When you’re at the head of a small business, there’s a point at which you feel the strain of handling everything yourself. We’re not talking about your service, necessarily — more like the admin, checkups and accounting that help you earn. Too many fledgling business owners are resigned to tackling these responsibilities with paper records or simple spreadsheets. If you’re a field service manager, you might even think this is the norm. But, it isn’t. Not anymore. Customers won’t settle for it.
The basic truth is that your work and brand reputation will suffer — even in the early days — from manual guidance and updates. Consider every variable that decides whether field service work thrives or fails. Your scheduling must be on point. Work orders need to be created and communicated before questions cause delays. If client requests change or jobs creep in scope, you should be aware of them. And, throughout, you’re always looking to invoice sooner rather than later. Pens and paper just can’t ensure you’re staying on top of these duties quickly enough, with zero mistakes. The effort isn’t worth the stress.
Conversely, digitization is the key in the ignition to wherever you want to be. It doesn’t matter how big you are; The Bipartisan Policy Center’s 2022 study on burgeoning businesses shows that companies “with a large number of digital tools were significantly more likely to report recent revenue growth” than those with barely any software or none at all. From the start, it makes sense to automate and accelerate tasks that sap attention from the work you love. As you grow, those digital benefits only become more useful.
So, how do you transition affordably? Can you consolidate everything that’s required from field service software (FSM) into one platform? How does the very best FSM software look, feel and function?
You’re about to find a whole new perspective on field service management. First, let’s consider what’s really wrong with the approach you might already be using — and why it’s deceptive.