Choosing field management software is a tall order for most service businesses. There are several requirements, vendor specifications, and capabilities to put into consideration before making a selection. To help, we have identified and summarized five factors that you should consider.

1. Reliable Connectivity Matters

Having an efficient field service means you are constantly connected. For this reason, you need software that works seamlessly across as many different mobile devices as possible. The software should incorporate strong social functions. Remember, without this, your technicians and back-office personnel cannot remain connected in the field at all times.

2. Mobility is Key

No serious manager or technician can ignore the significance of having extremely strong mobile capabilities for their field solutions. It’s simply no longer fashionable to spend even a minute trying to navigate complex field management software that has not been optimized for mobile services. This is truly a hassle for people who work on the go. Consider selecting high-functioning mobile apps that will enable you to access critical tools such as inventory management and sales and service quotes.

3. Favorable Deployment Model a Must

Consider how your field service management software will be deployed before you commit. Is the software SaaS-based, on-premise, or hosted? Your choice should reflect what works best for your organization. If your organization is small and values cost savings, simplicity, and convenience, you can consider SaaS-based solutions.

4. Compatible Platform

Pick software that communicates effectively with other applications. Field management software can be integrated with applications such as CRM and CRP. Your vendor needs to prove that they are able to integrate with a few third-party business applications that are available in your environment.

5. Credibility of Vendor is Important

Evaluate the credibility of vendors. Why is this necessary? Even if a vendor says and demonstrates that they can provide the best software solutions, you still need to be careful. What if you have to sell all your important assets to afford the license? Or, what if the vendor doesn’t offer any meaningful customer support? Or, what if the field service management software does not support at least some of your system requirements? Keep all these possibilities and much more behind your mind whenever you are choosing field software.

Since you cannot foretell what might happen with your purchase once the sale is closed, it’s prudent to work with a reliable vendor. The most important criteria that you should use whenever choosing a new field service solution are viability, reputation, and service and support offerings.

Selecting new field management software is difficult but not impossible. Do adequate homework before going to the market. What’s more, read reviews from your vendor’s customers to determine whether they possess the right qualities.