Work order management
Work order management, alternatively referred to as Field Service Management, is a system of creating, dispatching and tracking work orders of a field service company.

Successful field service management operations play a critical role in customer satisfaction and loyalty. 57% of field service organizations indicate that poor first-time resolution or inability to resolve issues is the top reason for customer complaints regarding field service work.

Three main issues for field service companies are disjointed communications, over-scheduled resources, and under-skilled technicians. Work order management software can address all these issues, if used properly.

Work order management software creates a link between the office and the field, where the technicians work. When you receive a call from your customer with a service request, you can create a work order and dispatch it to your service provider, no matter where they are.

A good work order management software will also provide the possibility to track the job progress. So, when the work order is received by your service provider, you will know about that in the office.


The main work order management features are:

1. Complex scheduling and dispatching – One of the reasons the traditional CRM software does not work well for field service companies is that they cannot provide the complexity for field service scheduling.
2. Customer and work order management – Customers are the center of your business and it is important to have all the required data about them when you get a call from one of your clients. With work order management software you can easily create a work order as soon as you get a call from your customer.
3. Work mobility – Mobility is a crucial factor for any field service company as the majority of the work is done outside the office. You need to be in touch with your service workers all the time and communicate the new orders to them.
4. Job progress tracking – Information is the king in today’s business environment. When you dispatch a work order to your service provider, you want to be sure that they have received it and will be able to complete the work on time.
5. Job progress tracking – Information is the king in today’s business environment. When you dispatch a work order to your service provider, you want to be sure that they have received it and will be able to complete the work on time.
That is why a field service company needs to be able to easily track the job progress.
6. Performance management – Besides being updated on the status of the job you will also need to know how which service provider is available at any given time and how many hours each of them has worked daily/weekly/monthly. Tracking this data will help you in payment calculation as well as work day optimization.
7. Invoicing – When the job is done, you need to get paid. If you are still using work order cards, you spend at least 5 hours a week on manual data entry. With work order management software all that is done automatically and you can spend your time on growing the business.
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318 First Ave. SW, Suite 517
Rochester, MN 55902
Email: info@fieldpromax.com
Phone: +1 952 679 8900