2021 Survival Kit: Field Service Management Strategies for Pre-Vaccine Safety

When it comes to COVID-19 and your field service business, RazorSync understands how important it is to keep your team safe. With field service management software, you can keep track of your entire workforce, job scheduling, and revenue stream, but it can also be a major component of your company’s COVID-19 safety strategy.

Investing in field service management (FSM) software is a smart strategy to streamline your business as we continue to face coronavirus in 2021. Whether it’s workforce and customer management or dispatching and merchant processing, FSM lets you connect and collaborate with your team in the safest way possible—digitally. As we all await the COVID-19 vaccine, it’s extremely important that your business continues to keep your technicians and customers safe and healthy. Even beyond pre-vaccine safety, field service software allows you to improve scheduling, shorten billing cycles and easily update customer records. 

Here are a few ways a field service management software can help your team practice pre-vaccine safety.  

Daily Workflow 

A field service management software gives your technicians the mobility needed to complete administrative work in record time from their smartphone or tablet without having to be in a physical office space. Additionally, with customer records and service history at their fingertips, they’re able to update and input information quickly and easily. This automated process can minimize employee and customer contact.

Inventory Management 

With a field service software, your business can easily track and manage inventory across work orders, contact-free. Here, you’ll be able to track various job site inventory stock as well as PPE inventory; i.e. masks, gloves, and hand sanitizer. Tracking the use of equipment and materials not only provides your managers insight into items that need to be restocked for service calls but also keeps your team protected from illness.

RazorSync’s easy-to-use, COVID-19 safe platform gives you the solutions you need to optimize and manage your business. Our easy-to-use software can simplify your life by combining bookkeeping, dispatching, customer management, invoicing, and more, all in a single platform. (link to features page) 

Merchant Processing

When you invest in field service management software, your team gains access to key mobile features like merchant processing. Merchant processing gives you the ability to collect customer payments on-site through digital automation. This can improve customer satisfaction while also limiting social interactions and preventing COVID-19 exposure. Once billing information is collected, you can keep all the data on-file to set up recurring payments, thus limiting social interaction and improving billing cycles. Not only can this increase your revenue stream, but you will also be able to streamline your invoicing and accounting processes by integrating with QuickBooks.

Employee Safety

With the help of field service management software, your business can track dispatch time and find better alternative routes to job sites, while also assigning jobs and reassigning technicians if needed. No need to worry about face-to-face communication when unexpected detours pop up! A field service management software allows technicians to view changes made in real-time on their own device. With that feature in mind, your team can relay any schedule changes or COVID-19 related safety information to your technicians at any time. 

Customer Satisfaction

Using field service management software such as RazorSync is a great way to increase customer satisfaction. RazorSync offers a customer portal that allows customers to request appointments, view job records, and see payments and invoices. With a self-service portal, customers can easily access the information and tools they need, when they need it. Your customers can also connect with your technicians to ensure they are following proper COVID-19 guidelines when receiving services.   

Ready to keep your team safe during COVID-19 with the industry’s #1-rated scheduling app? Try RazorSync free for 14-days to get started! For more information, contact one of our pros today!