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Thoughts on Evaluating a Field Service Automation Solution: Visibility

This is our 7th post in the “Thoughts on Evaluating a Field Service Automation Solution” white paper series. You can download the complete white paper here. What do managers and executives need every minute of every day? They need to know what is happening in their business. It’s important therefore, that the Field Service Automation Solution you choose provides the information managers and executives need, simply, accurately and instantly.

Two Field Service Automation features are critical in delivering an up to the minute view of the status of any field service operation – the company dashboard and the scheduler.

We therefore recommend solutions that include:

Company Dashboard

Customizable company dashboard that displays latest activities (jobs, customers, invoices, items, assets, suppliers, tasks and users), scheduled work orders, job status (completed, active and scheduled) with associated revenue and projected job revenue for the month.

Scheduler

Gantt Chart and map based-display that includes drag-and-drop job scheduling and real time visibility into the location, status and history of every job. It should also allow companies to assign jobs to employees and contractors and filter views by location, technician(s), customer or job status.

Conclusion

Imagine having the ability to view all this information about your entire business or a single customer. What would your bottom line would look like if your business processes were 20 percent more efficient. That's what this kind of visibility can provide.

Next post: Intelligence. Or, download the full white paper here.

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