Your Guide to Field Service Automation

By Sep 1, 2022
Text reads What is field service automation? A man in a blue shirt works at a computer.
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Technology advancements are increasing the number of tasks we can automate on a daily basis. Machines magically brew the perfect cup of coffee before you get out of bed, lights are on when you get home from a long day, notifications alert you when someone approaches your door. The list is endless.

But what about automation in the trades? The trend toward using field service software to help organize business and provide more insight into what's working, and what’s not, can only be positive. However, going paperless is just the beginning. Even more can be done to make work easier, faster and more profitable. Field service software is the “power-up” of the trade world—it can take you to the next level of success, if used correctly.

What is field service automation?

Field service automation is the use of software and other management tools to automate tedious and time-consuming everyday tasks and processes. The main goals of automating field service processes are to improve the efficiency of the workforce, increase productivity and free up more time for high-value tasks.

Administrative tasks such as organizing incoming data from emails, scheduling and creating work orders can suck valuable time out of the day. However, by automating workflows, you can increase the efficiency of your team, spend more time on high-value tasks and improve profitability.

Benefits of implementing an automation field service solution

Real-time scheduling

Scheduling staff is an everyday job. So why not make it easier? Faster? Scheduling efficiently is crucial to a smooth-running trade business. Whether it’s a last-minute job or scheduling maintenance projects on a monthly basis, a lot of data, customer information and business processes need to be considered. The good news is, software helps take 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.

Software with mobile apps can also speed up communication to make reacting to job changes faster by eliminating phone calls back and forth from office to field. This type of functionality alerts field staff to changes in their schedule in real-time. It even allows them to clock in and out from each job from their device so billable hours are accurately tracked.

Reduce billing errors

Using one software for the management of a trade business is a great way to collect data and keep track of jobs, communication and billing. With an app, field teams can track time on the job, equipment and inventory used. They can also invoice and collect payment while on-site. This reduces back and forth communication and minimizes the risk of making a mistake during any part of the job workflow that will impact the invoice.

Manage your assets effectively

Asset management, recurring maintenance, emergency callouts and scheduling 12 months in advance—maintenance work has a lot of moving parts. Field service software eliminates the tedious nature of asset management. Use it to manage work orders, capture asset readings and quote asset defects quickly. Field apps can also be used to update asset statuses in real time and streamline maintenance workflows for faster service.

Faster service

We’re all busy. Business owners are busy, customers are busy, even all the businesses working in the supply chain for equipment and materials are busy. And quite often, it’s the businesses that work fast and provide great service while doing so that reap the rewards. Field service automation enables businesses to complete tasks that once took ages, much faster. This means every workflow benefits. The booking of an emergency job, payment collection, route optimization to a job site, everything is faster. This gives businesses the time to support more customers and grow revenue streams. It’s a win all round.

Improved accuracy

Ever lost a job card? Not sure why a whole heap of inventory is missing? Frustrated that your technician forgot to track his time on jobs today? Manually tracking data and shuffling paper is the cause of unenviable amounts of headaches. And, with many trade industries at the mercy of changing schedules, it can quickly become chaos. But with automation and cloud-based field service management, you can turn that chaos into clarity by reducing the chance of human error and speeding up workflows. Not only will time be saved, errors will be reduced and customers will be happier.


If it’s time for your business to grow to the next level, look no further than field service automation. Work smarter, not harder with field service management software built for your electrical business. Give us a call today at (855) 338-6041 or visit our website at for a customized demo.





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