A Buyer’s Guide To Field Service Automation Software

What is field service automation software?

Field service automation software is a type of technology that is used to manage and optimize field service operations.

This software typically includes features such as scheduling, dispatch, routing, and reporting, which can help businesses improve the efficiency and effectiveness of their field service operations. 

Field service automation software can be used in a wide range of industries, including construction, telecommunications, energy, and transportation. 

Additionally, software such as Twnel can be accessed through a variety of devices, including smartphones, making it easy for field workers to use. 

There are many different options available, so it can be challenging to choose the right one for your business.

 Here are some key factors to consider when looking for field service automation software:

Features and functionality

Look for a field service automation software that offers the features and functionality that your business needs. This may include capabilities such as scheduling, dispatch, routing, digital POD (proof of delivery), real-time geofencing, and reporting. 

Some companies such as those dedicated to commercial cleaning or janitorial services might need a solution that is able to collect pictures and signatures from customers in real-time.

Other companies in the retail sales execution industry may want to automate store audits in addition to collecting pictures of the isles and displays. 

Integration with other systems

 Consider whether the field service automation software can integrate with other systems that your business uses, such as CRM and accounting software. This can help to improve efficiency and ensure that data is seamlessly shared between systems.

For example, Twnel is able to natively integrate all the solution suite tools to Google Sheets and Airtable while integrating into other external systems such as SAP, QuickBooks, Bitrix24, and proprietary apps using APIs.

Scalability

Choose a field service automation software that can scale your business. This will ensure that the software can support your business as it grows and evolves

User experience

Look for field service automation software that is easy to use and intuitive. This will help to ensure that your team can use the software effectively and efficiently.

In recent years we have seen how text messaging has become the most popular way of communication around the world, therefore more companies are implementing this form of communication within their business in order to facilitate the interaction between the company, field workers, and even vendors.

Take into account that not only communication channels need to be intuitive. In order to automate processes, companies need to adapt how processes are executed in order to increase efficiency and facilitate their completion.

One simple way to do it is by implementing Conversational Automation. 

Conversational Automation allows field workers to interact with a bot in order to complete process-related tasks such as collecting pictures, signatures, personal information from clients, and more.

Since Conversational Automation uses the instant messaging format that everyone uses, companies can expect an increase in productivity.

Customer support

Choose a field service automation software that offers comprehensive customer support, including training, technical support, and ongoing updates and maintenance.

Keep in mind that not every SaaS company is going to walk you through their software from day one.

Make sure that if you think you will need dedicated training for your field workers choose a company with a customer success program that promotes open communication between you and them.

Some companies like Twnel, open dedicated Slack channels to provide customer support and permanent guidance to its customers all year round and around the clock.   

Overall, the right field service automation software can help your business to improve efficiency, reduce costs, and provide better service to your customers.

Look for a solution that offers the features and functionality that your business needs, and consider factors such as integration, scalability, user experience, and customer support.