Choosing a work order management system is one of the most important decisions companies face. The software must fill the specific needs of your business and represents an investment of both time and money for your company.
To get the most benefit, a good work order management system has to be integrated with your other systems, including financial tasks and customer entitlements.
An article on The Service Coach’s blog offers five tips to help you select the right system:
- Take it for a test “drive”: We can’t emphasize this enough, even if you have to purchase a small pilot system. Go through your business scenarios so you’re confident it’s what your business needs.
- Consider your requirements: If more than 50 percent of your revenue comes from delivering services, then you’ll want to understand how services are priced, how time, parts and expenses are collected, and how customer invoices are generated.
- Remember maintenance agreements: Referencing the contract number on each work order you generate will help you track analytics to measure revenue versus real costs and provide accurate profitable reporting.
- Think about usability: As the Service Coach blog notes, you don’t want to be fighting your technicians for their time reporting because they say the system is hard to use. You should be able to enter time against one work order or update multiple work orders all in one screen.
- Allow for flexibility: Make sure your system supports multiple technicians and crews on the same work order if it involves more than one person. You should be able to reassign technicians internally or externally without losing the string of work completed to date.
Source: The Service Coach, July 2012