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For services based companies it is important that they can manage their operations in the field effectively both to ensure work is addressed, as well as that work allocations & time to deliver is optimized. In addition a service operation needs to ensure that it can properly match the right technicians with the work assignment, maximize number of jobs done to improve service revenue, while ensuring they can effectively track service technician locations. This is why field service software is an important business enabler for service companies.
For these reasons, at ITQlick we understand that for large businesses the choice of field service software has to be focused on how well it can help improve service revenue & customer service requirements, while also optimizing service operations. Therefore in our review of solutions we have considered how flexible the product is to adapt to business requirements, what functions are available in the software, the type of technology & integration options, as well as how it supports field technicians’ mobility. As a result of this we can recommend the following solutions after reviewing numerous available options.
FieldAware product is scalable for any size of business, and is offered as a cloud based solution with an open API to integrate it with a variety of third party software. Its features include scheduling & dispatch management, quotations & work order management, as well as invoicing & payment processing. There are also a number of reporting options that include dashboards & KPIs for performance & operational monitoring. Another advantage for large businesses is that it provides a certified integration with NetSuite’s enterprise application suite. This integration offers companies an avenue to utilize its enterprise platform if required to meet their business needs.
2. FieldOne Sky
FieldOne Sky offers large businesses the option to deploy its software as a cloud based, an on premise or even a hybrid solution if required. The product is based on an open architecture allowing it be integrated to a variety of third party software. Additionally it offers a development platform to customize the product to businesses requirement. Its features include automated routing, scheduling & dispatching, inventory management, and enterprise portals. Additional modules include a social collaboration platform, CRM, service agreement management, data analytics, and a knowledge base for service information. This is a good option for large businesses looking for a feature rich but adaptable solution that can leverage their existing software infrastructure.
3. Service Pro Field Service Management
Service Pro is offered as both an on premise as well as a cloud based solution, and is also mobile device access ready. Its features include asset tracking & returns management, service contract & work order management, dispatch management, and technician activity logging. To improve communications there are customer portals which can be used to track service order status, log requests, and obtain preventive maintenance schedules. Additionally the product can be customized to business requirements and offers integration to a number of certified accounting packages. This scalable product also offers large businesses a unique Visual Scheduler that combines service order requirements & technician rating, with work allocation to optimize service delivery.
Wennsoft is provided as a cloud based solution with mobile device access, and is developed on a Microsoft platform allowing easy integration to Microsoft’s suite of business productivity tools. Its features include service maintenance & repair, equipment & asset management, job order management, time & expense management as well as sales & service management. In addition it offers two editions which can either integrate with Microsoft Dynamics CRM or the complete Microsoft Dynamics GP platform. These two different editions are an important benefit for large businesses looking to expand their field service operations to a larger enterprise solution, while also consolidating all their needs under one platform.
5. Field Service 360
This is a product built on the Salesforce platform. Large companies are offered options to access the Salesforce portfolio of enterprise solutions, as well as its Apps Exchange for additional productivity software. Its features include sales & service orders, invoicing, dispatch control and inventory management. There are also options to manage service level agreements & warranties, as well as to keep track of service history and entitlements for customers. Additionally FieldService 360 provides self service portals for customers & suppliers, as well as mobile device access for field technicians. Finally for large businesses this scalable product provides social collaboration tools using Salesforce’s Chatter platform.