Your customers are everywhere, and your job is to reach them in person, too, when needed. This job is assigned to field executives who represent your business right on the site. They can perform better only if the backend of their service ecosystem is well-managed. This is made possible by having a software or field service tracker that can help in managing all the aspects of the work of a field executive. Here is what the field service tool in a CRM tool does.
- Team management
You can reach the customer and present yourself through executives by providing well-coordinated instructions to them. This can be possible when you have the log of team members and their respective works at one place. Using CRM tool, you can input the names of team members and the areas allotted to them. You can also assign the client list to a particular employee and have his service record logged into the same tool on a real-time basis.
Work order summary reporting can help find the utility of workforce and their productivity. Training programs can be organized to improve the field service quality on the basis of these reports.
- Dispatch schedule
You can have a view of all the service executives on field. These executives’ time spent on field can be reviewed using this schedule manager. Also, which clients are being serviced can also be found out.
- Invoice integration
All paid maintenance orders can be converted into invoice instantly and their record can be maintained in this field service management module.
Thus, idea is to have more awareness about the field service quality. There will be feedbacks also provided in forms which can be integrated with the tool. Managing field service could be no easier than this. Responsiveness allows you to have access to information even while on the move.