Two field service professions meet to discuss business plans for the busy season

Prepping Your Field Service Company for Busy Season

Spring is just around the corner! For many service businesses, spring’s arrival means that busy season is also approaching. Preparing now for hectic months ahead will help you streamline your business when your team has a full load. Here are tips to help you prepare your field service company for a successful busy season.

Optimize Your Company’s Operations

The slower months before busy season are a great time to make sure your field service company is running efficiently. There are a few things you can do now to improve workflow, operations and ultimately, customer experience.

  • Evaluate your workflow: Think through last year’s busy season. Write down each step of day-to-day operations, from dispatching to invoicing. Are there any common roadblocks that you or other employees faced? Examples could include extra trips to the warehouse for inventory or inaccurate timesheet entries. Once you have identified any recurring issues, work with your team to find possible process adjustments. Solving for any roadblocks now will save time for months to come.
  • Explore your software: If you have a field service management software like FieldEdge, make sure to brush up on its latest features and functions. You never know what additional functionality could enhance your operations! Reach out to your customer success manager to see if any untapped features can help. If you are a FieldEdge customer, check out FieldEdge Academy for the latest resources and tips. If your business doesn’t use service management software, now is a great time to research and demo solutions!
  • Empower employees: Busy season can be exhausting. Before work picks up, make a plan to distribute the workload evenly across employees. Remind them to let their manager know if they become overwhelmed. If techs currently have downtime, research relevant classes or resources that could help them brush up on their skills. Finally, explore creative ways to keep staff energized and motivated. An incentive program or rewards system can help employees feel appreciated despite long hours. Occasional gift cards, bonuses or an extra day off can go a long way for hard-working staff.
  • Enhance marketing efforts: Before busy season, evaluate your marketing strategy. Ramping up marketing efforts encourages potential customers to call you when they need services that you offer. Updating your website, creating social media posts and asking for customer reviews will help you reach new customers. Find more tips for marketing your service business here.

Organize and Plan Ahead

When busy season arrives, nobody has time to sort through loose papers or search for lost inventory. You also want to prepare for any issues that may arise. Follow these steps to stay organized and ready for whatever the season may bring:

  • Review your inventory: When things get busy, your inventory must be organized and accounted for. Check that all of your inventory is stored properly and organized. Is there any equipment you should reorder before busy months? A well-stocked and organized inventory facility will save time when techs need to pick up additional parts. Plus, restocking will be a breeze when inventory is running low.
  • Spring clean: Things can pile up in office spaces, trucks and/or warehouses. Take some time to clean out any clutter, tools or spare parts that may be lying around. Re-organize any closets or filing cabinets that may be full or disorganized. Clean out service trucks and conduct any maintenance needed. Organized vehicles and facilities ensure you have one less thing to worry about when days are packed with service calls.
  • Plan for any surprises: What if busy season comes early or lasts through autumn? Make sure you have a plan for a longer season. Consider how to support your techs and prepare to order extra inventory. Additionally, if you don’t have a business emergency plan in place, now is a perfect time to prepare for unforeseen issues.

With all of these tips in action, your field service company will be prepared for anything during this busy season. Learn more about organizing your business and optimizing workflow here.

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