone who uses it.

Some of the critical tasks of Field service Specialists are:

  • Testing and providing equipment
  • Inspecting and troubleshooting equipment.
  • Maintenance services
  • Routing equipment to different members on the field.

Field Service Management Made Simple

There is a lot to know when it comes down to the functions of technicians, such as their responsibility in ensuring that the network documentation stays up-to-date, ensuring that all of the networking equipment has been classified properly, making sure they are able to protect the business against cyber threats on an every day basis and that they are responsible for troubleshooting problems as soon as they appear. They assure each and every single office in their client's business park has a reliable internet connection and maintain the connections at each location by making necessary repairs, installing new networking equipment or replacing parts. Everything of importance must be documented so it can be referred back to in case something happens.

Field service technicians understand just how important the service customers receive. They should make sure the customer feels like they're being heard with any concerns or feedback, are thorough in their diagnosis, and help create a great experience for their customers. Furthermore, it's ideal if the Field technician knows about computers because that knowledge helps them have a better understanding of what these devices can do and help provide better answers to any technical questions they might have.

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Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


· 2 min read
Shoaib Ahmed
Abinaya Lakshmi

When people have a home service issue, the first person they turn to for help, advice and often for an explanation is their neighbor. And everyone knows that when you’re in trouble, or you just don’t know what to do next, it’s great to have someone who can offer guidance and recommendations. That’s why we say that local networks are the pillars of your marketing strategy.

Total compensation in the Field Technician industry can vary depending on years of experience and location. Average salary figures range from $50,690 to $56,090 annually in the United States, but individual salaries may vary considerably.

Hourly rates for different services start at $25 for all of Alabama and go up to $35 in Nevada. Prices vary with the seasons, overall demand in a given area and specifically on how skilled the technician is specializing in identifying, diagnosing and repairing issues dependent on its amenities.

FSM Tool for Field technicians

Other factors that may lead to such discrepancies in field technician salaries could be the company they're employed by and also their specific field of expertise. For example, according to Glassdoor, General Electric pays their engineers roughly $70,000 per year and Siemens, a major European industrial manufacturing company, pays their field service engineers about $78,000 annually.

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Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


If the technician is in the computer services industry, you’re looking at an annual salary of just under $60,000 with a median of $54,309. Project management is at the top end of this range with the highest median salary coming in at $71,986 with opportunities to earn up to $89,842 or more annually by working toward becoming a field service engineer or a technician. Between these two positions come income opportunities like network systems test technician, which can offer annual incomes between $59,930 and $70,000 while troubleshooting technician makes around $61,800 per year on average.

· 3 min read
Abinaya Lakshmi

What is Field Service?

Field Service refers to the activities carried out from the customers’ location. It is very predominant in most of the industries today and there’s no found alternative to replace since field service increases the customer conversion more. Today there are a lot of strategies and work around the field service but only consistent improvements can bring in efficient service on the ground.

How is the Field Service headed ahead?

With any industry, innovation is a must. Without building it, companies risk becoming obsolete. Onwards and upwards, the decisions need to be made effectively considering the market competition and the risks involved.

There are several factors that are currently driving change in the field service industry today. While the customers keep expecting more from their service providers, the companies will face constant pressure to grow revenue along with efficiency.

Future of Field Service

Here’s listing out a few investments / improvements that field service providers are trying to include in the current system to make field service more effective.

Contactless / Remote Service Contactless Service has been there quite sometime now right from the onset of COVID. The idea isn’t new but a lot of companies were not able to pull off the remote service completely. And hence companies are on the runway to adapt advances in IoT, Artificial Intelligence (AI), and Augmented Reality (AR) which would further increase the chance of completely moving to a contactless / remote service.

Cashless Payments With the outgrowing UPI payments and net banking service, the use of currency has decreased within B2B transactions today while digital payments have increased. The customers feel more comfortable and take this as the go-to option for any payments. The cashless payment can be enabled in the company website, mobile application or any payment gateway like PayPal, PayTM, GPay etc.

