HVAC

Boosting Sales in the Slow Season for HVAC Companies

Boosting Sales in the Slow Season for HVAC Companies

Autumn is upon us, which can only mean one thing: the slow season for HVAC companies has arrived. Traditionally, the hotter summer months and the colder winter months bring about a much greater need for HVAC service due to the extreme temperatures associated with both seasons. However, during the spring and fall, business owners often wonder what service an HVAC company can sell during the slow season.

Just because there’s seasonal downtime doesn’t mean that bills stop coming in, and that employees stop wanting a weekly paycheck. Boosting sales and driving growth during the HVAC slow season is important. But how can you do it? We’ve come up with four solutions that can help your field service company thrive during the slow season for HVAC.

Focus on preventative maintenance
It’s a general rule of thumb in the HVAC and field service business world that around 90 percent of customers only call when they have urgent problems that require immediate fixes. Although it makes sense to only call when there’s an emergency, it’s not good for your small- or medium-sized business’s year-round bill-paying and business-growing activities.

What can you do to fix this problem that occurs during the HVAC slow season? You can upsell preventative maintenance during the fall and spring months, which can help your company’s bottom line.

Pushing preventative maintenance during the slow season for HVAC businesses is also good for building relationships with your customers. Since you’re visiting these customers on-site when there’s not an emergency call or specific problem to fix, you’re gaining their confidence, being helpful, providing them value, and learning more about what HVAC services are important to them. Along with this, you can use fall and spring for preventative services to clear the deck for more urgent winter and summer service calls.

Preventative maintenance during the slow season for HVAC ties into connected field service as well. Just in case you aren’t familiar, connected field service is powered by the Internet of Things, or IoT. Connected devices—which are expected to be greater than 80 billion strong by 2025—are capable of sending HVAC performance information to a service shop’s headquarters, which allows your HVAC business to consistently participate in preventative maintenance—even during the winter and summer busy seasons.

In short, you are able to monitor HVAC units, and know when a machine is ready to break down. This technology helps during the HVAC slow season because you can call your client and say, “We need to come out to your site soon for a repair.” It builds a relationship with your customer, and keeps this person’s HVAC unit running smoothly. It’s a win-win. However, connected field service is still far off for some small businesses due to the costs involved with acquiring new technology and investing in infrastructure, but, given how quickly technology is advancing, it will arrive at scale sooner than you think.

Focus on Marketing
The winter and summer seasons are often madhouses when it comes to HVAC client needs, so focus on your marketing efforts during the fall and spring. While in the midst of the HVAC slow season you can:

Attend trade shows.
Send direct mailers and mass emails.
Have your technicians perform the preventative maintenance measures described above.
Bring a brochure or a one-page flyer about other services you offer when on these preventative service calls.
Consider Google PPC campaigns, or local Facebook ads to attract more attention during the HVAC slow season.
Search LinkedIn and Google News for ideas about new companies opening in or relocating to your business’s area of service. These companies may need large-scale SLAs to make sure that their buildings are heated and air-conditioned properly.

Consider sending rebate coupons to existing customers. For example, if a current customer refers a new customer, you give the referring client money back, or take a certain dollar amount off of his or her service contract.
There are numerous creative approaches to marketing and selling for HVAC companies, and the slow season for HVAC companies—particularly the fall—is a perfect time to research and explore these options.

Offer System Upgrades
Manufacturers tend to slash prices during the slow season for HVAC companies in order to close out inventory before the winter year-end mark. Although your company might make slightly less money on an HVAC system upgrade during the fall in comparison to the early summer, it can be a steady revenue stream during the HVAC down season.

Offer Home Performance Services
The rising costs of oil, natural gas, and electricity used to heat homes and business offices alike makes your customers eager when it comes to making sure that their HVAC systems are performing at optimal levels in order to keep utility costs down. Along with this, the cultural shift focused around the emergence of “smart homes” is driving customers to check their HVAC systems’ efficiency levels more often.

