social media selling in field service blog

Social Media for HVAC Contractors & Field Service Companies

Social Media for HVAC Contractors & Field Service Companies

Social media is very powerful, and has changed the sales and marketing games in numerous, noticeable ways. As of this summer, the global population was around 7.5 billion people. 3.7 billion people have Internet access, and of those people, 2.3 billion are on some form of social media. The math shows us that only about 42% of the global population is on the Internet. Among that 42%, 72% percent of people are active on some form of social media.

Social media is clearly a force and something to pay attention to, now. For example, here in America, we may have just seen a national election completely shifted by social media use. Although it is a powerful medium, the problem with social media for HVAC contractors and other businesses is the same: the return on investment is hard to measure.

There are 34.6 million results on Google when you search for “social media and field service,” but the fact of the matter is this: many field service organizations are not on social media, and the ones that are tend to post sparingly and in an unfocused manner.

Why are social media posts for HVAC contractors so few and far between you ask? Well, admittedly these companies are busy with other workday tasks like serving customers and taking fix and repair calls. Along with helping clients, these businesses often run into other concerns such as:

  • Not knowing which social media networks to join
  • Being unsure of who should manage these social media platforms for the company
  • Wondering what content should be posted
  • Being concerned about how social media posts for HVAC contractors can work if the business does not have any unique content
  • Thinking, “Why should we prioritize this if it won’t help us get new customers?”
  • Simply not knowing where to begin

Another factor that causes field service businesses to shy away from using social media is the concept of social selling.

First, a definition:

Social selling means selling your business’s core product or service directly via social media.

Social selling for field service organizations means having one of your employees sell your business’s services or products to a contact made on a social media site such as Facebook, LinkedIn, Twitter, or Instagram.

A large-scale example of social selling is as follows:

Midway through 2016, one of the biggest companies in the world, Microsoft, purchased LinkedIn for $26 billion. At that time, LinkedIn had 400 million users, but only 25% of these people used the social media service each month. Although 100 million users is still a good base from which to work, if you are trying to contact a person via LinkedIn who is (a) busy or (b) does not plan on job-hunting anytime soon, there is a strong chance that this person is not logging into his or her LinkedIn account regularly. It is not a good way to market your business’s products and services to this person due to his or her lack of time spent logging on to this social media website. People not regularly signing on to their social media accounts is one problem with social selling and social media for HVAC contractors.

We live in an era now where it is easier than ever to identify customers when using social media for HVAC contractor marketing purposes, but it is harder than ever to get in touch with them. There is a ton of noise from sales and marketing departments coming at potential customers from all different angles, so even though social selling seems like a relatively straightforward concept, it can be a full-time job for field services businesses.

Again, going back to Microsoft purchasing LinkedIn for one second: $26 billion was spent to buy this social media platform. That is a lot of money. There are a lot of smart people working on LinkedIn to get it to that valuation. Most likely, if there was a way to turn a LinkedIn message into a sale, someone would have figured it out by now. The company has an entire suite of sales products, but nothing guarantees the sale.

Tying back in to social media for HVAC contractors, that is where the rubber meets the road with social selling: it cannot exist on its own. You have to pick up the phone, take the potential client to lunch, and follow through with the sale. Social selling in the field service industry is only the first step, and you have to follow up after the initial social media post or message. Consider consulting online articles about social selling, including “How Smart People Do Social Selling” and “Social Selling Works, But Not How You Really Think” to learn more about effective social media posts for HVAC contractors.

Although social selling might be a long way off, there are certainly ways to make social media work for your field service organization. The best place to start is to understand the different networks, their purposes, their user bases, and how your field service business can benefit from being on each platform. Social media for HVAC contractors and other field service organizations is a reasonable approach to growth, retention, and customer service.

Does creating and using social media to promote your fields service business sound like something that you would be interested in? If so, we have put together an eBook that walks you through these basic social media concepts:

Selecting social media networks

What to post on your social media accounts
How to post when your company does not write its own content
How to gain customers using social media

The first steps to social media usage and success
Along with social media posts for HVAC contractors, there are a ton of different marketing mediums you could be pursuing, and some that your field service management software can help you out with. Many field service businesses are new to social media and online marketing, and it seems like a baseline understanding of where to be and what to do is a good place to start. Our eBook helps you understand the ins and outs of the online marketing and selling world in relation to field service businesses.

