SoftGuide > Functions / Modules Designation > Field service management

Field service management

What is meant by Field service management?

Field Service Management refers to the organization, management, and optimization of field service activities within a company, particularly aimed at effectively servicing customers on-site. These software solutions assist businesses in efficiently deploying their field service workforce and maximizing their productivity.

Typical software functions in the area of "Field Service Management" include:

  1. Route Planning and Dispatch: Optimizing routes and scheduling field service appointments based on customer needs, geolocation, and traffic conditions.

  2. Order Management: Managing orders from creation through assignment to invoicing directly on-site through mobile devices.

  3. Customer and Contact Management: Capturing and managing customer data, interaction history, and follow-up activities for targeted customer service.

  4. Visit Reports and Documentation: Documenting visits, capturing visit reports, customer feedback, and action items for follow-up.

  5. Real-time Communication: Integrating communication tools for direct exchange between field service agents, back office, and customers (e.g., messaging, email).

  6. Product and Service Information: Providing product and service information, pricing, and quoting capabilities to address customer inquiries on-site.

  7. Time and Performance Tracking: Recording work hours, travel times, and performance metrics for evaluating field service performance.

  8. Analysis and Reporting: Analyzing field service data for performance monitoring, efficiency analysis, and identifying optimization opportunities.

 

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The function / module Field service management belongs to:

Sales

Software solutions with function or module Field service management:

SALES ASSISTANT (MR.KNOW)
Your digital sales representative and consultant
CAS genesisWorld
CAS genesisWorld
 
 
 
 
 
 
The flexible, complete CRM system for all areas of your company
ProfiTour®
ProfiTour®
 
 
 
 
 
 
Software for automated planning and optimization of tours and routes
audius:Finance for financial service providers
Industry solution for financial service providers
TOPIX CRM
TOPIX CRM
 
 
 
 
 
 
The CRM for successful selling
SmartWe
SmartWe
 
 
 
 
 
 
Cloud-based customer relationship management / CRM
PharmaData
PharmaData
 
 
 
 
 
 
Innovative CRM solution for pharma and healthcare
HM-CRM
 
 
 
 
 
 
The CRM system for all your needs
Odoo-ERP
Odoo-ERP
 
 
 
 
 
 
Modular business software
Show all 19 programs with Field service management