Greater Analytical Capabilities Big Data and Data Analytics host a lot of possibilities today by providing real-time data to the customers anywhere, anytime. Data fed into systems facilitates better management decisions, such as efficient routes, reduction in downtime, etc. Integrating analytics with technologies such as AI will unlock more blockers for the field service team.

Summary

Incorporating more tech driven training, inventory management and a little bit more into the insights through real-time numbers will be the future of Field Service that will keep increasing the customer satisfaction.

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Wrapping Up The Future Of Field Service

  • Moving to advanced technologies in IoT, IR and VR
  • Real-time tracking of numbers
  • Remote / Contactless Service

· 3 min read
Shoaib Ahmed
Abinaya Lakshmi

Field work refers to the roles that are mainly carried out on the field, marketplace, warehouse, inventory, storehouse, distribution center etc. Basically, it defines the work of employees who get to work outside the office.

What Does It Mean To Work In The Field?

A short curated brief of the list of field work that businesses invest people in are mostly salesforce to sell more, operations for maintenance, people to increase supply chain efficacy of the business, quality check, product technicians etc.

Fieldproxy FSM Trial

Why Is Field Work Important?

Field workers have an advantage over cold calling sales personnel, in that they get to have direct face-to-face communication with their prospects, which will create personal connection with the customers or clients at their location and makes it efficient to sell the product directly but the target number of audience they reach out to might be less. Inside sales is just opposite to field sales where they have more ways of communication and can also target a lot more customers in a very short span. While both the teams target for converting the customers, field sales generally go one step ahead and close the deal once the former step is done.

Whatever vertical they take up, it is always proved that the customers or clients trust is easily gained by the people who put in efforts in the field and hence sell more. As they directly deal with the customers day in and day out, making the customer understand the product and attending to the issues or feedback becomes easy. Therefore, the field roles add more value addition to customer relationships.

Fieldproxy Field Service Tools

We cannot keep looking at the greener side of the window always. Maintenance of field roles, recruiting the right talent for the same and streamlining the product etc might still be a problem for the field roles. But we cannot afford to lose the team that generates more quality perks for the business. This is why a lot of businesses today try to run a hybrid model having both on-ground and off-ground employees.

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that also doubles down as a HVAC field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

· 3 min read
Shoaib Ahmed
Abinaya Lakshmi

Field work is always important for any kind of business to bring information from the ground to the table. This will help in improving the business on the whole. How do people generally bring in deep insights when they are working remotely? Information is collected from the daily work and insights are concluded from the Surveys they do.

Survey fieldwork is a vital process that helps to generate sound marketing research data. The fieldworkers generally contact potential customers, put questionnaires or observations form forward, record the responses, and turn in the completed forms for processing. These feedbacks answered by the customers will build a bird eye view for the stakeholders in the company to improve the existing process and build for a new one.

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Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


The fieldwork survey should be executed with consistency and at equal time intervals. It is usually implemented as a systematic process. Employees who are involved in this process require good communication skills, knowledge about the product, understanding with the customers and an amount of empathy with the customers or clients.

These things are very important for the people who are sent out to the ground because only then, we will be able to probe the customers in a good way and take better detailed answers. This survey can be done either by the company itself or can be done through external agencies.

The main flow of the survey starts with careful selection of fieldworkers who have the above curated characteristics to engage the customers well, train them and roll out a proper insightful questionnaire that will bring in a whole new set of ideas and information to process. Once this is ready, the fieldworkers are properly trained for the task and sent to the field to talk to the customers.

Fieldproxy FSM Software

Once the responses are consolidated, a proper team should sit, validate and take out the important insights that need attention.

Through field work surveys, the business people get to know meaningful perceptions about the model and the product. Hence it is always important to do a tap check at regular intervals for better suggestions, improvement and business growth.

A Little Bit About Fieldproxy

An employee attendance management and time tracking software that also doubles down as a HVAC field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

· 2 min read
Shoaib Ahmed
Abinaya Lakshmi

Customers want to hire technicians who will solve their problems quickly. They're looking for individuals who can accurately diagnose the problem and supply them with the correct tools to solve said problem.

