Field service operations improve with these 7 types of tools


This guide outlines seven smart tools that will optimize your field service operations.

Field service operations are the backbone of your business. They keep your customers happy, help you get new customers, and preserve your brand value. Field service operations are also an area where companies can make significant operational improvements by leveraging technology. 

These may be door-to-door salespeople, plumbers working on-site, technicians fixing machinery in customers’ factories, or similar workers who impact your company’s customer experience and brand perception. Ensuring these individuals have all they need to do their job well can significantly impact your business growth. If your company offers different field services, several tools like Locate2U can help you streamline your operations and optimize how you manage your field service team.

Top field service tools

Here are essential tools that’ll help you optimize your field service operations:

  • Teleconferencing Tools

Teleconferencing tools are one of the best ways to boost productivity in field services. They allow you to communicate with your employees on the field without traveling. This helps save time and money that’d otherwise be spent on travel expenses.

Telecommunication shortens the gap between employers and their employees. Team collaboration is enhanced and saves a lot of time because of the ability to interact from the same place without needing to travel to work sites. It also allows managers to observe workflow in real-time even if they’re not physically present at locations where staff works on a particular task or project.

Additionally, teleconferencing can facilitate easy communication between clients and managers. For example, you can offer your clients virtual estimates through teleconferencing platforms. But, what is a virtual estimate?  This is a service where you can discuss price quotes and services with clients virtually. This process allows you to remain professional even when dealing with remote clients and win more jobs. It also saves both your time and the clients. 

  • Time Tracking Tools

Time tracking tools are very effective because they can automate time clocking, give you complete visibility into your workforce, and enhance policy adherence. The issue that may arise, like conflicts over payroll amounts and timing hours field trackers, will be a thing of the past with time tracking tools.

When choosing a good time tracking software, the software must be able to accurately track each hour, give alerts and notifications, and be flexible and user-friendly, as well as produce timely data analytics and reporting. A time tracker will ensure that your field team members clock in and out at the right time. This ensures they meet all their key performance indicators and satisfy customers. 

  • Scheduling Tools

Customers now are stricter with time than they were in the past. They don’t accept time estimations, like 3 pm to 4 pm; hence, the need to have a scheduling tool. Improving scheduling means improving the optimization of your field service staff. You may want to improve this by incorporating a key operational metric with automated scheduling so that everything is planned and reported correctly.

A good scheduling tool can provide a unified view of open work orders, technician skill sets, and customers’ expected arrival times so that everyone is on one page. In the end, a satisfactory customer experience means more work.

  • Survey Tools

When you follow up on your services with your clients through surveys, you’ll know where you might have gone wrong, as well as your strengths. Tools that enable you to see your customers’ feedback are a great plus in optimizing your field service operations.

Customers can use many online survey forms and templates to leave feedback after being attended to. These forms will ensure you get first-hand information about what a customer feels about your business, where you excel, and where you fall short. Ensure that when you get a bad review, you can follow up with an apology, and maybe ask where they think you can improve on.

  • Fieldwork Performance Evaluation Tools 

Measuring and optimizing on-site performance is key to increasing your service quality. That’s why many companies are turning to field workforce management software that provides real-time visibility into their operations. This enables them to understand exactly what’s happening in the field, which helps them identify problems before they get out of hand.

In addition to providing accurate data about employee time spent on each location or tool, these programs can also help you streamline problem resolution by giving technicians access to all corporate knowledge and content, a key metric for optimization.

  • Quoting And Estimate Templates 

Quoting templates is a great way to estimate work for your clients. You can quote for a customer quickly and easily, and never lose track of estimates again. Most software companies build tools with a built-in estimate report that provides support, so you never miss another quote or estimate opportunity again.

These tools can assist in creating estimates and quotes easily in the field or from the office using a desktop computer, laptop, tablet, and the like, and automatically email your quotes to customers with a single click. It also ensures consistency in your estimates, which showcases the level of professionalism in your company. 

  • Routing Optimization Tools 

Dispatch and routing are two important parts of field service operations. Ideally, you want to dispatch your field technicians in such a way that they can be as productive as possible. But, how do you accomplish this?

Giving field techs a route sheet at the beginning of the shift is long gone. Techs, these days, plan their routes using current traffic information by leveraging GPS. With this, they can be routed based on traffic conditions, current location, and other key operational metrics, such as travel time, cost of repairs/parts/service calls, etc. These optimizations help reduce response time and travel time for technicians.


Businesses with field operations need to stay on top of their game regarding customer communication, scheduling, sending estimates, and other operations. This is only possible using tools like the ones discussed in this article.

However, note that when choosing the right tool for your business, you must consider which features are most important for your needs and how much money you want to spend on each feature.


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