How techs can increase revenue with a field service app

Service technicians are the face of your business. They are sales people, customer service representatives and skilled technical workers, all in one. Because they wear many hats, equipping techs with tools to make their jobs as efficient as possible can greatly benefit your business. There is one specific tool for techs that helps with day-to-day operations, jobs and sales – a field service app.

When using a field service mobile app, techs can conquer anything they may come across in the field. They may also leverage an app to save time and increase sales, further contributing to your business’s bottom line.

What is a field service management app?

Most cloud-based service management software solutions include a mobile app. While the desktop and mobile versions of the same cloud-based software may have different capabilities, they can communicate back and forth to give employees the full picture of what is happening at any time.

How do office and mobile app versions of software differ? While it may depend on which field service software you use, there are certain common functions of each version. The office or desktop version of software is often more robust. It’s used by office staff to help with day-to-day operations such as dispatching, reporting and accounting. The field service mobile app is geared specifically toward techs with features that help them while on the job. Many of these apps allow field service technicians to receive job assignments, update job statuses in real time, and much more.

Why do techs need an app?

A field service mobile app can be an all-in-one operations tool for techs. It may store and share all information that they need to efficiently execute their jobs. From CRM access to time tracking to price presentation, it’s all instantly accessible and securely stored in an app. Plus, there are many benefits of using a service app that may also increase revenue.

Four ways techs can increase revenue by leveraging a field service app

1Saving time

Time is money. Overwhelmingly, the time saved when using a field service mobile app is well worth the investment. For example, if each service technician saves just five hours per week by using an app, they can fit in one additional job. If a company has five techs and each service fee is $250, that is instantly $1,250 more each week. That’s $5,000 more in one month. But how do techs save hours each week when using an app versus pen and paper?

Because many service apps automatically sync with field service office software, techs spend less time on the phone updating the office on whereabouts or status. Software syncing between mobile and desktop also allows for the office to assign jobs to techs while they are in the field. Then techs can instantly see customer and work order history for that newly-assigned job. Because an app can function as a CRM and attach documents from past jobs, it is a one-stop resource for background information. No more digging up paper notes from months ago or having to log into a computer to find a document.

2Processing payments instantly

Nobody likes chasing down past-due or lost invoices. Not only can it waste time, but it hurts your bottom line. Some field management mobile apps take payments onsite, making invoicing a breeze. Even if you do not take payments on the job, some apps allow for easy invoicing before or after a service appointment with an online bill. With electronic invoicing, you can drastically reduce time spent completing paperwork and chasing invoices. Not only is this feature great for techs, but your office staff will appreciate it as well.

3Upselling made easier

Upselling while on the job can be challenging without the right resources. If your service app has a price book or similar feature, it’s easy to present good, better and best options to customers – right from a phone or tablet. A price book feature means no more scrambling to create the right bundle for a customer while on the job. Plus, no more attempts to show a customer the “best” value option with no visuals or numbers. With a field technician mobile app, all you need is a mobile device to show available service and equipment bundling options.

4Nurturing relationships

The key to growing a small business? Earning the trust of customers and delivering top notch service will take a business to the next level. That’s why work order history is available in many service apps. This feature allows techs to quickly identify pain points in customer’s equipment and exactly which services were performed last time.

In addition to job history, some field service management apps have a field or feature that allows techs to save notes about customers. Using this feature to add and manage customer updates and information can allow techs to personalize a customer’s experience. Asking about a customer’s new job or noting their preference that people should enter through a back gate can go a long way. After all, when somebody feels heard and appreciated by your company, they are more likely to be a long-time customer.

This article was adapted from a white paper by FieldEdge.