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July 5, 2017 Business Technologies

The Top 4 Ways to Improve Field Operations

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By Sonja Fridell

The Magic of Field Service Software Are you still running a field operations team with paper? FieldMagic has been specifically designed to complement the business process of service companies, allowing you to electronically schedule and track every aspect of field operations management.

Reporting – Buh-Bye Excel, hello dashboards!
Every business needs reporting, and most companies want to pull information from different departments and mash data together to get real actionable KPIs. Because FieldMagic is a complete CRM system for your front office staff and a mobile application for your road warriors, you will be able to fly your business from anywhere in the world with real-time data. As long as the data lives in FieldMagic, we can report it and deliver those reports to you and your colleagues on an automatic schedule.

Electronic Checklists – You can leave that clipboard in the truck, or just throw it away!
When I was dispatching 18 field techs for a local alarm company back in the 90’s, I used to spends hours preparing inspection paperwork and checklists for individual site locations. Some of them were so complex, we had layers of checklists per location for different devices, smokes, door access points and panels. With FieldMagic, you can create custom, templated electronic checklists. This will encourage your technicians to standardize their visits, and because this is all captured electronically, data becomes instantly available for the office team and customers.

Fast Quotes – More appointments faster, a service managers dream
A large part of your revenue stream is likely repair work. Processing and delivering quotes in the most efficient way to your customers will keep your sales funnel filled, while allowing your techs to keep moving to the next task. You customers will be able to receive quotes via email or uploaded directly to a customer portal. Once the quote is accepted it is then converted into a job ticket and automatically assigned to the appropriate technician… all with ONE click.

Execute Exceptional Customer Service – Compliance and Service Reports = Happy People
FieldMagic can automatically deliver compliance reports to customers as service tickets and checklists are completed, while you are onsite. When it’s time for final sign-off, they already have all their paperwork electronically. Customers will also have an online portal where they can review historical data, schedule new service requests, review and approve quotes and pay invoices.

This just scratches the surface of FieldMagic’s capabilities.

Ready to learn more about FieldMagic?

Use this link to schedule a call with me. I’d love to learn more about your company and how you are currently managing field operations.

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Sonja Fridell

Sonja is very active in architecting CRM, ERP and marketing automation solutions for clients across North America. As an ex-journalist, she is adept at exploring a client’s needs and coming up with cutting edge, elegant solutions that fit, drive adoption, and create real results.

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