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How to Automate Job Management Software for Better Field Service Profits – 3-Step Approach

November 24, 2020Field Service Software

Job management software helps field service companies improve working efficiency and job quality. But, if you have a team of 15+ technicians in a complex installation sector (energy, solar, HVAC), the best efficiency gains come with Automation.

Our customers have reported 50% cut in paperwork, 75% reduction in emails, and 33% reduction in QA time with automated job management. JetCharge, an Electric Vehicle charging infrastructure company, handles 90% of installations without any phone calls after automating job management with Emvisage.

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What to Consider Before Automating Job Management?

If there’s one thing we have learned with our field service customers, automating a sub-optimal process doesn’t increase your efficiency in the long-term. Before rushing into automating a job management software, you should optimize your process to get the maximum efficiency gains and squeeze every last dollar of profit out of your service!

This blog explains the three steps of job management software automation!

Why Do You Need Automation?

Field installation teams in energy, solar, HVAC, and many other sectors deal with complicated installation processes daily. The systems consist of several equipment types to be integrated, dozens of couplings, and even hundreds of cabling meters. Technicians often work at dangerous sites, such as rooftops and cell towers. Due to the regulations, each site must be duly audited.

However, the complex processes, fast-paced projects, and growing customer demand increase risks. A well-organized team, efficient processes, and skilled technicians can get you a long way. But, if your team starts to drop balls in a rush, miss out on project deadlines, and fail the site audits, your costs will increase, profits decline, and in the worst case, you can lose customers. 

Balancing in a field service business is hard. How to serve more customers while keeping the team and process up to speed and maintaining a healthy profit margin? The solution is automation!

Benefits of Automation

If you can automate your field service process, your long-term working efficiency increases significantly, and you can cut down hassle due to reduced paperwork, emails, and phone calls. You can forget about micro-management. Your team follows the same – streamlined – process always, all jobs are completed and documented duly, and the site audits are passed with flying colors. As a result, automation increases your operating profits in the long run!

Three-Step Process for Automating Job Management

Here’s our field-proven, 3-step approach for job management automation that we always take up with our field service customers!

1. Optimize Your Process

The benefit of automation is that your team always follows the same process, and case-by-case deviations and human coordination are minimized. However, you don’t want your team to follow a sub-optimal process every time. So, before rushing into tailoring and automating your job management software, you should optimize your process to achieve maximum long-term efficiency gains.

Emvisage team provides you with best-practice guidelines and one-to-one support for optimizing your field service process.

2. Tailor Job Management Software

After you have honed your process to perfection, it is time to tailor the job management software accordingly. The standard ready-to-use job management software provides you with a generic, pre-defined process that doesn’t allow tailoring or automation. However, Tailor-Made software, such as Emvisage, allows full tailoring to perfectly adapt to your process, not the other way around. 

RELATED: Why Choose Tailor-Made Job Management Software Instead of Standard, ready-to-use software

3. Automate!

Job management software automation can put your entire field service processes on auto-pilot, and boost efficiency, and profitability!

Automation in Emvisage can take care of generation of documents such as job checklists for your team, safety papers, and reports for your customers. Automatic notifications, reminders, and alerts ensure your team and customers are always up-to-date with the progress of any job. Human coordination is minimized, and micro-management is eliminated. The technicians can plan their whole day with Emvisage, get the notifications on their mobile, click on the email link and go straight to the job. They can see the job details beforehand, view ongoing jobs, and review photos of previous work done. Once the job is done, they can upload photos and documents, and everyone can see the results.

Automation removes the need to track each technician for every job. If anything happens within the warranty period, Emvisage allows you to back-track everything that happened on the job.

Emvisage - the Easiest Way to Tailor & Automate Job Management Software

Most tailor-made job management software requires heavy customization and extensive software development. Deployment can take months, it is costly, and all future modifications require a change request and more coding.

Emvisage is a no-code Tailor-Made Job Management software for field service companies operating in complex sectors such as energy, solar, HVAC, and more. Unlike the other tailor-made solutions, Emvisage provides a drag-drop process builder. Tailoring can be done quickly without software development. It allows you a fast deployment.

You can tailor Emvisage to adapt to your organization, not the other way around, and automate your entire job management. During onboarding, Emvisage gives you best-practice guidelines and one-to-one support for optimizing your process!

Are you ready to automate your field service business? Contact Emvisage, and let’s start by optimizing your process!

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