The Importance of a Cloud-Based Field Service Software

Blog, Field Service


Last updated Jan 3, 2020 at 1:48PM | Published on Apr 26, 2018 | Blog, Field Service

No matter the size of your organization, sharing information and data is vital to the success of any field service enterprise, so having a cloud-based field service software ensures that data can be accessible by everyone and not kept to a single computer.

Many CRM, ERP, and accounting software solutions, such as NetSuite, are cloud-based, and so too is Fieldpoint’s field service software. The log-in based system makes it so that anyone, from any department, or on any device, including mobile phones, tablets, and laptops in the field, can access the field service software and have complete access to all the information they need.

It’s a much more cost-effective system, as cloud-based systems don’t require a new installation on a computer for every person who wants to use it, which opens the option to Bring Your Own Device (BYOD) to work, such as laptops or mobile devices, and still have access. It’s just one of many reasons why many in the field service industry are turning to cloud-based systems to run their organization.

How cloud field service software delivers in the field

For your field service technicians, having complete access to a field service software, CRM, ERP and accounting system, all from their mobile device, can make a significant difference in how your organization runs, as well as open new avenues of revenue.

From a mobile device, technicians can access the entire service history of the customer they are about to service, including any previous work orders which could relate to the problem they are trying to solve, notes left by previous technicians and any parts they installed. Without a cloud field service software, technicians wouldn’t have that information on hand, unless it was compiled for them beforehand.

Quoting is also made possible with a cloud-based system, as technicians can access Fieldpoint’s quoting module from their mobile device which has inventory costs, pricing schedules and labor pricing built in, making it easy to give a customer an accurate quote for service straight from the field and have it immediately open up a work order upon approval of the quote in the field service software. Now a dispatcher can schedule that work order, which couldn’t be done without a cloud-based field service software that is accessible to everyone in the service delivery department.

Cloud-based field service software offers administrative relief

Changing information for any reason, either updating a new address, adding a new customer, or correcting a mistake, could be a tedious task, especially if you must complete it on every system in your office. Cloud-based field service software with built-in integrations to CRM, ERP and accounting systems take that time-consuming task away from back-office administration, as any updates or entries are corrected in the cloud and are visible immediately. It not only saves time on data entry, but also on possible mistakes if updates aren’t done company-wide, or if someone is using an out of date list of customers.

It ensures that all your billing information, customer profiles, employee and subcontractor information and parts and inventory are all correct, making it so anyone who logs in to the system knows they are using the correct, up-to-date information.

Cloud field service software is a secure way of doing business, and your organization won’t have to spend house entire networks in your office to join multiple computers together, but instead use one system that can be accessible from anywhere. Whether at the office, in the field, at home, in the airport or at a conference, information in the field service software as at your fingers, just but logging in.