By Taylor Tuomie
Field service software can be incredibly valuable to companies of all sizes. You don’t need to be running dozens of crews in order to reap the benefits of software. If you’re just starting out or if you’re still a smaller business, you might be able to get by without it. You might be able to handle scheduling for a while with free software or even old-school methods, like a whiteboard, but as you grow your business and grow the amount of accounts that you have, you’ll need a different solution. Here are seven signs that you need field service software.
You’re having trouble scheduling
This might be one of the biggest signs that you need field service software. If you have an office manager that is struggling to effectively schedule your crews, something will need to change. If you have trouble with rescheduling canceled appointments or if you have difficulty rearranging schedules if one of your employees calls in sick, you can solve those issues by using software.
Your customers are upset
If your customers aren’t happy, it might be a sign that you need a better way to manage your jobs. Customers will notice if you’re late to appointments or if your crews aren’t paying attention the needs of your customers. Software can help your employees in the field understand what different customers need.
Your employees are upset
If your employees are upset with you and your business, that might be a sign that you need field service software. If they come in to work in a bad mood, it might be a sign of some underlying issues with your business. If your office manager is swamped every single day and can barely keep his/her head above water, it might be time to help them out with a field service software solution.
You’re bringing on more customers
If you are growing at a quick rate, you are going to need a way to manage that growth. A field service CRM will allow that growth to happen and you’ll be able to sustain it as well. If you don’t have the infrastructure in place to handle more customers, then you might actually be doing your customers a disservice.
Your team is growing
One sign that you might need a field service software solution is if you’re bringing on more employees. When your team is growing, you need a way to manage that internal growth. New employees will need a way to keep track of their work. They’ll need to be able to time into jobs, track their activities on the job, like parts used and work performed and also a way of keeping notes on the accounts that they’re servicing.
You can’t take a break
If you aren’t able to take at least a day off per week, you might need a field service software solution. As a business owner, it is hard to remove yourself from your business in general, but if you can’t, that might become an issue. You need to take a regular break, but if you’re constantly playing catch up, it can be a sign that you need a software solution. If paperwork feels like all you’re doing, that is a good sign that you should invest in a software solution.
You’re losing money
If you know that your business is losing money on jobs, but don’t know why, where or how, then you might need a field service software. One of the major reasons that businesses use software is because certain jobs are losing them money regularly. Maybe it is because of a misbid or inefficiencies in your regular operations, a software can pinpoint those reasons.
Any of those signs sound like you? Check out our demo below and see how HindSite can help you!