What to Look for in a Field Service Management Tool?

Mar 23, 2023 12:00 PM ET

Managing field service operations can be a complex and daunting task. Nowadays, there are plenty of software solutions that can help you manage your field service operations more efficiently.

However, it is important to understand what features you should look for in a field service management tool before investing in one. Let’s take a look at some of the key features of a field service management tool.

Customer Self-Service Portal

A customer self-service portal is an essential feature of any field service management tool. It allows customers to easily view their account information, submit requests or complaints, book appointments, and receive updates on their order status without needing to contact customer support reps directly.

This not only makes it easier for customers to get the information they need but also frees up your customer support staff from dealing with mundane inquiries so they can focus on more important tasks.

Real-Time Activity Tracking

Another key feature of any good field service management tool is real-time tracking. This allows you to monitor the location of your technicians in real time so you can ensure that they are staying on schedule and navigating traffic quickly and efficiently.

Real-time tracking also helps with dispatching technicians when new jobs come in, as you can easily see which technicians are closest to the job site and assign them accordingly.

Automated Scheduling & Dispatching

Finally, automated scheduling and dispatching is another key feature of a good field service management tool. This allows you to automate the entire scheduling process by automatically assigning technicians based on their availability, skillset, or location while taking into account other factors such as travel time and job duration.

Automation not only saves time but also ensures that jobs are assigned accurately every single time, which improves efficiency and customer satisfaction overall.

These software solutions can be equipped with other field service management software features such as mobile apps, invoicing and payment solutions, service history tracking, inventory management, and more. It’s important to understand which features your business needs in order to choose the right field service management tool.


In summary, when looking for a good field service management tool, make sure that it has all the key features mentioned above, such as a customer self-service portal, real-time tracking capabilities, and automated scheduling & dispatching capabilities.

All these features will ensure that your field service operations run smoothly without any hiccups, so you can focus on providing excellent customer experiences every single time!

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