Field Service Management Guide

By Bonnie Woodcock, JotForm

Widespread access to connected devices and digital technologies is changing the landscape of the field service management sector. Telematics systems provide complete visibility into vehicle locations in real time. Mobile apps enable easy communication between field service workers and the office. Robust digital mapping solutions built around real-time traffic data allow for route optimization. There are more options than ever to optimize field service operations.

But these new opportunities come with challenges, and they’re pushing businesses to explore new tactics. Digital technologies give you a great chance to reconsider how you use data. They enable your field service team members to gather more data in remote locations, interact with customers in more intuitive ways, and avoid tedious paperwork and duplicate data entry.

These benefits can add up quickly, driving cost savings and giving you a chance to create value through stronger customer interactions. To take advantage of these opportunities, consider how digital technologies fit into your processes and carefully choose solutions that not only align with your immediate needs but are manageable for your teams.

You can transform your field service management capabilities with digital technologies. The process can have a trickle-down effect on your business, fueling profitability. Transformation is never easy, but taking a strategic approach to integrate these digital technologies into field service management can give your business an edge.

In this guide, we’ll explore the way emerging digital capabilities are driving innovation in specific industries, fostering change management and communication, improving worker management, and helping you assess operations in the most efficient way possible.

The guide contains six chapters:

• Chapter 1: Introduction
• Chapter 2: The field service industry footprint. Modern field service management capabilities are becoming critical in more and more industries. It’s not just the giants anymore. It’s small mom-and-pop shops and nonprofits too.
• Chapter 3: The shifting management and communication framework in field services. Explore the challenges and key opportunities offered by digital technologies. You’ll start to rethink field service management. 
• Chapter 4: The essential component of field service: fieldworkers. At the end of the day, we all want to make sure our employees are set up for success. It makes them happy and makes you money.
• Chapter 5: The role of field service assessment and how to do it. Generating field service reports and completing assessments is a critical part of managing your business effectively. Let’s learn how to do it.
• Chapter 6: Conclusion