One of the bigger challenges of being a small business field service shop is marketing yourself. Most (not all) small businesses tend to operate within a specific region, and there may be “major players” (i.e. big or enterprise-level businesses) within that same sector. As a smaller company, how do you compete? Enterprise-level businesses can afford to spend (potentially) millions on marketing and getting their name out, and you might not be able to. Are there other, more cost-effective approaches to improving your brand’s visibility and thus, booking more clients?
Yep. There are.
But if you’re smaller, you have less. Less of everything, really -- including:
- Cash on hand
When you have less, your decision-making has to be rooted in more.
That might not seem to make sense, so let us explain. See, when you have less resources or access, your decision-making needs to be better, smarter, sharper, and faster than anyone you may be competing with who has more. That’s the yin and yang of any business, but especially field service (electricians, plumbing, HVAC, etc.) Smaller companies rise up and big companies fall down, and while money is an important aspect of who has the power, it isn’t the only aspect. You can beat someone with more resources if you’re smarter about how you organize and decide things within your business. We’ve seen the underdog narrative for generations.
So what’s the path to being an effective small business FSO?
It’s all about organization, integration, decision-making, and making sure that all those elements are pointed towards happier customers.
The easiest path through that is a field service management (FSM) software program, because it will give you integrated capabilities around:
- A CRM system
- Invoicing and QuickBooks
- Inventory management
- Technician scheduling and routing
- Mobile-first approaches
The overall concept with any field service software program is that it allows you to integrate all the different parts of your service business and then see if what you're doing is actually working. Now scheduling, inventory, customer information, and QuickBooks all reside within the same system. This helps with information transparency (more people on your team know what’s happening and when), and it allows the different aspects you need to run your business to “speak” to each other, essentially. It’s crucial to be on-point when pushing out messages to potential customers, and it’s crucial to have everything together so that you’re organized and getting that first-time fix (and quick invoicing for cash flow) when you deal with customers.
If you’d like to learn a little bit more about how FSM software works in terms of driving marketing/growth but also internal organization of resources, check out our eBook below.