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Field Service Reporting and Software Benefits

For you to track the performance of your service operations and understand your business, you’ll need to be able to access the right information, when you need it and in a way that is meaningful to you. Without this insight, you may be basing decisions on gut feel or doing things the way they have always been done.

Field service report software gives you greater visibility into your field service operations, which will make you plan better for the long-term. Data analytics that field service reports generate is useful to the business. It takes the right software that can help you use that data to your advantage. Here’s how field service report software can do just that in helping your business excel in the marketplace.

The benefits of field service report software

Visibility 

A primary benefit of field service report software is visibility. The software’s visual dashboard organizes key metrics about your company’s service operation so that you can make fully informed business decisions.

With this new visibility into your field operations, you will be able to answer questions like:

  • Which services are most profitable?
  • Which are the most productive crews and technicians?
  • How are changes affecting specific operations?

The visual presentation of data in dashboards needs to be easy to understand and should be easy to filter by service type, individual, crew, or any other data point collected. Week-to-week or month-to-month comparisons can surface meaningful trends that can help fine-tune a service organization to run at maximum productivity – while maximizing profit.

Real-time visibility provides many of the answers a field service organization will need to better manage the day to day operations and deal with whatever the day demands. For more information on improving visibility and where to start, see our infographic on The Key to Visibility in Field Service: Twenty Questions to Ask Yourself.

Easy decision-making

A day in field service operations can often change and be unpredictable as even the best-laid plans are affected if emergency work comes in or jobs overrun. On-the-spot decisions need to be made to keep up with and manage those changes and get the day back on track.

Lack of visibility into what is happening out in the field may mean poor decisions are made, which can further impact the day’s work. Having access to information can mean that better decisions can be made then and there, keeping the most effective plan for the work. The impact of making changes can be seen immediately and decisions can be based on that, taking into account this impact and any potential outcome on service performance, cost, and the rest of the day’s work.

The new FieldAware Insights report builder allows you to aggregate multiple performance, revenue, and utilization reports into a single dashboard. It turns field service operational data into valuable business insights that enable total visibility and confident decision-making for the successful management of field service organizations of all sizes. Now you can visualize the data any way you want: A dynamic drag and drop interface enables powerful visualizations of complex data sets with a few simple clicks. A large variety of chart types, report types and customization options lets you create reports that are intuitive for everyone.

Essential Reporting

While day-to-day access to data is critical to the management of daily performance, the flexible user interface provides dynamic data visualization and point-and-click access to drill down into the data. This information will feed into the more strategic business planning around budgets, resources, targets, and areas to focus on driving performance in the future. 

As outlined in the free FieldAware white paper Field Service Management: The Metrics to Measure, identifying business trends is critical to growing revenue, retaining customers, and increasing the productivity of field workers. It’s important as a means of discovering problems before they impact the business. Reporting is an essential component of any field service solution and being able to access the relevant information easily and quickly is fundamental.

FieldAware helps field service companies simplify their performance reporting to get the information that is needed for better decision making and business success.

Long-term planning

While day-to-day access to data is critical to the management of daily performance, business intelligence dashboards are also vital in the longer-term view. This information will feed into the more strategic business planning around budgets, resources, targets, and areas to focus on driving performance in the future.

Identifying business trends is critical to growing revenue, retaining customers, and increasing the productivity of field workers. It’s important as a means of discovering problems before they can impact the business. Reporting is an essential component of any field service solution and being able to access the relevant information easily and quickly is fundamental. 

In Closing

There is a saying that goes “you can’t manage what you don’t measure,” so to understand your business, you need to know what is going on from your performance reports. For the best results, you need a solution that meets these business needs. 

FieldAware Insights provides an analytics platform that delivers key metrics on technician performance, job status, financial data, and business processes. More than a simple reporting solution, FieldAware Insights provides an advanced analytics engine that allows customers easy access to field service data to drive actionable results across the entire business.

For the best results in field service reporting, you need a proven all-in-one solution. FieldAware helps field service companies simplify their field service reporting to get data that will create better decision making, stronger organization, and happier customers. We are wherever you are in the world to help.