Speed

Sometimes, an issue that comes up is so pressing that it has to be dealt with right away. Time is of the essence, and Speed is crucial if the problem has stopped production or provided service to your customers, which we hope you have a lot of because there are many benefits to having a large client base.

Analyzes The Situation Effectively

Mechanics are a lot like heart surgeons. They must be able to deal with the unexpected, or they risk putting themselves or those they're working on in danger. For this reason, mechanics needs to neutralize harmful situations quickly and efficiently by using tools that have been precisely calibrated in advance based on specific problem areas that have been identified.

Fieldproxy Field Service Technician Tool

Strong Verbal And Writing Skills

Maintenance technicians often work in customer service environments and must retain a positive demeanor even during peak hours when there is a lot of pedestrian traffic about the facility. They should remain patient and avoid unnecessary conflict. When communicating with others, this may include writing skills to stay focused on the present or objective items. By responding objectively to customers, it will show the rest of your team how seriously you take the needs of others so that they can do the same.

Empowered By Technology

The ideal field technician is a lot like you — they can be relied on to tackle any task that's been given to them, but they also know how to get the job done independently. New technologies mean that service technicians are no longer in the dark; rather, they can rely on their colleagues back at the service center for help when needed!

A Field Technician must meet deadlines and follow through on their promises as a company representative. Furthermore, they must treat customers with respect.

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Recap: What Makes A Good Field Technician?

  • Speed of execution of tasks
  • Effective situation analysis and handling
  • Strong writing and verbal skills
  • Uses the right technology

· 2 min read
Abinaya Lakshmi

What does it mean to work in the field?

Field work refers to the roles that are mainly carried out in the field, marketplace, warehouse, inventory, storehouse, distribution center etc. Basically, it defines the work of employees who get to work outside the office.

A short curated brief of the list of field work that businesses invest people in are mostly salesforce to sell more, operations for maintenance, people to increase supply chain efficacy of the business, quality check, product technicians etc.

Field Work

Why is field work important?

Field workers have a direct face-to-face way of communication which will create personal connection with the customers / clients at their location and makes it efficient to sell the product directly but the target number of audience they reach out to might be less. Inside sales is just opposite to field sales where they have more ways of communication and can also target a lot more customers in a very short span. While both the teams target for converting the customers, field sales generally go one step ahead and close the deal once the former step is done.

Whatever vertical they take up, it is always proved that the customers / clients trust is easily gained by the people who put in efforts in the field and hence sell more. As they directly deal with the customers day in and day out, making the customer understand the product and attending to the issues or feedback becomes easy. Therefore, the field roles add more value addition to customer relationships.

We cannot keep looking at the greener side of the window always. Maintenance of field roles, recruiting the right talent for the same and streamlining the product etc might still be a problem for the field roles. But we cannot afford to lose the team that generates more quality perks for the business. This is why a lot of businesses today try to run a hybrid model having both on-ground and off-ground employees.

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Let's wrap up why we need fieldwork -

  • Gain customers' trust and build strong relationships.
  • Effective hands-on with the products
  • Insights about the ground reality.

· 3 min read
Shoaib Ahmed
Srinidhi Narayana

Being a manager in the field service industry, especially one who is managing workers in the field, can be tiring, but it's very important to stay focused and pay attention to master as many skills as possible that allow you to be at your best while also giving you an opportunity to enjoy yourself every now and then. This will help keep stress down at an all-time low so that it doesn't overwhelm you when things become complicated and stressful.

Here are some ways you can make your field service more effective and less hectic

How To Improve Field Service

Improve Field Service With Fieldproxy

Collect And Analyze Data

Field service is a crucial part of any business organization's activities. While some businesses might want to use technology to make data available, there are other businesses who simply use it because they know that having the data available at their fingertips is as important for their operations as it is for using it in order to analyze it and get insights from it.

Increase Communication And Collaboration

Better communication is also important when it comes to removing unnecessary complexities that could go a long way towards guiding everyone in the right direction, even when they aren't present at the office.

