7 Challenges Facing Mobile Field Service ? And Overcoming them with FSM Solutions

Managing a mobile workforce comes with its set of challenges. There are multiple coordination levels, administrative hurdles when distributing tasks amongst your employees, the need to meet your customers? expectations, whilst still operating profitably. Your goal is to rake in more revenue, while striking a balance between the number of employees and the quality of the service being rendered. Under utilisation of the company resources may be misinterpreted to mean that you need more employees- which will affect your bottom line. Repeat visits with older jobs affect the response time for new client appointments. Clients get frustrated when their needs are not met on time. Remember that, for your client, their priority is getting their issue sorted- be it that pipe leak, electrical fault, damaged gas valve, or window installation completed on time. Administrative challenges on your end will simply come off as excuses, costing your brand dearly. The different fields share similar challenges- from utility firms, pest control, installation and repair services such as with plumbers and electricians, those running residential and commercial window cleaning companies, to property managers in charge of different buildings. Here are some of the obstacles faced:

1. Coordinating your team

Running things from the office can get hectic when your technicians are out on ground, and clients are at different locations. From appointments being delayed because the workers met traffic on their way, those calling in sick and requiring you to find replacements on short notice, clients who cancel appointments without notice- they all present a logistical nightmare. There is also the need to have a skill-based task distribution in place. Here, the focus is on getting the right technician for the job, not someone who has simply “dealt with it before as they helped their colleagues on a similar job“. With your firm having different personnel, you want to ensure that you spend the most appropriate technician to your client. This also aids the employees themselves, by increasing their morale as they will be dealing with tasks that they are particularly adept at, score you a high first-time fix rate, and avoid having to do follow up visits to resolve issues that were not properly addressed the first time round.

Capterra undertook a field service software survey, which showed that 82% of organisations adopting FSM solutions saw an increased rate of first-time fixes, and a 90% rise in actual conversations from quotes.

How field service job management software impacts businesses. Source: Capterra

Follow-ups tend to cost extra with the additional dispatch, and take away your fiend agents from the work that had been scheduled to be handled. Resolving these logistical issues with traditional approaches can be problematic, especially with all the paperwork involved. In fact, let’s delve into that.

2. Mounds of paperwork

Having loads of data streaming in from your field workforce can put one on edge. Organising the documents, creating the spreadsheets and typing away at calculators, sorting the files in cabinets and the stress that comes when a single file appears lost in the heaps of sheets – it creates a bottleneck for your operations. Manually handling the data at the central office also compromises on the accuracy of the process due to human error, from syntax issues when transferring information, incorrect inputs, to duplicate errors- which is expected to occur with increased frequency due to the tiring nature of the process. Actually, 46% of the respondents surveyed by the Service Council said that paperwork and admin work was the worst part of their day.

The field worker is also affected by the paperwork. From having to come to the office each morning to collect the documents needed for the day, walking with the bulky files from one site to another, perusing through lots of sheets whenever they want mire information about a particular customer or the job description- and the frustration that comes when some documents have been forgotten back at the office- it hampers productivity. Running out of copies of paper will also be unavoidable when your staff are away from the office- and more time will be spent coming back to restock. There are also additional issues like the forms getting soiled or torn, and even the wind blowing them away as your technicians are out in the field. Dealing with the contracts, collecting signatures for each job that is handled, jotting down notes concerning the particular tasks that they are taking care of- it increases the workload. In fact, this often results in errors in data entry, and jobs being poorly documented.

Fortunately, this doesn’t have to be the case for your firm. Technological advancements have seen solutions being developed to minimise the paperwork involved. These mobile service management software allow the field worker to access all the details of the job via handy apps on their smartphones and tablets- as is the case with FieldElite. Instead of walking around with the documents and files, the information is stored via cloud, and is accessible in real-time. The job documentation- from photos, notes to the customer?s e-signature are all collected through the app, and the information is securely stored and immediately available to the personnel back at the head office.

Service analytics- where you get to observe product demand, performance of your workforce and analyse your customer base growth through the dashboard reporting modules that come with the FMS software is a key tool for decision makers of the company. You get to optimise your performance without having to resort to adding more work hours, or pushing your employees into overtime. Field service analytics has been shown to increase profitability for leading companies by 18%, going by the ?Get Smart: Business Intelligence and Analytics for Service Organizations? study done by Aberdeen Group.

3. Scheduling conflicts

First, there are multiple jobs that need to be attended to- and disappointing your clients will lead to backlash. Secondly, you have a large team of workers- and you want to optimise on their productivity at an individual level. From an administrative perspective, you are also required to provide proper work structures that incorporate your employees? safety during the jobs being handled- and not to run them like mules, overworking them in a bid to hit your targets. Thirdly, the workers have different individual hours of operations- or they work in shifts. Running all this from a central point, allocating the jobs as needed and managing the different schedules, can be a tall order without the right field service scheduling software.

