FieldEquip FSM: Streamline Scheduling & Increase ROI

Managing the day-to-day operations of a field service business can be arduous and time-consuming. However, if the business demands an automated process and an increase in ROI, a field service management system can be a great respite.

Below are the illustrated examples of how FieldEquip, a field service software, helped customers improve their ROI:

ROI Data of FieldEquip Customers 

• FieldEquip’s Oil and Gas industry customers witnessed an 84% increase in scheduling and dispatching efficiency. Also, the software helped the client get centralized access to business information, such as tracking leased products/units, capturing field transactions, and generating error-free customer invoices.
• A leading healthcare company integrated FieldEquip into its existing system and noticed a 33% increase in its revenues. The software helped the company identify barriers and streamline workflows, thus empowering the organization to perform required procedures consistently and on time while reducing overhead costs.

5 Ways FieldEquip’s FSM Software Can Help Increase ROI

• Streamlines Communication with Self Service Portal

Customers can raise a service request using the software by scanning a bar code without initiating a call

FieldEquip’s customer portal for self-service is targeted at customer ease. Many large field service companies require a separate customer support service/call center. FieldEquip lets businesses leverage the benefits of a reduced need for call centers and/or phone customer service representatives.

In addition, customers can raise a service request using the software by scanning a bar code without initiating a call. This ultimately frees up resources and time and contributes to a better ROI.

• Reduces Payment Process Time with Digital Invoice

Businesses not incorporating field service software are bound to witness a significant gap between the invoice and estimate. However, FieldEquip’s invoicing and billing software streamlines the invoicing process by removing unnecessary workflows.

For example, technicians needn’t return to the office or submit paperwork after job completion. Instead, they can generate a virtual invoice and get it approved quickly by capturing a digital signature. All in all, the field management software speeds up the invoicing process, thus helping companies earn an unbiased ROI.

• Simplifies SLA & Contract Entitlements with Contract Management

FieldEquip’s contract management solutions can help users digitize contract-related documents, service agreements

Organizations that don’t have a robust contract management system can experience challenging situations, such as managing multiple contracts, finding historical agreements, and more. Well, FieldEquip’s contract management solutions can help users digitize the contract-related documents, service agreements, and catalogs that the sales team can access anytime and anywhere.

The software can help create new contracts that can be signed and saved online. In addition, it allows the team members to process all the jobs/work orders, check KPIs for old/new clients that are mentioned in the contract, and automatically notify if it deviates from contractual obligations. Ultimately, this helps users build trust and long-term relations with the customer and generate more ROI through up-selling.

• Removes Workflow Disruption with Inventory Management Software

One of the significant challenges that field service businesses encounter is the lack of not having a managed inventory. If users are struggling with a similar challenge, a mobile inventory tracking system ensures that technicians have the required equipment when needed. 

The software also automatically sends notifications of when inventory reaches a specific threshold limit, the most used items, and the ones that need to be restocked, thus facilitating fewer workflow disruptions and increased efficiency. As a result, when inventory is adequately managed without wastage, purchase orders are automatically created, and customer’s expectations are met on time, the ROI increases significantly.

• Maximizes the Output of On-field Operations with Scheduling

The easy-to-use interface brings transparency to each work order, prevents underutilization of resources

Scheduling the right talent (based on geo-location, availability, skill sets, etc.) at the right time to the right job location can be challenging for organizations. An intuitive field service solution should have the capability to schedule the resources on the job from anywhere.

The field service management solution by FieldEquip gives businesses the ability to schedule and dispatch field technicians with the right skill set and notify each field personnel of their job information/time slot. It also enables field technicians to check work orders assigned to them in real-time scenarios. In addition, the easy-to-use interface brings transparency to each work order, prevents underutilization of resources, and retrieves maximum output, thus ensuring an increase in ROI.

Conclusion