This can be helpful if workers are constantly on the road trying to reach the remaining colleagues who always seem to be stuck at their desks while handling multiple projects and responsibilities (check out this blog for the different roles of a field service worker). It's a win-win situation for employees as well as employers because it simply saves time and effort and reduces costs too!

Optimize Workflows

Using a scheduling field service solution will help you manage your employees and project tasks with ease, allowing you to save time on meeting preparation, consolidate calendars and better organize information. Keeping in regular contact with multiple teams and suppliers allows you to share important messages while avoiding duplication of efforts.

Hope these important, yet efficient methods help in achieving smooth services and good customer experience.

A Little Bit About Fieldproxy

An employee field service management and time tracking software that also doubles down as a field service technician checklist software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy FSM Software

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

· 2 min read
Abinaya Lakshmi

Field Services

Field Services

Field Service is a part of an organization that deploys an employee to perform in person service for the customers. They refer to jobs that will be carried out in the field completely. It can be anything like sales, product technician, maintenance etc. But all the services that deal with the customers are referred to as field services.

Field services are highly prevalent in manufacturing, sales, tech industries and it is now expanding its service to healthcare, educational services as well.

What is the main idea of Field Services?

Field Services are made a mandatory part of most of the organizations today for various reasons. Let’s skim through the top reasons why field services are important to companies today.

Customer Service - Main idea of deploying field employees is to build personal connection and trust with the clients / customers. The employees who work on the ground have a face to face interaction with the customers, understand their needs and try to fulfill instantly. They can hand hold the customers with installation and maintenance which enhances their experience of working with us and hence gaining their trust.

Timely Service - Since the field employees are based out of the customer’s place, it is very easy for both the customers and the companies to communicate in case of any queries / issues / emergencies and can be solved on a real time basis. The field employees will be on the ground to resolve it for the customer in a very short time and update the team sitting in office to maintain records.

Summary

Field Service employees work directly with the customers, understand their needs and act as a value addition to the entire organization. They contribute to the needs of the customer and build customer relationships for the company which will direct the business growth in the right way. Field Service workers can be managed through a Field Service Management software that will record and provide a one stop solution to all the services that the field workers carry out for the business.

tip

Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


· 3 min read
Abinaya Lakshmi

What is Operations Management?

Operations Management refers to the administration of business practices and processes to create the highest efficiency possible transforming the inputs, streamlining the existing system, converting the goods and services that add value for the customer and also turn the company to maximize the profit of the organization. Operations Management ensures to balance costs with revenue to achieve profitability.

Different systems that Operations Management turn around

Today, the Operations Management revolves around four theories basically. It will be the business process redesign (BPR), reconfigurable manufacturing systems, Six Sigma, and lean manufacturing.

Let’s take a brief walk through on what each theory is and how they are applied in business practice today.

Business Process Redesign helps in re-engineering the existing business processes to improve a few critical aspects like quality, output, cost, service, speed, etc. It also aims in cutting down the costs and process redundancies on a huge scale. They can wrap up and produce a “clean state” perspective to the business for bridging the gaps if there are any.

Reconfigurable Manufacturing System (RMS) is built within the system to adjust for any rapid change that happens around the hardware or software components in response to any sudden change in the market or intrinsic system changes.

Six Sigma is a methodology for improving the quality of operations management by eliminating errors and defects that are there in the current process. Six Sigma uses charts, calculations and other ratios to work on the quality. This is quite expensive when compared to the other theories that are involved in Operations Management but pays for itself and makes companies into industry leaders.

Lean Manufacturing maximizes productivity by eliminating the waste within the manufacturing process. This process increases the product quality and also helps in saving time for the organization.

Takeaway

It is always necessary to have a super efficient operations management in the system to oversee the entire process in the system, improvise wherever needed and make it helpful to run the business. It is also necessary to reduce the defects in the system and improvise cost and to maximize the overall profit of the organization.

tip

Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


· 2 min read
Shoaib Ahmed
Srinidhi Narayana

Operations software or Operations management software makes sure that business operations, whether delivering services or products, are effective and efficient. Basically, it ensures that business processes are as streamlined as possible while delivering the best possible results.