If you have some social media accounts but never really use them, are brand new to social media for HVAC contracting purposes, or have been kicking around the idea of using social media for marketing and selling, our eBook is a good resource for you. Download it now and, as always, contact us with any questions.

In short: are you going to replace the rest of your marketing with just social media? Probably not. However, social media for HVAC contractors is still a valuable investment that can help take your field service business into the digital age.

Social Media Marketing

Field Service Techs

Dress Your Field Service Techs for the Cold Weather

Dress Your Field Service Techs for the Cold Weather

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

… because, well, that’s both unsafe and unprofessional, and usually you don’t want to begin a job with two strikes against you. We’ve already delved into the trendy world of field service attire, so you can consult that post for some examples of what’s hot (and what’s not!) on service calls these days. The winter is a different animal, though. Main reason: It’s cold. (Hopefully you knew that.) Other factors: ice, sleet, wind, etc. If you live in southern California, please stop reading this post now.

But come on, you need to dress your techs for the cold weather. Here’s an example:

While that jacket does look a bit like it could have appeared on a bad guy from a 1980s cop show, it will keep your technicians warm on service calls. And that’s the whole point here.

Here’s another example. This is meant as a military jacket, but the same premise will work in field service:

Nice bonus: It’s impossible to tell if this man is angry or happy. Look at the photo for a while. You will have the same challenge.

An important non-fashion aspect is driving. In many local markets, road conditions will be worse in the winter. Your field service tech efficiency, is going to be at an all time low when driving in bad situations. If you know that certain areas are particularly bad (a street prone to icing, etc.), input into your FSM software to avoid that street when routing and dispatching technicians. If you’re already using route scheduling software, this is a simple adjustment. Within most field service management software platforms, though, it won’t be complicated to set up. If your technicians use Waze or another traffic guidance app, there are usually features involving weather’s interaction with different streets.

There are some days in any winter that are just awful because of the cold, wind, ice, etc. You can take two different approaches to these days. (1) is business as usual, which many FSOs do. (2) is calling the customers for those days and asking if you can adjust to tomorrow. Offer them something — maybe a 10 percent drop or whatever else you think is fair. Some customers will demand you come that day; if so, get out there and help them with their issues. Most will allow you to defer because there’s a good chance no one else is coming on-site with them either.

This is important because sending technicians on five to six jobs on an awful winter weather day can be dangerous — and it’s extremely taxing for the technicians. If it’s a really bad winter and they are consistently having to do this, there’s a good chance frustration is building. Frustration can lead to turnover, and too much turnover destroys a small business FSO.

Another advantage: These thick jackets and other winter wear can be branded with your company logo, which helps with marketing, a big issue in small business field service, and generally gets more people in your local market to know your name and remember you. Branding is a cost-effective way for field service businesses to get their names out into a community. (Jackets for 10-20 technicians won’t usually run more than $500 or so.) And if you’re still looking for a holiday gift for your techs, this may be the one.

We put together a book on reducing turnover without spending any money (yay) and one of the hallmarks is respect for your technicians. You cannot control the weather, no, but you can control how you approach customers and your own employees on extreme weather days. That respect for both sides needs to be maximized — customers need to feel like their needs are being addressed, obviously, but so do employees. (A lot of us miss this crucial point.)

If you’d like to learn more about reducing turnover, download the book now. And hey — stay warm out there.

Retain Field Service Techs

Retain Field Service Techs

Retain Field Service Techs Without Spending Money

Retain Field Service Techs Without Spending Money

Typically, based on decades of research, there are four major reasons that people leave jobs:

A lack of respect from those around you, especially your bosses
No real opportunities for growth or promotion
Too much stress + unclear priorities
Communication issues that ultimately lead to people being blamed for something

So that’s why people (e.g. your technicians) tend to leave. Now let’s move to cost.

A departed technician usually means six to nine months of his or her salary as a cost to find a replacement. If you had a technician making $50,000, then, the replacement search could run from $25,000 to over $36,000. (In fairness: other research has it closer to $10,000 total.) Remember: that’s just the replacement cost. There are still somewhat more intangible questions, like:

Once the new technician is hired, how long until he or she gets up to speed?
What’s his or her level of expertise?
Will your current customers respond favorably to this person?

When you add up this entire picture, turnover is almost universally bad for a field service organization — and especially a small field service business, which can’t afford to lose quality people. You spend time and money to make sure your techs are as efficient as possible, and now you have to do it all over again.

