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Top Challenges of Field Service Management in Small Businesses

Top Challenges of Field Service Management in Small Businesses

A field service management (FSM) software system is helpful for a small business organization or company. It is required for their daily routine and it must be included in their business. It might be a doubt if one software tool could help to improve performance and productivity even if a small business organization or company is not offering any kind of service on a large scale.

If you are able to manage a small field service business organization or company which has got up to 10 field staff or technicians, you might be wondering whether to invest in such a software tool or not, and you must ask yourself all such questions to see if the field service management (FSM) software is necessary or not. To help you understand and analyze why there is a requirement for improvement and development, let us analyze the most problematic areas or issues that are faced by the small businesses, and how they will be able to be addressed with the field service software and tools.

There are many challenges that a small business organization might be facing in the field of service management (FSM) software as there are varied ways to turn them into good opportunities. All this is because there is never an optimum usage of resources that could be done to optimize a service operation. There will always be plenty of room for innovation, prospect satisfaction, increased effectiveness, and higher and larger service quality and efficiency.

Challenges will definitely ring the bell for not being done as much as needed in certain parts of your business. If you are able to efficiently recognize those certain areas and bridge the empty gaps, you will be able to easily achieve highly limited field service business operations or processes. 

Read our blog – 10 Reasons To Use Online Field Service Management Software

#Lack of control over the technicians of the field service 

Improving the monitoring of their staff and employees is one of the basic needs of smaller business organizations or companies. This will cover business routing, time and efforts spent on accomplishing the tasks, and work orders that are performed each day. All these factors will have a high impact on the overall business efficiency and effectiveness with its indicators.

This is the reason why most of the small service businesses or companies have considered a GPS tracking system and they might want to see the progress in the business and the development of the assigned work orders. While it is simple and easier to implement or deploy the employee or staff monitoring systems and tools or simple lists of those people at work in a fixed business environment, for remote servicing orders it might become more complex and difficult. The business must be able to rely on the employees’ and staff declarations, and these declarations might become very difficult to track and verify and this will make the field service management (FSM) software along with the CRM software for the service industry including the after-sales service management and technology to become much more trustworthy. 

#A centralized point of operation is required 

The immediate and next barrier or issue is to improve monitoring in the centralization of important data and information. In other words, having a simple view of business and work orders, the customer’s locations, staff and technicians, inventory management, and basic reporting in real-time, which is the important key to monitoring the business organization and company’s efficiency and effectiveness.

Assigning one of a few employees or staff to maintain and manage that important data or information is very unreliable, and will never be as precise as maintaining data in one unified system. It is not to mention that all the important data and information is constantly being changed, so it might become very difficult to keep up with them, even if the business organization or company hires the most engaged staff and employees. Adopt the Field Service Management (FSM) software system and tool along with the CRM for the service industry and the after-sales service management into your small business as it will be very helpful to become successful. 

Need of a centralised operation

Read our blog – Drive Business Growth With Field Service Management Software

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#A Complex asset tracking  

For a few companies or business organizations, especially those delivering additional business service to equipment, and those using great and varied devices or parts, the main and key challenge for them is to track and maintain all of the inventory management and ensure appropriate management and maintenance.

Everyday problems involve locating the given tools, their capability, and availability along with monitoring the dates of required management and maintenance. The first and major problem will lead to the missing parts and additional idle time while looking for those that are highly required, and the latter to misleading important data or information about when the business service should be delivered or which supplies must for sure be refilled.

In such cases, digitizing and automating the asset information is more than necessary and important to avoid business service disturbance and misuse of the inventory.

#Needless documentation 

In the traditional business services, important work orders, the scope of duty, and business specification of equipment will be managed and maintained on paper, and documentation is done and is passed from the managers all the way to the staff and technicians when the work is accomplished.

But you might be wondering if it is really an effective and efficient way of managing the business service operations and processes but not necessarily. This type of business management might cause a human error, increasing the amount of time and effort that is spent ineffectively, and it might stop the company and business organization from achieving a lesser mean time to accomplish the order and helps in completing more tasks every day.

The truth is that all the important data and information that is kept on paper documentation can be completely transferred to mobile applications and then to the business reporting system software, this will save hours of inefficient work time, and it will allow performance to be monitored that will increase productivity. Use the best field service management (FSM) software with the after-sales service management and the CRM software for the service industry. 

Read our blog – Want To Be A Smart and Effective Sales Manager? Adopt A Powerful CRM Software

#Constant pressure on the high quality of business service 

From the prospect or customer perspective, it does not matter whether the business organization or company is small or huge, in simple words, the size of the business does not matter at all when it comes to the customer or prospect point of view. Customers and the prospect will expect the same quality service and standards and take this for granted. For smaller-scale businesses, this will mean greater pressure and stress to deliver the same quality and standards as larger competitors in the market, but without any financial resources for creation and innovation.

Consequently, the service providers are forced to deploy and implement simplified technology and latest trend enhancements, to compete with the big competitors by providing comparable business service standards and quality.

Constant pressure on the high quality of service

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#Need for communication with customers 

Being responsive to customers and prospects instantly will give them a sense of being considered and valued. However, with a lack of proper communication, response, and updates when the business technician arrives, and with no flexibility for the prospects and customers who wish to reschedule their visits, the service company or business organization is perceived to be very careless, unreliable, not trustworthy, and untruthful. The highest performance will not be sufficient if the customer or client expects and demands more interaction or communication. That is the nature of service organizations and companies, that is they not only must deliver service but also mainly put the customers and prospects at the center of every business operation and process. Use the best field service management (FSM) software with the after-sales service management and the CRM for the service industry. 

#Billing and Payment Management

There are certain cases of lost invoices, absence of transparency, and no rapid visibility into payments. Hiring a field service representative for their technical skills, providing them training on your product, and making them known about your client’s issues. Even though they are systematically providing what they have been hired for, you are still not able to increase the revenue while they are jumbling up with the processes, which is rather not cut for their profile while managing billing and payments.

For enhanced field service, you are required to make the task more effortless for them. By reducing their burden of tallying and calculating, and make an environment where they can target on what they are specialized at.

Promote your billing and payment management function on a single platform, and make online forms for billing and payments which are rather effortless and can be entered with just a swipe of a finger. Make sure to follow a pattern in which no important information is missed and trace and examine quotes, invoices, purchase orders, and billing details to avoid any misunderstandings.

Ensure to pick off-the-shelf billing and payment management software that assist with online payment techniques in order to speed up the billing creation and payment processes.


Despite the extensive advances in the technologies and trends which includes cloud-based technology over the past years, various critical and important field service businesses, companies, and industries still use certain traditional and manual methods for planning and organizing their maintenance, staff and technicians, prospects, and customers, and inventory management. Thus, you must make sure to adapt the best Field Service Management (FSM) software system for the service industry along with the after-sales service management. 

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