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1. What is Field Service Management? A Complete Overview    May 15, 2024  Author: Read Time: Published: Last Update: Shivani Singh 8 min May 15, 2024 Learn the ins and outs of field service management – its importance, components, prac?cal applica?ons, and more in this one- stop guide. Businesses today, especially those operated remotely, o?en struggle to juggle between monitoring workflow, planning schedules, managing absenteeism and ensuring produc?vity. They rely on rudimentary ways of running cri?cal business func?ons that generate more problems than solu?ons. Nevertheless, there’s a way to escape those bo?lenecks by switching to field service management. Let’s discover what field service management encompasses and how it assists businesses. What is Field Service Management? Field Service Management (FSM) is the process of organizing and managing opera?ons performed offsite, in the field or the office. Some common industries that provide field services are consulta?on, repair/maintenance, customer support, sales, research surveys, etc. Explore our developer-friendly HTML to PDF API Printed using PDFCrowd HTML to PDF

2. These days companies resort to tools and so?ware to manage and streamline on-field ac?vi?es. TrackoField, a field force management so?ware provides an array of modules like expense, task, order, a?endance & leave, etc. to offer a comprehensive FSM so?ware. The objec?ve of these modules is to automate field service management ac?vi?es like: Physically deploying technicians to their task locations. Manually managing expense report submission, approval, and reimbursement. Recording employees’ punch-in/out, days off, and breaks on spreadsheets. Checking on task status via phone calls, messages, and emails. Substantial Components of Field Service Management Software Field service management (FSM) so?ware supports a set of tools designed to be used together to bring your end-to-end opera?ons under one umbrella. Here are different components equipped within the so?ware: 1. Attendance Management This module provides various ways for employees to mark their a?endance from the app, i.e., geocoded, visual verifica?on, and biometric a?endance marking. It saves technicians’ ?me to travel to the office and managers’ efforts to manage overhyped spreadsheets. Managers get all their employees’ a?endance data on a centralized pla?orm. Thus, bidding adieu to misplaced a?endance data and welcoming ease of a?endance marking and transparency. Read Blog – 15 Must-have Features of A?endance Management Systems 2. Leave Management Explore our developer-friendly HTML to PDF API Printed using PDFCrowd HTML to PDF

3. The leave management solu?on frees the HR team from managing employees’ leaves manually. Managers can acknowledge leave requests online, custom set up leave model, and monitor leave insights for individuals and teams too. Addi?onally, the module enables employees to check their leave balance, raise leave requests, and access their upcoming holidays at their finger?ps. 3. Expense Management Expense management makes the whole process of raising, submi?ng, acknowledging, and reimbursing, employee-ini?ated business expenses a lot more simplified. The module discards the need to run around managers for signatures, bills passing, documents collec?on to create expense reports, and other manual tasks. Addi?onally, it incorporates features to easily upload expense evidence, streamline mul?-level approval structures, calculate payroll, and check real-?me claim status. 4. Task Management The task management module helps you move beyond the days of burnout with op?mal schedule planning, strategic ad-hoc task alloca?on, and target vs achievement reports. It is an easy-to-use pla?orm that supports remote work and team collabora?on. From managing project ac?vi?es to tracking milestones, and analyzing task reports, the task management system makes it all seamless with a few clicks. This way, it helps managers invest more ?me in comple?ng tasks 5. Payroll Management The payroll management system automates the en?re life cycle of payroll opera?ons, thus making the finance & HR team’s tasks hassle-free. It auto-compiles employees’ total working hours, expenses, days off, etc., calculates payroll hours, processes payouts to each team member, and in the end, generates reports and payslips. With a payroll management system, managers can reduce their hours by automa?ng employees’ wages calcula?on and avoid month-end havoc. 6. Order Management The sales order management system op?mizes order placement by le?ng field employees create new orders on the move. It allows instant order placement, real-?me order visibility, and faster order processing. Elimina?ng the need for manual order management, the system prevents data fragmenta?on and helps you gain detailed insight into orders. 7. Field Service Insights and Analytics Field service management so?ware is nothing without metrics, analy?cs, and reports. These are essen?al to evaluate overall field opera?ons and consequently, making further decisions. From assessing the first-?me-fix rate to total work orders and absenteeism rate, you will learn about all in one place. Read Blog – Must-have Metrics and KPIs on Field Service Dashboard – Enabling Faster Decision Making Top Advantages of Field Service Management Software Field service management so?ware helps field managers achieve unparalleled visibility, accuracy, and other benefits stated below: Explore our developer-friendly HTML to PDF API Printed using PDFCrowd HTML to PDF

4. 1. Automated Workflow Field services demand a substan?al amount of ?me and administra?ve effort. Field service management so?ware lets managers and employees dedicatedly perform their crucial job roles by automa?ng supplement tasks such as repor?ng, upda?ng, colla?ng data, etc. Moreover, businesses are no longer stuck with errors from manually entered data, missing files, and hard copy documents, thus dedicatedly focusing on what ma?ers the most, running a business. 2. Enhanced Field Team’s Productivity Field service management so?ware lets employees carry out their work more quickly. For instance, they can mark their a?endance, upload expense evidence, request leaves/?me-offs, and get tasks, all while on the field, unlike, earlier, when they needed to visit the office for such micro-jobs. Read Blog – How Field Force Management So?ware Boosts Produc?vity? 3. Real-time Employee Visibility Leveraging the capabili?es of GPS technology, field service management so?ware provides a detailed insight into employees’ job statuses, whereabouts, performance, etc. Managers are provided with live details on employees’ movements to make last- minute changes in shi?s and tasks. 4. Centralized Team Coordination Dissemina?on of informa?on among all team members in real-?me is the dream of various field managers. By turning this dream into reality, field service management so?ware helps managers achieve be?er transparency, improved teamwork, and enhanced Explore our developer-friendly HTML to PDF API Printed using PDFCrowd HTML to PDF

