A big challenge in field services is bringing all the separate tools and information sources together. The information is there, but it’s not always accessible or may not be the latest version. That’s a problem, because each person in the business needs updated and accurate information for their role:
Field crews and techs need the where, when, and what for each job.
Sales reps check for the latest updates so they can answer customer questions.
Admin staff review the details of work done so they can follow up and invoice out completed jobs.
Manager use an overview of all the jobs on the board to make good decisions.
Dispatchers compare availability so they can assign techs and resources effectively.
Regional supervisors look at the details for each service center and the big picture for the entire region.