When your customers book an appointment, they expect that your company will deliver on its mandate, providing the services that they are paying you for as required. On the other hand, as the company, you are relying on your employees to meet those expectations. This means that you should have structures in place to ensure that your field workers stick to their assigned schedules. For this you will need to know their location in real-time, track their performance, and check on their adherence to the set schedules. Working with field service job management software allows you to handle the logistics of every task from one dashboard. By tracking your technicians while they are out in the field, you will be able to allocate orders faster, monitor the incoming customer requests, and manage the task distribution more efficiently. When you have an FSM that allows your workers to coordinate with the head office via mobile app, there will be an increased rate of job completion, and a reduction in overtime. Both your clients and employees get to be happy at the end of the day.

4. Lonely workers

Working in the office has its perks. You are surrounded by your colleagues, and can easily get the attention of anyone in management if needed. However, while out in the field, the workers can feel disconnected from the company structure, left to their devices while still bearing the responsibility of presenting the company in positive light- as they also double up as your brand ambassadors. The loneliness can get to them, with a report by the Service Council showing that isolation was the worst part of the work day for 21% of technicians. The chat feature that comes with the mobile service management software apps is one of the reasons behind their popularity, keeping the employees connected to the rest of the manager at the central office, and even other field employees- which makes them feel as part of one large family.

Safety is also a concern, especially for cases where your field staff will be working in hazardous situations – like conducting repairs on top of radio towers, dealing with gas equipment in concealed spaces. The central office needs to remain in constant communication with the workers, and have the appropriate structures in place to handle emergencies. You don’t want to lose employees because they don’t feel that their safety is a priority to you. A skilled technician is an asset that should be protected- and certainly you wouldn’t want to incur extra funds to hire and train personnel- which will end up being an additional strain to your budget over time. Field service job management software with features that allow your employees to check-in remotely via app will be handy in notifying the head office of their arrival at the job site, and in case of any incident, the field manager can quickly see the employees? last location, and dispatch help to them.

5. Difficulty in assessing performance metrics

When you have a situation where timesheets are only handed in after the workday- and in some cases at the end of the week, it becomes difficult to assess the level of productivity of your field workers. Are you getting value for your money with the wages that are being paid out? Are there lots of lost work hours due to logistical hitches- or cases where the field worker delay the tasks, or take out sections of their day to attend to matters of personal interest- and still bill you for it? All this translates to poor customer service, with issues ranging from cancelled and rescheduled appointments, unmet targets, disagreements based on the scope of work being handled, to client dissatisfaction for not having their issues addressed in a timely manner- which becomes a hit on your brand.

FSM comes in to enable the field service manager to always be in the loop during the entire process- knowing exactly how long the workers are spending on each particular task, the jobs that are pending, cancelled or rescheduled, in order to constantly review and optimise the planning of the firm?s activities. With software like FieldElite, you even get a birds-eye view, as the work areas are mapped out, that way you will be in a position to direct your field workers on aspects like the best routes to take to avoid traffic gridlocks.

6. The break factor

How do you plan for breaks? Jobs are different, and there will be unexpected issues cropping up regularly. However, the field worker is still entitled to breaks during the working day- such as the all-important lunchtime. The problem arises when there is unextended time on some job sites, and cases of unscheduled breaks being taken. These have a ripple effect, as they will cause delays on other projects that are on queue, and you can also expect customer complaints to be coming in hot and hard. From a management point of view, you want to have the ability to respond to the issues as they arise, and reassign the jobs accordingly. Mobile service management software gives you this power.

7. Customer relationship management

Customers want to be part of the process, staying in the loop with the service appointments that have been scheduled- and understandably so. From the booking process, to following up on the progress of the job- it all factors in. In case there are issues that crop up- like service vehicles being delayed, situations where extra parts need to be ordered, or the session cancelled and scheduled on a different day- being fully transparent with your customers will be a great boost to your brand. Gaining new clients and retaining the current ones requires the firm to maintain a quality customer service.

Negative feedback because of your customers? feeling neglected will be a setback for your business. Integrating the customer relationship management into the field service will go a long way in enhancing their experience. Here, software solutions like FieldElite have also got you covered with a customer self-serve portal, accessible online through their browsers. This has the welcome benefit of reducing the number of calls as they conduct follow-ups, since they will be in a position to track the project right from the comfort of their homes and office desks, thus increasing customer satisfaction.

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Saving Energy Step 1 ? Implementing a Management System

There has been much hype down the years regarding whether management is art or science. Thankfully, where people are concerned the pendulum has swung away from standard times in sweatshops in the west. However, when it comes to measuring physical things like harvest per square meter and the amount of energy consumed there is no substitute for scientific measurement, and this implies a system.

Managing energy cost and consumption down is like any other strategy. American engineer / statistician / management consultant W. Edwards Demming may have passed on in 1993. However he was as right as ever when he said:

When people and organizations focus primarily on quality, this tends to increase and costs fall over time.