5. responsiveness. The so?ware provides a centralized place for team members where they can discuss targets, deadlines, and strategies. 5. Comprehensive Reports & Analytics Another significant benefit of field service management so?ware is ge?ng comprehensive reports & analy?cs on crucial business func?ons. For instance, managers can get leave reports to iden?fy absenteeism trends, expense reports to assess the company’s total expenses, task reports to analyze individual or collec?ve produc?vity, and a?endance reports to evaluate employees’ reten?on rates. 6. Waste Minimization Field service management so?ware saves the company’s cost and ?me by cu?ng down on repeated visits. The so?ware lets managers assess the most suitable employee to be dispatched to the client’s site. Moreover, it helps in assigning and tracking a group of tasks to a defined group of individuals. As the so?ware replaces the manual process with a more advanced method, it emphasizes waste minimiza?on. Read Blog – Waste Management Solu?on: Op?mizing Doorstep to Dump Yard 7. Team’s Safety and Security One of the major concerns among field managers is ensuring their team’s safety and security. However, it’s not possible with con?nuous calls and messages. Well, well, well…. The field service management so?ware resorts to this concern with the SOS bu?on. Field execu?ves press this bu?on in the event of an emergency to avoid tragic circumstances. 8. Offline Tracking Even without an internet connec?on, managers can s?ll monitor their field opera?ons, keep their employees going, and ensure that every process is smoothly conducted, managed, and monitored. How? The system stores the loca?on data locally and then syncs it to the server once the internet connec?on regains. 9. Unreachable Reports Not just reports on employees’ produc?vity but the field service management so?ware also provide reports on ‘when’, ‘why’, and ‘where’ the employee was unreachable during their working hours. This brings complete visibility into your overall field staff. 10. Instant Notifications and Alerts With instant no?fica?ons and alerts on employees’ comple?ng tasks, marking a?endance, and reques?ng expense claims, the so?ware takes field opera?ons to another level. Your team members will never miss any updates about mee?ngs, deadlines, and changes in plans, thus le?ng you avoid challenges like a pro. Explore our developer-friendly HTML to PDF API Printed using PDFCrowd HTML to PDF

6. Read Blog – How Our Fleet Management So?ware’s No?fica?ons and Alerts Help Managers Applications of Field Service Management Among Various Industries Businesses in almost every industry enhance efficiency and customer experience with the field service management so?ware in place. Here are just a few of those industries. 1. Servicing and Maintenance This industry uses field service management so?ware to track field technicians who visit customers’ loca?ons for equipment installa?on, regular maintenance, and a?er-sales services be it laptops, electronics or at-home services. 2. FMCG The FMCG industry uses field service management so?ware to effortlessly conduct van sales and direct sales and ensure safe and secure deliveries with ePODs and code scanners. Moreover, the so?ware helps FMCG automate the en?re process from servicing, billing, and field service scheduling, to storing customer informa?on on the cloud. 3. HVAC Field service management so?ware in the HVAC industry enables field technicians to access customer informa?on, create invoices, and get job details on the go. Also, the so?ware brings managers closer to accurate employee tracking, data-driven repor?ng, and efficient scheduling and repor?ng. 4. Pharmaceutical FSM is par?cularly useful for pharmacy companies to dispatch medical representa?ves to the clients’ sites and deliver medicine samples and equipment. It is also crucial for keeping essen?al documents up-to-date, dispatching work, and crea?ng necessary forms and documents. 5. Research and Surveys Research and surveys tend to involve a large number of people. So, they use FSM to oversee agents on the fields, schedule tasks for them, and track the expenses of the mul?-opera?onal team. 6. Facility Management Facility management services involve waste management, landscaping, catering, pest control, etc. Facility managers use the FSM so?ware to plan, create schedules, and dispatch the right resource to the right site based on customer requests. Thus, they Explore our developer-friendly HTML to PDF API Printed using PDFCrowd HTML to PDF

7. ensure uninterrupted day-to-day opera?ons, repairs, and maintenance of the facility. To Sum it Up! Field service management is crucial to handling responsibili?es and workflow related to offsite projects. You can strive to keep employees informed of any work-related updates no ma?er where they are located. Besides, you can automate every process like gathering data, dispatching technicians, shi? scheduling, expense reimbursement, etc. to cut down on mundane tasks. Want to get further insights into field service management so?ware? Book a free demo now with TrackoField and go on to maximize your business poten?al. FAQs What is field service management? What are the important components of a field service management system? What are the benefits of field service management? What are field service activities? How to implement field service management? Explore our developer-friendly HTML to PDF API Printed using PDFCrowd HTML to PDF

8. Shivani Singh Shivani is a Content Writer at TrackoBit. She loves to dance to the tunes of words. And when she is not entertaining herself with write-ups, you will find her jumping on the bandwagon of social media and creating captivating content. Author Showcase All Blog Post Related Blog   3PL vs. 4PL: Which is Best for Your Business? What is a Vehicle Recovery System? Be Does it Work? Tithi Agarwal 25 September 2024   Nandita Gupta   Confused about choosing between 3PL and 4PL for your retail supply chain? Read this blog to find out which is best for your business! Know how the vehicle recovery system work tracking your purposely stolen or accidental vehicles. Review all types too for investing in Explore our developer-friendly HTML to PDF API Printed using PDFCrowd HTML to PDF

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