AgileField Blog

Best Practices for Improving Field Service Operations: Part II

July 25, 2018 | Laura Brown

Although every field service organization has its own needs and processes, considering industry best practices can help create more efficient operations and grow your bottom line.  We’ve already covered some of the best practices for improvement here, but, in addition, we’ve outlined some additional improvements to help create more effective operations and productivity.  

Start Tracking Your Inventory

Almost every field service organization can improve their inventory control and supply chain logistics.  In order to understand where you can improve, you first need to know your inventory quantities and value on-hand (many companies don’t).  A field service software should be able to not only store all your inventory items, but also their quantities and locations, whether they’re in warehouses, vehicles, or out at customer locations.  Tracking the movement of inventory and value in particular locations will help your purchasing team plan and your scheduling team forecast future work.

Plan Out Jobs as Best as Possible

Optimizing schedules will not only make it easier on your dispatchers and technicians, but also allows for a higher volume of jobs.  Customers will spend less time waiting for updates and you will save money by reducing drive time. A field service software can automatically schedule jobs according to criteria like skills or certifications, availability, routes, and geographic locations. This will allow your company to accomplish more work in the same amount of time.

Capture as Much Information as Possible

Knowledge is power.  Especially when it comes to running a field service organization.  Whether it’s customers, jobs, equipment, inventory, or employees, the more information, the better!  Most companies are still using paperwork to capture information in the office and in the field. This results in double-entry, loss of information, incomplete information, and overall less data to analyze.  A field service software can utilize phones and tablets to capture pictures, job information, and job history in real-time. Defining the questions you want answered by the customer and by your field technicians can allow for more meaningful reporting and lead to better business decisions for the company.

Integrate Existing Systems

Standalone software systems can be used to support their piece of the business process, but often require manual work from someone to get data from one system to the other.  Integrating software systems can help automate and improve performance throughout the entire company. A well-integrated field service software can provide a real-time view of your operations by syncing data across systems.  Most importantly, it can help speed up the time to invoice your customers.


These best practices can all be applied with the right field service software platform.  Field service organizations who have implemented these best practices see a significant improvement in their scheduling efficiency, ability to capture data, customer satisfaction, and growth in revenue.  

To learn more about improving your company’s efficiency with AgileField, please request a demo to speak with one of our product consultants.



Tags: Field Service Software, Scheduling & Dispatch, Workforce Management, Field Service Management, Customer Portal, Customer Service, Integration

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