Operations Software helps you to plan, chart out, monitor, and coordinate production or service operations, digitalize daily workflows of employees and help them mitigate the bottlenecks if any.

Benefits of Operations Software

Operations are more reliable in companies today since we have the analytics based capacity, planning, production and tracking of numbers. This will help in KPI monitoring of employees and manage their performance.

Improved quality and streamlined regulatory compliance will be followed since we have operational processes defined, facilitated quality management and visibility into operational flows on a real time basis.

With the help of operations software, we will be able to plan and track inventory accurately using the barcode or RFID technology which will reduce the cost of planning for excess. This will also keep a red alert and notify us for replenishment.

Operations Software

This Operations Management Software can also act like a communication medium between the executives enhancing collaboration of employees. This will eventually increase the productivity and the order routing plan as well. Hence, the request placed, purchased, dispatch and the inventory in stock can be tracked easily.

The software becomes user-friendly since it has both web and mobile versions which makes employees use it from anywhere, anytime. We can automate workflows and customize reports in terms of format and the numbers we’d want to look at. An effective operational software will benefit the organization by streamlining the business operation process paving way for better thinking towards the growth of the company.

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Why is Operations Management Software essential?

  • Communication made easy.
  • Time-to-time access to reports when required.
  • Improved team performance overall

· 3 min read
Abinaya Lakshmi

Sales Tracking

Sales Tracking is the process of collecting essential sales metrics, running real-time numbers to analyze and use them wherever required. This will help the business to refine the process and give insights about each piece of the sales process, and helps in understanding how far we are with respect to the target and goals. Tracking can also help in identifying areas that need attention for improvement to convert more leads into customers.

Important metrics involved in sales tracking

There are few common metrics which the business thinks is important to track in the sales process to expand the funnel.

Sales Performance Tracking Leads Conversion Targets Achieved Sales Per Demography Average Revenue Per Customer

Tracking the above metrics will give a broader perspective to the existing sales process and if any changes have to be incorporated. And it is always important to keep an eye on the goalpost and track the numbers achieved to see where we are placed and how we move forward to achieve the targets. This also helps in a change of approach for better performance.

Sales Tracking

Benefits of Sales Tracking

Insights based on real-time data

If you have a process to track your sales numbers consistently then you can arrive at quick decisions of what might / might not work with the business. This also makes the business realize what did not happen week on week and where the corrections need to be made. When we start tracking how exactly different actions affect the bottom line, we will picture the change and structure the process efficiently.

Know the operating geography better

A little more detailed and deeper insights to the sales funnel always helps. Understanding the products / services, geographies and the sales team that brings in the maximum revenue needs to be understood before implementing a structure / process change. This insight will let us know where to put in all the efforts and bring in better sales growth.

Improving the customer satisfaction

Getting customer feedback and tracking every service experience gives information about how happy the customers are. It is always necessary to attend customers on time, provide the customized services that they require and take feedback from time to time. This will help us target the right audience, provide the right service and gain customer’s trust which will build a strong relationship for the business.

Summary

Sales Tracking is important to know the winning tactics for better sales growth. Do not wait for a better solution, onboard a tracking software and look into the numbers in your fingertips!

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Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


· 3 min read
Abinaya Lakshmi

Introduction

Field Service Management refers to the management of employees who work based on customers’ location. A FSM software is generally taken by companies to manage the team. This software should ideally be helpful to the customers who reach out in case of any friction while the company should be able to manage the requests, monitor availability of field technicians, prioritize tasks, and boost the overall efficiency of the field service team.

Tips for Field Service Management

Tips for effective field service management

1. Understand your Business needs

Before deciding on any software and automating the entire system, we need to understand the business needs. The best way to understand this is to have a conversation with the field executives, delivery and supply chain partners who help in executing the field operations efficiently. The software should also likely fit in the budget of the company and still go all in with the features that we’d require, the gaps that need to be filled and also identify the bottlenecks.

