Field Service Management Software for Small Business to Help Reduce Paperwork
Are you tired and frustrated with repetitive and routine tasks?
Are you losing service revenue and customers?
Do you have a problem keeping your paper documents organized?
Introducing ServiceFolder, field service management software for small business is guaranteed to save you time & money!Start Free - 1 User
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The screen used by the service managers and technicians to locate customers & enter in customer information with appointments
The screen used by the office staff for inputting job information to be saved in the field service management software.
Service software for small business - People using field service management software on their phones to manage job cost & inventory levels
Become More Productive and Profitable
Save time by running advanced reports in seconds instead of minutes - we've put the right tools at your fingertips!
- Reduce Phone Calls
- Reduce Excel Sheets
- Reduce WhatsApp Messages
The main overview screen used on mobile phones by the service technicians
The job screen for the service technicians to enter in job information like types, status, comments & start/stop times
The reports screen for the service technician to view their existing customer visits, upcoming appointments & overdue ones too.
The tracking screen is for the office staff to be able to locate the service technician for easier scheduling of new customers.
Customer calls the agency and discusses the work needed. The office staff properly enters the customer information & request into the field service software.
The office staff will then assign the field service technician to the job based on their availability and proximity to the client's location.
The field service technician receives an email or SMS notification on their smartphone. ServiceFolder's mobile app gives the complete details of the client’s location and critical job information directly on the phone.
Field engineer arrives at the client's location. The field engineer adds notes and upload pictures related to the job. The field engineer will also record the parts and materials used for the completion of the job with the help of field service management software developed for small businesses.
Finally, your field service technician will update the status of the job to 'Completed' so that your office staff is kept informed throughout the day.
With ServiceFolder, you have access to a full range of industry-specific small business field service management software solutions that will streamline paperwork, keep your company organised, and keep your clients informed.
Our field service management software will allow field service professionals and your office staff to manage your workforce, equipment, and time from any computer or mobile device. We make your life easier by automating workflows and enabling real-time job assignment so that your team can return to the job site, where it matters most.
Track Jobs & Work Orders
- Technician assignment
- Track Products sold/services for the job
- Team Calendar at a glance
- Advanced reports
- Track the customer equipment
- Track the Asset servicing schedule
- Complete history of the equipment servicing
- Track technician's locations
- Search customer address directly on Google Maps
- Schedule a notification to be sent to the customer or technicians
- Complete control on the date and time of the notification
- Schedule using Mobile or Internet Browser
Customer Portal allows customers to
- View Jobs
- View Invoices
- View Quotes
- Create a new job
Invoice & Receipts
- Create part or full payment receipts and invoices
- Additional charges like Labor for the whole invoice
- Add discount for line items in the invoice
- Create a new job
After Sales Process
The after sales process is crucial for increasing your customer satisfaction. Every small business industry should have effective job tracking and job scheduling and dispatch software. Our field service management software solutions for small business makes service technician scheduling, job tracking, service agreement management, invoicing and quoting easier in your small business organization.
QuickBooks Online Integrations
Invoicing and accounting should be quick and error free. With our online job tracking software integrated with QuickBooks, you will increase your office staff's productivity by avoiding double entries and reducing data entry errors. Customers and items will be synced in and out of any small business service manager software to update inventory between multiple locations.
Field Service Inventory Management Software
Inventory accuracy is higher when you use field service inventory management scheduling software to handle your entire field service inventory. Choose field service scheduling software that handles multi-location inventory with detailed reports at every location. Our service software solutions for small business helps with the adjustments caused by irregularities like your inventory expiring, customer returns, and lost stock from leakage or damage.
Effective entry of data
Our field service management software app automatically tracks every job and customer interaction in the field. With one glance, office staff can see a complete history of the customer interaction. We are able to display invoicing and payment information for each service performed to perfectly understand customer expectations.
High Customer Retention
Using field service management scheduling software like ServiceFolder will increase your customer retention rate as your company will effectively track maintenance work orders. Our field service software for small business also has built-in invoicing & billing directly through your browser. Other capabilities include a job tracking mobile app for updating notes and uploading pictures or drawings now from the field.
Create Job Directly from the field
Our field service mobile app gives flexibility to your field service engineers. The engineer can also add customers into the field service software for the company. The field service mobile app is used to communicate with customers, receive alerts for a job status update, and record the services & costs of work performed.
Location Tracking in the field
The location tracking of the field service engineers directly through the field service manager software provides a distinct benefit for the office staff for scheduling the next work order. The office staff gets a glimpse of the location of the technician to deliver exceptional service to new clients waiting to schedule appointments.
Improve Performance & Productivity
The field service management mobile app provides flexibility to the field service engineer to create jobs. The engineer can also add customers and book new business to the company. The field service mobile app keeps your small business service technicians organized to directly affect their performance and productivity.
