Any business which uses in-house service agents to keep equipment running smoothly needs an effective, simple way to manage their team – which is where dedicated digital solutions come in. You might assume that only field service software would support this business function, however certain other platforms including ERP systems and asset management platforms, like mendrhub, offer comprehensive solutions as well. With the ability to track customer equipment in detail, asset management solutions with in-house field service support offer a unique option for manufacturers in particular. If your business relies on a combination of in-house and contracted field service it is essential to ensure the platform you adopt supports this dual model as well.
Beyond this, there are four key points to keep in mind when looking for a software solution to meet your in-house team’s needs.
It should simplify scheduling
Managing a team of in-house technicians means constant coordination and communication, especially when it comes to prioritising tasks in the field. The software you choose should make this simpler by providing a drag-and-drop scheduler that allows you to allocate jobs based on your technicians’ availability, job priority, and client. Having the flexibility to customise visual queues for job cards in the scheduler can be a huge help to your scheduling team, letting them quickly identify what jobs to prioritise and who to schedule them with.
As priorities shift throughout the day, you can allocate tasks to team members, track the statuses of jobs in real time, and reschedule jobs as needed. Your software of choice should give you total flexibility in managing your team so that all tasks get immediately addressed, no job gets missed, and you gain more transparency over the entire workload.
It should centralise equipment and maintenance records
With your team working across different locations, keeping meticulous records is essential to ensuring nothing slips through the cracks. Asset management software can help keep track of client’s equipment information, service history, model tech specs and exploded-view diagrams in one central spot. It can also make this data remotely available to your team, if like mendrhub, the solution supports a dedicated field service app. By centralising all this information, your team doesn’t have to waste time sifting through physical paperwork or digging through countless files to find what they need.
Managing all these records in one spot also drastically cuts down on the likelihood of human error and inconsistencies, as your technicians can record everything on their phones while on-site. Once inputted, your extended team will have instant access to that up-to-date information. Centralising records like this is really a no-brainer – it saves time, cuts down on errors, and increases transparency.
It should offer visibility over your technicians’ performance
This software doesn’t just track equipment history – it also tracks metrics like how long a technician spent at a job, how the equipment has performed post-service, task completion rates, and more. Knowing things like this is crucial for identifying areas in your business that need improvement, like additional training, or optimising routes so technicians can spend more time on jobs and less time driving. Performance analytics help to hold your team accountable and ensure your high maintenance standards are being met consistently.
It’s this kind of data-driven approach that will set your business apart from the competition and make sure you’re providing next-level service.
It should help you manage your parts inventory
Another vital part of managing your in-house technicians is parts inventory. You have to know what parts you have, where they are, and what needs to be ordered. Asset management software like mendrhub allows you to monitor van stock and your warehouse inventory, set reorder points, and skyrocket your first-time-fix rates.
This software ensures you always have critical parts available and on-hand for technicians, with automations in place to alert you when items are low in stock. Overall, proper inventory management lends itself to smoother business operations and a better customer experience.
As you can tell, software to manage your in-house service team effectively goes far beyond just field service. With a powerful platform that also lets you track client equipment, manage inventory and provide powerful business insights, you can benefit yourself, your business, your staff, and your customers.