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ere at Optsy we are excited to announce the release of two critical updates to the Optsy FieldOne Systems software interface. Job work order attachments are now easier to find, and previous agreements and service contracts from jobs can now be copied and duplicated.

Sometimes when we work with field service organizations, we get financial accounting questions. This is fine, although a little bit odd at first -- we create and maintain field service management (FSM) mobile-first software, and we are by no means accountants. But because these questions do arise, we wanted to dedicate a quick entry to them. It’s important to lay out a couple of caveats up front before we do, however:

There’s a good chance your field service techs will never show up to client sites looking like this:

If you’ve ever had an office job around late December, you’ve probably observed a few different conundrums that arise. Usually, the week between Christmas and New Year’s is a complete dead zone in offices -- at least in terms of physical space being used. Oftentimes, dependent on what day of the week January 1st is, that next week is the same way. (And heck, sometimes the week before is the same way too.)

If the first rule of Fight Club is that you don’t talk about Fight Club, you can probably argue the first rule of field service operations is that you don’t want field service tech downtime. Your technicians are the lifeblood of your business, whether you’re doing electric, HVAC, plumbing, roofing, or anything else. They’re the people in front of customers. Referrals and retention will come from how they work with those customers. That’s the simplest explanation for field service revenue, and we’re not even done with the first paragraph! Where’s our award?

Sending Holiday Cards to Customers Using Field Service Software [...]

How to Retain Service Workers in Field Service If [...]

We talk about dozens of different field service topics on this blog, ranging from wearable devices to marketing approaches to having more cash flow on hand. All are noble (if we do say so ourselves) and all have a place in running a field service shop in 2016 -- er, almost 2017.

HVAC usually has two up seasons (summer for cooling needs and winter for heating) and two corresponding down seasons (logically, fall and spring). Good news: You’re about to enter into a strong revenue season and you're no longer worried about boosting hvac sales. Bad news: If heating mechanisms even remotely falter, everything becomes “urgent client need,” and it will feel like you’re a rat on a treadmill. HVAC business seasonal downtime has some pros and cons and winters can get busy in this world.

The Best Marketing a Service Business Can Do We [...]