How automating admin can help your field service business

Running a field service business comes with a lot of admin tasks, especially when your team is on site - processing job forms, tracking expenses, handling invoices, scheduling and dispatching workers can all take up huge amounts of time. Spending loads of time on manual work means there’s less time left to focus on delivering high-quality jobs, winning more business and bringing more cash in.

There are plenty of ways to keep admin under control, but the easiest and quickest way is through automation. Manual forms and paperwork have been key to running businesses for years, but automation is transforming the world of work. Lost documents, human errors, and complicated workflows can slow things down and make work unnecessarily hard. Automation removes these headaches by taking care of manual work for you, allowing you to work faster, smarter, and with fewer mistakes so you can focus on delivering great service and increasing revenue.

Admin Automation Tools to Get More Done

1. Digital Task Management

Digital task management tools give you control of your tasks all in one place. Instead of writing things down and digging through piles of paperwork, you can easily add and assign tasks to technicians and see what’s happening with all jobs in real time, giving you better visibility of your business and your team. 

2. Automated Invoicing & Payments

Late or forgotten invoices can lead to late payments, and manual calculations can increase the risk of human errors, causing more delays. With invoicing and payments tools, you can automatically create and track invoices to get the right ones to your customers quicker and get paid faster. This helps to cut down the time spent manually creating invoices, avoids the need to check and fix mistakes, helps you get the money you’re owed on time – all with minimal effort.

3. Job Scheduling and Vehicle Tracking

Job scheduling can be difficult without full visibility of your team and their capacity, making it challenging to respond to urgent jobs and easy for tasks to be overlooked. With a job management system, you can see where your team is and what they’re doing to schedule work efficiently. Better yet, you can use job scheduling and vehicle tracking to send the nearest technicians to job sites, helping you get staff to customers faster and jobs done in less time. 

4. Automated Customer Updates

Sharing job updates with customers can help you build great relationships with them, but there isn't always time to provide updates when you're overloaded with admin. However, giving regular updates can be the difference between a one-off job and repeat work as a result of building long-term customer relationships

The good news is  an effective job management  system can help you  keep customers up to date without manual work. Tools such as a customer login portal give them access to request quotes, create new jobs for you and view the progress of their projects in real time. You can also store customer information, including previous tasks, additional notes and location data.

Get Your Time Back and Focus on Growth

Admin shouldn’t hold your business back. Use automation, to spend less time on paperwork and more time helping customers, winning jobs, and growing your business. With the right range of admin management systems, you can simplify the way you do business, get admin done faster, improve your overall service and create opportunities for your business to grow and succeed.

Ready to make the shift? Get in touch today and see how EWorks Manager can help you transform admin and help you say goodbye to admin headaches!