2. Optimize Field Service

We can optimize Field Service at levels and enhance the productivity of the team. Right from scheduling to route planning, from technician training to customer feedback, the process can be optimized at various steps. Optimization gives the employer ideas about availability of technicians, required tools, features or resources, track potential changes to job status etc. Optimizing Field Service always results in better improved field service for the customers.

3. Invest in Training

Knowledge transfer is the most important thing that has to be done to your teams. Once the field technicians are boarded into the system, they have to be trained properly - either remotely or in real time - to provide the best possible service to the customers. We can also pre-record videos that can be shared with the technicians as in when required.

Also, the safety measures and protocols can be recorded through videos for the employees to have a clear understanding on how and what to operate. Training videos will be an effective way to communicate and teach technicians on handling the tools. We can also allow for detailed training at scale.

Other key tips that every employer should consider

Few other key tips that every employer should consider for a better field service management are looking out for software that will have integration and backups to facilitate pairing up with latest technology and applications, live tracking leveraging GPS etc.

Efficient Field Service Management will enhance the business growth by building strong customer relationships.

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Here Are Your Top Three Tips For Field Service Management

  • Understand business needs before choosing the software
  • Invest time in training
  • Optimize field service efficiently

· 3 min read
Abinaya Lakshmi

Why do we need sales tracking?

Sales tracking keeps records and detailing all aspects of the sales process in one place giving a crystal clear idea about the sales strategy. This will involve the entire process and activities ranging from lead management to marketing strategies, email marketing, push notifications and more. Through sales tracking the business will be able to identify the areas that need attention to improve the sales and get more conversion of leads.

What does the business do with customers through sales tracking?

Effective sales management plays a crucial role in the growth and long term stability of any business. Keeping a track of sales is keeping a track of customers ideally, their wants and needs, why they are associated with you and what are the gaps that need to be filled. Customer behavior and few basic metrics across the sales funnel allows the business to tweak the strategy effectively.

Why is it important to use sales tracking tools?

Sales, in its broadest scope, involves developing the sales force, managing the operations, and employing sales techniques that propel a business towards the targets. These tools are super important to run the sales process today to avoid further losses and encourage the business into making smart gains anyday. There’s no here and there, there are no guesses over the numbers anymore with these tools. The business can make smart decisions with real-time analysis of numbers from the tracking tools and make the business more efficient.

Usually the business tends to hire a CRM tool which ideally goes with the expansion of Customer Relationship Management that will streamline the processes, where the current collective sales is heading, identify the gaps, identify what did not work, and bring in numbers that will give insights to make changes in the current sales process. The tool will be usually equipped with several features enabling businesses like yours to obtain data on day-to-day sales activities.

The software also tracks deals that have already been closed in addition to tracking leads that are in progress or yet to be converted. Each and every information that a sales tracking tool gives can be converted into insightful, useful, and actionable business reports.

Benefits of Sales Tracking Tools

You can determine individual customer performances. Track the sales funnel, lead conversions and progress on a regular basis Monitor your team’s performance and perform quality checks time-to-time.

tip

Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


· 2 min read
Shoaib Ahmed
Srinidhi Narayana

Fieldproxy is a Field Service Management tool that caters to all different aspects of Field service in one place. Creating workflows for assigning tasks, attendance, scheduling jobs, monitoring field service agents or technicians, reporting, collaboration, and customer feedback - all at one place ensures efficiency and quality of customer experience. Fieldproxy is a software tool that is designed specifically for field service management that has the following key features

Workflows Creating workflows establishes that technicians carry out hassle-free processes in providing a better experience for customers. The workflows ensure that timely actions occur and work is carried as per the designed processes.

Reporting The reporting feature provides insights on various metrics like group or individual performance, volume trends, resolution time, tasks, and customer feedback. Inventory Management: Managing tedious volumes of resources and goods is taken care of by the Inventory management.

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What Are The Benefits Of A Field Service Management Tool?

With a field service automation tool like Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Expense Tracking When Field technicians update the tasks and the costs related to a particular service, they are tracked in the tool automatically.

