Key Features in Your Field Service Management Software

Choosing the right FSM solution with key features can help you streamline your field operations. So, let’s have an overview of the key features of Field Service Management for small business.

FSM

Territory Management

When choosing field service management software for small businesses, consider the territory management feature. It allows you to create and manage territories across global locations. Further, these territories can be assigned to specific salespeople or territory managers.

Route Management

Another essential feature that you need to consider is Route Management. It enables you to easily create routes, assign routes to sales executives, track representative visits in real time, get real-time feedback, and more. It helps save time and energy for your reps as well as fuel costs.

Questionnaire Management

The next key feature that you should consider in your Field Service Software is “questionnaire management.”. This feature lets you perform customer surveys. Leveraging this feature, you can prompt a questionnaire once your representative reaches the customer store location.

Multiple surveys can be performed in a single visit. All the questionnaire results can be accessed in real-time once submitted by the field executive.

Check-in/Check-out

With the Check-in/Check-out feature in field service management software for small business, you can track the check-in and check-out of your field reps, track customer accounts while in specific locations, and more.

It also allows you to track visiting history. This can help you whether your field executive visited the customer store location or not and at what time they performed their visit. Thus, helping to simplify your field service management practices.

Conclusion

If you are a small business and are struggling to optimize your field operations manually, it’s time to switch to LionO360 FSM — a cloud-based Field Service Management Software for small businesses. It can help you effectively manage your end-to-end field operations with access to real-time field reports and analytics.