One way to drive your business’s bottom line is by offering these services in the fall during the heart of the HVAC slow season. Performance services are a bit like preventative maintenance services because you visit a client who doesn’t have an urgent need, and check on the HVAC system’s overall performance. However, your company can make a slightly larger profit from these jobs by adding in an “overall performance fee” to the preventative maintenance process. The slow season for HVAC companies is the perfect time to put that HVAC CRM to use, and figure out what existing clients could benefit from based on past orders and services.

Here’s a bonus idea:

This bonus idea is for you to try during the slow season for HVAC. It’s less about directly driving revenue, but it will help you grow your company’s bottom line in the future. If you have downtime in the fall or spring, you can use it to restructure some of the inefficient areas of your field service shop.

No, no, we don’t mean firing people on a whim in order to save your company money by reducing employee wages. What we mean is to think about your business’s operating processes, the products you sell, service contracts terms, and getting everything organized within the shop and office so that you can hit the ground running when the busy winter and summer HVAC seasons strike. A good place to start organizing your HVAC business during the slow season is our Field Service Management software. You can download our guide right here, and contact us if you are ready to get your field service business ready for the busy season!

We put together an eBook on various aspects of service level agreements — a good example of something you can reorganize during the fall. To learn more, download it now.


Organize Business

Organize Your Business With Field Service Management Software

Organize Your Business With Field Service Management Software

If you think about the last 20-25 years of business in any industry — but definitely within field service management — one of the most interesting things that’s happened is that challenges to business growth have moved from “external” to “internal.” What does that mean? Well, 20-25 years ago, you had a lot of external challenges, mostly around available technology. If you wanted to monitor your technicians in the field as they moved through appointments, you could maybe call them (if they had a mobile phone) or page them. GPS might have been around in some academic environments then, but it wasn’t a standard in business. Most of your challenges to growing and sustaining a business came from external factors, then — elements beyond your control.

Per some new research from Bain & Co., though, you can argue that 94% of business challenges are now internal. Internal challenges refer to ideas like hiring and recruiting the best people, team formation, management, and organizational processes you use to stay productive.

In fact, that research shows that most of the internal challenges come from “complexity,” or having a business with a lot of different moving parts — but at the same time, not having systems in place where those parts are “speaking” to one another.

A field service business would fit into this category because typically a FSO has elements including:

Management
Technicians
Back-office staff
Scheduling
Dispatch
Inventory
Sales/marketing
Customer relationships/accounts

Now, in a small business, two to three people might do all of the bullets above aside from “technicians.” But as you grow, you’ll have more people, and those people will tend to focus on one to two specific elements of the business.

This is where the “internal challenges” come into play. Consider this scenario:

Your technician (one role) needs to be re-routed to an urgent client need (handled by customer relationships/accounts) but before he can be re-routed (dispatch), he needs a specific part (inventory) for that job. Also, it’s a crucial account within your local area, so (marketing) wants him to be ready to up-sell more services.

That’s potentially five people that need to be involved in order to make this smooth for the customer. Anytime you go beyond one person being involved, challenges can crop up.

This is really the core value of FSM software for a field service organization: it helps you integrate the different aspects of your business. It makes the information transparent. Someone specific may still handle inventory, but the dispatcher can see what’s available in inventory, for example. The dispatcher now knows “OK, that part is available and I can route the technician to the warehouse, but I’ll check in with the inventory person quickly too.” It’s a much smoother process internally, and that results in a smoother process for the customer.

In fact, we put together an entire document on putting Field Service Management software into action for your business — the steps to consider, the pros, and yes, even the cons. (We try to be transparent, just like the software is.) You can download it now. If you have any questions about anything, don’t hesitate to contact us.

Field Service Action


Plumbing Techs

3 Quick Tips to Keep Your Plumbing Techs Productive

Boosting Sales in the Slow Season for HVAC Companies

Autumn is upon us, which can only mean one thing: the slow season for HVAC companies has arrived. Traditionally, the hotter summer months and the colder winter months bring about a much greater need for HVAC service due to the extreme temperatures associated with both seasons. However, during the spring and fall, business owners often wonder what service an HVAC company can sell during the slow season.

