19 Dec, 2019

Checklist to choose the right Field Service Management Application

Field Service Management Applications help you manage various activities on the field such as manage field employees, easily collect and transfer information between employees, customers etc. There are a bounty of applications that are available to help you manage your field activities. It is however very difficult to choose the right one. This article can help you understand the various functionalities to look for while making your choice. The Kizeo Forms app can be the perfect tool to help you achieve your field service management optimization objectives. The various features the app provides optimizes the way your data is collected and managed and helps you save time!  

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Are you currently evaluating the right application to manage field service ? Below is a checklist that contains everything you need to look for in an field service management application . This way, you will not miss out on important functions and features. Gather all the necessary application elements to optimize your field activities.

Checklist to choose the right field service management software

How the Kizeo Forms Application can help you manage field activities

The Kizeo Forms app meets all the requirements on the above checklist while providing several other features and functionalities that can help various departments at your enterprise.

✔︎ Job tracking and management

Assign and monitor various tasks, share updates with fieldworkers, and send notifications (pre-filled forms). Features to help you achieve this: Push, Geolocation, Automatic emails, photos, user management and more!

✔︎ Document Management:

Centralize information and make the data available to the right person at the right time! . Important elements: data imports and exports, email, attachments, customized reports, visibility conditions and analytics.

 ✔︎ Scheduling and dispatch

Receive requests from your customers and assign them to your field employees, monitor and plan your field service activities to provide better service to your customers Functionalities: Push, Signature authorization, Calendar, Geolocation etc.

✔︎ Monitoring and Reporting:

Analyze the data collected and set future goals. What to look for: History, Analytics, Reports.

✔︎ Customization

Customize various aspects of your forms, reports , emails and application to ensure that it meets your needs.

✔︎ Customer relations:

Manage data collected and new sales opportunities. Manage all stakeholders involved: Suppliers, employees, vendors & distributers. Form fields that will help you: Contact, email, slider, photos.

✔︎ Integrations:

Integrate the information collected to your database or information system. Share data seamlessly! Simple integration with: API, data exports and imports, 3rd party app integrations.

What are you waiting for? Start testing right away!

digital journeyThe Kizeo Forms offers a free trial period of 15 days where you can test all the functionalities. No commitment or credit card details is required for your free trial. Furthermore, we have a forms library with most used templates to help you save time. You can also create your form from scratch and customize it to meet your needs!


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