Software tools every Field Service company needs in 2022

Software has revolutionised the Field Service industry, providing tools to automate business processes, schedule jobs and maintenance, and generate reports. With leading software tools, Field Service companies can improve business processes and productivity, support field technicians, and ultimately improve their bottom line. In 2022, every Field Service business should invest in software tools, including these essential solutions.

Vehicle Tracking Software

With Vehicle Tracking Software, you can support your mobile workers when they’re in the field. You can view the real-time location of your employees during work hours, assist them if they’re lost, or there’s an emergency, and ensure they arrive at job sites on time. Vehicle Tracking Software makes reactive planning easier, with the option to send the nearest available worker to a job site to save time and reduce fuel consumption.

Job Management System

Reduce your admin time and paperwork using a Job Management System. You can use the online platform to schedule jobs ahead of time, track job progress, get job approval on-site, and generate job reports. Technicians can access their Job Sheets online, removing the need for paper documents, and clients can complete and sign forms online. These mobile documents will be stored on a secure cloud-based system that you and your team can access anywhere.

Asset Management Software

Field Service businesses have multiple assets that need to be managed, tracked, and maintained, and Asset Management Software is the key to simplifying these challenging tasks. With Asset Management Software, you can schedule maintenance jobs and record all the asset maintenance work performed. If your vehicles or machines need to be serviced regularly, you can schedule recurring appointments. These tasks will appear on the designated technician’s calendar every week, month, or year – as often as maintenance jobs need to be done.

Quoting System

Creating and sending Quotes can be time-consuming, but this process can be simplified with a Quoting System. When a client shares a request for your services, you can quickly generate and email them a Quote. You can use the system to keep track of Quotes that have been accepted or rejected and follow up on proposals that haven’t received a response. Once a Quote has been accepted, the document can be converted into a Job Sheet with all the information the technician needs to complete the task.

Invoicing Software

With Invoicing Software, your technicians don’t need to wait for your admin team to send an Invoice once they’ve completed a job. The software automatically generates an Invoice when a job is closed, using the expenses and other information from the Job Sheet to create the document. Once the Invoice has been emailed to the client, you can keep an eye out for payment and set up an automatic reminder if they don’t pay on time.

Inventory Management System

With an Inventory Management System, your team can track and manage your inventory items. You can reduce storage costs, maximise warehouse space, and optimise stock levels by preventing understocking and overstocking. The system can be used to track your inventory to ensure all items required for jobs are available at the correct warehouse or stored in the worker’s vehicle. With a cloud-based Inventory Management System, your team can check inventory and capture the data while in the warehouse with their mobile devices.

A Business Presentation for All Seasons?

One of the things I love to do in what spare time I have is to visit large gardens and one of my favourites is Bodnant in North Wales.When we were there recently we saw the most a gorgeous display of flowers. The colours were absolutely amazing and it really made me feel good to see it.

We were at the same gardens last October too and the show was equally stunning but in a different way.

The gardeners take a great deal of trouble to plan their planting so that no matter what time of year you go there the show is amazing.

They plan in advance what is most appropriate for the particular time of year and place in the garden and make sure that things are done in the right order and at the right time so that they get exactly the result they want to achieve. They have a garden for all seasons that presents a beautiful show whenever you attend.

Do you have a business presentation for all seasons? or do you have just one that covers everything?

Do you plan out in advance exactly what needs to go into your business presentation so that you get exactly the result you want whatever the audience?

or do you have just one presentation that is provided for everyone you encounter regardless of who they are or whether it is appropriate at that particular time?

In the same way that it takes time and effort to plan, organise and plant the gardens for a superb display all year round that make people feel better, it takes time and effort to plan, organise and deliver a superb business presentation that engages people every time.

If you want to have a fabulous garden that is worth seeing at all times of the year then the individuals elements have to be chosen carefully. And if you want to have a business presentation that is worth seeing every time then it has to have different components that are appropriate and will engage different audiences in different situations.

If every time I went to Bodnant the display was exactly the same then I probably would only go once or maybe twice but the variety keeps it fresh and memorable.

And it’s the same for business presentations. They need to have variety and be fresh and engaging each time if you want to keep people interested.

I encourage my clients to have a bank of several different business presentations ready to go and here are some of the things you can do to create variety…..

Listen to it from your intended audience’s point of view….. would you want to hear the same thing every time?

Think about how you could tweak one that you already use so that it lasts for

  • 60 secs
  • 5 mins
  • 10 mins
  • 20 mins
  • 30 mins

If you provide a range of services or products then rather than trying to talk about all of them, vary which ones you talk about each time

Have a number of stories to vary the content.

Give different examples each time of successes you have achieved with your clients.

This will give you a number of different components that you can swap around and mix and match and it will keep it fresh for your audience (and you!)…….. and in that way you’ll have a business presentation for all seasons.

If Having to Negotiate Makes You Tense, Consider These Negotiating Tips

This article is the first of nine that describe the lessons I’ve learned at the negotiating table. Some of the lessons resulted from successes and others are based on mistakes that I’ve made. In each case, however, there was a “lesson learned” that I want to share so that you can avoid some of the pitfalls I encountered along the way.

Over the years, most of the people I have worked with in North America felt uncomfortable with the process of negotiating. On the other hand, I would have to admit that, of all of the aspects of putting together a “deal”, it is the negotiating that I enjoy the most.

The first thing to remember is that while there are certain elements of each “deal” that are similar; no two deals are alike. Getting to the final agreement is a process with unlimited possibilities as there are no hard and fast rules or magic formulas that fit all deals in exactly the same way. It is not science; it’s an art. It is where creativity comes into play far more than during the analytical phase of making a “deal.”

While I have successfully put together many deals around the world,I have learned something new from each and every one of them. Yes, I have made my share of mistakes too, but I have learned from those mistakes and put them into “lessons learned”, chalked them up to experience, and to my knowledge never made the same mistake again.

Here are some of the key lessons that I have learned:

1. Everything in life is negotiable and whether you realize it or not, you are negotiating throughout each and every day.

2. If you don’t ask, you don’t get. You won’t necessarily get what you deserve in life; you only get what you negotiate.

3. Don’t ever give something away without getting something in return.

4. Do not focus on the person; focus on the “deal.” Don’t personalize the negotiating process.

5. Do not react to the other party’s offer, rephrase or restate it as a response while providing time to think.

6. For a successful outcome, both parties to the negotiation must feel satisfied. Do not hammer the other party into submission as they will spend their time and their energy getting even sometime in the future to the detriment of both parties.

7. Do not agree to something too quickly or the other party probably will feel as though they “left something on the table.”

8. For both parties to win, you need to “make the pie bigger” before you cut it in half.

9. “Information is power.” The more you have, the better the outcome. Ask open ended questions and let the other party talk.

10. Don’t play into the stereotypical North American image at the negotiating table. In other words, don’t fall into the habit of “splitting the difference” just to make the issue go away.

11. When dealing with other cultures, don’t overestimate English comprehension based on English speaking skills. Also try and understand some of the other party’s cultural and linguistic nuances.

12. Remember that negotiating can be a lot of fun, and that most people enjoy the “game” once they get into it.

Stay tuned for more insights!