Just because there’s seasonal downtime doesn’t mean that bills stop coming in, and that employees stop wanting a weekly paycheck. Boosting sales and driving growth during the HVAC slow season is important. But how can you do it? We’ve come up with four solutions that can help your field service company thrive during the slow season for HVAC.

Focus on preventative maintenance
It’s a general rule of thumb in the HVAC and field service business world that around 90 percent of customers only call when they have urgent problems that require immediate fixes. Although it makes sense to only call when there’s an emergency, it’s not good for your small- or medium-sized business’s year-round bill-paying and business-growing activities.

What can you do to fix this problem that occurs during the HVAC slow season? You can upsell preventative maintenance during the fall and spring months, which can help your company’s bottom line.

Pushing preventative maintenance during the slow season for HVAC businesses is also good for building relationships with your customers. Since you’re visiting these customers on-site when there’s not an emergency call or specific problem to fix, you’re gaining their confidence, being helpful, providing them value, and learning more about what HVAC services are important to them. Along with this, you can use fall and spring for preventative services to clear the deck for more urgent winter and summer service calls.

Preventative maintenance during the slow season for HVAC ties into connected field service as well. Just in case you aren’t familiar, connected field service is powered by the Internet of Things, or IoT. Connected devices—which are expected to be greater than 80 billion strong by 2025—are capable of sending HVAC performance information to a service shop’s headquarters, which allows your HVAC business to consistently participate in preventative maintenance—even during the winter and summer busy seasons.

In short, you are able to monitor HVAC units, and know when a machine is ready to break down. This technology helps during the HVAC slow season because you can call your client and say, “We need to come out to your site soon for a repair.” It builds a relationship with your customer, and keeps this person’s HVAC unit running smoothly. It’s a win-win. However, connected field service is still far off for some small businesses due to the costs involved with acquiring new technology and investing in infrastructure, but, given how quickly technology is advancing, it will arrive at scale sooner than you think.

Focus on Marketing
The winter and summer seasons are often madhouses when it comes to HVAC client needs, so focus on your marketing efforts during the fall and spring. While in the midst of the HVAC slow season you can:

Attend trade shows.
Send direct mailers and mass emails.
Have your technicians perform the preventative maintenance measures described above.
Bring a brochure or a one-page flyer about other services you offer when on these preventative service calls.
Consider Google PPC campaigns, or local Facebook ads to attract more attention during the HVAC slow season.
Search LinkedIn and Google News for ideas about new companies opening in or relocating to your business’s area of service. These companies may need large-scale SLAs to make sure that their buildings are heated and air-conditioned properly.

Consider sending rebate coupons to existing customers. For example, if a current customer refers a new customer, you give the referring client money back, or take a certain dollar amount off of his or her service contract.
There are numerous creative approaches to marketing and selling for HVAC companies, and the slow season for HVAC companies—particularly the fall—is a perfect time to research and explore these options.

Offer System Upgrades
Manufacturers tend to slash prices during the slow season for HVAC companies in order to close out inventory before the winter year-end mark. Although your company might make slightly less money on an HVAC system upgrade during the fall in comparison to the early summer, it can be a steady revenue stream during the HVAC down season.

Offer Home Performance Services
The rising costs of oil, natural gas, and electricity used to heat homes and business offices alike makes your customers eager when it comes to making sure that their HVAC systems are performing at optimal levels in order to keep utility costs down. Along with this, the cultural shift focused around the emergence of “smart homes” is driving customers to check their HVAC systems’ efficiency levels more often.

One way to drive your business’s bottom line is by offering these services in the fall during the heart of the HVAC slow season. Performance services are a bit like preventative maintenance services because you visit a client who doesn’t have an urgent need, and check on the HVAC system’s overall performance. However, your company can make a slightly larger profit from these jobs by adding in an “overall performance fee” to the preventative maintenance process. The slow season for HVAC companies is the perfect time to put that HVAC CRM to use, and figure out what existing clients could benefit from based on past orders and services.

