Key Features of Field Service Management Software

By Service Geeni Team | 25 Jun 2024 | 3 mins read
Man sitting at laptop considering the features of field service management software

What to expect from Field Service Management Software

Field service management software can make a big difference in streamlining your field operations. Here are the main features you’ll find in top-notch field service management software:


1. Work Order Management

  • Easy Creation and Assignment: Quickly create and accept work orders, pulling in equipment history and previous job details, ready to send to the right engineer via the scheduler.
  • Real-Time Tracking: Keep an eye on work orders from start to finish, ensuring everything gets done on time.

2. Plan Preventative Maintenance

  • Maintenance Reminders: Be reminded when equipment is due a service, which service it is, what parts and needed, how long it will take.
  • Add maintenance work to scheduler: Easily send planned preventative maintenance tasks to the scheduler, including full service details and estimated resources needed.

3. Scheduler

  • Route Optimisation: Optimise routes to save travel time and reduce costs for your engineers. See where your engineers are currently located and which engineer is the closest to the job.
  • Calendar Views: Use visual calendar views to manage all your scheduled jobs and see when engineers are available.
  • Engineer Skillset: Use the scheduler to check not only which engineers are available in that area, but to check which of those engineers has the best skillset to fix the issue first time.
  • Parts Locations: Finally, the engineer you send to the job needs to have the right tools and parts to do the job. The scheduler can show this to make sure you use these different factors to chose which engineer to assign to the job.

4. Mobile Access

  • Mobile App: Let your engineer access job details, update statuses, and capture information right from their mobile devices.
  • Offline Access: Allow engineers to work without internet access and sync their updates once they’re back online.
  • Bespoke Service Checklists: Allow you to add service or job forms to each job in the mobile app to capture the right information while the engineer is on-site. For example, F-gas reporting or a service checklist for that specific piece of equipment.

5. Inventory Management

  • Real-Time Stock Tracking: Monitor inventory levels in real-time, including parts and tools needed for field jobs.
  • Automatic Reordering: Set up automatic reordering of parts when inventory levels get low.
  • Integration with 3rd Party Suppliers: For example, TVH. Order parts directly from within the app with a third party supplier integration.

6. Asset Management

  • Internal Assets: Keep track of company assets used by your field technicians.
  • Customer Assets: Keep track of customer assets and health.

7. Customer Management

  • Comprehensive Customer Database: Store detailed customer information, including contact details, service history, and preferences.
  • Easy Communication: Keep in touch with customers through SMS, email, or phone updates about their service status.
  • Tailor Communications: Send bespoke invoices, service reminders, job sheets, and reports, unique to that customer.

8. Reporting and Analytics

  • Custom Reports: Create your own custom reports to dig into specific aspects of your field service operations.
  • Performance Reports: Generate reports on key performance indicators (KPIs) like response times, completion rates, and customer satisfaction.
  • Visual Dashboards: Use dashboards to get an at-a-glance view of your field operations and performance metrics.

9. Billing and Invoicing

  • Integrated Billing: Automatically generate and send invoices as soon as a job is done, directly from the system.
  • Seamless Payment Processing: Handle payments and manage financial transactions with ease.
  • Consolidated invoicing: Generate one invoice for a customer with several jobs in, to make yours and your customer’s lives easier.
  • Cost Tracking: Track job costs to ensure profitability and efficient resource use.

10. Time Tracking

  • Time Logs: Keep track of the time technicians spend on each job.
  • Timesheets: Generate timesheets for accurate payroll processing and job costing.

11. Compliance and Safety

  • Compliance Tracking: Stay on top of industry regulations and safety standards.
  • Digital Safety Checklists: Create and use digital checklists to ensure safety protocols are followed before starting a job.

12. Integration Capabilities

  • ERP/CRM Integration: Seamlessly integrate with your enterprise resource planning (ERP) and customer relationship management (CRM) systems.
  • Third-Party Tools: Connect with other tools and services to enhance functionality e.g. Sage and Xero accountancy packages.

13. Customer Portal

  • Self-Service Portal: Give customers access to a portal where they can view their service history, book appointments, and track job statuses.
  • Reporting: Allow the customers to see reports on productivity, jobs and their equipment statuses.

14. Knowledge Base

  • Easy Access to Documentation: Provide your technicians with access to manuals, troubleshooting guides, and other important documents.
  • Training Resources: Offer training materials to help your technicians do their jobs better.

Field service management software is key to boosting productivity, improving customer satisfaction, and making your field service operations run smoothly. With these features, you can manage your field service team, and your operation as a whole, more effectively and efficiently.