Active Dashboard The Active/Live dashboard gives a real-time view of the tasks being carried out and updated by the technicians. It also provides transparency across the management on how the performance is.

Fieldproxy is extensively used to make field technician's life better and ensures customers get their issues resolved at a faster rate.

Fieldproxy Field Service Management Software

· 2 min read
Shoaib Ahmed
Srinidhi Narayana

Simply put, a Field Service Management (FSM) software is a one-stop software for businesses to track various essential processes carried out during field service. FSM software helps automate tedious tasks and maintain the overall customer experience. It includes creating workflows, scheduling, attendance, and reporting, which are essential for understanding the pain points and improving the service provided.

Businesses often face problems that require on-site help and quicker resolutions. But there could be times when they are last minute or unannounced. To avoid such last-minute delays and make technicians available at all times, it is crucial to know and update the details of the customers and the agents working on the field. FSM software helps tackle this problem with the help of automation and live to update using the dashboard.

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What Are The Benefits Of A Field Service Management Tool?

With a field service automation tool like Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

FSMs not only act as a software used solely by businesses but also by the technicians to update, change and make appointments on the field for providing quick solutions.

Apart from that, the FSM gives insights into how well each technician performs and how efficient they are in solving customer queries. It also helps get feedback from the customers and ensures productivity among the technicians to provide valuable service.

Considering Customer experience is a key factor, FSM ensures that it is taken care of.

Field Service Management

· 2 min read
Shoaib Ahmed
Srinidhi Narayana

A field service organization helps resolve customer problems face-to-face, to put it simply. It is a customer-centric organization that manages work across all teams and provides on-time support to customers. A field service organization is challenging in its ways and has various functionalities.

  • Real-time information and problem-solving
  • Ensure quality and quick resolution
  • Automated processes
  • Analysis of Data for further improvement.
tip

Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


Some industries in Field service are Telecom, retail, health care, construction, utilities, etc. All these require proper planning of staff, timely delivery of services and goods, feedback, and a good customer experience. A Field Service Organization must ensure that there are field service agents and technicians available at the right time to ensure processes are smooth and there is no backlog. With an increase in the need for help by the customers frequently, it is important to check on a regular basis on how well the performance is and tweak as and when it is required.

Field Service Organisation

As much as it is the field that is rewarding with connections and networks, it is important to know what the organization does and why it does. Once it is all set, there needs to be constant training and upskilling of all the employees in the organization to maintain consistent delivery of the excellent experience.

· 2 min read
Shoaib Ahmed
Abinaya Lakshmi

A Field Service Report is a document that is filled by Field Technicians involved in a service task, inspection or a field survey after its completion. The report will cover the end to end details of the task that is completed which will help the dispatchers, technicians and the team sitting at the office with summary and results of every service task that was carried out.

Industries in which the ‘most’ field service reports are generated include telecommunications, HVAC, construction and engineering and property maintenance. The management uses these reports to improvise plans on how to change the product or modify service protocols / features of the product for a better customer experience.

The important pointers covered in this report are issues raised by customers, inspection summary, customer feedback etc. The objective of a field service report is to create detailed paperwork about every service order and the performance of field service employees. This report is important because such adaptations may result in better customer retention and relationships which will be helpful for the growth of the business.

Fieldproxy FSM Software

What Are The Benefits Of A Field Service Report?

The field service reports are highly essential to analyze process and workflow efficiencies. It provides great insights on the technicians and field employees' performance for us to assess and meet the gaps wherever necessary. These reports can also act as service proof for audits, reviews, regulatory compliance checks, legal etc. A comprehensive document will help the technicians to understand the service case in detail and help the business to take decisions and find spaces for reducing cost of the company, improvise the process, productivity of employees and gear up the revenue numbers for the business.

A well detailed field service report is super important to analyze workflows, know the case in detail, understand the insights and improve the business model and stay ahead in the market.

tip

Make a data-backed decision today. Fieldproxy is trusted by 65+ clients and used by over 50,000+ agents all over the globe, and it's absolutely FREE for seven days.