Here’s a bonus idea:

This bonus idea is for you to try during the slow season for HVAC. It’s less about directly driving revenue, but it will help you grow your company’s bottom line in the future. If you have downtime in the fall or spring, you can use it to restructure some of the inefficient areas of your field service shop.

No, no, we don’t mean firing people on a whim in order to save your company money by reducing employee wages. What we mean is to think about your business’s operating processes, the products you sell, service contracts terms, and getting everything organized within the shop and office so that you can hit the ground running when the busy winter and summer HVAC seasons strike. A good place to start organizing your HVAC business during the slow season is our Field Service Management software. You can download our guide right here, and contact us if you are ready to get your field service business ready for the busy season!

We put together an eBook on various aspects of service level agreements — a good example of something you can reorganize during the fall. To learn more, download it now.

30 Days eBook


Real-Time Syncing

Updated Info for Your Techs with Real-time Syncing on Mobile FSM

Updated Info for Your Techs with Real-time Syncing on Mobile FSM

By some research, 37 percent of field service organizations are still primarily using a pen-and-paper model for record-keeping, business decisions, and essentially running their entire businesses. That’s 3 in 8, despite the fact that it’s 2016 and we’ve managed to develop games where augmented reality can put Pikachus on your smartphone relative to your location.

It might be time to consider a mobile-first field service management tool. Let’s paint two scenarios to help you see the value here.

In Scenario A, you are using a pen-and-paper system — like the 37 percent of FSOs mentioned above. You have a client call with an urgent need. Maybe you run an HVAC repair company and the client’s air conditioning is out. The building can’t function. Hours of lost productivity could mean hundreds of thousands of dollars down the drain. The client needs this fixed now.

You call a nearby field service technician — you think the technician is nearby, based on his or her schedule for that day — and you re-route him or her to this new job. You have to explain the job over the phone, and/or text him or her the details and the main customer information.

The technician gets there and does the job to the best of his or her ability. It’s possible that it isn’t fixed the first time because of an inventory issue, a lack of context on the customer problem via SMS, or something else. Because you are still pen-and-paper for invoices, the tech probably can’t invoice on the spot.

That’s Scenario A.

Scenario B starts the same way: urgent client call. Now you look at GPS and know exactly where your technicians are. You find the closest one, or the one that it makes the most logical sense to send, and you call him or her. You explain the problem and say you’ll upload all the necessary detail to his or her version of an app. You can even sync with inventory so the technician will know if he or she needs to get to a warehouse before going to the job site. Now the technician has all the customer data and necessary inventory on his or her phone. It’s in real-time.

The technician goes to the client site, does the job, and bills the client from the phone; ideally the client has the same app (but a different version, client-facing vs. technician-facing) as the tech.

That’s Scenario B.

Which scenario do you think would make the client happier?

Which one do you think would make your technician more effective?

Which one do you think would make your employees’ lives easier overall?

The answer to all three questions is “Scenario B.”

Mobile-first FSM is just one way to improve the efficiency of technicians in your FSO. For more approaches to having the most productive techs in your community, download our eBook now.

Mobility eBook Download


Quickbooks Integration

As a Service Tech, You Want Quickbooks FSM Integration

As a Service Tech, You Want Quickbooks FSM Integration

Even if your field service operation is a small business, there still might be “silos” within it. One person might focus on scheduling, and another might focus on bills and invoices. Small, family-owned FSOs can have silos – separate departments — just like enterprise-level companies can.

Because of this, sometimes it’s confusing to FSO managers that a program like Quickbooks — which is for financial and accounting management — is important to service technicians.

But it is! And here’s why.

When a service technician goes on a call, he or she has a lot to manage. First and foremost, whatever the problem is needs to be fixed or repaired. That has to be done to keep the customer happy. On top of that, the technician needs to display a high degree of customer service. He or she needs to engage with the clients, listen to them, and even discuss other options with them (maybe up-selling some of your other service offerings). Finally, there’s billing.

