This is our 8th post in the “Thoughts on Evaluating a Field Service Automation Solution” white paper series. You can download the complete white paper here.
Identifying business trends is critical to growing revenue, retaining customers and increasing the productivity of field personnel. It’s also important as a means of discovering problems before they can significantly affect profitability. Reports are, therefore, an essential component of any Field Service Automation Solution. When reviewing a field service solution, there are many important factors to consider.
Look for Field Service Automation solutions whose reporting capabilities include:
- A wide variety of built-in reports that cover every facet of your field service operation – customers, revenue, work orders, items, assets, inventory, etc.
- A large range of filters (customer, asset, work order, etc.) that can be applied to built-in reports – this enables users to customize standard reports and obtain the specific information they need, in useful and usable format.
- Data export to Excel and other standard file formats (i.e. CSV- Comma Separated Values).
When evaluating a field service automation software it is essential to choose one that will provide you with the data you need to effectively run your business. Choose a solution that includes a customizable company dashboard and state-of-the-art scheduler to provide managers and executives with the information they need.
Next post: On-Boarding, Implementation & Training. Or, download the full white paper here.