Field service management covers a broad range of issues but remains a vital aspect of many companies and businesses in dozens of different industries. With proper field service management, a company becomes more efficient, streamlining communication from the customer to the technician to the main office.
Unfortunately, many companies fail to properly implement field service management solutions, which can lead to delays, miscommunication, and inefficient workflow.
Understanding Field Service Management
Field service concerns the optimization of all processes involved with sending staff members and technicians into the field (i.e. out of the office) to assist customers. This includes information needed by the company and the performance of staff members and on-field technicians.
Field service management mainly only applies to companies that manage installations, maintenance, or repairs of equipment or systems. If you had a cable modem installed in your apartment, you have probably taken part in field service management.
Of course, not all field service systems are perfect. Solutions for field service often include:
- Customer management capabilities, including account, selling, tech support, and a customer portal.
- Managing of parts and equipment
- Dispatch and workforce optimization
- Integrated mobile enterprises applications
Field Service Industries
There are several industries that require field service and rely on software to streamline on-field duties.
- Roofing: Roofs can require emergency repairs at the most inopportune of times. With field service software like Microsoft Dynamics GP, roofing contractors can respond to dispatches quickly and have access to information about the job.
- HVAC (Heating, Ventilation, and Air Conditioning): There are a lot of things that go into maintaining a comfortable living space, like heating, ventilation, and air conditioning, so you can see how HVAC contractors play a pivotal role in the average home, apartment, or business.
Thankfully for HVAC Microsoft Dynamics SL exists to make things a little easier for technicians, dispatchers, and the customer. The software possesses several features specific to HVAC contractors, including:
-Â Â Â Â Â Â Refrigerant capture software
-Â Â Â Â Â Â Cause, resolution, and history of equipment
-Â Â Â Â Â Â Integrated equipment inspection forms
-Â Â Â Â Â Â A facilities management portal for HVAC contractors
- IT/Networking services: Many businesses in this day and age run on computers and often need access to IT and networking services. IT requires careful attention to customer assets, inventory, and serial numbers. Getting the right technicians to the right place is half the battle. With the proper field service management software, dispatching technicians to help customers is nearly instant.

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