5 Best Practices To Manage Your Field Service Team

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Published Date: June 3, 2022

5 Best Practices To Manage Your Field Service Team

5 Best Practices To Manage Your Field Service Team

Field service management is the system for coordinating field service operations in general. At the most fundamental level, this includes scheduling service requests, dispatching customer service teams, tracking employee work hours and job status, and billing for completed jobs. Field service management, on the other hand, goes even further, comprising all aspects of service delivery and managing the field service team and processes that make a field service business efficient.

Because there are so many factors to take into account, field service tracking can be a difficult task. You must not only manage field employees but coordinate their schedules, keep track of their location and respond to urgencies, you must also increase customer satisfaction with quick and effective service. Organizing your services can not only lead to increased efficiency. However, it has the potential to increase business profitability. Here are some best practices for making your field service more efficient and less stressful.

Increase Communication And Collaboration 

The use of smartphone devices in the field has considerably enhanced field service communication. By communicating a team culture that values a diversity of ideas, thought processes, and professional backgrounds, you can develop a deeply connected and high-performing team. However, in addition to phone calls, texts, and emails, employees in the field have access to files and data via virtualized software. It aids in the improvement of field service delivery.

Better communication also aids collaboration because field employees can easily contact their workplace for support or a manager who can help figure out how to solve an issue without even being on-site. When your field service team has a clear communication channel, you can bridge the trust and transparency gap with your employees. This not only elevates their confidence but can also help them achieve common goals.

Automate The Field Service Works

You can not only enhance productivity by automating repetitive, low-value business tasks like data entry, but you can also reduce field employee frustration from duplicating work. Evaluate your industry processes to determine what can be automated. Revamp those processes from the ground up if necessary to match your current business. It’s no secret that automation is a large part of field service today.

Providing a positive experience for your customers will be at the top of every field service company’s priority list. Field service automation will decrease the field service team’s workload, ramp up service and invoicing, and reduce errors and data entry time. More importantly, automation software will provide your customers with a great experience because they will know they can get service quickly and that a service call will never be missed.

Customer Relationship Training For Field Service Team

It is important to recognize that field service team training must encompass far more than just nuts and bolts, hardware and software, or frameworks and logistical support. Interpersonal skills, customer engagement, and paying attention to pain points and productivity losses are the foundations of optimal field service training. This type of training is known as field service relationship training, and it has been shown to improve customer satisfaction, sales, and the overall efficiency of your field service offerings when implemented.

To be more productive and achieve the positive outcomes that businesses expect from field service teams – increased profits, improved customer satisfaction, lower retooling, and increased earnings – field service employees must learn how to nourish and maximize their customer relationships. Entire field service training combines technical training with customer engagement.

Be Transparent And Share Feedback

Transparency and visibility require managers to ensure that field service employees understand what they must do in customer service and their daily targets. The ability to track their field progress provides them with a clear picture of what is going on and aids in improving their sales performance. When everyone can see what’s going on, they become more invested in the process and recognize its value.

One of the best ways to increase transparency is to provide specific feedback for their field service performance. Rather than telling employees that they need to enhance their efficiency, be specific about what they need to change or improve service patterns. This will save them a lot of time spent trying to figure out what you meant by your “you really have to improve” feedback.  You can also demand fieldwork reports that show how each field service employee spent their time at work, or you can have daily reporting via chat on a communication platform, which can be a more convenient option for overall team discussion.

Make Use Of A Best Field Service Management Software

An automated field service management software can assist managers in keeping a close watch on the entire field service team’s daily working hours, service visits, attendance, travel location, and all of the daily activities and tasks that they do on the field; it aids in ensuring transparency and trustworthiness by accurately tracking and recording the field service team activities.

With field service time tracking, on the other hand, field employees’ can easily mark their attendance, service times, hours worked, accrued time, and available sick leave. Since, manually tracking each employee’s work hours and productivity, recording, and processing those with manual reports, on the other hand, can be a daunting task.

One of the most obvious advantages of field staff management software is improved and automated scheduling. Before assigning the best field service technician to the best job, intelligent scheduling capabilities consider factors such as employee location, job urgency, canceled jobs in an employee’s schedule, and more.

An insightful field service team software also provides real-time location tracking to fine-tune appointments and highlight trouble spots of the field service team. Managers can use such knowledge and insight to make timely measures, iron out kinks, and alleviate pain points.

Wrapping Up

You will inevitably jeopardize your brand reputation and your ability to deliver on your customer promises if you are unable to accurately track your field service team and the jobs they are scheduled to perform. However, if you follow the above practices, every employee would be on the same page and in a stronger position to provide the services your customers require.

It is critical for your business to have a reliable way to manage all aspects of the field service team, from work orders to their field location and attendance. Old outdated methods simply will not be enough. You can ensure that key information is reported back in real-time with the help of field service management software. This will not only help your team more efficiently, but field service tracking software will also improve your customer service skills and boost customer loyalty over time.

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