You don't even need to enter your card details!!! Click Here To Get The Trial Now


· 5 min read
Shoaib Ahmed
Srinidhi Narayana

Whether you're an HVAC contractor or a facility manager at a large building, you need your HVAC equipment to be up and running at all times. You work hard to keep your clients and building happy and look for ways to make that happen. You want to know if the equipment is fully functioning, if it needs maintenance, and most importantly, when. You also want to know if something is broken so that you can fix it before it breaks.

To retain customers, you need to ensure you put out the best product or service possible. A good field service management software will help keep track of things in the field and make sure any inputs or changes are fed back to HQ so that interaction between your organization and your customers is as seamless and efficient as possible.

When forms are digitally signed back at the office after being filled out by a technician in the field, workflow is streamlined, saving time and money while making every contact between consumers and your business a more valuable experience!

Fieldproxy is the best field service management software that offers such a valuable experience for your HVAC business, and here it is why:

The software provides the following that is proven to help and make the processes more effortless in the industry:

  • Scheduling and ordering of tasks
  • Inventory management
  • Invoicing and payments
  • Location and activity tracking

Let us look at each of these in-depth and a bit more.

Field Service Management Software For HVAC Business

Fieldproxy For HVAC - The Benefits

Accurate Scheduling And Reporting

Accuracy scheduling and reporting is essential to the HVAC field service sector. Fielproxy is the right software that ensures that your field technicians can have time without confusion and deliver an optimum customer experience. Tracking business expenses can be arduous.

As such, if you are not careful to properly use Excel or other accounting software to manage your business's expenses appropriately, you might find yourself in an unexpected predicament. Fieldproxy is a software that works like a platform to effectively manage both an expense tracking and reporting system, which makes it efficient to use.

Live Dashboard

Fieldproxy allows companies to track all their staff and progress in one place. No more having to go from department to department looking for a piece of information or sitting in a meeting trying to get up-to-date info when it can easily be found from any location!

Field managers would be much more efficient and productive if they had access to a platform that graphically charts agents' metrics according to how you want them to easily see performance without relying on tedious reports that no one ever looks at anyway.

tip

What Are The Benefits Of A Field Service Management Tool?

With a field service automation tool like Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

What's the point of having specialized software if it doesn't make your life easier? If you develop something that can simplify the time spent checking up on agents in the field in real-time, you've already won with those employees - it's essential to aim for what works best for them right now since they're the ones doing all of the work. Fieldproxy exactly offers you that and makes life easy. Why even search more?

Fieldproxy is used by marketers and business leaders within the mobile application development industry every day for increasing employee efficiency, improving management reporting, providing live updates, and much more.

Advanced Workflows

Fieldproxy has workflows and features that help keep your team safe and alert throughout the day, giving you a greater awareness of operations and road safety. One example is realizing how quickly pandemics spread and affect populations of people worldwide; having those tools in place helps you make sure all your field agents are keeping themselves healthy without forgetting the importance of good hygiene procedures.

You'll be able to see where they are, what contacts they made, as well as their progress on assigned tasks or missions.

Fieldproxy FSM Software

Customer Insights

These days, customer management tools for HVAC companies are getting more and more advanced. They provide data on the behavior of actual customers that can be used to keep them satisfied and therefore recommend them on quotes for a new project. Tools like Fieldproxy can be helpful when it comes to things you might not expect, like collecting detailed information regarding the needs and wants of every one of your clients, no matter how big or small they are.

Fieldproxy is a powerful employee attendance management and time tracking software that doubles as a management software. It is a one-stop solution for all your time tracking, attendance, work order management, business analytics, and more!

Closing Thoughts

An employee attendance management and time tracking software that also doubles down as a HVAC field service technician management software is Fieldproxy - a one-stop solution to all your field service and employee tracking needs. With Fieldproxy, you can easily

  • Create unique dashboards
  • Identify areas of improvement
  • Track resources with greater efficiency
  • Create tasks for different employees and manage them seamlessly.

Fieldproxy Field Service Management Software

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