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Is It The Right Time To Change Your Field Service Platform?

Signs you should update your current field service management platform

Employee working from home

Many of the technologies used by startups and small enterprises to launch their operations are ideal for their requirements. But what happens once you begin to gain more clients? Many startup-focused solutions lack scalability and the functionality a growing company needs to meet customer demand, deliver outstanding customer service, and make wise long-term decisions.

For any businessman, expanding and scaling a business is a significant accomplishment. When the time comes to finally take on more service, project, and maintenance work that will drive your company to the next level after many struggles, it's an exciting opportunity.

Let's say you're currently using free or open-source field service management software or simple office suites. If so, you should think about how well these solutions will help you and address the new problems you'll encounter as you embark on bigger initiatives, especially when there are greater financial stakes. Fortunately, one of the best investments you can make as part of your business expansion strategy is more advanced software. Additionally, the ideal solution to enable expansion and corporate growth is cloud-based field service software. With the help of one solution, cloud-based field service management software, you can manage every workflow and stay on top of everything from the initial lead to the final billing.

In my workplace, we are realizing every day that we have outgrown our current field service platform. Because our customers and teams have expanded and there are some tasks that we have to do manually. Every employee has their ways of working around and merging the automated and manual systems but this can’t be a permanent solution. We have planned to upgrade the system for better operations of the business.

Here are some signs that you should change your current field service platform:

Manual tasks: Manual data entering consumes a lot of your time and frequently produces mistakes. As your business expands, manual errors also have a more detrimental effect. They distort your data, making it challenging to manage your cash flow and significantly increasing your risk of financial loss. Losing cash as you grow could be very harmful to your finances, especially if you start taking on bigger projects with higher prices.

Lack of collaboration: When two departments use different systems, it is difficult to see how both of their operations are performing. As a result, employees are forced to use two solutions or are isolated into one particular position, and business owners are unable to fully understand the scale of their company without looking at two systems.

Incapable of managing complex issues: Implementing several systems to manage each process is a typical technique used by businesses when faced with problems like these. This can lead to a number of disconnected systems that are difficult to manage individually, duplicate data entry, and make internal procedures less effective than they could be.

More reactive instead of proactive: A proactive approach fixes issues as they arise. When a piece of equipment or a system malfunctions, this procedure is necessary. When this happens, the required upkeep or fixes are done. The goal of proactive maintenance is to stop the underlying problems that lead to equipment failure. But when your teams are more reactive than proactive, you have to change how you operate the teams.

It's difficult to deny the advantages of a complete business management solution like Field Service Management when you're dealing with software platforms that don't communicate with one another. Field Service Management is a good investment, thus you need it to advance your company. When it functions well, it is supposed to give you vital insight into the demands of your customers and enhance every aspect of sales, marketing, and customer service. Custella is a field service management system designed for organizations to plan & manage work, information, assets, and people that are mobile. They support sales, service, and transport teams to streamline your operations. Custella utilizes real-time data to organize jobs and set up predefined operational parameters, and threshold values and configure workflows to trigger automated actions before things go wrong.

Field service software must be scalable to the size of the business, therefore it's essential to consider when you've outgrown your current solution and need to switch to something new. Finding a field service software that can expand with you is ideal as you may modify workflows as necessary to avoid switching to another program

Still have more questions? Check out more FAQs on our website here. You can also get in touch with us below from the link below; we are always happy to get back to you with any queries regarding your business.


Need a field service management application like Custella? If you’re in the ASEAN region (Malaysia, Indonesia, Singapore, Brunei, etc. ) or Australia/Oceania, drop us an email to schedule your demo:

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