The billing stage is sometimes overlooked in the process because billing doesn’t have to occur at the client site. It could occur later, of course.

But many clients like the option of paying their invoices right after the work is done. Everyone is busy, and waiting to pay only adds a tier of responsibility for the client. If the work is done and the problem is fixed, many customers will just want to pay their bills right then.

There are two things that can happen at this stage, typically:

You use an integrated Field Service Management system and it’s relatively easy for the technician to bill the client right there.
You don’t use an integrated system and it’s hard and time-consuming and ultimately the technician leaves without billing the client.

Consider the second bullet point for a second. In this situation, the technician did everything right. He or she fixed the main problem, provided good customer service, and engaged with the customer. And now, through no fault of his or her own, the technician is leaving the site with a slightly unhappy customer. The customer couldn’t pay, so that’s another thing he or she needs to manage down the road.

This is why Quickbooks (or another financial system) integration into your FSM software is crucial. You don’t want your technicians to do everything right on a job and still leave behind unhappy customers. You want the whole process to be seamless. You won’t hit that goal every time out, but it should be the goal every time a technician is dispatched anywhere.

FSM software benefits your business by integrating the different areas of your business, from billing to scheduling to inventory to workflow management. But it does cost money to buy FSM software, yes.

Rather than keep telling you about the ROI of it, let’s show you. We work with a company in California called Leete Generators. They are, somewhat unsurprisingly, a generator company. Maybe you’re an HVAC company, or an electrical FSO. It doesn’t matter. You will still see the ROI of FSM software here.

How? Download our look at what Leete Generators did with FSM and how that helped the company grow. You’ll see specific numbers and features that it utilized. If you have questions about this could apply to your business model, definitely reach out. We love helping small business FSOs achieve similar types of success as Leete did.

ROI FSM


Stay on Track and Be on Time With FSM Scheduling Tools

Stay on Track and Be on Time With FSM Scheduling Tools

It can be a cliche to talk about how important time is to your life, but there are huge elements of truth to it. Since time is a precious, non-renewable resource, there’s much research on how successfully using time is the key to personal happiness.

Successfully using time is also a key to field service organization happiness. Here’s why.

If you were to make a list of the 10 things that irritate your customers the most, how far down the list would you get before you had something about scheduling or technicians being late for appointments? With most FSOs we work with, it’s a top two or three concern of their clients. Almost nothing annoys a customer more than waiting a long time for a technician.

Now, you won’t always be perfect in this regard. Heavy traffic happens. Car accidents happen. Presidents come to your town. There are dozens of reasons why your technicians might be late for an appointment — and oftentimes, you don’t have control over them.

That’s why you need to assume control over the areas you can.

If you use Field Service Management scheduling tools, you come much closer to this reality.

FSM scheduling tools allow you to see all your technicians’ schedules on one interactive grid. If a new urgent customer call comes in, you know where all your techs are — so you can reroute the one closest to the new need. If inventory is needed for a new job, you can route a technician closest to the inventory center. Because they all have GPS on their devices and in their trucks, you can also guide them away from traffic snarls.

All that is internal — that’s how you deal with your technicians and their schedules and the adjustments that often need to be made.

The other major advantage of these tools is external, or how you deal with your customers.

If you have an app or another mobile aspect to your business (which you definitely should, but that’s a topic for another post), you can send push notifications and messages to customers about adjusted technician arrival times. If it’s going to be much later than they expected, you can call them and then send a message explaining the situation. The customer might still be frustrated, but it will be a lot better than a technician arriving 5 hours late with no context.

Schedule mix-ups are a mess for everyone. Controlling them is all about effective communication and using the technology at your disposal. FSM scheduling tools allow you to do both without distracting your employees from other business functions.

FSM scheduling tools are just one reason to buy FSM software, but we understand it can get costly. If you’re a small business with limited resources, this is even more true. We put together a checklist of reasons (and rationales) to help you convince your boss about the value of FSM software. Download it now — and if you have any questions about your business model or market, let us know.

