
Effective Time and Resource Planning with Field Service Software
Field Service management software enables automated and streamlined process management. This means that companies can create rule sets to help manage work, resources, and time.
For example, a company may decide that a specific employee or team should not exceed a certain number of working hours per week. This request is typically related to budgetary reasons and limiting the amount of overtime paid. Another common reason is safety—companies want to ensure that their team is not overworked to reduce the risk of errors. Whatever the intention, field service software allows the creation of planning rules that make it impossible for an employee to be assigned too many tasks and exceed the designated working hours.
Other automations that can assist in planning while ensuring better overall processes include:
Aligning the correct resources with specific jobs
Jobs can be assigned based on experience level, specific certificates, required skills, or the number of people needed to complete a task within a given timeframe. Employees can also be tagged with matching certificates, skills, and experience levels, and the field service scheduling system can match the appropriate resources for each task.
Effective Route Planning
With enough data, the system may be able to do much of the planning work by prioritizing work orders for maximum efficiency given available routes, materials, and resources.
Adding Inventory
No company wants to plan work when equipment is not available or assign a team to visit a client’s home without having a van to transport them. Including assets, equipment, and inventory in the planning process helps avoid these issues.