OK, so we’ve established one idea now: You want to prevent turnover. You don’t want to lose technicians.

Here’s the new wrinkle: Let’s say you are a small business. You want to prevent this turnover but you can’t necessarily afford to spend a lot while doing it. In other words: The answer to “prevent turnover” can’t immediately be “raise salaries.”

First, the good news: there’s some research from Indeed (a job board) on the best places in North America to work. The research is organized by a whole host of factors, and according to Indeed’s data scientists: “Compensation has the weakest correlation with overall job satisfaction score; company culture and quality of management have the highest.

There’s a fascination with compensation in many societies, although research has repeatedly shown it’s not necessarily the major thing people need from work. (Some research has argued that making $75,000/year is better for personal happiness than being a millionaire.)

So yay! You can reduce turnover without spending a lot of money. But how exactly does one do that?

We put together an entire eBook on this topic. If interested, download it now.

Retain Field Service Techs

Field Service Business

How to Keep a Business Running While Home for the Holidays

How to Keep a Business Running While Home for the Holidays

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.)

This year, the Mondays in question are December 19th, 26th, and January 2nd. The week of December 26th likely won’t have many people in-office, and the week of December 19th might begin strong but will fade out around the 22nd or 23rd. Because January 2nd is a Monday, that week will likely be full in many offices — but when January 1st falls mid-week, the week in question is usually a wash.

At this point, we’re talking anywhere from 5-12 working days where people aren’t physically together. But there’s a central challenge: There is work that needs to be done, but people are in various states of on-grid and off-grid, at relatives’ houses, traveling, etc. as it needs to be done.

In field service, well, people’s heaters break on December 30th. It happens. (It’s probably happened to a client of yours in the last couple of years.)

How do you keep your business running with so many people in so many places during the holidays?

Trust: This is a hard one sometimes — global levels of trust in the workplace hover around 46 percent — but everything flows from this step. Trust that your people will do what they need to do (as long as you are paying them), even if they have other commitments around friends or family. Short section here but needs to be said. Work order management for field service can only go so far if you still feel the need to virtually be present at every call.

Processes: This is the key logistical element. You need processes for the holidays. In most cases in field service businesses, “processes” here means “scheduling.” Your technicians will all need different times off, and those technicians have different skill sets. Let’s say you get a specific type of fix/repair call on December 28th, but the main guy you’d normally assign that call to is off until January 3rd. Now you have a problem — if you hadn’t considered it beforehand. What we’d recommend here is using field service software to create a master scheduling document. Ideally, you’ll use an integrated fsm software to keep everything in check and in line. If you know there are certain skills that only belong to a few of your technicians, have them create mini-manuals on those issues before they head away for the holidays. Those manuals can also be tied to your field service software. Now, if an urgent call comes in on December 29th, someone can schedule it from his or her home (Some field service software, like ours, is what people are calling “mobile-first”, so it was built to be used on a mobile device. The scheduler doesn’t need to be on-premise at your office.), route the technician from his or her home to the site, and provide the technician with the manual for this job. Processes! They keep everything running smoothly.

Down-time tasks: If you get lucky, these couple of weeks around the holidays will not be that busy. (They always end up being busy, but a person can hope.) If you’re not seeing a lot of calls come in, it’s time to do some “down-time tasks.” You know those jobs you always know you need to do but never really want to do, and/or something else gets in the way? No time like the present for those jobs! Need to digitize some files? Maybe SEO audit your website? If you do these kinds of things now, come January 5th when you suddenly have no time for anything, you’ll be ahead of the game. If you feel like your techs have too much downtime, though, that could be a problem.

The reflective email: People (who know nothing) are fond of saying that you shouldn’t send email marketing campaigns out during the holidays. Er, um, eh. Wrong. You most definitely should — people are checking their email during the holidays, whether it’s to check on work fires or avoid their family and friends for 15 minutes. These down periods for in-office are some of the best times for email marketing. Here’s a suggestion. Go into whatever email client you use. Create a segment based on who your best customers are. You can organize this by revenue in 2016, or just use a filter like “Interacted with the last five campaigns.” There are dozens of ways to dice this; we’ll let you decide. But, for your best customers, craft a simple email. Something like:


As 2016 ends, we’re doing a lot of reflecting on our business and how it can provide even more value. How did you think we worked together this year? We’d love to know.

