When you own a business with many people under you in the field, it may be hard to track locations and tasks in regards to each worker. That is where field management software becomes crucial. These types of applications allow management and administrative staff to manage off-site workers and company resources with the ultimate goal of providing stellar customer service.

While this is the goal of all field management software applications, they are not all built the exact same. There are many different types available for purchase and you would hate to commit to one to find that it does not suit your needs. Below are must-have features of field management software and having them will ensure that the application works for you and leads to effective business processes.


1. Task & work order management

Take and work order management is one of the most crucial features of field management software as it allows for task allocation and tracking mechanisms. It allows you to compose profiles of where each employee is and specific tasks that they are expected to complete. You can also include a mandatory field where each employee is required to check off each task completed so you can update your records and ensure all customers are taken care of.

Field management software means you do not have to supervise your employees anymore or do any personal follow-ups that can take a lot of time out of your day. All you are required to do is highlight high priority tasks and specify the deadlines within which the jobs should be completed. Every employee can view the status of the duties allocated to them to help them track what has been accomplished and what still requires attention.

2. Invoicing & estimates

Invoicing and estimate features in field management software enable you to create quotes, update inventory, and issue invoices. It allows the billing and invoicing process to be completed quickly by providing customers with invoices right away.

Additionally, the invoicing and estimates feature allows you to track the payment history of your customer including any outstanding debts. It can also provide a payment mechanism through which clients can quickly pay for the invoices. That way, you can minimize outstanding debts by giving the customer the ability to pay right away.

3. Scheduling & dispatch

The essential goal of a field management system is getting the work done as quickly as possible and in a way that appeases customers. With the scheduling and dispatch feature, you can schedule jobs that work around the customer’s schedule. It can also allow one to make reassignments in case of any cancellations, ensuring that any customer on waitlist can be scheduled in to receive the attention that they deserve.

In the scheduling and dispatch feature of field management software, you can create reminders to have your technicians automatically notified whenever they have been scheduled for new jobs. This provides efficiency to the scheduling process and your employees will not have to waste time and resources attending company headquarters to receive direction.

4. Route optimization

Advanced field management software provides for route planning to help reduce drive time and mileage, therefore leading to increased savings. If you are running a business that involves a lot of traveling, this is an essential feature. It assists employees to get where they are required to be on time by optimizing their routes.

This part of field management software features a GPS which shows the available possible routes. It then analyzes the routes, checks for any traffic congestion, and picks the one which will minimize fuel costs.

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