Field Service Guide: Are you spending hours on building job reports?

Sometimes getting your reporting out to your customers on time can feel impossible (not to mention painful). If you are spending hours building your job reports, a field service software could be your saving grace.

What’s the most common problem for field service managers?

For most field service management, slow reporting can be a common problem. Jumping through hoops and spending up to 4 hours on a single asset report is never productive. When you have jobs that involve multiple job sites, or work over a long period of time, struggling to manage your information can contribute to your sluggish reporting.

With the help of a field management software, it becomes easier to manage your resources and organise your information – making your reporting more accurate and efficient. When you have the right field service optimization in your business, you will have more control over your project and job management.

How to stop spending hours building job reports in field service industry

If you are looking to cut back your reporting time and help boost your team accountability, a field service management (FSM) software can help you bring more organisation into your business.

Here are the top ways you can make your reporting more productive:

Stop double data entry

When you have excessive double data entry slowing down your reporting, it can be a difficult challenge to overcome.

Manual data entry can be painful and make reporting take three times longer than it should. For field service operations, automating your data entry can be a huge time saver. When you have the power to complete your reporting in a few clicks, you can bring back the productivity to your workflow.

How FieldInsight can help you: Office management software

With an integrated field service software like FieldInsight’s office management software, you can easily cut the double and triple data entries from your business. Office management software can help reduce confusion around information management and improve the accuracy of your reporting.

Don’t waste your own time with manually typing the same information in different systems- with automation you can say goodbye to double data entry and give your keyboard a rest.

Streamline your workflow

Getting your work orders right shouldn’t involve countless trips from the site to the office, plus three hours of searching for information- your work order management should only involve a few clicks. When you are trying to find a solution for slow reporting in your business, you need to look at how you manage information.

To increase productivity and field visibility, you need to have real time access in your business. Without real time data, you will find that you are dealing with stale information and a lack of communication – causing even more delays with your reporting.

How FieldInsight can help you: Real time solutions

FieldInsight’s real time software solution helps to increase productivity surrounding your reporting. When you have real time reporting software, you can improve transparency, track your KPIs and keep everyone in the loop (including both your technicians and your customers).

Sync your Inventory

Getting your inventory management right is key to efficient reporting. The capabilities of your field service management software should include features that surround syncing your back office, inventory stock, scheduling, job site operations and customer experience.

Making sure that all your numbers add up is important- but it shouldn’t involve hours of manual data entry and counting stock. When you have an inventory management system in your field service software, you can ensure that your mobile field service has the benefits of accurate information. Once you get this side of your field service operations right, reporting is easy.

How FieldInsight can help you: Mobile field service management (FSM)

FieldInsight’s job management software helps to balance the numbers in your business- without the manual work. When you let automation do the hard work for you, all you need is a few clicks and you can send your customer reports off within minutes.

With the benefit of the mobile app, FieldInsight helps you to improve your service delivery and reporting – no matter where you are. All your technicians need to do is open their mobile app and they will have all the information they need at their fingertips- reporting becomes a breeze when eliminating time wasting practices like manual data entry.

Key takeaways for field service management software

If you are struggling with slow reporting, excess data entry, lack of customer satisfaction and chaos in your workflow, FieldInsight is the all-in-one management solution you need.

When it comes to eliminating slow reporting, there are a number of things you can do in order to turn your workflow around for the better. Reporting shouldn’t consume hours of your time every week and be a struggle to collate the right data- your reporting should be as easy as a few simple clicks.

To learn more about how FieldInsight can improve reporting in your business, contact us today or book a demo.

Don’t get left behind due to slow reporting in your business!

What You Should Do Now

  1. Book a Demo. You’ll be in touch with an automation expert who has worked in this space for over 5 years, and knows the optimal workflow to address your needs.
  2. If you’d like access to free articles about managing HVAC workflows, go to our blog.
  3. If you know someone who’d enjoy reading this page, share it with them via email, Linkedin, Twitter, or Facebook.

Stay Updated With the Latest Info

Sign up to get our latest articles sent directly to your inbox.