Create an overview, insight and profit: This is how you strengthen your service business with a field service management system created for Microsoft Business Central and other professional ERP systems.
Choose the right system: 5 Factors to consider when choosing Field Service Management systems:
1. Integration and Compatibility
Make sure that the selected Field Service Management software is compatible with your version of Microsoft Business Central and that the two systems can exchange data seamlessly.
Tight integration allows service companies to share information about customers, work orders and tasks in real-time, enabling quick decisions. This can e.g. include updating work order status, assigning tasks to technicians, fast transmission of service reports for invoicing purposes, and monitoring technician progress in real time.
In addition, tight integration helps avoid errors and duplication of data, as all information is automatically synchronized between Microsoft Business Central and the selected Field Service Management software with mobile solutions It reduces the risk of manual entry errors and ensures that the service company always has access to the most up-to-date information.
And finally, choose a system that requires no programming and is designed for daily use with your ERP system. Please also make sure that the selected Field Service software can be integrated with other systems you use in your company, so that you can get an integrated solution.
Choose a Field Service software that has the functions you need to support your service business. It can, for example, be functions for planning, time recording, inventory management and reporting. It can also be documentation of the tasks in the form of pictures, or filling in checklists. There is a tendency for order management systems to be integrated with fleet management solutions, and this means that companies also get an overview of fleet and equipment together in one system. This means that, for example, you can always see where the nearest employee is to the task, which saves money on fuel and makes planning easier.
Don't just choose an order management system based on what you need here and now. Find a system that can grow with your business. In a future where customers want more self-service, there will be a need for order management systems and customer portals to be integrated into the same solution, while the Internet of Things will contribute to a greater focus on predictive service rather than reactive service.
4. Ease of use
Choose a system that is easy for both the service technicians in the field and the staff in the office. For the service technicians, it becomes an important tool, so the easier the field service app (Android, iOS, iPad, Laptop, Tablet) is to navigate around, and the more clearly the information is served, the more clearly their daily life becomes. In the office, it is also important that the system provides a quick overview of the tasks, both completed, ongoing and upcoming. If it is intuitive and user-friendly, the implementation will be easy and painless.
Choose a system that has been developed in collaboration with your ERP supplier and ensure that you and your employees have access to support and guidance. Not just on a daily basis, but also at start-up and when you implement new features, so you are absolutely sure to use the system in the most efficient way.