Make it a great 2017,


You can even link out to a survey if you want — but don’t make it too hard to fill out, ‘tis the holidays after all.

If you do an email like this, you’ll probably get a lot of responses. People are constantly checking their email but not necessarily seeing other things they need to respond to, so this thoughtfulness might hit them at the right moment. You can get a ton of business intel this way. Consider it — and if you want, repeat the process for some of your worst customers, or people who rolled off from working with you in 2016. You may learn a lot that way as well.

All of these ideas — basically, working from a location where your family always is in the shadow of some nice presents — tie back to work-life balance. As we run our FSOs all day/week/month, sometimes we forget this — although it’s a strategic advantage for our businesses to get it right. How do we get it right? You start with this eBook on maximizing work-life balance below. You’ll enjoy it. It helped Santa balance his busy time of the year. (OK, that’s not true. But still read it.)

Work-Life Balance

Tech Downtime

The 5 Reasons Your Techs Have Too Much Downtime

The 5 Reasons Your Techs Have Too Much Downtime

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?

All kidding aside, you want to minimize downtime. Usually there are five culprits to why techs have too much downtime:

Too Many Technicians
Practices Are Ineffective
Poor Communication with Clients
Slow Day

Let’s work through these one-by-one and try to eliminate some of your tech downtime problems.

Too Many Technicians: Sometimes we all fall into this trap — see, if we feel busy, then we assume everyone else is busy. When we think that way, we can overshoot on hiring. If you have 10 techs for the work of 5, you have two options: find more work (leads, new business) so that the 5 downtime technicians aren’t sitting on their hands all day, or part ways with 5 of your techs. We don’t condone firing people normally, but five technicians with downtime most of the week is just sucking money out of your business.

Practices Are Ineffective: A lot of FSOs fall into this one, especially if they’re still predominantly paper-based. It’s almost 2017. Use a system. Specifically, use field service management (FSM) software. This will coordinate/integrate the different aspects of your business, from routing to inventory to customer information. Think of it as a route scheduling software, but with all of your other business processes integrated as well. It makes a lot of your practices more effective roughly 12 hours after installing. Do it!

Poor Communication with Clients: Communication isn’t ideal at many field service businesses (or many companies overall), but here’s the problem with the client side. If you communicate poorly with clients/customers, then your techs are usually waiting on the client when they arrive on-site (because, well, the client had no idea what window the tech would be arriving in). Almost everyone you’ll be interacting with has a smartphone by now. Get a mobile-friendly (or mobile-first) field service management software and ping (notify) clients right to the phone of the primary contact. Update technician schedules that way. Keep everyone on the same page. It drastically reduces downtime.

Off-Season: This is a hard one to fix. There are things you can be doing in the off-season, though. Here are some examples. One option is to put some of your technicians on seasonal contracts, which means they can make a bunch of money in the main periods — and then do odd jobs in the slower periods. If you’re worried that it might not be seasonal downtime and that your business is declining, check this blog out about deseasonalizing your sales.

Slow Day: Again, hard one to beat. But you shouldn’t be having slow days, right? You should be growing your business. Again, we sell field service software so we are biased — but we’d recommend looking into it. It pays dividends very quickly. The old business adage is: “If you’re not growing, you’re dying.” Well, let’s grow!

We put together an entire eBook (it’s not super long, don’t worry) on in steps to increase tech efficiency — i.e. eliminating downtime. Give it a read. If you have any questions, let us know.

Technicians Efficiency

Field Service Software

Sending Holiday Cards to Customers Using Field Service Software

Sending Holiday Cards to Customers Using Field Service Software

The idea of sending holiday cards to customers is mixed when you research it — this article from Small Business Trends, for example, is careful to tell you what NOT to do when sending holiday cards to clients. Between mobile, digital, and traditional mail — not to mention email marketing, which is obviously an aspect of “digital” — people get 100’s of holiday cards every November/December. It can be a valuable strategy for your business, though. You just need to make sure you stand out among the 242 other holiday cards they may receive in different mediums.

How do you do that?

Use Field Service Management (FSM) Software

Ah-ha! You think field service management software is only for running your business? No. It’s for the fun stuff too, like sending holiday cards to clients. Let’s say you’re predominantly paper-based still. If you want to send holiday cards, here’s the issue: your data on clients is probably everywhere, and to send the holiday cards, you need to get it all together (time-consuming) and then hand-write everything (also time-consuming). Remember: you’re doing this while you’re also running your business day-to-day. Finding the time is hard.

