Field Service Management

Perform any AV installation from the initial field survey to the end of the project from the field itself

Field Service Management Software for Audio-Video Integration

Field service management means managing workers as they deliver services outside of the company’s premises. Essentially, field service management aims to deliver efficient, skilled services to the client by: 

1) Dispatching off-site service technicians to the field.

2) Coordinating employees’ activities and maintaining communication for regular updates, verification, and capturing unforeseen changes.

3) Streamlining and keeping track of the company’s off-site resources and product inventories.

4) Collecting and storing field data, such as delivery time and assessing whether customer expectations are met. 

Field Service Management Software - Why You Need It

Until recently, most businesses have been performing field service operations manually using basic tools, such as pen and paper, phones, and office files. But field service is a complex aspect of service delivery that encompasses various stakeholders (managers, off-site workers, 3rd party suppliers, and clients) and processes. 

With so many variables at play, errors and delays due to miscommunication and incomplete data are commonplace. As competition and the demand for better results increase, the need for a tool that consolidates all aspects of field service management has become inevitable. Hence, field service management tools were born.

A field service management app or software is an intuitive system that brings together all field service components onto a single platform. The idea is to streamline communication between all parties regardless of their location and automate processes requiring a lot of manual effort. This improves efficiency, leading to increased positive productivity and maximum customer satisfaction. 

The best field service management software is a one-stop solution that gives field service managers absolute control over:

    1. Field service scheduling – assigning new jobs and appointments and determining project completion timelines.
    2. Dispatch – sending an employee, specialist, technician, or engineer to provide a solution by fixing a problem.
    3. Work order management – tracking projects to ensure they are processed and completed promptly.
    4. Inventory management – keeping track of parts and supplies as they are ordered, delivered, stored, and used.
    5. Contract management – streamlining resources to ensure service level agreements and commitments are met.

Field Service Management Software. Tools and Benefits:

1. Organized Project Processes

The key selling point of Sirvez is the way it organizes the entire project into manageable tasks from start to finish. AV field service management with Sirvez starts with a site survey, which is essentially the planning phase. Site survey involves examining the client’s location of the proposed project in order to obtain crucial information regarding the design, ideal audio and visual equipment, and estimations of time and cost of the task. 

Sirvez AV field service management software speeds up this process by allowing field workers to place stickers of products for real-time visualization of the project. Interestingly, when a product, let’s say, a projector, has been added to Sirvez product list, details, such as stock levels and pricing, are updated from the distributor data feed.

2. Easy-Peasy Sharing on the Fly

When it comes to AV field service management, it really pays to have a platform that allows quick sharing of data and information with the right people. That’s pretty much one of the major goals of Sirvez and the main reason it’s the most preferred field service management software for AV. 

From start to finish, this platform is designed to incorporate the input of every team member as needed. For instance, after using the information from site survey to update the product library, the Sales Executive can generate a customized proposal with all the key information, such as product images and location, manufacturer, pricing, warranty, and links to PDF. Next, the client receives a link inviting them to log into Sirvez via the client’s portal to view the proposal, after which they may either accept or reject it.

3. Accounting and ERP Systems with One Click

When Sirvez says it has incorporated everything an AV business requires, it means everything, including accounting integration. With so many moving parts in field service management, the risk of making costly mistakes is high. A potential area for errors is coordinating the reports and data from field workers with the procurement department. As adjustments are made between the business office, field service technician, and the client, it’s crucial for everyone, including the procurement manager, to get real-time updates on the agreed products. 

This app’s survey forms, stickers, proposals, and customer portals are some of the ways it helps save time. But it also offers huge relief for the procurement department by integrating with Xero and ERP. If the client is happy with the proposal, the procurement manager can export the order to Xero for invoicing. What’s more, Sirvez allows you to move products both ways; you can import or export from Xero to your Enterprise Resource Planning (ERP). The ability to create an invoice from survey reports saves time and reduces errors, especially when there are plenty of adjustments.

 

AV Field Service Management

Some years back, field service management was considered a thing for field techs and their managers. But as businesses seek ways to improve their performance and keep up with customer demands, field service project management software is now a solution for all mobile service providers. And there’s a field service management system for every industry depending on its unique requirements.

When getting the best AV field service management software, you want a system with all the right tools necessary to lighten the load and maximize efficiency. For a keen audio-visual field service technician and engineer, that system is Sirvez. Sirvez is a comprehensive field service management software for AV integrators. This is an end-to-end solution with a set of well-thought tools that allow audio-visual experts and technicians to create an all-inclusive template for fast and straightforward field service operations. 

The success of a field service management app for AV integration is measured by its ability to truly automate daily operations, reduce the overall project time, and lower administrative duties. Sirvez AV field service management system is specifically designed around these and more expectations as reflected in its features and tools.

 

FAQ

What is field service management?

Field service management means coordinating the daily operations of field workers as they deliver services outside of the company’s compound.

What does field service management do?

The point of field service management is to streamline all processes of field service from generating work order forms to scheduling and dispatching field service technicians. It also involves monitoring resources and providing real-time updates to the customer.

What is field service management software?

This is a system with various tools and features that help with operational efficiency by managing the resources and processes involved in field service delivery.

What are some common field service management software features?

At the basic level, field service management software for small business should include these functionalities: job scheduling, dispatching, work order management, product inventory management, and mobile access. However, a state-of-the-art field service management app for AV integration like Sirvez will add advanced features, such as a proposal generator, accounting, and ERP systems integration, distribution companies’ data feeds, and a customer portal.

Conclusion

An industry-specific field service management software for AV businesses and experts, Sirvez is purpose-built with features and tools to optimize AV specialists daily operations and increase productivity. Simplify operations and improve customer experience by reducing paperwork and ensuring real-time coordination between all stakeholders by adding Sirvez AV field service management software to your arsenal today.

You can learn more about how it works on our blog.

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