However, when people and organizations focus primarily on costs, costs tend to rise and quality declines over time.

Demming believed that 90% of organizational problems arise from systems we put in place ourselves. This can be because we are so accustomed to them that we fail to notice when they are no longer relevant. The currently prevailing laissez faire towards energy is a case in point. What is managed improves and what is not, deteriorates. We know this. Let us take a look at how to apply this principle to energy management.

First, you need to get the subject out the closet and talk about it. How often do you do this is your boardroom, and how does energy rank against other priorities? Good governance is about taking up a position and following through on it. Here is a handy checklist you may like to use.

Do we use a consistent language when we talk about energy? Is it electricity, or carbon emitted (or are we merely fretting over cost).

How well engaged are we as a company? Looking up and down and across the organization are there points where responsibility stops.

How well have we defined accountability? Do we agree on key performance areas and how to report on them.

Are we measuring energy use at each point of the business? When did we last challenge the assumption that ?we’re doing okay?.

Have we articulated our belief that quality is endless improvement, or are we simply chasing targets because someone says we should.

A management system is a program of policies, processes and methods to ensure achievement of goals. The next blog focuses on tools and techniques that support this effort.

Field Service Organisations should use Digital Forms

For many Organisations, making use of paper based forms, is a common practice and method for collecting data and recording transactions. Whether it be for producing Quotations, Invoices or even getting sign off on completed jobs.

Paper based forms and documents have been the main stay of office communication and productivity for over 200 years. Paper-based forms are used to create anything from Invoices, Receipts, Purchase Orders, Contracts to the humble internal memo!

Paper-based forms radically improved productivity, efficiency and compliance by enabling people to create paper based instructions and enabling others to add additional information as required.

Over the past 3 decades or so, modern business environments have gradually been evolving towards the concept of the Paperless Office, resulting in the humble Paper based document migrating to a Digital Counterpart. The ease of availability of various Word Processing and Spreadsheet software products and cheap and easy data storage capacity have resulted in the Proliferation of thousands if not millions of files and documents being stored somewhere on the Company’s IT infrastructure.

People often create Digital Templates of forms that may be printed off and supplied to staff to complete using Pen and Paper or electronically. The data collation and reporting is often process

Often when conducting Operational Reviews, it is commonly found that the processing and analysing paper based forms is the least productive, efficient and profitable areas of business, although it is often vitally important.

Benefits of using digital forms for data collection

The ability to collect and analyse data effectively is increasingly important to businesses. Companies gather, examine, process and build reports on large volumes of data. Traditionally, they have deployed mail surveys, telephone interviews, door-to-door interviews as methods to collect information. With the ongoing digitisation, these procedures have become old fashioned.The digital transformation is changing many business operations at a high speed and a great deal of processes that were executed manually are now accomplished using digital methods.

Technology has had a major impact on how to approach data research and has provided researchers new tools that have transformed and improved data collection and analysis. The pace of change requires companies to be able to react quickly and adapt themselves to changing demands from customers and market conditions.

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Are Target Operating Models strategic compasses?

The short answer is they usually are, because every organisation needs a road-map of where they are going. Target operating models can be complex documents with illustrative details including project management structures, special tools, implementation procedures and management metrics. They can also be simple statements, as for example Winston Churchill?s promise that ?we shall fight them on the beaches, on the landing grounds and in the fields? which gave Britain the strategic direction it needed.

Many initiatives unfortunately fail because managers are ?too busy? to bottom on what their target operating model should say, or simply don’t believe in paperwork. As a result, promising initiatives may blunder off course or die a slow death without them really noticing. We cannot manage what we cannot measure, which is where the management metrics fit in. One of my favourite quotes is ?if you don’t know where you are going any road will get you there? which is what the Cheshire Cat said to Alice in Wonderland when she got lost.

The author blundered through life without a plan because there was no one else with his particular brand of imagination. The current business climate is different because everybody is trying to ramp up, and investors want to know exactly what is going to happen to their money and by when. Hence a target operating model can be indispensable throughout a change or product cycle.

The benefits of having a measurable operations / technology plan can produce powerfully tangible results if the organisation follows through on it. Built-in metrics with milestones are powerful tool for management, and, when they map through to the company financial plan almost irreplaceable as cash-flow forecasters.

Other benefits may include:

Shorter times to market and greater agility when launching new ideas
Reduced investor risk through a predictable process that’s readily monitored
A stable operating environment where there is consensus on direction
Greater likelihood of delivering on time and leading to repeat orders
A more cost-effective process, with less risk of loss of quality and money

Although it dates back a few years the Wills UK and Ireland Retail model still provides an excellent benchmark of a target operating plan that worked. The strategic goals were exceptionally clear, and they brought in a proven project manager to help them drive the program forward.

We have delivered advanced business management services to many of our clients, and believe you will find our personalised approach time-efficient and effective too.