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A top-quality customer experience is at the heart of good field service organization management. You want your customers to like and respect the work you’re doing. You also want them to remain customers, and to refer others to your service. Additionally, the effective, productive use of time is most people’s biggest concern.

So, you’re considering buying a field service management software to better your business and its revenue streams. Congrats! This is an important decision for your small field service business, and you need to approach it accordingly.

We recently wrote an eBook on work-life balance in field service organizations. As we wrote it, we fully understood that many busy individuals within FSOs might view work-life balance as a buzzword that can’t actually be achieved. So, we decided to reach out to a senior manager at one field service organization to get his thoughts on how work-life balance can be achieved. Here is a summary of what we discussed with him.

Some small business owners are totally content with staying small. But for many small business owners, the dream is growth. You may want to run an enterprise someday, but you’ll probably need to generate more revenue -- and maybe even the interest to be purchased by an enterprise.

Work-life balance is more than just a buzzword. Find out how using a field service management software can help grow your company's bottom line, while also boosting employee morale.

The idea of measuring success is tied to the concept of KPIs, or key performance indicators. These are aspects of your business that you measure, and when they’re doing well, the business is doing well. When they’re not, you’re in trouble. Their performance is a key indicator of business success in the field service vertical.

HVAC is usually one of the faster-moving field service verticals (clients need their locations cooled or heated immediately), but also one of the verticals least likely to adopt traditional FSM planning tools. According to research, 74% of HVACs don’t use any FSM software (such as a potential CRM) -- and the 26% that do use it tend to only use GPS-enablement technology. What are the benefits of a good CRM, then?

HVAC -- or heating, ventilation, and air conditioning -- is an industry within field service where time and efficiency are crucial. If a client’s heat goes down in the winter (in most parts of the world) or their AC goes down in the summer (ditto), it could mean millions of dollars of lost revenue and affected parts and machines if an HVAC technician can’t be dispatched quickly and fix the problem the first time out.

We’ve written many posts on the Optsy blog about using mobile and field service management tools to improve customer satisfaction, and obviously that makes sense: customers pay for your service and help drive revenue for your company.

Some of the bigger trends impacting field service management in the last few years (up to a decade) include mobility, or the more common use of smartphones in the field, and Internet of Things (IoT), or the idea of connected devices actually being able to send data themselves.