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

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How to Auto­ma­te Job Mana­ge­ment Softwa­re for Bet­ter Field Ser­vice Pro­fits in Three Steps

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.

Book a Demo – See the Bene­fits in 10 Minutes!

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!

Book a Demo – See the Bene­fits in 10 Minutes!

For organisations with highly complex field workflow