6 Steps


Keep Your Books Accurate With Quickbooks FSM Integration

Keep Your Books Accurate With Quickbooks FSM Integration

In terms of your financials and accounting, what’s most important to your field service organization? Some might say (maybe with a hint of humor) “Making sure we make a lot of money.” That’s a good goal! (Although in all honesty, your real goal should be good customer service — and the money will flow from that.)

The real answer to this question is “accuracy.” If your financials and accounting aren’t accurate, you open your business to a whole host of problems, from angry customers to penalties from the IRS. It’s important to be precise and focus on details in all aspects of business, but in financials and accounting, it’s crucial.

If you run a small business FSO, there’s a good chance you use Quickbooks for accounting: the software has a roughly 80% market share among SMBs.

Quickbooks is a great system, but like any technology, it’s prone to error based on the humans who input and move around the data.

If you use Quickbooks and accuracy of data is a concern, the next step in this process is: why is it a concern?

Typically, inaccurate data comes from one major issue: lack of communication among internal partners. Usually the financial and accounting data will be managed by someone in one of those departments, but if you’re a small shop, there’s a chance the same person who runs financials also does customer data — and heck, that person might even be your HR rep and your VP all at once. That’s the nature of a small business.

For financials to be accurate, though, all the customer information, employee hours, technician hours, and technician overtime needs to be accurate.

The easiest way to do this, typically, is to have one system that houses everything — as opposed to a paper-and-pen system where necessary elements are in different filing cabinets, or even a system where different people in your office use different technologies to achieve their main tasks (someone on Google vs. someone on Microsoft, for example).

Usually the easiest way to keep everything in one place is to use a FSM software tool. These integrate the different aspects of your business. So now scheduling information, and technician overtime, can be one screen away from customer data and sales leads.

This helps makes your financials more accurate, which is the most crucial element of your financials.

The next benefit to accurate financials is that your company can have a more detailed look at its revenue stream — and whether or not it’s a revenue generator. FSM software usually helps along this process for small business field service shops. If you’d like to know a little bit more about how FSM software can act as a revenue generator, download our eBook now. If you have any specific questions about your business model or location, let us know.

6 Steps


Electrical FSM

Why Your Boss Wants Field Service Management for Your Service Calls

Why Your Boss Wants Field Service Management for Your Service Call

Running an electrical field service management operation can be among the more challenging FSOs to manage. (No offense to any others, of course. All have their challenging days.) If a client calls needing an electrician on-site, there’s a good chance that hours of lost productivity could be on the line. For an enterprise-level organization, having faulty electricity for 5-6 hours could potentially represent millions of dollars in losses.

Your clients want an electrician there ASAP, and they want the problem fixed the first time that electrician comes out. So, your first-time fix rate needs to be high. On top of that? The client expects good service, easy invoicing/billing, and all of his or her information to be correct.

Stop and think about this for a second. You send an electrician out to the client’s site with the main goal of repairing the problem. But while that’s the focus, 9-10 other small things need to go right or else the client could end up having a bad experience working with you. The margin for error is really small. If the client believes he or she had a subpar experience once or twice, this client might stop working with you — even if you consistently fix his or her problems the first time out.

This is because the “product” for any service business, especially an electrical FSO, isn’t really the fixing of the problem. Most of your clients don’t understand electrical wiring at an in-depth level, so they aren’t sure exactly what your electrician is doing when he or she comes on-site. They are judging your quality of service. Is the electrician nice and prompt? Are all the processes easy to follow?

You have a small margin for error in this work, especially if your goal is retaining clients and promoting growth.

How do you take that small margin of error and give yourself some breathing room?

You need to make sure that all your different processes work together effectively, which can be a challenge. When a client calls your electrical FSO, here’s generally what needs to happen:

Whoever takes the call needs to understand the problem
Someone needs to know where all your electricians are
Based on that info, someone needs to schedule an electrician to go out ASAP
The information about the problem needs to be transmitted to the electrician
Any inventory issues need to be addressed
The customer’s information needs to be updated and made available for invoicing
The electrician has to get to the site and fix the problem

There are a lot of moving parts, and it typically involves four to five people (if not more).

