How to choose a field service management software for your company.

Whenever you order anything online, there is a facility for you to track the order step by step in your app. A field service management software enables the companies to provide this kind of tracking facility to its customers.

Apart from products, services like plumbing, cleaning, and electrical fittings are also ordered online via apps. You require Field service management software if you are in any such businesses where you need to track your people in the field. Every industry’s needs are different. While choosing the most suitable service management software for your company, your business model’s operational aspects need to be considered.

We are here to help you make your decision. Some basic thumb rules are listed below. These factors will help you choose the right software for the field service management of your company.

  • Analyse Your Needs

Area of improvement, KPIs, and ROI criteria for each business is different. You might need to go through various field service management presentations to shortlist suitable options for your business.

A capable vendor like will not only provide you customized software for your business. They will be able to predict the effect of their software on your ROI.

  • Search Published Reports

Search for the published reports on the FSM software you’ve shortlisted. Information published in IT magazines gives a detailed analysis of the software available in the market. These reports show a detailed analysis of the software, including its pros & cons. They can also reveal the market feedback of particular software. It will be wise to go through such reports before deciding on the field service management software.

  • Shortlist With Checklist

Service management software is not new technology anymore. Thus you might need to meet a lot of representatives who will push their products. There are exclusive features in all the software which might be of your use. Navigate through the product details carefully. Shortlist the FSM in which you can tick mark most of your requirements through the service provider’s features.

  • Select the Suitable Operational Model

Field service management software comes in two types of operational models. The first one is installed on your company premises. And another type is SaaS. It is a cloud-based model. Go through the pros and cons of each model. Afterward, you can decide which model is suitable for your business operations.

  • Check the Availability of Customer’s Details

Field service management requires a lot of communication and coordination. A customer’s interaction with the technician to the support executive all need to be synched in. Every time you click on a customer, you should know about their order, communication, and grievance history. A good FSM software should be able to integrate all these details on a single platform. This kind of 360-degree view of each customer helps to serve them quicker and better.

  • Ask for Implementation Support

Adapting to new technology is not easy for every employee. The service provider should coordinate with your employees for the initial implementation of the field service management software. A proper training manual must be available for your team’s help.

  • Look for the Troubleshooting System

You might face technical difficulties while running the service management software. Therefore troubleshooting assistance should be available for you after the initial implementation support. The working days and time of the support base should match your operating hours.

Signing Off!

Remember, it is not about which one is the best-selling or better software. It is about which field service management software fulfils the need of your business operations.

The above checklist will help you to decide on the most suitable software for field service management amongst the numerous options available in the market.

Akhil Rajan, Industry Today
Akhil Rajan

Akhil Rajan is a Customer Success Specialist at Zuper, an intelligent workforce management platform for service-oriented businesses. Working with customers on a daily basis, he has a deep understanding of their needs and pain points and so he is able to contribute to the marketing strategies for Zuper with the content he writes. He writes on topics like how to increase workforce utilization, how to reduce the service turnaround time and increase workforce efficiency, customer adoption, cost reduction strategies, etc – to name a few. He is often found buried in books or playing chess in his free time.

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