For many technicians, a smart phone or tablet is a lifeline to the office. However, their mobile devices have the potential to do much more than just communicate with the office or review emails. Investing in a good field service mobile app has many benefits, including reducing time on invoicing, dispatching, and more.
There are many different field service apps on the market, so which features and benefits are most important for your business?
What Field Service App Features Do You Need?
In order to help your business run as efficiently as possible, look for these seven features when choosing a field management app:
- Look for an app that allows you to create work orders and dispatch technicians from a desktop, phone or tablet. The smart dispatch board should instantly update so the office and techs are always in sync. Some field service apps may also automatically send a text, email, or voicemail to let customers know a tech is on the way.
Integrated Payments in the Field
- Invoicing in the field can save hours of office work and cut down on loose papers. An integrated payments feature should allow techs to email invoices to the customer or use a mobile printer to print on the spot. Make sure your app has the capability to send invoices directly from the field to the office. This eliminates the need for transferring hard copies of invoicing back to the office. In addition to invoicing, your app should be able to process customer payments directly from the app.
- In the field, presenting good, better, best options can help close deals. But it can be complicated to sell different levels of service without a price book or other visual. Your field service mobile app should have a price book feature that is customizable to the customer’s needs. Ideally, this feature would allow techs to add details such as equipment within the options, giving the customer the full picture.
- A field service mobile app should include equipment history tied to each customer. This allows techs to easily review equipment conditions and make recommendations based on past work. Some apps also include the option to store crucial information within equipment history. Spec sheets, warranty dates, and previous work performed are just a few examples of data that may be stored.
Work Order History
- A tech should be able to access a customer’s full work history in just a few taps. By having prior work orders within an app, techs can quickly identify pain points and all work that has been performed in the past. This also eliminates calls to office management asking for more job details or customer notes.
- Physical time sheets (and keeping up with them) is going out of style. Make tracking time on the job easier for your techs and office staff by choosing a field app with a time tracking feature. Apps with this capability may even send friendly reminders about tracking time and automatically update job status as techs navigate through the app. No more forgetting to click into the app as the job progresses, allowing the office to always access a job’s status.
- Having customer history and information on hand gives valuable background, like customer notes and prior needs. In addition to customer history and contact information, a field service mobile app should allow you to track the little things that matter to a customer, like gate codes and pet names.
Choosing the Right Software and App
When choosing your field management software, ask to see the mobile app in use. Many field service companies offer demos or walk throughs to showcase key features and the app’s user experience. During a demo, make sure to ask about the features above and other benefits that matter to your business.
About the FieldEdge Mobile App
FieldEdge Mobile is a dispatching app created to help streamline your business. From processing payments in the field to storing detailed work orders and equipment histories, the app includes the seven features listed and more.
Curious about a mobile solution? Book a demo to see all the features you need in action.