Field Service Automation


SP Background Graphics_Map Blue Gray

What is Field Service Automation?

Field service automation means leveraging AI technology to intelligently optimize manual field service tasks such as scheduling, dispatching, and routing technicians. Field service management software also automates and streamlines communications, inventory management, and work order management.

What are the Benefits of Field Service Automation?

Implementing an AI-powered field service management solution helps companies enhance efficiency, engage customers, and increase field service profits.
Let’s take a closer look at how automation can boost your field service business.     

  • Streamline Workflows

Automated streamlining of workflow management with AI reduces redundancies in scheduling, dispatching, and inventory management workflows. 

It also radically improves key service delivery metrics, such as Mean Time to Service (MMTS) and Mean Time to Repair (MTTR)

AI can intelligently identify the employed or contracted technicians best qualified for specific tasks, allocate those geographically closest, and ensure they arrive with the correct parts. Automated field service management software lets you organize hundreds of jobs and technicians daily and automatically calculates and schedules the optimum routes for each appointment in terms of time and fuel. This means that more of your technicians can serve more customers rapidly. 

By definition, automation means eliminating monotonous and repetitive manual tasks and allowing software to take over. This improves the accuracy of your processes by reducing the opportunities for human error to creep in and also increases efficiency and productivity, freeing up your workers to focus on more value-added tasks. 

  • Improve Data Management

Centralizing information promotes mobility by giving technicians access to all the data they need on the go via mobile devices. This includes real-time access to customer case histories, parts inventories, technical manuals, and even Augmented Reality (AR) tools at their fingertips. What’s more, automatic integration means that when data is updated in one application, the changes are reflected across all your systems. Fewer errors and access to up-to-date information anywhere, anytime lead to better first-time fix rates.

Automation enhances data tracking and analysis thanks to dashboards, alerts, and reports. With comprehensive real-time field service reporting and analytics software, your company can make accurate data-driven decisions about where and when to best allocate your resources.

  • Enhance the Customer Experience

Automated scheduling and routing allow more technicians to reach customers faster, and real-time access to comprehensive data allows them to increase the number of first-time fixes, helping you to exceed customer expectations.

Self-service portals empower customers to schedule, reschedule, or cancel appointments, find answers, and check the status of scheduled visits via text or email. This greater visibility and instant communication gives customers a greater feeling of control over how their service is provided.

IoT-driven field service software means your customers’ devices can alert your team when they detect pre-failure conditions. This enables you to provide proactive maintenance that reduces equipment downtime for customers.

Streamlining workflows, better data management, and increased customer satisfaction levels all add up to achieving a lower cost of operations and boosting your bottom line.

How Do You Implement Field Service Automation?

Field service automation has the potential to revolutionize your field service management organization. But to fully take advantage of all the opportunities automation offers, you must introduce it carefully. 

Here’s a roadmap to handling change management:

  • Carry out a Pre-Implementation Assessment:

    Analyzing your current workflows can lay the groundwork for implementing automation. Document your processes and operations, so you know what capabilities an automated field service management solution must replicate. You should also do a full audit of your current technology portfolio to ensure any automation software you choose will be compatible. Define the KPIs you will track to measure success.

  • Select, Customize, and Integrate:

Once you know what solutions you need, look for field service automation software per your unique business requirements. For example, your organization may need a solution that specifically offers real-time parts and inventory management or that lets you manage a blended workforce

Your choice should also offer a flexible configuration so that you can customize it to suit your requirements now and in the future. Ensure it can seamlessly exchange data with your existing platforms and easily integrate in terms of features, functionalities, and user experience.

  • Engage Stakeholders:

    Where relevant, stakeholders such as employees, suppliers, and customers must be informed of your automation campaign as early as possible to ensure a smooth transition. Evaluate what training you will need to provide to successfully adopt the new solutions and plan how and when you will deliver them.

  • Pilot Test:

    Initial testing of your automation software with a small team or region is essential for spotting any problems. Encourage staff and customers to provide feedback and promptly address any issues raised.

  • Run Training Programs:

    Provide employees and contractors with comprehensive hands-on training sessions and ensure you have a plan in place to provide ongoing support for continuous learning.

  • Rollout at Full-Scale:

    Similarly, to ensure a smooth transition, deploy the field service software in phases, which will allow you to identify any further problems missed during the pilot project.

  • Adaptation and Optimization:

    Continue monitoring performance KPIs and tackling any problems that arise. Establish a feedback loop to provide continuous insights and implement iterative improvements based on user responses.

    Choose Software Purpose-Built for Field Service Automation

    ServicePower enables seamless workforce management for employed, contracted, and blended workforces. Our platform ensures your field technicians are always exactly where your customers need them to be, fully equipped with all the information, tools, and parts necessary for the job. 

    Learn more about how automated field service management software can increase revenue, reduce costs, enhance the customer experience, and improve first-time fix rates.

Get the guide >

Your field service software should
serve you better.

Field service management is all we do, and we specialize in creating the best experience for your field workforce and consumers while helping you become more efficient, productive, and profitable.

Get Started