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10 Easy Steps to Implement Field Service Software

10 Easy Steps to Implement Field Service Software

Implementing a field service software does not have to be hard. In a field service management case study, Johann Schild of Schild Herstellung & Handels GmbH confirmed that his company was able to quickly implement field service software and get to work the way they’d envisioned almost immediately. Though some business owners might see integrating software as a field service management challenge, we’ve simplified the task into 10 easy steps for you to follow.

#1 - Plan and Document Current Process

Understanding your current process is crucial to knowing what kind of functions you need from a field service software. Whether it’s guided checklists or annotation capabilities, knowing how your technicians and back office work is crucial to making sure you purchase the best field service software for your business.

#2 - Communicate with Your Team

When you decide to add a new business solution to your arsenal, your team may ask, “What is field service management software?” Let them know the benefits that the software will provide for their roles. This will help ease them into the transition, so they won’t be fearful of the change in work practice.

#3 - Make One Team a Pilot

Before rolling out the software to everyone on your team, it’s a good idea to create one team of employees for pilot testing. This group can notice and help work out any kinks with the software before implementation. Furthermore, once the pilot team becomes more comfortable with the software solution, they can train other workers when the implementation is complete.

#4 - Integrate with CRM & ERP API

Your Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) software should be fitted with an API that allows you to easily implement other solutions. In our field service management case study, m-way had an ERP software that supported all relevant business processes. So they were able to implement modifications and expansions to the systems with ease.

#5 - Import Your Data into the Solution

From product data to technicians’ names and appointment schedules, the next step is to import all of your data into the field service software solution. If you already use an ERP software, you can import data from the ERP software to the field service software. Some field service software can also be used as a standalone version, which means  you can import data directly into the solution.

#6 - Customize the Application

Once you have a team in place and the software has been integrated, now it’s time to customize your field service application to your business’ needs. This might mean setting up projects or creating detailed checklists that your technicians will have to follow to complete their jobs.

#7 - Equip Technicians with Mobile Devices

Outside of finding a software that works well, the second most important step is to make sure your employees are equipped with mobile devices. Using field service management mobile software will allow techs to use the software capabilities to their full and intended potential. When Cald’oro implemented the software, each service technician was given a mobile tablet with the field service mobile application already installed. That way, they could begin seeing the benefits of the software instantly.

#8 - Train Employees to Use Software

Now that your employees have the software installed on their mobile devices, they are armed with a powerful tool. So it’s time to show them how to use it. Work with your field service solution provider on the best practices to train employees on software usage. Great automation software companies will provide webinars or other e-learning material to get started.

#9 - Inform Your Customers

With your data loaded, your team trained and equipped, it’s time to let your customers know that you’ll be utilizing a new solution to help make servicing products better. Then explain how they will benefit from this change. For example, they will get a detailed report on every service call that takes place in the future. Your customers will appreciate the new transparency.  

#10 - Test the Field Service Product in the Field

The only thing left to do to fully implement field service software is to have your pilot team test the product out in the field. Once that is done, you can continue to customize and tailor the software to your processes’ and your customers’ needs.


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