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How to choose the best software for Field Service Management?

By | December 22, 2017

Companies that use agents in the field face different unique challenges. If you own or work for such a company, you understand the problems that can arise when you try to set up agent schedules maintain optimal inventory levels and ensure customer satisfaction.

One way to minimize work is through the implementation of software for field service management, but with all the different software options on the market, it can be difficult to know which one is best for you. The following steps can help you determine which service management program will meet all your business needs.

Determine which functions you need:
The first step in choosing the field service software is to find out what exactly you need with the software. Make a list of all the functions that benefit your company. Most software comes with similar basic functions, including a programming manager and a stock follower. The most advanced features include: optimized driving routes for agents, the ability to automatically call customers to update them on arrival times, periodic maintenance checks and more, every software is something else; so it helps you to know what features you need before you refine your options. After you create your list of functions, you can arrange them in order of importance. This helps if your budget does not allow a software package to have everything you want.



Set a budget:
Speaking of your budget, it’s important to know how much money you can allocate to a service management software before you start searching. Depending on the size and scope of your business, you may have to spend a little or a lot, and you might find software that fits in almost every budget. Knowing this before you start looking for your software will reduce your research time because you can remove programs that are not within the range you should work with.

Do your research:
Now that you have decided what functions you want and how much money you can spend, it’s time to investigate. Spend some time analyzing the pros and cons of many different software packages for service programming. Create lists and make notes in each of them so that you can consult them later when you make your final decisions. If you have checked a large number of products, at least five to seven, to ensure that you get a complete picture, use your notes to refine your options to two or three.

Collect a team:
The next step in choosing the field service software is to get help. This is a decision that affects many parts of your business and relates to any number of employees. It is important to obtain information from every department that will use the software. Make sure you take your field staff, your programming department, customer service, supervisors and anyone who comes into contact with the software, or take advantage of the implementation. This group must meet and analyze each of the software packages they have chosen to determine the best option for everyone.



Try before you buy:
Finally, once you have narrowed down your options, you should test the software before purchasing it for full use. Most companies will grant you a trial period or allow you to use the software with certain restrictions before buying a full version. Make sure the software is easy to use and works well for everyone involved. Test the functions that are important to you and evaluate how well they will work. Ask your team to give their opinion and take everyone’s opinion into account. When you have tried your two or three options, choose the one you like the most.


Field Service Management software can be a great advantage for your company. Choosing the right software is a great job, but it can be much simpler and easier if you know what functions you want, keep your budget, research, know the opinions of your colleagues and try before buying. . Follow these guidelines and, without a doubt, you will find a service management program in the field that meets the needs of your customers, your employees and your company in general.

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