The easiest way to keep all these balls in the air is to use a FSM tool, i.e. a software program that can integrate all the bullet points above into one system.

Of course, this type of software does cost money. (Nothing that can improve your business will ever be free.) You need to convince your boss of its merits, and if you work in a small business electrical FSO, this might be hard. Resources are tight.

But don’t worry. We put together a checklist of how exactly to convince your boss of the need for a FSM tool to make it easier to walk that tight margin of error in your work. You can download it now.

Key Information


Quickbook Accurate

Keep Your Team Organized With Mobile Field Service Management

Keep Your Team Organized With Mobile Field Service Management

Running any type of field service business means that you’re in charge of a lot of moving parts. You have managers, and you have employees — but then your technicians (or “plumbers” or “repair people” depending on your specific industry) are the ones meeting with clients all day and solving their problems. The technicians are out in the field. Very infrequently are they in the office — and if they are in the office, that’s probably not great for your revenue stream.

In short, you have a lot going on and people are moving all over the place; some of your technicians may do five to six appointments in a day, if not more. Your employees have meetings at your HQ, and your managers may be flying around to meet new potential clients (assuming you work beyond just your local area).

With 10 different people in 10 different places on any given day, how do you keep the day-to-day operations of your FSO running smoothly?

The easiest answer is a mobile FSM solution.

A mobile field service management solution usually takes the form of an app. There will be different security levels within the app relative to the role in your company, but basically all your employees download the app — and everything they might need is contained within it. This would include:

Customer data
Invoices
Document storage
Schedules
Inventory management
Technician appointments
Sales data/progress
Messaging

That way, if Manager A is at an airport and Technician A is at a client site — and those two locations are 1,000 miles apart — both Manager A and Technician A can get on the same page with the FSM solution.

It’s one of the easiest ways to keep your team organized. Mobile is essentially becoming everything in a lot of businesses; customers prefer to get information on their phones, because their phones are always with them. This is totally true in all types of field service industries. Mobile FSM is a combination of embracing available technology and basic human psychology about the ease of checking your phone.

In the process, your team becomes more organized.

Mobile FSM is also a good profit pathway for your FSO. If you ruin a small business FSO and it’s not quite profitable yet, consider downloading the eBook below. It’ll get you started on some approaches to profitability through field service.

Revenue Generator


Increase Efficiency

Steps to Increase Your Technicians' Efficiency

Steps to Increase Your Technicians’ Efficiency

By some measures, the productivity app market is growing about 150% per year. Everyone wants to be more productive. In an era where “busy” can pile up quickly (tasks, responsibilities, and checklists), it’s often hard to navigate from “busy” over to “productive.” (They don’t mean the same thing, although many people fail to understand this.)

This is crucial in terms of your technicians. You can send techs into the field to work with clients and you can design processes by which they are “busy,” which means they have a lot to do and they’re running from place to place. That’s not good. “Busy” technicians will eventually get frustrated and leave you — maybe for a competitor.

You don’t want your technicians to be “busy.” You actually need them to be productive.

But how does that happen?

There are thousands of articles on the Internet about increasing productivity and effectiveness, and dozens of those are about service technicians specifically. Many of those articles, though, contain generic advice that’s hard to immediately implement — or they contain so much advice that you wouldn’t know where to start on your path to making your technicians more effective.

We tried to find the Goldilocks spot on this topic: not too in depth, but not too generic either. We wanted to help you focus on a few key priorities for consistently getting the most out of your technicians.

We narrowed it down to three. You can download this offer now (for free) and also get a quick visual reminder to go with it. These three focal points work for almost every type of FSO, but if you have specific questions about managing the technicians in your business as they relate to your business model, let us know. We work with hundreds of FSOs annually, oftentimes of the small business variety, and we’d love to help you too.

Technicians Efficiency