About the author
Fulcrum is a field inspection management platform built to streamline safety and quality processes, field operations, and asset inspections, especially for mobile teams.
Congratulations on finally shelving your paper-based system of field service management!
But now that you’ve decided to digitize the process, you’ll quickly encounter a major roadblock: how to pick the best field service management software that can improve and optimize your current workflows and adapt to your future needs. You’ll need to consider several important factors when weighing your options, which we’ve brought together in this thumbnail guide.
To start, field service software should be able to:
In other words, the best field service management software should, at the very least, simplify and enhance how you carry out and manage inspection activities, delivering the most value with minimal impact on operations.
Improving the inspection process starts by enhancing your data collection and sharing, which means your field service management software needs to be able to:
The best field service management software simplifies job reporting and data sharing by making report generation easy and versatile, both one-click and accommodating a range of user-friendly formats, from photos to spreadsheets, videos to PDFs.
To concretely improve the inspection process, the software needs to:
Pay attention to platform characteristics beyond their immediate functionality, including:
When selecting the best field service management software, it’s important to assess the vendor’s impact on your business. Consider their financial viability, professional and managed services, support, and reputation. Start by asking yourself the following questions:
It’s essential to ensure that the vendor is a good fit for your business and can provide the necessary support for a successful implementation.
While cost is a factor, it shouldn’t be the only consideration. Choosing software solely based on cost can lead to problems in the long run. For example, selecting cheap fillable PDFs may only exacerbate issues with data sharing and validation, leading to the same issues that existed before, wasting resources and time on a subpar solution.
When selecting software, consider the Total Cost of Ownership (TCO), which is the sum of all operational, licensing, hardware, maintenance and service costs. Understanding what you’re getting before deciding on a reasonable cost is important. Cloud-based software offers scalability, while on-premises software requires hardware and maintenance costs. Customization charges and integration work should also be taken into account if you choose to run your own software.
If you leave with just one takeaway, let it be this: choosing the best field service management software is not about finding the cheapest option – it’s about picking the most versatile, powerful, and best field inspection software that concretely improves your current workflows, continually optimizes efficiency and productivity, and adapts to your future needs.
Luckily, we’ve also made it even easier for you to choose the best field service management software: Fulcrum’s leading digital field service platform is only one click away.
Sign up for a free demo of Fulcrum’s leading field service management software to see what you’ve been missing.