Thoughts on Evaluating a Field Service Automation Solution: Customization

This is our 6th post in the "Thoughts on Evaluating a Field Service Automation Solution" white paper series. Get the full white paper here.

Every field service operation is unique. That’s why it’s so important that you choose a Field Service Automation Solution that can be customized to meet the unique needs of your service business.

Some things to look for include:

Custom fields

The ability to add custom fields to customer data, work orders, inventory, etc. enables companies to seamlessly shift their business identity from paper to a mobile platform more quickly and easily.

Information searches, sorts and views that can be saved and retained for later use

Users want the information they need, fast. Saved searches, sorts and views enable them to get the information they need on an hourly, daily, weekly or monthly basis quickly and easily.

Customized information displays on mobile devices and company dashboards

Too much information can be as much of a problem as too little. Customized displays enable companies to give users only the information they need to successfully perform their tasks.

Schedule filters

Filters built into the scheduler allow schedulers and dispatchers to focus on the information they need, rather than manually sorting through the entire company's field resources.

Next post: Visibility.