Evaluating field service software
Review office-to-field workflows, devices, connectivity, integrations, training and support when evaluating field service management software.
Map the service cycle
Describe how work is requested, coordinated, performed, and reviewed. Include the information that office and field staff need at each stage.
Consider real conditions
Identify the devices, connectivity, locations, and working conditions involved. Ask which conditions are supported rather than assuming that all systems behave the same way.
Look at handoffs
Clarify the interfaces available and any integration work required for your proposed implementation.
Plan adoption
Agree responsibilities for setup, training, and support. A useful evaluation includes the people who will do the work.