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3 Essential Features of Field Services Management Software

Managing field operators has been a major challenge for supervisors and the field managers in most companies. Developments in technology have made it easy for the businesses that rely on fieldwork to monitor their employees and their progress in the field. The field service management software is a cloud-based system that allows companies to streamline and automate their field processes and track the performance of the service technicians from the office. The software has helped in the maintenance of high workflows, real-time communication with the employees, and provision of onsite product information.


Benefits of FSM Software


It is easier to integrate most of the software with the smart phone or PC meaning that the field workers can use it from any location. The mobility factor has helped improve the communication and effectiveness of the employees as well as the customer service. Use of FSM software has also aided in the proper organization of data and management of out-of-control costs. It also reduces the time used in the collection of data while the accuracy in the invoice processing and performing other activities remains high.


Essential Features


Field service management software has a broad range of features, which vary from the core to advanced features. Most of them have the core features while you will have to pay more for the advanced features. Below are some of the major features you will find in most FSM software:


1. Tracking and routing


The feature is essential in delivery companies that need to monitor the transfer of goods from one point to another. This has helped in the improvement of customer service since they can give accurate delivery times.


2. Scheduling and dispatching


Field service scheduling is an important function of the field managers and supervisors. The ability to monitor the progress of workers helps determine their time of completion. It also prevents sending two different teams in one location. The software also allows the technicians to set up preventative maintenance reminders on the guaranteed recurring jobs.


3. Work order management


Field Service Management software allows supervisors to send digital forms containing information about their current job or their next one. Managing the work orders for thousands of customers and employees by hand may be impractical hence the need for the software.




FSM software plays so many roles in the management and operations of the service technician. Their uses have increased productivity and raised bottom line of most companies in the country. The features vary across different FSM software, so you should know the ones that you want before purchase.

document management system

6 Reasons to Take Advantage of Document Management System

It’s important to have a document management system in place. Regardless of the type of business you have, there are plenty of reasons to invest in a system that will allow you to scan your documents and begin going paperless.

1) Become More Eco-Friendly

Many businesses have decided to go paperless as a way of becoming more eco-friendly. It’s your chance to stop using so much paper across your location. Depending on how much paper you use, you could help to save a number of trees over the course of the year.

You will also use less energy because of not having to use printers and copiers with such frequency.

2) Reduce Mess

There is often a mess when paper is involved. A document management system will make it easier to stay organized. If you have ever felt overwhelmed by the amount of paper on your desk, you might already see how much easier it will all be once important documents are electronic.

You’re less likely to misplace documents. Plus, you won’t need so much office space dedicated to filing cabinets.

3) Eliminate Loss of Paper Trail

There’s nothing worse than when someone says they can’t find something on their desk or within their files. It could be an important contract, a personnel file, or any other document.

When you take advantage of document scanning services, you have everything in electronic format. It ensures you know where the “trail” is at all times, whether you’re getting something electronically signed by multiple people or simply moving documents along for review.

4) Find Documents Faster

It’s important to be able to find documents quickly. You don’t want to sift through multiple file folders on your desk or look through a file cabinet. Some documents might have been moved to off-premises because they are older, which might require you to drive somewhere to find documents.

Once documents are scanned and you start to use a document management system, you get to search by keywords, date created, and other categories. It makes it easier and faster to find important documents.

5) Cut Costs

The cost of maintaining paper documents is expensive. You have the cost of paper, printing, and filing. There might be costs associated with storage, too. Each time you have to buy another filing cabinet, that is money and space that you have to dedicate to paper storage.

By going to electronic document management, you save a lot of money.

6) Improve Efficiency

You will see a lot of efficiencies when you have electronic documents. It’s easier to send documents to the people who need them. You will save a step because of not having to print and mail a document. Plus, you can ensure that the documents are being tracked.

By taking advantage of document scanning services, you get a head start. Important documents can be turned into electronic ones. It makes it easier to stay organized and you can reduce the amount of paper in your office. In no time, you will see the benefits firsthand, showing you that going paperless is the way to go.

Resource: http://offers.casnet.com/free-ebook-the-ultimate-beginners-guide-to-document-management