Software for work orders
Software for work orders is a digital tool that enables businesses to manage their work orders in a streamlined and organized way. This type of software is commonly used in industries such as field service management, maintenance, and construction, where work orders are a fundamental part of the daily operations.
Dispatch software can be used in a variety of industries, including HVAC, plumbing, electrical, and landscaping. By automating dispatch operations, businesses can improve their response times, reduce costs, and enhance customer satisfaction. Dispatch software can also provide real-time visibility into technician location and job status, allowing businesses to make informed decisions and adjust schedules as needed
It's crucial to select field service management software with the capabilities you require for efficient operation of your enterprise. This covers managing resources, tracking jobs in real time, and more.
It's crucial to pick software that is simple to use and user-friendly. This will make it easier to guarantee that your staff can utilise the software effectively and efficiently.
Choose field service management software that integrates with your other business systems, such as your CRM or accounting software. This will help to streamline your operations and improve your efficiency.
Make sure that the field service management software you choose is scalable and can grow with your business. This will help to ensure that the software continues to meet your needs as your business grows.
Choose field service management software that comes with good customer support and training options. This will help to ensure that you are able to get the most out of the software and resolve any issues quickly and efficiently.
What is Field Service Management Software (FSM)?
Field service management (FSM) software is software that captures, stores, and manages service jobs. It enables small businesses to manage the job from beginning to end and improve overall productivity by managing assets such as technicians & equipment across an entire organization.
ServiceFolder is service pro field service management software that small business field service management companies use to service customers and service technicians to service vehicles.
What are the benefits of field service management software?
The main benefit is that it can streamline processes within your small business field service organization, thereby increasing productivity & improving customer service by reducing labor costs and providing better accountability for all jobs performed across your entire company. This results in an overall profitability improvement because you'll have a clear view of what’s going on with every job from start to finish.
ServiceFolder is one of the best small business software for field service management because it is free for 1 user. It can efficiently manage businesses no matter what field service industry they are in.
What are the challenges for Small businesses in Field Service Management?
Common Challenges include the following:
- Timely Invoice and Payments on the field
- Scheduling jobs without conflict
- Communication between customer, technician and back office is in multiple places
- Images and files of the work order are transferred and maintained in Whatsapp
How to use a field service job management tool?
There are many efficient ways to use field service job management tools. No matter how it's used, time tracking, scheduling, reporting & invoicing are all time-saving tools that help improve your entire company's productivity. The job management tools can help keep track of time, inventory, scheduling & job costing.
ServiceFolder is a service pro field service management software. It helps you keep track of time and expenses by taking pictures of parts replaced on the job and recording maintenance notes for the next service technician.
Can you use intuit field service management software like QuickBooks?
It isn't straightforward to use intuit field service management software, like QuickBooks, as a standalone field service management software tool. QuickBooks was designed to handle certain things like time tracking & expenses, but it was not designed to handle all the small business field service management software demands.
ServiceFolder is a better choice to handle most small business field service tasks because it helps automate specific tasks. The best part is you can utilize the field service management software integration of ServiceFolder to directly import QuickBooks data. So when using ServiceFolder, you can keep using QuickBooks while taking advantage of the perks of ServiceFolder field service inventory management software.
Why should you consider using field service management software?
Small Business Field service management software is a great time-saver because it allows you to manage your entire field service organization from a single, easy-to-use platform. It can help reduce labor costs & improve accountability of all jobs performed across the company. It will also increase productivity and profitability by improving the overall efficiency of business processes.
ServiceFolder is a free field service management software for up to 1 people that will help you save time & money by reducing paperwork. Improving the organization of your field service workers and keeping customers updated will be self-explanatory why ServiceFolder is the best small business software for field service management.
How does Field Service Management Software work to improve customer experience?
Customer experience is all about time and quality of service. If customers can't get in touch with you because your phone lines are always busy or if the time it takes to show up at a customer's location isn't great, that will leave them wrong impressions, and they may never want to do so business with you again.
One way field service job management software helps improve customer satisfaction is by making sure the time spent servicing the field service equipment is precisely what was agreed upon when scheduling the job. This allows for greater accountability for everyone involved, so there aren’t any surprises later down the road.
ServiceFolder provides accurate time tracking & reporting, enabling you to see where time is wasted and where problems occurred within each service team.
What are the features of Field Service Management Software?
For small businesses, there are many features of field service management software. One is time tracking which can be done quickly by letting customers schedule jobs using the online scheduler or via email, text message & phone call reminders.
Another great feature of the best field service management software for small business is time-saving reports that let you know how much time was spent servicing equipment and labor for each work order. This information will help managers identify wasted time within teams, so issues like this don’t occur again in the future.
ServiceFolder allows your entire team to communicate effectively with one another by real-time scheduling & inventory updating that improves productivity & accountability. In addition, everything is documented when it happens instead of asking each technician what they did on the job weeks ago.
Is ServiceFolder a free field service management software?
Yes, ServiceFolder is a free field service management software for 1 user for the Silver edition