Gone are the days when HVAC management and supervisory staff had to go by every day paperwork, communicated on phones with the on-site technicians. Job details had to be written out on paper for the sake of maintaining records and brought out later for reference in the future!

With the advent of new technology such as field service management software for small business, the way of doing business has changed totally. The software has automated the tasks of scheduling, routing, and dispatching improved customer experience, and has helped the field service business to become more efficient. 

However, before selecting the digital tool, you need to delve deep into your processes and perceive exactly how you want your business to function. Here are a few essential questions you need to ask before selecting the HVAC field scheduling and dispatching software.

What are the functionalities on offer?

The best field service management software for small business come with a host of functionalities that are ideal to streamline overall operations. Besides scheduling, tracking, routing, and dispatching engineers electronically, most HVAC business software help:

• Match the skills of the technicians
• Order new inventory online
• Generate invoice automatically
• Simplify estimation
• Manage work orders
• Effortless customer relationship management (CRM)
• Outline the performance of the team and disburse remuneration accordingly

How does the technology work?

A good field service software comes as a mobile or web-based application, which means, they can be accessed through smartphones, tablets or laptops connected through the internet. You just need to input data for different fields and templates. 

Will it be good for my business?

Adapting to new technology is a daunting task for a lot of people. As an HVAC service provider, you may still be skeptical about your team being comfortable with automation of operations. Well, in the technology-driven and cut-throat business scenario not using a HVAC field service management software means you are lagging behind your competitors.

You just have to inform your employees about the features and utility of the software and how it’s going to make their life easier at the workplace. The onus is on you to convince them about how it is going to simplify operations for everyone and also streamline their everyday task. After all, adopting and using technology is the way to attain better customer satisfaction and increase business!

Can I integrate it with existing billing and CRM software?

Any versatile field service management software for small business comes with in-built billing, ERP and CRM software to handle all types of services and processes that ensure the smooth running of your business. The new system will bring everything from work order to billing and payment credit to a single platform making your business accounts simpler than ever!

Will it help my business grow?

Field software are made keeping in mind medium and small-scale business needs. By using the software you can automate various tasks pertinent to scheduling, routing, tracking, and dispatching. The reporting and analytical tools of the software will enable you to take up more work orders and process them quickly.

Modern versions will help reduce human errors by managing technicians even in far-flung locations while giving you updates on their real-time location and job status. Of all this means that your technicians reach job sites faster ensuring they perform better and bring in more satisfied customers. The natural outcome is repeat clients, more business and higher revenues.

How will it shape the future of your business?

Finally, you need to ask this pertinent question as it all boils down to future of the business! Such a software creates a unified management system connecting the back office, field technicians and customer base at the same time, contributing to the success of the organization.

You’ve got to make sure that the software you opt for meets your business operation needs taking it to a higher level smoothly.

Field Nexus provides customized and interactive field service software solutions for mid-sized and small businesses. It designs the latest versions with built-in features that’ll help you to track, manage and optimize field-based operations seamlessly. 

Call Field Nexus to know more!