With FSM integration, all your customer information is already available. You have their physical address and can mail-merge to create labels, and you also (in all likelihood) have their email address. Those can be loaded into a program such as Paperless Post to create solid email holiday cards. You have two options, and you can grab everything right from the software package you’re using day-to-day anyway.

If Traditional Mail: Stand Out

This would involve cool-looking envelopes, nice stationery, or some personal touch — maybe a small Starbucks gift card or movie pass. Handwrite an aspect of the card, but keep it fairly generic. Wish them the best for 2017. Remember what we said above: most of your clients will get 100’s of these in a two-week span in December. So, you want to stand out.

If Email: Strong Subject Line

This is really important. If your subject line is generic — i.e. “Happy holidays from (company name)!” — no one will open it. If they have a Gmail account, there’s a good chance their “Promotions” tab (where email marketing goes) will have 11 emails at the same time in it with that subject line. You want to create a subject line that will catch attention. 2016 was a rough year for many with divisive politics and celebrity passing’s, so you could try something like “2016 wasn’t great, but you are!” (a little cheesy) or “2016 was … well, we’re excited about 2017!” These are subject lines with a greater chance of being opened. Maybe give them an offer to redeem inside the email, and then you can monitor the click-through rate.

In Both Cases: Send by December 10th

That’s just logistical. The way the calendar is this year, December 19th is a Monday. That week and the following week (12/26), very few people will be active in responding to email, especially for non-emergencies. So aim for the 10th, or sometime during the week of December 12th.

Sending holiday cards is one of the cheaper — and potentially most creative — ways to get at successful marketing and customer retention. A lot of small business FSOs don’t concern themselves as much with marketing, largely because of (a) budgets or (b) focusing in other areas, like service operations. This is a mistake, because solid marketing can drive your business forward. If you want some ideas on turbo-charging your marketing (many of which can be done from field service software solutions), we put together an eBook on that topic here. Check it out and, as always, contact us with any questions.

Kickstart Marketing

FSM Marketing

The Best Marketing a Service Business Can Do

The Best Marketing a Service Business Can Do

We talk a lot about marketing within business. How do you market yourself? How do you position yourself? What will differentiate you? Marketing a service business can be a challenge.

There are many answers to these questions, and the scope is more complex than a simple blog post on a website. But if you’re on this particular website, you likely run — or work at — a service business. Perhaps you’ve even read our guide to kickstarting marketing in field service. But in a service business, one of the major differentiators is, well, the service. More specifically, it’s a combination of the service and the people providing the service. In your case, it would be the technicians of whatever business you run (HVAC, electrical, computer service, plumbing, etc.)

You probably know all of the above already. None of that should be new, per se. But now the question is: How do you drive service quality up (the best form of marketing) and make more money in the process? That’s the ultimate 1-2 punch of goals in a field service business.

Despite what your technicians may tell you (sorry team), marketing is very much their job. In fact,it’s everyone’s job. But the only way technicians can be effective at the marketing side of the business is if their time is managed properly. Technicians are the connection between what you want your company to represent and what the client recognizes your company to represent.

Consider these two scenarios:

A technician arrives late for an appointment and lacks the right information about the customer and/or tools to do the job.
A technician arrives five minutes early with all the information and everything necessary loaded in the truck.

In bullet point No. 1, the technician is frazzled — and now has to run back to HQ or a warehouse in order to do the job successfully. There will be no sales, marketing, up-selling, or even retention or referral in this situation.

In bullet point No. 2, the technician is ready to work before the appointment even begins — and all of those other elements around marketing and sales have the potential to take place.

These are two polar-extreme examples of field service work, yes, but at many points in between these two points, technicians are either maximized time-wise or always feeling like they must catch up. This isn’t good for your clients, or for your employees’ work-life balance. If you’re worried about retention (like every service company ever), then you might want to start thinking about those little buzzwords.

So, here’s where we stand.

The best marketing is high-quality service being provided by your techs.
For that to happen, your techs’ time needs to be managed properly.
When that happens, you will make more money.

How do you get to this place?

