Improve Field Service Management with these 5 Expert Tips

Source- Ortec

Field service management is changing rapidly as emerging technologies become the new standard. Gartner estimated* that by the end of 2022, 70% of customer interactions would involve machine learning applications, chatbots or mobile messaging. By 2025, they estimated that over two-thirds of field service work would be scheduled by algorithms and bots, especially in automated schedule optimization-dependent providers. With the effects of COVID-19 throughout 2020 and more people preferring virtual or remote services, these developments will likely receive a boost. Capabilities like mobile apps and AR devices were
sought after even before the pandemic. As adoption accelerates, how

  1. Optimize, optimize, optimize your field service management

Route optimization is the norm nowadays and there is a lot to be gained by doing it effectively. You can save money while improving responsiveness for increased customer satisfaction. However, route optimization is most effective when it’s done in combination with scheduling optimization, and when it takes real-world constraints into account. For best results, consider the following in real-time:

  • The true availability of technicians
  • Potential changes to job status originating from customer requests
  • Required tools and resources
  • External impacts such as traffic and weather
  • Opportunities to sell or upsell
  1. Review pre-scheduling

Pre-scheduling is necessary to gain better insight into the total field service capacity vs. the expected/predicted number of tasks. However, expected arrival windows can still be reduced significantly.
Using mathematical optimization for pre-scheduling in combination with real-time scheduling allows you to have greater control over costs and improve customer and employee satisfaction. When connected with back office systems and customer and employee apps, mathematical optimization can greatly improve capacity planning, batch planning, and time-slot booking.
Ideally, your optimization solution should take part availability, current contract agreements, labor regulations and a diagnosis of necessary parts into account. Scheduling and rescheduling should be done in near real-time and automatically to maximize efficiency.

  1. Invest in training

There is a growing need for well-trained technicians. If you have them, how do you keep them? How do you educate younger generations? Start a training and leadership development program for experienced staff members to train or guide less experienced technicians. In a recent survey, 69% of next-generation workers stated that they desire digital access to experts while in the field. It’s time to start considering new approaches for knowledge transfer —even remotely, in real time—to provide the best possible service to customers. Tools that foster mobile and video collaboration can play a critical role here.

  1. Replace quotas with near real-time data and responsiveness

Quotas are typically used to maximize workforce productivity. However, there are ever-changing real-world conditions that often prevent employees from meeting these quotas, such as traffic jams, changing weather conditions and other outside influences.
Consider using predictive analytics to respond to the unexpected. For instance, you can take historical or even current traffic data into account or use predictive maintenance to improve the responsiveness and productivity of your staff. Using analytics to identify optimized time windows for customer visits is a good example of responsive field service management.

  1. Consider your change management plan

A perceived loss of predictability makes people want to hold on to old methods, such as fixed appointment time buckets and master routes. Make sure you don’t just adopt new technology for its own sake. You need to ensure your entire team is on board with the change.

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About TimeLinx
TimeLinx delivers innovative project & service management software as a complete solution that perfects the sell-track-manage-support-bill cycle that services organizations must have to delight their customers; TimeLinx brings the cycle together in a single application that offers less frustration, better project management, complete reporting, and improved profitability – all specially designed for Infor and Sage.