An Introduction to Field Service Automation

field service technicians

The WHAT

In the world of field service, automation is your new smartphone: glossy, efficient, and streamlined.

Comparatively, manual or paper-based operations is like a rotary phone: inefficient, slow, and outdated.

Rotary phones had their time, and so did manual operations, but the prime time for both is in the past. Without technology in your company in 2024, you will consistently fall short of your full potential.

Field service automation is the application of technology to optimize, streamline, and improve operations. The goal? Gain visibility, maximize profitability, and expand efficiency.

The WHY

By implementing field service automation, these advantages are yours to plunder:

Improved Productivity

Automating tedious, repetitive tasks saves time, money, and resources – and that’s just the beginning. Field service automation can help optimize productivity throughout your company regardless of role.

Enhanced accuracy:

Feel confident knowing you have the most up-to-date information as data flows from your accounting system to the back office in real time.

Better Resource Utilization:

Focus areas of your workforce where you need them most and relay tasks to be done – all in one place.

Increased customer satisfaction:

Spend all the time you save by automating tasks with the people who deserve it most: your customers. Serve them with increased efficiency, speed, and reliability.

Core Components

  • Scheduling & Dispatching Software
    • Get the right technician to the right job at the right time. Dive deeper into scheduling and dispatching software in this article here.
  • Mobile applications
    • Any solution worth their salt in 2024 will have an offline-capable mobile app for your field workforce. For example, Service Pro Mobile allows technicians to use workflows and complete tasks while offline, and will automatically sync data when back in service.
  • Work order management
    • Assign, track, and manage work orders in one place with increased visibility and organization.
  • Inventory management
    • Automate your inventory management and easily track metrics to eliminate unnecessary costs.
  • And More!

Common Challenges

  1. Not having a technology plan
  2. Data integration issues
  3. Training and enablement difficulties
  4. Time and project prioritization

For tips on overcoming these challenges, scroll to page 12 in Part 1 of our guide to Field Service Automation – access it for free here.

Automate Your Operations with ServicePro®

If your goals are to gain visibility and maximize profitability, you’ll want a platform designed for YOU. Service Pro® by MSI Data is the leading equipment-centric field service platform that caters to several industries, including your industry. 2025 can be your most profitable year ever – get on board today.

Authors

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Alyce Peterson

Product Marketing Manager

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Andrew Knox

Vice President of Sales and Marketing

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Geoff Surkamer

Chief Executive Officer

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Leena Meyers

Content Marketer

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Leena Meyers

Content Marketer

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