One of the best ways is field service software, (fsm software, for short) which integrates the different aspects of your business together. (Think inventory, customer information, data, scheduling, invoicing, and more.) With an integrated fsm software, schedules become more optimized. First-time fix rate goes up. Your marketing plan — better service — works like a charm.

But, of course, this FSM software is going to cost you something. It’s not free.

How will you know it’s profitable in the end? Where is the ROI?

For that, simply download this eBook now. We walk through 10 profit-growing benefits of FSM software. (One of the 10 is tied to marketing, yes.)

FSM Profitable

Invoice on the go

Invoice on the Go with Mobile and QuickBooks Integration

Invoice on the Go with Mobile and QuickBooks Integration

A few years ago, we put in a call to one of our clients to ask about pain points in his business and what we could help with. When he answered the phone and we started discussing how his day was going, the first thing he said was, “I’m in Quickbooks hell.” That was years ago, and the story is still memorable.

Many field service small businesses probably feel and understand this concept of being in “Quickbooks hell.” Payroll, inventory, sales and other small business needs — all managed within Quickbooks — can be time-consuming, annoying, and prone to issue if not done right. But your people need to get paid, and sales need to get registered. So many of us consider this a necessary evil, whether we use Quickbooks or another program. Since Quickbooks enjoys close to 80% market share among small businesses, there’s a good chance you are using Quickbooks.

The thing is? “Quickbooks hell” doesn’t need to exist.

In fact, it’s possible to use Quickbooks to drive profits in your small business field service shop.

How? Like most ideas around field service management tools, it all comes back to integration.

When a program like Quickbooks fails for a small business — or when it causes people to say they’re in “Quickbooks hell”– what’s really happening is a lack of integration. If all of your systems operate in silos, then Quickbooks and similar programs do become a hassle. It’s often a maze you’re trying to navigate to get the right information you need to do your job. That can be frustrating.

This is where Quickbooks integration with Field Service Management software integration can come into play. You simply integrate Quickbooks with your field service management software — which is usually not that complicated and can be done in under three minutes — and now many of your systems are “talking” to one another.

That means scheduling, inventory, sales, dispatch, and payroll are all integrated and aligned. So if a technician gets backed up one day, the overtime will flow right into payroll. It’s not two separate calculations, or someone trying to determine billable hours after the fact. It’s integrated.

Integration makes your business run smoother and faster, which means more time can be freed up for bigger-picture items around decision-making. It’s less logistical, or “shallow,” work. It’s more strategic, or “deep,” work. That’s how you grow your business.

Using a Quickbooks FSM integration is a good example of common business advice, too: Outsource the parts of your field service operation that you’re not as good at. You may have a masterful payroll/accounting person in-house, and that’s great. But if he or she is good with numbers, this person could probably serve your business better in another capacity. So you outsource these skills to Quickbooks FSM integration, and you put this person in a more business-facing role. It benefits you in the long run.

It brings up one additional important point: You need a mobile-friendly field service management solution. Your technicians drive your business by being in front of customers, which means they need to be out in the field. Those customers might have something like Uber on their phones –so they’re entirely used to paying for service on mobile without even thinking about it. They don’t want some complicated paper-based process from their field service clients. They want a quick, easy, mobile field service management tool. If you have FSM software that’s mobile-first or mobile-friendly and you integrate that with Quickbooks, you’re ahead of the game on delivering the best customer experience possible.

This mobile part of the equation is crucial because that’s what your customers will expect. What else should you be considering when selecting a field service management software tool apart from mobile-first, integrated, and Quickbooks-friendly? Download our eBook to explore additional considerations as you research the possibility of purchase.

Mobility eBook Download

FSM Checklist

Choosing a Field Service Management Tool Checklist

Choosing a Field Service Management Tool Checklist

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.

You can’t just dive into this decision, though. If you end up getting the wrong platform or software tool, you will eventually need to make a switch to something else. That will be costly in terms of money and in terms of senior managers grousing about why it didn’t work the first time.

We’ve put together a checklist of various items you need to consider before buying into FSM tools, including:

The opinions of decision-makers
Integration capabilities
How mobile-friendly it is
Opportunities for customization
Chances to personalize messages
Data visualization
Reporting, dashboards, metrics, and KPIs

If you’re thinking about FSM software, but ‘don’t know what you don’t know,’ well, this is a good place to start. It will guide you through the concepts and factors you need to be considering as you make this purchase.

You can download the checklist below.

FSM Checklist