Workflow optimisation. It’s a phrase thrown around regularly in businesses, especially in those that rely on a structured process of jobs to be completed by multiple people.
But take away the smooth business speak and what does it actually mean?
Imagine each part of your business is represented by a domino – the lines of communications, customer leads, jobs – everything. If one of those parts of your business is not working as it should, that domino will wobble. If you leave it too long, it’s going to topple over, and in turn, impact every other part of your business. That’s why having smooth and efficient business processes is key.
HOW DO YOU MANAGE YOUR FIELDWORK?
The first step in optimising field-service workflows is to take an audit of what you already have and how it’s working, and then identify how it can be improved. While doing this, it’s important to make sure you don’t miss any software, paper processes, or spreadsheets you use. This audit can easily be done by mapping your workflows from customer interaction to final payment.
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BENEFITS OF AUTOMATING YOUR FIELD WORKFLOW
Better customer service
Keep the customers happy! That’s the main aim of the game! Not only do customers need to have a great experience while you’re on site with them, they also need to be kept informed of any changes or updates before or after the job. While this may seem easy, it’s something that can be forgotten in the busy world of a trade business. Automation can help you quickly follow up on new leads, track communication details so you’re always in the know and send texts to keep customers informed.
Automate scheduling and dispatching
Juggling jobs and schedules shouldn’t be a headache these days! Whether it’s a simple break-fix job or a mammoth project, a lot of data, customer information and business processes need to be considered. The good news is software takes the juggling act out of scheduling and can often automate the different processes that go into creating job orders and getting staff on-site as soon as possible. Faster invoice processing Invoicing doesn’t just have to happen in the office. Using automated software and an app in the field, your staff can track time on the job, equipment and stock used, all while they’re on site. They can also invoice and collect payment while they’re there. Additionally, most software can support the management of recurring maintenance schedules and even set up automatic recurring invoices, eliminating the need to manually create new paperwork every time a maintenance check occurs.
Ready to make your days less hectic, more organised and have that time to grow your business? Chat with us today at simprogroup.com/au/contact-us about your options with simPRO.